WORLD EQUITY GROUP, INC.

Q3 2026 13F-HR Holdings

Location
Schaumburg, IL
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
256
Total value ($000)
$242,218
Net value change ($000)
-204,402 (-45.8%)
New positions
28
Sold out positions
145
Turnover %
33.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HOLDINGS CORP 3,023 NEW
PLTR 2,082 40.9%
CAIQ 524 NEW
CRWD 501 24.9%
WTV 366 NEW
MPC 342 NEW
NOW 321 NEW
TWST 306 NEW
ACWX 298 NEW
TMFC 287 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -10,611 -56.4%
AAPL -6,665 -29.9%
GLD -6,616 -65.2%
QQQ -3,982 -22.2%
TSM -3,500 -71.6%
XOM -3,433 -100.0%
BUFG -3,370 -67.4%
TSLA -3,323 -59.7%
VOO -3,309 -66.9%
NVDA -3,282 -26.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type