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CIK: 0000878770
Total reported value
$446.6M
$446.6M
347 檔
21.2%
During the Q3 2025 filing period, World Equity Group, Inc. (CIK: 0000878770) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $446.6M across 347 reported positions.
In Q3 2025, World Equity Group, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 347 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.35% | -0.18% | +31.64% | |
| 2 | FTLS | First Trust Long/short Eqty | ETF-Other | 4.57% | — | +9.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | -0.38% | +20.35% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.37% | +0.45% | -1.23% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.15% | +28.92% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.04% | -0.06% | +3.02% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | +2.17% | +4.25% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.02% | +26.68% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | -0.04% | +544.92% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.69% | -0.40% | +2.49% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.58% | — | +7.98% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.51% | +0.72% | +1.02% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.11% | -45.38% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.23% | +9.72% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.11% | +19.42% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.15% | -0.16% | +7.28% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.17% | +15.92% | |
| 18 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.04% | -0.05% | +0.43% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | +1.54% | |
| 20 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.91% | -0.04% | -0.95% | |
| 21 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.90% | -0.03% | -6.83% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | — | +21.84% | |
| 23 | AIRR | First Trust Rba American Ind | ETF-Other | 0.80% | — | +1148.32% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.08% | -2.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.01% | +1.95% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.74% | — | +4.62% | |
| 27 | FICS | Ft International Dev Cap Str | ETF-Other | 0.72% | — | +8.59% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.72% | +15.45% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.24% | -3.47% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.36% | -1.62% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.03% | +26.88% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.60% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.09% | +2.67% | |
| 34 | SECT | Main Sector Rotation ETF | ETF-Other | 0.59% | +0.15% | +6.87% | |
| 35 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.56% | -0.16% | -0.79% | |
| 36 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.55% | -0.01% | +719.78% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | -0.08% | -3.85% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | +24.62% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.01% | -3.47% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +40.09% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | — | +4.59% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.16% | -0.86% | |
| 43 | EMLP | First Trust North American E | ETF-Other | 0.47% | — | +105.52% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.01% | +5.91% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.45% | +0.15% | NEW | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.45% | — | +5.56% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.10% | +2.52% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.44% | — | +65.62% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.43% | -0.23% | +31.18% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.05% | +3.66% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 347 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FTLS, MSFT) accounted for 21.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
CIBR
市值: $2.6M
Top Position Liquidated / Trimmed
IWY
前期市值: $2.1M
During Q3 2025, World Equity Group, Inc.'s top holdings by market value included AAPL (6.3%)、FTLS (4.6%)、MSFT (4.2%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q3 2025, World Equity Group, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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