World Equity Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 256 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. The largest position is Apple Inc., which accounts for 15,601,423 shares. Other major holdings include Microsoft Corp. with 11,314,120 shares and Amazon.com Inc. with 6,175,197 shares.
The filing also reveals significant exposure to other major corporations such as Alphabet Inc. (Class A and Class C shares), Berkshire Hathaway Inc. (Class B), and Johnson & Johnson. The firm holds substantial positions in Visa Inc., Mastercard Inc., and Coca-Cola Co..
World Equity Group's portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF holdings include the ISHARES TR CORE S&P 500 ETF with 4,102,700 shares, the INVESCO QQQ TR UNIT SER 1 with 13,961,643 shares, and various funds from First Trust and Goldman Sachs.
The filing identifies William Dudley Webb Jr. as the Chief Compliance Officer responsible for the report.
