DOSSIER · 13F-HR · Q3 2026

WORLD EQUITY GROUP, INC.

$242M in tracked AUM across 256 positions as of Q3 2026.

WE
CIK 0000878770 · last filed Sep 30, 2026
Total AUM
$242M
as of Q3 2026
Holdings
256
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

World Equity Group's three First Trust buffer ETFs — BUFG, BUFR, and BUFQ — grew by just 1.5%, 1.7%, and 1.2% in share count this quarter, virtually unchanged from the prior period, even as the fund's overall assets grew 24.7% (from $358.3 million to $446.6 million) and 60 other positions shifted meaningfully. That near-total stillness in three defined-outcome funds, set against a book adding new tech names (AMD, Lam Research, CrowdStrike, Cisco, SanDisk) and nearly doubling its SPY stake, reads as automated dollar-cost-averaging in the buffer sleeve layered under active tactical decisions everywhere else. Apple remains the largest holding by dollar value but actually shed shares (-3.9%), its share of the book falling from 6.1% to 5.0% even as the position's price held roughly flat.

Three buffer ETFs that hold almost perfectly steady

The fund's three First Trust "buffer" ETFs — BUFG (defined-outcome large-cap), BUFR (defined-outcome income), and BUFQ (defined-outcome Nasdaq) — moved only slightly this quarter: BUFG shares up 1.5% (168,068 to 170,648), BUFR up 1.7% (123,555 to 125,694), BUFQ up 1.2% (113,352 to 114,741). Against a book that grew nearly a quarter in total assets and saw 60 positions change meaningfully, these three funds' near-total stillness stands out — consistent with a systematic, scheduled contribution program running on autopilot rather than a tactical position being actively managed quarter to quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M47K6.4%
02
QQQ
INVESCO QQQ TR
$14M19K5.8%
03
MSFT
MICROSOFT CORP
$11M22K4.7%
04
NVDA
NVIDIA CORPORATION
$9M41K3.9%
05
SPY
STATE STR SPDR S&P 500 ETF T
$8M11K3.4%
06
PLTR
PALANTIR TECHNOLOGIES INC
$7M38K3.0%
07
AMZN
AMAZON COM INC
$6M25K2.5%
08
META
META PLATFORMS INC
$5M7K2.2%
09
IVV
ISHARES TR
$4M5K1.7%
10
GOOGL
ALPHABET INC
$4M11K1.6%

Filing history

2026Q3Sep 30
$242M▼ 45.8%
256 positionsView →
2026Q2Jun 30
$447M▲ 24.7%
375 positionsView →
2025Q4Dec 31
$358M▲ 43.9%
326 positionsView →
2025Q3Sep 30
$249M▼ 32.1%
214 positionsLocked
2025Q2Jun 30
$367M▲ 4.7%
317 positionsLocked
2025Q1Mar 31
$350M▼ 25.0%
300 positionsLocked
2024Q4Dec 31
$466M▲ 68.5%
391 positionsLocked
2024Q3Sep 30
$277M▼ 17.4%
256 positionsLocked
2024Q2Jun 30
$335M▼ 31.2%
268 positionsLocked
2024Q1Mar 31
$487M▼ 2.3%
308 positionsLocked
2023Q4Dec 31
$499M▲ 3.6%
328 positionsLocked
2023Q3Sep 30
$481M▲ 41.7%
334 positionsLocked
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