DOSSIER · 13F-HR · Q4 2025

WORLD EQUITY GROUP, INC.

WORLD EQUITY's family office based in Boston, MA $358M in tracked AUM across 326 positions as of Q4 2025.

WE
WORLD EQUITY·Boston, MA·Family Office
CIK 0000878770 · last filed Dec 31, 2025
Total AUM
$358M
3.0%
vs prior
Holdings
326
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

WORLD EQUITY GROUP, INC. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$22M80K6.1%
02
04609e107
INVESCO QQQ TR
$15M24K4.1%
03
MSFT
MICROSOFT CORP
$14M29K3.9%
04
NVDA
NVIDIA CORPORATION
$11M57K2.9%
05
SPY
SPDR S&P 500 ETF TR
$8M12K2.3%
06
AMZN
AMAZON COM INC
$8M34K2.2%
07
GLD
SPDR GOLD TR
$7M18K2.0%
08
PLTR
PALANTIR TECHNOLOGIES INC
$7M40K2.0%
09
GOOGL
ALPHABET INC
$6M19K1.7%
10
META
META PLATFORMS INC
$6M9K1.6%

Filing history

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