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William Dudley Webb Jr.

World Equity Group, Inc.

Assets Managed
$386.104M
Holdings
368
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
7.78%(2Q avg: -5.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in World Equity Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of World Equity Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 386.104M in assets, with a quarterly growth rate of 7.78% and a 2-quarter average growth rate of -5.45%. The portfolio is managed by William Dudley Webb Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.8%
5.17%
$19.95M
78,611 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.99%
3.58%
$13.793M
23,898 shares@ $577.16 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.1%
2.98%
$11.477M
31,005 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5%
2.69%
$10.351M
59,354 shares@ $174.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.93%
2.04%
$7.862M
12,089 shares@ $650.35 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.65%
1.95%
$7.498M
36,002 shares@ $208.28 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -23.51%
1.55%
$5.971M
13,877 shares@ $430.3 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 105.13%
1.55%
$5.965M
19,274 shares@ $309.49 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 1.84%
1.55%
$5.951M
40,679 shares@ $146.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.78%
1.51%
$5.801M
20,173 shares@ $287.57 avg price

1-10 of 368