World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

$441 Billion
Q3 2025

World Equity Group, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28B, First Tr Long/Short Equity ETF with a value of $20.1B, Microsoft Corp with a value of $18.3B, Invesco Qqq Trust, Series 1 with a value of $14.8B, and Nvidia Corp with a value of $13.6B.

Examining the 13F form we can see an increase of $74B in the current position value, from $367B to 441B.

World Equity Group, Inc. is based out at Schaumburg, IL

Below you can find more details about World Equity Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $441 Billion

ETFs: $204 Billion

Technology: $88.6 Billion

Financial Services: $25.3 Billion

Consumer Cyclical: $20.5 Billion

Communication Services: $18.2 Billion

Consumer Defensive: $17.2 Billion

Industrials: $12.6 Billion

Healthcare: $12.5 Billion

Other: $15.7 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$28 Billion 6.35% of portfolio	109,933	Q3 2025 Added 31.64%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$20.1 Billion 4.57% of portfolio	287,710	Q3 2025 Added 9.83%
MSFT Microsoft Corp Technology	$3.78T	$18.3 Billion 4.15% of portfolio	35,339	Q3 2025 Added 20.35%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$14.8 Billion 3.37% of portfolio	24,698	Q3 2025 Reduced 1.23%
NVDA Nvidia Corp Technology	$465B	$13.6 Billion 3.09% of portfolio	72,870	Q3 2025 Added 28.92%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.99 Billion 2.04% of portfolio	269,131	Q3 2025 Added 3.02%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.81 Billion 2.0% of portfolio	13,226	Q3 2025 Added 4.25%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$8.54 Billion 1.94% of portfolio	38,890	Q3 2025 Added 26.68%
COST Costco Wholesale Corp Consumer Defensive	$404B	$8.47 Billion 1.92% of portfolio	9,145	Q3 2025 Added 544.92%

PLTR Palantir Technologies Inc. Technology	$342B	$7.42 Billion 1.69% of portfolio	40,695	Q3 2025 Added 2.49%
FDL First Tr Morningstar Dividend ETFs	$0	$6.97 Billion 1.58% of portfolio	160,665	Q3 2025 Added 7.98%
GLD Spdr Gold Trust ETFs	$130B	$6.66 Billion 1.51% of portfolio	18,592	Q3 2025 Added 1.02%
META Meta Platforms, Inc. Communication Services	$1.37T	$6.41 Billion 1.46% of portfolio	8,736	Q3 2025 Reduced 45.38%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.88 Billion 1.34% of portfolio	8,785	Q3 2025 Added 9.72%
GOOGL Alphabet Inc. Communication Services	$1.65T	$5.15 Billion 1.17% of portfolio	21,158	Q3 2025 Added 19.42%
EFV Msci Eafe Value ETF ETFs	$0	$5.05 Billion 1.15% of portfolio	74,472	Q3 2025 Added 7.28%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$4.67 Billion 1.06% of portfolio	10,493	Q3 2025 Added 15.92%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.59 Billion 1.04% of portfolio	170,410	Q3 2025 Added 0.43%

VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.19 Billion 0.95% of portfolio	6,845	Q3 2025 Added 1.54%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$4 Billion 0.91% of portfolio	114,828	Q3 2025 Reduced 0.95%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$3.96 Billion 0.9% of portfolio	38,291	Q3 2025 Reduced 6.83%
BAC Bank Of America Corp Financial Services	$413B	$3.78 Billion 0.86% of portfolio	73,188	Q3 2025 Added 21.84%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$3.52 Billion 0.8% of portfolio	36,426	Q3 2025 Added 1,148.32%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.39 Billion 0.77% of portfolio	56,518	Q3 2025 Reduced 2.35%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.34 Billion 0.76% of portfolio	6,648	Q3 2025 Added 1.95%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.27 Billion 0.74% of portfolio	48,563	Q3 2025 Added 4.62%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$3.16 Billion 0.72% of portfolio	82,902	Q3 2025 Added 8.59%
AVGO Broadcom Inc. Technology	$139B	$3.13 Billion 0.71% of portfolio	9,482	Q3 2025 Added 15.45%
WMT Walmart Inc. Consumer Defensive	$279B	$3.1 Billion 0.7% of portfolio	30,098	Q3 2025 Reduced 3.47%
XOM Exxon Mobil Corp Energy	$490B	$2.87 Billion 0.65% of portfolio	25,451	Q3 2025 Reduced 1.62%
JPM Jpmorgan Chase & CO Financial Services	$881B	$2.67 Billion 0.61% of portfolio	8,472	Q3 2025 Added 26.88%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$2.63 Billion 0.6% of portfolio	34,631	Q3 2025 New
SECT Sector 10, Inc. ETFs	$0	$2.58 Billion 0.59% of portfolio	40,957	Q3 2025 Added 6.87%
GOOG Alphabet Inc. Communication Services	$1.74T	$2.62 Billion 0.59% of portfolio	10,749	Q3 2025 Added 2.67%
TPL Texas Pacific Land Corp Energy	$7.89B	$2.47 Billion 0.56% of portfolio	2,648	Q3 2025 Reduced 0.79%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$2.4 Billion 0.55% of portfolio	15,912	Q3 2025 Added 719.78%
VUG Vanguard Growth ETF ETFs	$0	$2.27 Billion 0.52% of portfolio	4,740	Q3 2025 Reduced 3.85%
HD Home Depot, Inc. Consumer Cyclical	$367B	$2.22 Billion 0.5% of portfolio	5,487	Q3 2025 Added 24.62%
V Visa Inc. Financial Services	$533B	$2.15 Billion 0.49% of portfolio	6,311	Q3 2025 Added 40.09%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.17 Billion 0.49% of portfolio	18,244	Q3 2025 Reduced 3.47%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$2.13 Billion 0.48% of portfolio	17,667	Q3 2025 Added 4.59%
EMLP First Tr Exchange Traded Iv ETFs	$0	$2.07 Billion 0.47% of portfolio	53,971	Q3 2025 Added 105.52%
ABBV Abb Vie Inc. Healthcare	$414B	$2.06 Billion 0.47% of portfolio	8,912	Q3 2025 Added 5.91%
XLK Technology Sector Spdr ETFs	$0	$2.08 Billion 0.47% of portfolio	7,372	Q3 2025 Reduced 0.86%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$2 Billion 0.45% of portfolio	8,074	Q3 2025 Added 130.62%
GS Goldman Sachs Group Inc Financial Services	$265B	$1.98 Billion 0.45% of portfolio	2,481	Q3 2025 Added 2.52%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.99 Billion 0.45% of portfolio	75,748	Q3 2025 Added 5.56%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.93 Billion 0.44% of portfolio	32,527	Q3 2025 Added 65.62%
C Citigroup Inc Financial Services	$190B	$1.88 Billion 0.43% of portfolio	18,489	Q3 2025 Added 31.18%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.83 Billion 0.42% of portfolio	67,020	Q3 2025 Added 3.66%

Summary

Portfolio
No. of Stocks 347
Current Value $441 Billion
Prior Value $367 Billion
Filing
Period Q3 2025
Filing Date October 24, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 60 stocks
Additional Purchases 174 stocks
Sold out of 0 stocks
Reduced holdings in 101 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. Portfolio Holdings