World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

$358 Billion
Q4 2025

World Equity Group, Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $358 Billion distributed in 326 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.8B, Invesco Qqq Trust, Series 1 with a value of $14.8B, Microsoft Corp with a value of $14.1B, Nvidia Corp with a value of $10.5B, and Spdr S&P 500 ETF Trust with a value of $8.41B.

Examining the 13F form we can see an decrease of $82.3B in the current position value, from $441B to 358B.

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 $358 Billion

ETFs: $144 Billion

Technology: $68.8 Billion

Financial Services: $23.7 Billion

Consumer Cyclical: $19.8 Billion

Communication Services: $18.4 Billion

Industrials: $12.5 Billion

Healthcare: $12 Billion

Consumer Defensive: $8.9 Billion

Other: $15.4 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$4.3T	$21.8 Billion 6.08% of portfolio	80,059	Q4 2025 Reduced 27.17%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$14.8 Billion 4.14% of portfolio	24,137	Q4 2025 Reduced 2.27%
MSFT Microsoft Corp Technology	$3.78T	$14.1 Billion 3.94% of portfolio	29,223	Q4 2025 Reduced 17.31%
NVDA Nvidia Corp Technology	$465B	$10.5 Billion 2.94% of portfolio	56,533	Q4 2025 Reduced 22.42%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.41 Billion 2.35% of portfolio	12,327	Q4 2025 Reduced 6.8%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$7.94 Billion 2.22% of portfolio	34,405	Q4 2025 Reduced 11.53%
GLD Spdr Gold Trust ETFs	$130B	$7.19 Billion 2.01% of portfolio	18,143	Q4 2025 Reduced 2.42%
PLTR Palantir Technologies Inc. Technology	$342B	$7.1 Billion 1.98% of portfolio	39,946	Q4 2025 Reduced 1.84%
GOOGL Alphabet Inc. Communication Services	$1.65T	$6.08 Billion 1.7% of portfolio	19,440	Q4 2025 Reduced 8.12%

META Meta Platforms, Inc. Communication Services	$1.37T	$5.77 Billion 1.61% of portfolio	8,740	Q4 2025 Added 0.05%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.36 Billion 1.5% of portfolio	7,829	Q4 2025 Reduced 10.88%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.63 Billion 1.29% of portfolio	168,068	Q4 2025 Reduced 1.37%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.57 Billion 1.27% of portfolio	7,282	Q4 2025 Added 6.38%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$4.29 Billion 1.2% of portfolio	9,546	Q4 2025 Reduced 9.03%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.23 Billion 1.18% of portfolio	123,555	Q4 2025 Reduced 54.09%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$4.06 Billion 1.13% of portfolio	113,352	Q4 2025 Reduced 1.29%
BAC Bank Of America Corp Financial Services	$413B	$4.05 Billion 1.13% of portfolio	73,648	Q4 2025 Added 0.63%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.5 Billion 0.98% of portfolio	56,054	Q4 2025 Reduced 0.82%

GOOG Alphabet Inc. Communication Services	$1.74T	$3.3 Billion 0.92% of portfolio	10,521	Q4 2025 Reduced 2.12%
AVGO Broadcom Inc. Technology	$139B	$3.25 Billion 0.91% of portfolio	9,396	Q4 2025 Reduced 0.91%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.17 Billion 0.89% of portfolio	6,311	Q4 2025 Reduced 5.07%
Listed Fds Tr	-	$3.19 Billion 0.89% of portfolio	-	Q4 2025 New
XOM Exxon Mobil Corp Energy	$490B	$3.1 Billion 0.87% of portfolio	25,770	Q4 2025 Added 1.25%
WMT Walmart Inc. Consumer Defensive	$279B	$3.04 Billion 0.85% of portfolio	27,296	Q4 2025 Reduced 9.31%
JPM Jpmorgan Chase & CO Financial Services	$881B	$2.72 Billion 0.76% of portfolio	8,449	Q4 2025 Reduced 0.27%
SECT Sector 10, Inc. ETFs	$0	$2.61 Billion 0.73% of portfolio	40,496	Q4 2025 Reduced 1.13%
Listed Fds Tr	-	$2.63 Billion 0.73% of portfolio	-	Q4 2025 New
TPL Texas Pacific Land Corp Energy	$7.89B	$2.44 Billion 0.68% of portfolio	8,481	Q4 2025 Added 220.28%
VUG Vanguard Growth ETF ETFs	$0	$2.43 Billion 0.68% of portfolio	4,989	Q4 2025 Added 5.25%
XLK Technology Sector Spdr ETFs	$0	$2.39 Billion 0.67% of portfolio	16,603	Q4 2025 Added 125.22%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.23 Billion 0.62% of portfolio	18,534	Q4 2025 Added 1.59%
GS Goldman Sachs Group Inc Financial Services	$265B	$2.13 Billion 0.6% of portfolio	2,428	Q4 2025 Reduced 2.14%
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.13 Billion 0.6% of portfolio	78,395	Q4 2025 Added 3.49%
CAT Caterpillar Inc Industrials	$291B	$2.07 Billion 0.58% of portfolio	3,619	Q4 2025 Reduced 4.61%
LLY Eli Lilly & CO Healthcare	$971B	$2.06 Billion 0.57% of portfolio	1,915	Q4 2025 Reduced 2.94%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.9 Billion 0.53% of portfolio	69,318	Q4 2025 Added 3.43%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$1.79 Billion 0.5% of portfolio	5,850	Q4 2025 Reduced 0.44%
ABBV Abb Vie Inc. Healthcare	$414B	$1.78 Billion 0.5% of portfolio	7,788	Q4 2025 Reduced 12.61%
C Citigroup Inc Financial Services	$190B	$1.7 Billion 0.48% of portfolio	14,598	Q4 2025 Reduced 21.04%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.72 Billion 0.48% of portfolio	13,918	Q4 2025 Reduced 21.22%
VTV Vanguard Value ETF ETFs	$0	$1.67 Billion 0.47% of portfolio	8,748	Q4 2025 Added 13.79%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.66 Billion 0.46% of portfolio	27,596	Q4 2025 Added 2.82%
CVX Chevron Corp Energy	$303B	$1.66 Billion 0.46% of portfolio	10,918	Q4 2025 Reduced 3.86%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$1.58 Billion 0.44% of portfolio	5,184	Q4 2025 Reduced 5.04%
KO Coca Cola CO Consumer Defensive	$306B	$1.5 Billion 0.42% of portfolio	21,422	Q4 2025 Added 2.11%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.46 Billion 0.41% of portfolio	31,380	Q4 2025 Added 5.38%
IBM International Business Machines Corp Technology	$266B	$1.45 Billion 0.41% of portfolio	4,906	Q4 2025 Added 5.89%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.45 Billion 0.41% of portfolio	23,867	Q4 2025 Reduced 26.62%
Innovator Etfs Trust	-	$1.47 Billion 0.41% of portfolio	-	Q4 2025 Added 310.83%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.44 Billion 0.4% of portfolio	6,799	Q4 2025 Reduced 1.29%

Summary

Portfolio
No. of Stocks 326
Current Value $358 Billion
Prior Value $441 Billion
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 47 stocks
Additional Purchases 115 stocks
Sold out of 0 stocks
Reduced holdings in 151 stocks

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World Equity Group, Inc. Portfolio Holdings