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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.8 Billion 6.08% of portfolio
80,059
Q4 2025 Reduced 27.17%
$3.78T
$14.1 Billion 3.94% of portfolio
29,223
Q4 2025 Reduced 17.31%
$465B
$10.5 Billion 2.94% of portfolio
56,533
Q4 2025 Reduced 22.42%
$2.39T
$7.94 Billion 2.22% of portfolio
34,405
Q4 2025 Reduced 11.53%
$342B
$7.1 Billion 1.98% of portfolio
39,946
Q4 2025 Reduced 1.84%
$1.65T
$6.08 Billion 1.7% of portfolio
19,440
Q4 2025 Reduced 8.12%
$1.37T
$5.77 Billion 1.61% of portfolio
8,740
Q4 2025 Added 0.05%
$1.29T
$4.29 Billion 1.2% of portfolio
9,546
Q4 2025 Reduced 9.03%
$413B
$4.05 Billion 1.13% of portfolio
73,648
Q4 2025 Added 0.63%
$1.74T
$3.3 Billion 0.92% of portfolio
10,521
Q4 2025 Reduced 2.12%
$139B
$3.25 Billion 0.91% of portfolio
9,396
Q4 2025 Reduced 0.91%
$662B
$3.17 Billion 0.89% of portfolio
6,311
Q4 2025 Reduced 5.07%
$490B
$3.1 Billion 0.87% of portfolio
25,770
Q4 2025 Added 1.25%
$279B
$3.04 Billion 0.85% of portfolio
27,296
Q4 2025 Reduced 9.31%
$881B
$2.72 Billion 0.76% of portfolio
8,449
Q4 2025 Reduced 0.27%
$7.89B
$2.44 Billion 0.68% of portfolio
8,481
Q4 2025 Added 220.28%
$291B
$2.07 Billion 0.58% of portfolio
3,619
Q4 2025 Reduced 4.61%
$971B
$2.06 Billion 0.57% of portfolio
1,915
Q4 2025 Reduced 2.94%
$224B
$1.79 Billion 0.5% of portfolio
5,850
Q4 2025 Reduced 0.44%
$414B
$1.78 Billion 0.5% of portfolio
7,788
Q4 2025 Reduced 12.61%
$190B
$1.7 Billion 0.48% of portfolio
14,598
Q4 2025 Reduced 21.04%
$303B
$1.66 Billion 0.46% of portfolio
10,918
Q4 2025 Reduced 3.86%
$1.46T
$1.58 Billion 0.44% of portfolio
5,184
Q4 2025 Reduced 5.04%
$306B
$1.5 Billion 0.42% of portfolio
21,422
Q4 2025 Added 2.11%
$266B
$1.45 Billion 0.41% of portfolio
4,906
Q4 2025 Added 5.89%
$140B
$1.42 Billion 0.4% of portfolio
4,448
Q4 2025 Added 4.54%
$367B
$1.4 Billion 0.39% of portfolio
4,067
Q4 2025 Reduced 25.88%
$5.08B
$1.39 Billion 0.39% of portfolio
127,800
Q4 2025 Reduced 2.89%
$522B
$1.34 Billion 0.37% of portfolio
6,470
Q4 2025 Reduced 4.63%
$533B
$1.24 Billion 0.35% of portfolio
3,536
Q4 2025 Reduced 43.97%
$115B
$1.19 Billion 0.33% of portfolio
2,545
Q4 2025 Reduced 8.32%
$346B
$1.19 Billion 0.33% of portfolio
8,317
Q4 2025 Reduced 29.52%
$235B
$1.07 Billion 0.3% of portfolio
10,176
Q4 2025 Reduced 1.8%
$388B
$1.08 Billion 0.3% of portfolio
5,022
Q4 2025 Reduced 15.03%
$49.1B
$1.08 Billion 0.3% of portfolio
11,550
Q4 2025 Added 1,283.23%
$319B
$1.07 Billion 0.3% of portfolio
13,915
Q4 2025 Added 0.28%
$170B
$957 Million 0.27% of portfolio
6,232
Q4 2025 Added 55.41%
$228B
$955 Million 0.27% of portfolio
7,626
Q4 2025 Reduced 5.4%
$160B
$980 Million 0.27% of portfolio
4,282
Q4 2025 Reduced 8.62%
$104B
$899 Million 0.25% of portfolio
3,496
Q4 2025 Added 4.11%
$54.4B
$881 Million 0.25% of portfolio
3,403
Q4 2025 Reduced 2.24%
$1.33B
$899 Million 0.25% of portfolio
15,740
Q4 2025 Added 7.16%
$300B
$894 Million 0.25% of portfolio
2,710
Q4 2025 Reduced 1.63%
$268B
$816 Million 0.23% of portfolio
2,860
Q4 2025 New
$45.6B
$802 Million 0.22% of portfolio
18,400
Q4 2025 Added 5.45%
$0
$785 Million 0.22% of portfolio
29,867
Q4 2025 Added 11.69%
$81.8B
$792 Million 0.22% of portfolio
6,612
Q4 2025 Added 54.92%
-
$765 Million 0.21% of portfolio
-
Q4 2025 Added 20.97%
$328B
$746 Million 0.21% of portfolio
2,422
Q4 2025 Added 5.72%

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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