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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VBK Vanguard Small Cap Growth ETF ETFs	$0	$711 Million 0.2% of portfolio	2,354	Q4 2025 Added 5.28%
XLV Select Sector Spdr Fund Health ETFs	$0	$718 Million 0.2% of portfolio	4,641	Q4 2025 Reduced 6.17%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$720 Million 0.2% of portfolio	3,625	Q4 2025 Reduced 56.35%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$732 Million 0.2% of portfolio	15,891	Q4 2025 Added 0.01%
BNDX Vanguard Total International B ETFs	$0	$733 Million 0.2% of portfolio	15,164	Q4 2025 Added 6.96%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$726 Million 0.2% of portfolio	13,238	Q4 2025 New
DNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$673 Million 0.19% of portfolio	13,780	Q4 2025 Added 3.63%
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$679 Million 0.19% of portfolio	13,267	Q4 2025 Added 11.11%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$698 Million 0.19% of portfolio	7,266	Q4 2025 Reduced 6.33%

IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$657 Million 0.18% of portfolio	13,699	Q4 2025 Added 8.76%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$663 Million 0.18% of portfolio	1,400	Q4 2025 Reduced 1.96%
FSEP First Tr ETF Viii Cboe Vest Us ETFs	$0	$651 Million 0.18% of portfolio	12,633	Q4 2025 Reduced 6.6%
FOCT First Tr Ex Trad Fd Viii Cboe ETFs	$0	$632 Million 0.18% of portfolio	12,903	Q4 2025 New
FAUG First Tr ETF Viii Cboe Vest Us ETFs	$0	$602 Million 0.17% of portfolio	11,368	Q4 2025 Reduced 8.49%
FYC First Trust Small Cap Growth A ETFs	$0	$592 Million 0.17% of portfolio	6,162	Q4 2025 Reduced 0.63%
IYW Ishares Dj Us Tech ETF ETFs	$0	$570 Million 0.16% of portfolio	2,852	Q4 2025 New
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$572 Million 0.16% of portfolio	10,235	Q4 2025 Reduced 8.98%
HEGD Listed Fds Tr Swan Hedged Equi ETFs	$0	$556 Million 0.16% of portfolio	22,062	Q4 2025 Added 78.51%

GSUS Goldman Sachs ETF Tr Marketbet ETFs	$0	$583 Million 0.16% of portfolio	6,175	Q4 2025 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$540 Million 0.15% of portfolio	6,857	Q4 2025 Added 3.19%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$553 Million 0.15% of portfolio	14,426	Q4 2025 Added 1.35%
IHDG Wisdomtree Tr ETFs	$0	$488 Million 0.14% of portfolio	10,033	Q4 2025 Added 10.12%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$506 Million 0.14% of portfolio	28,654	Q4 2025 Reduced 1.17%
MBB Ishares Tr ETFs	$0	$511 Million 0.14% of portfolio	5,362	Q4 2025 Added 18.16%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$507 Million 0.14% of portfolio	4,984	Q4 2025 Reduced 9.15%
SLV I Shares Silver Trust ETFs	$24.1B	$453 Million 0.13% of portfolio	7,035	Q4 2025 Reduced 1.84%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$459 Million 0.13% of portfolio	11,761	Q4 2025 Added 3.41%
HERD Pacer Fds Tr Cash Cows Fd Fds ETFs	$0	$461 Million 0.13% of portfolio	10,605	Q3 2025 Added 0.38%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$453 Million 0.13% of portfolio	2,155	Q4 2025 Reduced 3.32%
FNX First Tr Mid Cap Core Alphadex ETFs	$0	$444 Million 0.12% of portfolio	3,528	Q4 2025 Reduced 0.54%
ONEY Spdr Ser Tr Russell 1000 Core ETFs	$0	$427 Million 0.12% of portfolio	3,764	Q4 2025 Added 4.53%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$434 Million 0.12% of portfolio	23,018	Q4 2025 Added 6.33%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$441 Million 0.12% of portfolio	4,933	Q3 2025 Reduced 1.99%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$378 Million 0.11% of portfolio	7,481	Q4 2025 Added 7.94%
IQDG Wisdomtree Tr Intl Quality Div ETFs	$0	$395 Million 0.11% of portfolio	9,525	Q4 2025 Added 6.35%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$392 Million 0.11% of portfolio	5,943	Q4 2025 Reduced 23.09%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$402 Million 0.11% of portfolio	5,433	Q4 2025 Added 28.96%
SPYG Spdr Portfolio ETFs	$0	$395 Million 0.11% of portfolio	3,704	Q4 2025 Reduced 74.85%
VGT Vanguard Information Technolog ETFs	$0	$402 Million 0.11% of portfolio	533	Q4 2025 Reduced 1.48%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$378 Million 0.11% of portfolio	5,016	Q4 2025 Added 27.12%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$348 Million 0.1% of portfolio	724	Q4 2025 Reduced 0.14%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$360 Million 0.1% of portfolio	18,255	Q4 2025 Added 8.09%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$368 Million 0.1% of portfolio	18,776	Q4 2025 Added 7.83%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$349 Million 0.1% of portfolio	7,408	Q4 2025 Added 0.86%
IEFA Ishares Tr ETFs	$0	$370 Million 0.1% of portfolio	4,131	Q4 2025 Added 41.47%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$321 Million 0.09% of portfolio	3,738	Q4 2025 Reduced 2.58%
EES Wisdomtree U.S. Smallcap Fund ETFs	$0	$332 Million 0.09% of portfolio	5,826	Q4 2025 Added 0.43%
XSD Spdr Tr Ser Spdr S&P Semicondu ETFs	$0	$325 Million 0.09% of portfolio	1,012	Q4 2025 Added 12.44%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$333 Million 0.09% of portfolio	4,528	Q2 2025 Added 24.33%
CGDV Capital Group Divid Value ETF ETFs	$0	$306 Million 0.09% of portfolio	7,022	Q4 2025 Reduced 7.1%

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