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 Market Cap. of $200 Billions or more