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 Trade History
$140B
$1.42 Billion 0.4% of portfolio
4,448
Q4 2025 Added 4.54%
$0
$1.44 Billion 0.4% of portfolio
27,302
Q4 2025 Reduced 28.7%
$367B
$1.4 Billion 0.39% of portfolio
4,067
Q4 2025 Reduced 25.88%
$0
$1.41 Billion 0.39% of portfolio
5,484
Q4 2025 Added 3.88%
$5.08B
$1.39 Billion 0.39% of portfolio
127,800
Q4 2025 Reduced 2.89%
$0
$1.36 Billion 0.38% of portfolio
25,292
Q4 2025 Reduced 0.42%
$0
$1.32 Billion 0.37% of portfolio
30,266
Q4 2025 Added 5.68%
$522B
$1.34 Billion 0.37% of portfolio
6,470
Q4 2025 Reduced 4.63%
$0
$1.33 Billion 0.37% of portfolio
23,633
Q4 2025 Reduced 2.1%
First Tr Exchng Traded Fd Vi
-
$1.26 Billion 0.35% of portfolio
-
Q4 2025 Added 3.68%
$0
$1.25 Billion 0.35% of portfolio
9,016
Q4 2025 Added 1.44%
$533B
$1.24 Billion 0.35% of portfolio
3,536
Q4 2025 Reduced 43.97%
$0
$1.23 Billion 0.34% of portfolio
3,584
Q4 2025 Reduced 23.25%
$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%
First Tr Exchng Traded Fd Vi
-
$1.18 Billion 0.33% of portfolio
-
Q4 2025 Reduced 4.01%
$0
$1.18 Billion 0.33% of portfolio
21,470
Q4 2025 Reduced 30.61%
$0
$1.16 Billion 0.32% of portfolio
17,294
Q4 2025 Reduced 8.41%
First Tr Exchng Traded Fd Vi
-
$1.14 Billion 0.32% of portfolio
-
Q4 2025 Reduced 3.9%
Lam Research Corp
-
$1.15 Billion 0.32% of portfolio
-
Q4 2025 Reduced 0.74%
$0
$1.16 Billion 0.32% of portfolio
53,609
Q4 2025 Added 1.91%
First Tr Exchng Traded Fd Vi
-
$1.1 Billion 0.31% of portfolio
-
Q4 2025 Added 10.77%
$235B
$1.07 Billion 0.3% of portfolio
10,176
Q4 2025 Reduced 1.8%
First Tr Exchng Traded Fd Vi
-
$1.09 Billion 0.3% of portfolio
-
Q4 2025 Reduced 20.58%
$0
$1.09 Billion 0.3% of portfolio
15,244
Q4 2025 Reduced 79.53%
$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%
First Tr Exchange Traded Fd
-
$1.07 Billion 0.3% of portfolio
-
Q4 2025 Reduced 4.28%
$0
$1.03 Billion 0.29% of portfolio
4,070
Q4 2025 Reduced 49.59%
$0
$1.04 Billion 0.29% of portfolio
3,098
Q4 2025 Reduced 3.58%
$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%
$0
$969 Million 0.27% of portfolio
6,245
Q4 2025 Reduced 5.45%
$160B
$980 Million 0.27% of portfolio
4,282
Q4 2025 Reduced 8.62%
$0
$969 Million 0.27% of portfolio
10,824
Q4 2025 Reduced 12.29%
$0
$920 Million 0.26% of portfolio
7,559
Q4 2025 Added 4.58%
$0
$880 Million 0.25% of portfolio
3,033
Q4 2025 Added 2.43%
$0
$884 Million 0.25% of portfolio
3,591
Q4 2025 Reduced 14.7%
$104B
$899 Million 0.25% of portfolio
3,496
Q4 2025 Added 4.11%
Ishares Bitcoin Trust ETF
-
$891 Million 0.25% of portfolio
-
Q4 2025 Added 13.9%
$54.4B
$881 Million 0.25% of portfolio
3,403
Q4 2025 Reduced 2.24%
$0
$892 Million 0.25% of portfolio
11,125
Q4 2025 Reduced 5.4%
$0
$883 Million 0.25% of portfolio
19,590
Q2 2025 Reduced 2.0%
$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%
$0
$827 Million 0.23% of portfolio
3,851
Q4 2025 Reduced 9.39%
$268B
$816 Million 0.23% of portfolio
2,860
Q4 2025 New
First Tr Exchng Traded Fd Vi
-
$814 Million 0.23% of portfolio
-
Q4 2025 Reduced 3.97%

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
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email