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
$0
$583 Million 0.16% of portfolio
6,175
Q4 2025 New
$0
$540 Million 0.15% of portfolio
6,857
Q4 2025 Added 3.19%
$0
$548 Million 0.15% of portfolio
38,957
Q4 2025 Reduced 11.64%
$15.7B
$544 Million 0.15% of portfolio
1,799
Q4 2025 New
$0
$537 Million 0.15% of portfolio
30,307
Q4 2025 Added 18.66%
$0
$553 Million 0.15% of portfolio
14,426
Q4 2025 Added 1.35%
Blackrock ETF Trust
-
$540 Million 0.15% of portfolio
-
Q4 2025 Reduced 25.14%
$172B
$548 Million 0.15% of portfolio
13,464
Q4 2025 Reduced 10.63%
Blackrock ETF Trust
-
$539 Million 0.15% of portfolio
-
Q4 2025 Reduced 27.72%
-
$505 Million 0.14% of portfolio
-
Q4 2025 Reduced 15.28%
First Tr Exchng Traded Fd Vi
-
$514 Million 0.14% of portfolio
-
Q4 2025 New
$3.16B
$490 Million 0.14% of portfolio
25,620
Q4 2025 Reduced 10.98%
$0
$493 Million 0.14% of portfolio
33,534
Q4 2025 Added 21.94%
$100B
$502 Million 0.14% of portfolio
6,175
Q4 2025 New
$0
$507 Million 0.14% of portfolio
50,722
Q4 2025 Added 0.54%
$0
$488 Million 0.14% of portfolio
10,033
Q4 2025 Added 10.12%
$0
$506 Million 0.14% of portfolio
28,654
Q4 2025 Reduced 1.17%
$0
$511 Million 0.14% of portfolio
5,362
Q4 2025 Added 18.16%
$0
$519 Million 0.14% of portfolio
21,937
Q4 2025 New
$136B
$505 Million 0.14% of portfolio
1,438
Q4 2025 Reduced 27.34%
$0
$507 Million 0.14% of portfolio
4,984
Q4 2025 Reduced 9.15%
$24.1B
$453 Million 0.13% of portfolio
7,035
Q4 2025 Reduced 1.84%
$74.9B
$456 Million 0.13% of portfolio
1,851
Q4 2025 Added 0.33%
Listed Fds Tr
-
$481 Million 0.13% of portfolio
-
Q4 2025 Reduced 4.16%
$0
$467 Million 0.13% of portfolio
22,384
Q4 2025 Reduced 0.49%
American Healthcare Reit Inc
-
$473 Million 0.13% of portfolio
-
Q4 2025 Reduced 1.19%
$61.4B
$458 Million 0.13% of portfolio
2,484
Q4 2025 Reduced 30.69%
$0
$459 Million 0.13% of portfolio
11,761
Q4 2025 Added 3.41%
$0
$461 Million 0.13% of portfolio
10,605
Q3 2025 Added 0.38%
$0
$453 Million 0.13% of portfolio
2,155
Q4 2025 Reduced 3.32%
$19.9B
$482 Million 0.13% of portfolio
4,605
Q4 2025 Reduced 3.38%
$103B
$433 Million 0.12% of portfolio
5,453
Q4 2025 New
$0
$444 Million 0.12% of portfolio
3,528
Q4 2025 Reduced 0.54%
Neos ETF Trust
-
$444 Million 0.12% of portfolio
-
Q4 2025 Added 11.83%
$40.3B
$414 Million 0.12% of portfolio
1,830
Q4 2025 Added 19.3%
$70.1B
$432 Million 0.12% of portfolio
2,654
Q4 2025 New
$163B
$433 Million 0.12% of portfolio
642
Q4 2025 Reduced 15.3%
$92.7B
$420 Million 0.12% of portfolio
1,355
Q4 2025 Reduced 2.17%
$0
$427 Million 0.12% of portfolio
3,764
Q4 2025 Added 4.53%
$0
$434 Million 0.12% of portfolio
23,018
Q4 2025 Added 6.33%
$32.7B
$445 Million 0.12% of portfolio
2,746
Q4 2025 Reduced 13.02%
$50B
$416 Million 0.12% of portfolio
6,385
Q4 2025 Reduced 20.04%
Voyager Technologies Inc
-
$423 Million 0.12% of portfolio
-
Q4 2025 Added 58.58%
$0
$441 Million 0.12% of portfolio
4,933
Q3 2025 Reduced 1.99%
$0
$383 Million 0.11% of portfolio
48,953
Q4 2025 Added 10.57%
Ge Vernova Inc
-
$384 Million 0.11% of portfolio
-
Q4 2025 Added 4.26%
$20.1B
$405 Million 0.11% of portfolio
733
Q4 2025 Added 5.16%
$0
$378 Million 0.11% of portfolio
7,481
Q4 2025 Added 7.94%
$104B
$391 Million 0.11% of portfolio
6,777
Q4 2025 Reduced 29.08%

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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