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
$395 Million 0.11% of portfolio
9,525
Q4 2025 Added 6.35%
$0
$392 Million 0.11% of portfolio
5,943
Q4 2025 Reduced 23.09%
$255B
$403 Million 0.11% of portfolio
1,088
Q4 2025 New
$0
$402 Million 0.11% of portfolio
5,433
Q4 2025 Added 28.96%
$79.6B
$400 Million 0.11% of portfolio
2,959
Q4 2025 Reduced 65.56%
$197B
$411 Million 0.11% of portfolio
1,599
Q4 2025 New
$0
$395 Million 0.11% of portfolio
3,704
Q4 2025 Reduced 74.85%
$3.44B
$404 Million 0.11% of portfolio
1,663
Q4 2025 Added 7.36%
$32.5B
$403 Million 0.11% of portfolio
432
Q4 2025 Added 18.03%
$0
$402 Million 0.11% of portfolio
533
Q4 2025 Reduced 1.48%
$0
$378 Million 0.11% of portfolio
5,016
Q4 2025 Added 27.12%
$237B
$356 Million 0.1% of portfolio
2,220
Q4 2025 Added 1.37%
$141B
$376 Million 0.1% of portfolio
15,107
Q4 2025 Reduced 47.38%
$17.7B
$354 Million 0.1% of portfolio
3,471
Q4 2025 Added 0.81%
$9.65B
$348 Million 0.1% of portfolio
3,405
Q4 2025 New
$0
$348 Million 0.1% of portfolio
724
Q4 2025 Reduced 0.14%
T Rowe Price ETF Inc
-
$376 Million 0.1% of portfolio
-
Q4 2025 Added 11.47%
$0
$368 Million 0.1% of portfolio
18,776
Q4 2025 Added 7.83%
$17.2B
$359 Million 0.1% of portfolio
3,448
Q2 2025 Reduced 0.75%
$107B
$376 Million 0.1% of portfolio
427
Q4 2025 Reduced 4.47%
$181B
$368 Million 0.1% of portfolio
14,819
Q4 2025 Reduced 6.82%
$0
$349 Million 0.1% of portfolio
7,408
Q4 2025 Added 0.86%
First Tr Exchng Traded Fd Vi
-
$352 Million 0.1% of portfolio
-
Q4 2025 Reduced 2.98%
Blackrock ETF Trust Ii
-
$344 Million 0.1% of portfolio
-
Q4 2025 Added 16.57%
First Tr Exchng Traded Fd Vi
-
$376 Million 0.1% of portfolio
-
Q4 2025 Reduced 11.96%
$44.1B
$355 Million 0.1% of portfolio
4,808
Q4 2025 New
$0
$370 Million 0.1% of portfolio
4,131
Q4 2025 Added 41.47%
$0
$358 Million 0.1% of portfolio
18,700
Q4 2025 Added 5.95%
$0
$359 Million 0.1% of portfolio
5,004
Q4 2025 Added 1.91%
$89.8B
$370 Million 0.1% of portfolio
1,995
Q4 2025 New
Ul Solutions Inc
-
$361 Million 0.1% of portfolio
-
Q4 2025 New
$136B
$356 Million 0.1% of portfolio
1,538
Q4 2025 Reduced 0.97%
$0
$321 Million 0.09% of portfolio
3,738
Q4 2025 Reduced 2.58%
$418B
$310 Million 0.09% of portfolio
2,114
Q3 2025 Added 0.09%
$98.6B
$308 Million 0.09% of portfolio
3,534
Q4 2025 Reduced 56.92%
$3.72B
$307 Million 0.09% of portfolio
20,814
Q4 2025 New
$0
$332 Million 0.09% of portfolio
5,826
Q4 2025 Added 0.43%
$0
$325 Million 0.09% of portfolio
1,012
Q4 2025 Added 12.44%
Celestica Inc
-
$331 Million 0.09% of portfolio
-
Q4 2025 Reduced 50.46%
$0
$333 Million 0.09% of portfolio
4,528
Q2 2025 Added 24.33%
$177B
$315 Million 0.09% of portfolio
1,817
Q4 2025 Reduced 0.49%
$0
$306 Million 0.09% of portfolio
7,022
Q4 2025 Reduced 7.1%
$757M
$331 Million 0.09% of portfolio
2,992
Q4 2025 New
$0
$307 Million 0.09% of portfolio
14,858
Q4 2025 Added 1.23%
$0
$313 Million 0.09% of portfolio
6,259
Q4 2025 Reduced 2.33%
$61.6B
$330 Million 0.09% of portfolio
11,987
Q2 2025 New
$73.7B
$321 Million 0.09% of portfolio
1,222
Q3 2025 Added 0.16%
$0
$307 Million 0.09% of portfolio
6,761
Q4 2025 Added 0.33%
$0
$333 Million 0.09% of portfolio
10,134
Q4 2025 Reduced 23.36%

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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