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
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$14.8 Billion 4.14% of portfolio	24,137	Q4 2025 Reduced 2.27%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.41 Billion 2.35% of portfolio	12,327	Q4 2025 Reduced 6.8%
GLD Spdr Gold Trust ETFs	$130B	$7.19 Billion 2.01% of portfolio	18,143	Q4 2025 Reduced 2.42%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.36 Billion 1.5% of portfolio	7,829	Q4 2025 Reduced 10.88%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.63 Billion 1.29% of portfolio	168,068	Q4 2025 Reduced 1.37%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$4.57 Billion 1.27% of portfolio	7,282	Q4 2025 Added 6.38%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.23 Billion 1.18% of portfolio	123,555	Q4 2025 Reduced 54.09%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$4.06 Billion 1.13% of portfolio	113,352	Q4 2025 Reduced 1.29%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.5 Billion 0.98% of portfolio	56,054	Q4 2025 Reduced 0.82%

SECT Sector 10, Inc. ETFs	$0	$2.61 Billion 0.73% of portfolio	40,496	Q4 2025 Reduced 1.13%
VUG Vanguard Growth ETF ETFs	$0	$2.43 Billion 0.68% of portfolio	4,989	Q4 2025 Added 5.25%
XLK Technology Sector Spdr ETFs	$0	$2.39 Billion 0.67% of portfolio	16,603	Q4 2025 Added 125.22%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.23 Billion 0.62% of portfolio	18,534	Q4 2025 Added 1.59%
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.13 Billion 0.6% of portfolio	78,395	Q4 2025 Added 3.49%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.9 Billion 0.53% of portfolio	69,318	Q4 2025 Added 3.43%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.72 Billion 0.48% of portfolio	13,918	Q4 2025 Reduced 21.22%
VTV Vanguard Value ETF ETFs	$0	$1.67 Billion 0.47% of portfolio	8,748	Q4 2025 Added 13.79%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.66 Billion 0.46% of portfolio	27,596	Q4 2025 Added 2.82%

IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.46 Billion 0.41% of portfolio	31,380	Q4 2025 Added 5.38%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.45 Billion 0.41% of portfolio	23,867	Q4 2025 Reduced 26.62%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.44 Billion 0.4% of portfolio	6,799	Q4 2025 Reduced 1.29%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$1.44 Billion 0.4% of portfolio	27,302	Q4 2025 Reduced 28.7%
VB Vanguard Small Cap ETF ETFs	$0	$1.41 Billion 0.39% of portfolio	5,484	Q4 2025 Added 3.88%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.36 Billion 0.38% of portfolio	25,292	Q4 2025 Reduced 0.42%
DDWM Wisdomtree Tr Currency Hedged ETFs	$0	$1.32 Billion 0.37% of portfolio	30,266	Q4 2025 Added 5.68%
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$1.33 Billion 0.37% of portfolio	23,633	Q4 2025 Reduced 2.1%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.25 Billion 0.35% of portfolio	9,016	Q4 2025 Added 1.44%
OEF Ishares S&P 100 ETF ETFs	$0	$1.23 Billion 0.34% of portfolio	3,584	Q4 2025 Reduced 23.25%
CFO Victory Portfolios Ii Shs Us 5 ETFs	$0	$1.2 Billion 0.33% of portfolio	16,230	Q4 2025 Added 0.01%
XLF Financial Sector Spdr ETFs	$0	$1.18 Billion 0.33% of portfolio	21,470	Q4 2025 Reduced 30.61%
IEMG Ishares Inc ETFs	$0	$1.16 Billion 0.32% of portfolio	17,294	Q4 2025 Reduced 8.41%
PFFA Etfis Ser Tr I ETFs	$0	$1.16 Billion 0.32% of portfolio	53,609	Q4 2025 Added 1.91%
EFV Msci Eafe Value ETF ETFs	$0	$1.09 Billion 0.3% of portfolio	15,244	Q4 2025 Reduced 79.53%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.03 Billion 0.29% of portfolio	4,070	Q4 2025 Reduced 49.59%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.04 Billion 0.29% of portfolio	3,098	Q4 2025 Reduced 3.58%
XLI Industrial Sector Spdr ETFs	$0	$969 Million 0.27% of portfolio	6,245	Q4 2025 Reduced 5.45%
AOA Ishares Tr Core Aggressive All ETFs	$0	$969 Million 0.27% of portfolio	10,824	Q4 2025 Reduced 12.29%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$920 Million 0.26% of portfolio	7,559	Q4 2025 Added 4.58%
VO Vanguard Mid Cap ETF ETFs	$0	$880 Million 0.25% of portfolio	3,033	Q4 2025 Added 2.43%
IWM Ishares Russell 2000 ETF ETFs	$0	$884 Million 0.25% of portfolio	3,591	Q4 2025 Reduced 14.7%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$892 Million 0.25% of portfolio	11,125	Q4 2025 Reduced 5.4%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$883 Million 0.25% of portfolio	19,590	Q2 2025 Reduced 2.0%
ITA Ishares Tr ETFs	$0	$827 Million 0.23% of portfolio	3,851	Q4 2025 Reduced 9.39%
IAU Ishares Gold Trust ETFs	$65.3B	$829 Million 0.23% of portfolio	10,218	Q4 2025 Added 56.45%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$837 Million 0.23% of portfolio	3,342	Q4 2025 Added 9.54%
BKHY Bny Mellon ETF Tr High Yield B ETFs	$0	$788 Million 0.22% of portfolio	16,402	Q4 2025 Reduced 2.65%
HYLB Xtrackers Usd High Yield Corp ETFs	$0	$801 Million 0.22% of portfolio	21,737	Q4 2025 Reduced 0.55%
FVC First Tr Exche Trd Fd Vi Dorse ETFs	$0	$744 Million 0.21% of portfolio	20,447	Q4 2025 Reduced 1.34%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$759 Million 0.21% of portfolio	12,666	Q4 2025 Added 156.24%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$758 Million 0.21% of portfolio	2,715	Q4 2025 Reduced 54.93%

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