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
$65.3B
$829 Million 0.23% of portfolio
10,218
Q4 2025 Added 56.45%
$0
$837 Million 0.23% of portfolio
3,342
Q4 2025 Added 9.54%
Neos ETF Trust
-
$787 Million 0.22% of portfolio
-
Q4 2025 Added 30.17%
$45.6B
$802 Million 0.22% of portfolio
18,400
Q4 2025 Added 5.45%
$0
$785 Million 0.22% of portfolio
29,867
Q4 2025 Added 11.69%
Innovator Etfs Trust
-
$775 Million 0.22% of portfolio
-
Q4 2025 New
$81.8B
$792 Million 0.22% of portfolio
6,612
Q4 2025 Added 54.92%
$0
$788 Million 0.22% of portfolio
16,402
Q4 2025 Reduced 2.65%
$0
$801 Million 0.22% of portfolio
21,737
Q4 2025 Reduced 0.55%
Innovator Etfs Trust
-
$776 Million 0.22% of portfolio
-
Q4 2025 New
$0
$744 Million 0.21% of portfolio
20,447
Q4 2025 Reduced 1.34%
-
$765 Million 0.21% of portfolio
-
Q4 2025 Added 20.97%
Profesionally Managed Portfo
-
$765 Million 0.21% of portfolio
-
Q4 2025 New
$0
$759 Million 0.21% of portfolio
12,666
Q4 2025 Added 156.24%
$328B
$746 Million 0.21% of portfolio
2,422
Q4 2025 Added 5.72%
$0
$758 Million 0.21% of portfolio
2,715
Q4 2025 Reduced 54.93%
$0
$711 Million 0.2% of portfolio
2,354
Q4 2025 Added 5.28%
$0
$718 Million 0.2% of portfolio
4,641
Q4 2025 Reduced 6.17%
$404B
$700 Million 0.2% of portfolio
812
Q4 2025 Reduced 91.12%
$0
$720 Million 0.2% of portfolio
3,625
Q4 2025 Reduced 56.35%
$0
$732 Million 0.2% of portfolio
15,891
Q4 2025 Added 0.01%
$0
$733 Million 0.2% of portfolio
15,164
Q4 2025 Added 6.96%
Innovator Etfs Trust
-
$708 Million 0.2% of portfolio
-
Q4 2025 New
$0
$726 Million 0.2% of portfolio
13,238
Q4 2025 New
$46.9B
$730 Million 0.2% of portfolio
5,379
Q4 2025 Reduced 3.58%
$0
$673 Million 0.19% of portfolio
13,780
Q4 2025 Added 3.63%
$0
$667 Million 0.19% of portfolio
111,230
Q4 2025 Added 6.77%
Wedbush Ser Tr
-
$679 Million 0.19% of portfolio
-
Q4 2025 Added 0.14%
$0
$679 Million 0.19% of portfolio
13,267
Q4 2025 Added 11.11%
$136B
$689 Million 0.19% of portfolio
1,476
Q4 2025 Reduced 1.93%
$174B
$663 Million 0.19% of portfolio
4,121
Q4 2025 Reduced 2.02%
$0
$698 Million 0.19% of portfolio
7,266
Q4 2025 Reduced 6.33%
$0
$657 Million 0.18% of portfolio
13,699
Q4 2025 Added 8.76%
$0
$663 Million 0.18% of portfolio
1,400
Q4 2025 Reduced 1.96%
$258B
$652 Million 0.18% of portfolio
3,558
Q4 2025 Reduced 0.89%
$168B
$636 Million 0.18% of portfolio
7,925
Q4 2025 Reduced 13.63%
$0
$651 Million 0.18% of portfolio
12,633
Q4 2025 Reduced 6.6%
$0
$632 Million 0.18% of portfolio
12,903
Q4 2025 New
$8.69B
$644 Million 0.18% of portfolio
33,581
Q4 2025 New
$204B
$613 Million 0.17% of portfolio
4,268
Q4 2025 New
$69.1B
$601 Million 0.17% of portfolio
6,015
Q4 2025 Reduced 9.29%
$96.9B
$624 Million 0.17% of portfolio
1,603
Q4 2025 Added 174.49%
-
$611 Million 0.17% of portfolio
-
Q4 2025 New
$0
$602 Million 0.17% of portfolio
11,368
Q4 2025 Reduced 8.49%
$0
$592 Million 0.17% of portfolio
6,162
Q4 2025 Reduced 0.63%
$0
$570 Million 0.16% of portfolio
2,852
Q4 2025 New
$0
$572 Million 0.16% of portfolio
10,235
Q4 2025 Reduced 8.98%
Talen Energy Corp
-
$557 Million 0.16% of portfolio
-
Q3 2025 Reduced 3.63%
$0
$556 Million 0.16% of portfolio
22,062
Q4 2025 Added 78.51%

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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