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
$311 Million 0.09% of portfolio
8,335
Q4 2025 New
$0
$312 Million 0.09% of portfolio
9,408
Q4 2025 New
$73.7B
$326 Million 0.09% of portfolio
3,839
Q4 2025 Added 5.55%
Exchange Listed Fds Tr
-
$306 Million 0.09% of portfolio
-
Q4 2025 Reduced 49.98%
$0
$340 Million 0.09% of portfolio
3,067
Q3 2025 Reduced 0.65%
$47.7B
$312 Million 0.09% of portfolio
700
Q2 2025 Added 16.67%
$193B
$328 Million 0.09% of portfolio
2,883
Q4 2025 Reduced 56.56%
$0
$313 Million 0.09% of portfolio
6,429
Q4 2025 Added 0.27%
$0
$340 Million 0.09% of portfolio
7,970
Q4 2025 Added 95.01%
$0
$301 Million 0.08% of portfolio
5,870
Q4 2025 Added 7.31%
$143B
$303 Million 0.08% of portfolio
8,199
Q4 2025 Reduced 2.04%
$0
$273 Million 0.08% of portfolio
7,907
Q4 2025 Reduced 33.55%
$593B
$303 Million 0.08% of portfolio
1,553
Q4 2025 Added 27.92%
Aim ETF Products Trust
-
$297 Million 0.08% of portfolio
-
Q4 2025 New
$40.1B
$300 Million 0.08% of portfolio
2,298
Q4 2025 Added 0.09%
$0
$300 Million 0.08% of portfolio
3,853
Q4 2025 Added 3.71%
Aim ETF Products Trust
-
$273 Million 0.08% of portfolio
-
Q4 2025 New
$0
$294 Million 0.08% of portfolio
1,923
Q4 2025 Reduced 87.91%
$45.2B
$287 Million 0.08% of portfolio
501
Q4 2025 Reduced 19.97%
$181B
$296 Million 0.08% of portfolio
3,625
Q4 2025 Added 37.83%
$0
$278 Million 0.08% of portfolio
1,332
Q4 2025 Added 1.91%
Super Micro Computer Inc
-
$279 Million 0.08% of portfolio
-
Q4 2025 Added 2.33%
$0
$302 Million 0.08% of portfolio
6,804
Q4 2025 Added 6.2%
$0
$288 Million 0.08% of portfolio
12,588
Q4 2025 Added 5.5%
Aim ETF Products Trust
-
$272 Million 0.08% of portfolio
-
Q4 2025 New
$96.4B
$271 Million 0.08% of portfolio
2,311
Q4 2025 Reduced 18.08%
$53.3B
$296 Million 0.08% of portfolio
1,076
Q4 2025 Reduced 5.53%
$0
$283 Million 0.08% of portfolio
2,407
Q4 2025 Reduced 0.29%
$0
$294 Million 0.08% of portfolio
5,817
Q4 2025 Reduced 8.91%
Victory Portfolios Ii
-
$274 Million 0.08% of portfolio
-
Q4 2025 Reduced 13.85%
$183B
$290 Million 0.08% of portfolio
887
Q4 2025 Reduced 31.13%
$38.4B
$297 Million 0.08% of portfolio
10,606
Q4 2025 Added 7.33%
$0
$249 Million 0.07% of portfolio
11,061
Q4 2025 Added 6.43%
Goldman Sachs ETF Tr
-
$253 Million 0.07% of portfolio
-
Q4 2025 New
$85.9B
$250 Million 0.07% of portfolio
1,139
Q4 2025 Reduced 65.93%
$0
$268 Million 0.07% of portfolio
3,312
Q4 2025 Added 10.77%
$0
$245 Million 0.07% of portfolio
2,490
Q4 2025 Reduced 93.16%
$0
$236 Million 0.07% of portfolio
5,490
Q4 2025 New
$0
$258 Million 0.07% of portfolio
4,454
Q4 2025 Added 100.45%
$0
$262 Million 0.07% of portfolio
4,198
Q4 2025 Reduced 39.93%
$0
$264 Million 0.07% of portfolio
3,197
Q4 2025 Reduced 14.08%
$68.7B
$251 Million 0.07% of portfolio
2,528
Q4 2025 Added 0.2%
$144B
$264 Million 0.07% of portfolio
567
Q4 2025 Reduced 0.18%
$0
$253 Million 0.07% of portfolio
5,648
Q4 2025 Added 82.43%
$0
$254 Million 0.07% of portfolio
6,173
Q2 2025 Reduced 11.06%
$100B
$249 Million 0.07% of portfolio
911
Q4 2025 Reduced 3.19%
$222B
$245 Million 0.07% of portfolio
423
Q4 2025 Reduced 22.24%
$0
$259 Million 0.07% of portfolio
3,727
Q4 2025 Added 6.46%
$111B
$267 Million 0.07% of portfolio
756
Q4 2025 Added 15.6%

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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