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CIK: 0000878770
Total reported value
$446.6M
$446.6M
326 檔
15.6%
According to the latest 13F quarterly dataset, World Equity Group, Inc. managed an equity portfolio of $446.6M at the end of Q4 2025, spanning 326 distinct U.S. exchange-listed positions.
In Q4 2025, World Equity Group, Inc. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.08% | -0.18% | -27.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.14% | +0.45% | -2.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.38% | -17.31% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.15% | -22.42% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | +2.17% | -6.80% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.02% | -11.53% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.01% | +0.72% | -2.42% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.98% | -0.40% | -1.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.11% | -8.12% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.11% | +0.05% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.23% | -10.88% | |
| 12 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.29% | -0.05% | -1.37% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.02% | +6.38% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | +0.17% | -9.03% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.18% | -0.06% | -54.09% | |
| 16 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.13% | -0.04% | -1.29% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.13% | — | +0.63% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | -0.08% | -0.82% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.09% | -2.12% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.72% | -0.91% | |
| 21 | EZMO | Alphadroid B Mark Mom ETF | ETF-Other | 0.89% | -0.07% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.01% | -5.07% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.36% | +1.25% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.24% | -9.31% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.03% | -0.27% | |
| 26 | EZRO | Alphadrd Dfncve Sctr Rtn ETF | ETF-Other | 0.73% | -0.05% | — | |
| 27 | SECT | Main Sector Rotation ETF | ETF-Other | 0.73% | +0.15% | -1.13% | |
| 28 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.68% | -0.16% | +220.28% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | -0.08% | +5.25% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.16% | +125.22% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.01% | +1.59% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | -0.10% | -2.14% | |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.60% | — | +3.49% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | -0.51% | -4.61% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.08% | -2.94% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.05% | +3.43% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.13% | -0.44% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.01% | -12.61% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | — | -21.22% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.48% | -0.23% | -21.04% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.05% | +13.79% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.78% | -3.86% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.46% | -0.04% | +2.82% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.61% | -5.04% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.46% | +2.11% | |
| 46 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.41% | +0.04% | +310.83% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | +0.09% | +5.38% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | — | +5.89% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | — | -26.62% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.09% | -1.29% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 326 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 15.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
EZMO
市值: $3.2M
Top Position Liquidated / Trimmed
FTLS
前期市值: $20.1M
During Q4 2025, World Equity Group, Inc.'s top holdings by market value included AAPL (6.1%)、QQQ (4.1%)、MSFT (3.9%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2025, World Equity Group, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 2 positions, trimming 20 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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