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CIK: 0000878770
Total reported value
$242.2M
$242.2M
326 檔
28.8%
According to the latest 13F quarterly dataset, World Equity Group, Inc. managed an equity portfolio of $242.2M 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 58 positions and completely liquidating 67 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 28.8% 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
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% | +1.45% | -27.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.14% | +1.74% | -2.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +2.08% | -17.31% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +1.03% | -22.42% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.82% | -6.80% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.59% | -11.53% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.01% | -0.81% | -2.42% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.98% | +1.82% | -1.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.02% | -8.12% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | +0.98% | +0.05% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.18% | -10.88% | |
| 12 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.29% | -0.45% | -1.37% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.44% | +6.38% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.32% | -9.03% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.18% | -0.35% | -54.09% | |
| 16 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.13% | -0.35% | -1.29% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.13% | +0.53% | +0.63% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | -0.07% | -0.82% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.03% | -2.12% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.31% | -0.91% | |
| 21 | EZMO | Alphadroid B Mark Mom ETF | ETF-Other | 0.89% | -0.59% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.26% | -5.07% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.77% | EXIT | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.10% | -9.31% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.28% | -0.27% | |
| 26 | EZRO | Alphadrd Dfncve Sctr Rtn ETF | ETF-Other | 0.73% | -0.50% | — | |
| 27 | SECT | Main Sector Rotation ETF | ETF-Other | 0.73% | -0.13% | -1.13% | |
| 28 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.68% | -0.46% | +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% | +0.34% | +125.22% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.35% | +1.59% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | +0.27% | -2.14% | |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.60% | -0.41% | +3.49% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.37% | -4.61% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.34% | -2.94% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.04% | +3.43% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.08% | -0.44% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.10% | -12.61% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | -21.22% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.48% | +0.18% | -21.04% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.06% | +13.79% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.38% | -3.86% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.46% | +0.40% | +2.82% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | -0.52% | -5.04% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.17% | +2.11% | |
| 46 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.41% | -0.19% | +310.83% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | -0.05% | +5.38% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.18% | +5.89% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | -0.08% | -26.62% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.04% | -1.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -8.12% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.5% | -2.42% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -6.80% | Trim |
| 4 | DDTL | Invtr Eq D Di 10 B ETF - Jul | +0.3% | +310.83% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -2.12% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +6.38% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.84% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.3% | -11.53% | Trim |
| 9 | BAC | Bank Of America CORP | +0.3% | +0.63% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | -2.94% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +1.25% | Add |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +125.22% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -0.91% | Trim |
| 14 | CAT | Caterpillar Inc | +0.2% | -4.61% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | -10.88% | Trim |
| 16 | VUG | Vanguard Growth ETF | +0.2% | +5.25% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +0.05% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | -2.14% | Trim |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +3.49% | Add |
| 20 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +156.24% | Add |
| 21 | TJX | Tjx Companies Inc | +0.1% | +55.41% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | -9.03% | Trim |
| 23 | VTV | Vanguard Value ETF | +0.1% | +13.79% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -5.07% | Trim |
| 25 | IAU | Ishares Gold Trust | +0.1% | +56.45% | Add |
| 26 | TT | Trane Technologies plc | +0.1% | +174.49% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +54.92% | Add |
| 28 | LRCX | Lam Research CORP | +0.1% | -0.74% | Trim |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +5.89% | Add |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -1.79% | Trim |
| 31 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.1% | +5.68% | Add |
| 32 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +78.51% | Add |
| 33 | UXOC | Ft Useqty Uncapacc ETF - Oct | +0.1% | +10.77% | Add |
| 34 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +30.17% | Add |
| 35 | CSCO | Cisco Systems Inc | +0.1% | +0.28% | Add |
| 36 | AMD | Advanced Micro Devices | +0.1% | -15.03% | Trim |
| 37 | ACV | Virtus Divers Inc & Convert | +0.1% | +11.69% | Add |
| 38 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +20.97% | Add |
| 39 | SLV | Ishares Silver Trust | +0.1% | -1.84% | Trim |
| 40 | C | Citigroup Inc | +0.1% | -21.04% | Trim |
| 41 | VOYG | Voyager Technologies Inc-a | +0.1% | +58.58% | Add |
| 42 | ETN | Eaton Corporation plc | 0% | +4.54% | Add |
| 43 | ABBV | Abbvie Inc | 0% | -12.61% | Trim |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | -8.32% | Trim |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | -14.70% | Trim |
| 46 | ABT | Abbott Laboratories | 0% | -5.40% | Trim |
| 47 | AJG | Arthur J Gallagher & Co | 0% | -2.24% | Trim |
| 48 | IBIT | Ishares Bitcoin Trust ETF | 0% | +13.90% | Add |
| 49 | IVW | Ishares S&p 500 Growth ETF | — | -21.22% | Trim |
| 50 | BUFZ | Ft Vest Laddered Moderate Bu | — | -20.58% | Trim |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $242.2M across 326 disclosed positions in Q4 2025.
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 200 total portfolio adjustments, initiating 47 new buys, adding to 28 positions, trimming 58 holdings, and fully liquidating 67 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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