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WORLD EQUITY GROUP, INC. — 13F Holdings & Portfolio

CIK 878770 · latest 13F-HR filed 2026-10-14

Backtest portfolio

WORLD EQUITY GROUP, INC. manages $242.2M in 13F-reported U.S. long-equity assets across 256 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (6.44%), QQQ (5.76%), MSFT (4.67%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 28 new positions and exited 147; 21 existing positions rose in reported value and 185 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$242.2M

Long-equity book

Holdings
256

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+28 / −147 / ↑21 / ↓185

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL6.4% · -39%QQQ5.8% · -23%MSFT4.7% · -29%NVDA3.9% · -35%SPY3.4% · -57%PLTR3.0% · -12%AMZN2.5% · -32%META2.2% · -24%IVV1.7% · -41%GOOGL1.6% · -43%GLD1.5% · -66%BAC1.3% · -4%AMD1.3% · -13%XOM1.2% · -26%CAT1.2% · +5%CRWD1.0% · +264%BRK.B1.0% · -28%XLK1.0% · -20%GOOG1.0% · -42%JPM0.9% · -23%IJR0.9% · -6%TSLA0.9% · -52%LLY0.9% · -8%GS0.8% · -10%C0.7% · -22%COWZ0.7% · +11%VEA0.7% · -50%LRCX0.7% · -4%CVX0.7% · -4%BUFR0.7% · -65%VOO0.7% · -68%BUFG0.7% · -68%BUFQ0.7% · -65%UXAP0.7% · -12%MRK0.7% · -23%TSM0.6% · -70%ABBV0.6% · -36%KO0.5% · -27%VB0.5% · -18%PG0.5% · -5%AVGO0.5% · -64%CFO0.5% · -2%PFFA0.5% · -24%UXJA0.5% · -69%SPYM0.5% · -66%HD0.5% · -4%IVW0.5% · -44%ACV0.5% · +9%IUSB0.4% · -49%WMT0.4% · -53%GEV0.4% · +53%VOT0.4% · +14%XLF0.4% · -15%UNH0.4% · -1%SECT0.4% · -60%MRVL0.4% · -1%SCHD0.4% · -52%VWO0.4% · -35%QYLD0.4% · +17%PDI0.3% · +23%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 35.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 9, 2026.

Assets Under Management
$1.00B
Discretionary
$939.3M
Employees
165
Accounts
2,999
Address
425 N MARTINGALE RD
SUITE 1220
SCHAUMBURG, IL 60173
Phone
(847) 342-1700
Website
This firm reports 5 disclosure items on its registration.
Name Title / Status Ownership Type
DUDAS, STEPHEN STANLEY ControlPRESIDENT
since Jan 2024
Less than 5%Individual
GOULD, CRAIG MICHAEL ControlCHIEF EXECUTIVE OFFICER
since May 2021
Less than 5%Individual
LISHCHYNSKY, MARK JOHN JR ControlCHIEF OPERATING OFFICER
since Jul 2013
Less than 5%Individual
WEBB, WILLIAM DUDLEY JR ControlCHIEF COMPLIANCE OFFICER
since Nov 2019
Less than 5%Individual
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
since May 2021
75% or moreDomestic Entity
BINAH CAPITAL GROUP, INC.
Indirect owner via WENTWORTH MANAGEMENT SERVICES, LLC
OWNER
since Mar 2024
75% or moreDomestic Entity
Ownership & leadership changes · 12 filings with changes since Nov 30, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 8, 2024 filing
  • AddedBINAH CAPITAL GROUP, INC. · OWNER · 75% or more · indirect via WENTWORTH MANAGEMENT SERVICES, LLC
Mar 28, 2024 filing
  • Listed againDUDAS, STEPHEN STANLEY · PRESIDENT · Less than 5% · control person
  • ChangedGOULD, CRAIG MICHAEL · title PRESIDENT → CHIEF EXECUTIVE OFFICER
Mar 31, 2022 filing
  • No longer listedBABJAK, RICHARD STEVEN JR · PRESIDENT · 25–50% · control person · listed since Jan 1998
  • No longer listedYAROSZ, ROBERT DANIEL · PRESIDENT OF COMPASS DIVISION · 50–75% · control person · listed since Jan 1998
  • AddedGOULD, CRAIG MICHAEL · PRESIDENT · Less than 5% · control person
  • AddedWENTWORTH MANAGEMENT SERVICES, LLC · OWNER · 75% or more
Jan 14, 2020 filing
  • No longer listedCOKINIS, CHRISTOPHER ALEX · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
  • No longer listedWALTER, ROBERT ALAN · VICE PRESIDENT · Less than 5% · control person · listed since Apr 2009
  • AddedWEBB, WILLIAM DUDLEY JR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 14, 2018 filing
  • No longer listedDUDAS, STEPHEN STANLEY · FINOP · Less than 5% · control person · listed since May 2011
Mar 31, 2018 filing
  • No longer listedWEGLARZ, JEFFREY STEVEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2013
  • AddedCOKINIS, CHRISTOPHER ALEX · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 30, 2017 filing
  • No longer listedLINK, BARRY NEAL · OWNER · Less than 5% · listed since Mar 2003
  • ChangedYAROSZ, ROBERT DANIEL · ownership 25–50% → 50–75%
Aug 2, 2013 filing
  • AddedLISHCHYNSKY, MARK JOHN JR · CHIEF OPERATING OFFICER · Less than 5% · control person
Jun 19, 2013 filing
  • No longer listedACRI, ROBERT CHRISTIAN · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Nov 2012
Mar 26, 2013 filing
  • No longer listedSMITH, DAVID LEON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2012
  • AddedWEGLARZ, JEFFREY STEVEN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (3 more filings)
Nov 6, 2012 filing
  • AddedDUDAS, STEPHEN STANLEY · FINOP · Less than 5% · control person
  • AddedLINK, BARRY NEAL · OWNER · Less than 5%
  • AddedSMITH, DAVID LEON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedACRI, ROBERT CHRISTIAN · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER
  • ChangedBABJAK, RICHARD STEVEN JR · title PRESIDENT AND FINOP, SROP, AND CROP → PRESIDENT
Aug 9, 2012 filing
  • No longer listedLOVETT, MATTHEW LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2010
  • AddedACRI, ROBERT CHRISTIAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 30, 2011 filing (earliest on record)
  • ListedBABJAK, RICHARD STEVEN JR · PRESIDENT AND FINOP, SROP, AND CROP · 25–50% · control person
  • ListedLOVETT, MATTHEW LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedWALTER, ROBERT ALAN · VICE PRESIDENT · Less than 5% · control person
  • ListedYAROSZ, ROBERT DANIEL · PRESIDENT OF COMPASS DIVISION · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

WORLD EQUITY GROUP, INC. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $15.6M 6.44% 46,848 SH
2 INVESCO QQQ TR QQQ 46090E103 $14.0M 5.76% 18,844 SH
3 MICROSOFT CORP MSFT 594918104 $11.3M 4.67% 22,048 SH
4 NVIDIA CORPORATION NVDA 67066G104 $9.4M 3.86% 40,851 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.2M 3.39% 10,763 SH
6 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $7.2M 2.96% 38,340 SH
7 AMAZON COM INC AMZN 023135106 $6.2M 2.55% 24,774 SH
8 META PLATFORMS INC META 30303M102 $5.4M 2.22% 7,403 SH
9 ISHARES TR IVV 464287200 $4.1M 1.69% 5,357 SH
10 ALPHABET INC GOOGL 02079K305 $3.9M 1.63% 11,464 SH
11 SPDR GOLD TR GLD 78463V107 $3.5M 1.46% 9,258 SH
12 BANK OF AMER CORP BAC 060505104 $3.1M 1.29% 57,182 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $3.1M 1.27% 5,032 SH
14 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $3.0M 1.25% 18,558 SH
15 CATERPILLAR INC CAT 149123101 $2.8M 1.15% 3,437 SH
16 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.5M 1.04% 9,585 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 1.01% 4,876 SH
18 SELECT SECTOR SPDR TR XLK 81369Y803 $2.4M 0.98% 12,105 SH
19 ALPHABET INC GOOG 02079K107 $2.3M 0.96% 6,859 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 0.94% 6,895 SH
21 ISHARES TR IJR 464287804 $2.3M 0.94% 16,783 SH
22 TESLA INC TSLA 88160R101 $2.2M 0.93% 6,324 SH
23 ELI LILLY & CO LLY 532457108 $2.1M 0.87% 1,804 SH
24 GOLDMAN SACHS GROUP INC GS 38141G104 $2.0M 0.83% 2,227 SH
25 CITIGROUP INC C 172967424 $1.8M 0.73% 13,714 SH
26 PACER FDS TR COWZ 69374H881 $1.8M 0.73% 26,558 SH
27 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.8M 0.72% 24,805 SH
28 LAM RESEARCH CORP LRCX 512807306 $1.7M 0.72% 5,334 SH
29 CHEVRON CORPORATION CVX 166764100 $1.7M 0.70% 8,322 SH
30 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $1.7M 0.68% 44,065 SH
31 VANGUARD INDEX FDS VOO 922908363 $1.6M 0.67% 2,330 SH
32 FIRST TR EXCHNG TRADED FD VI BUFG 33740U778 $1.6M 0.67% 54,601 SH
33 FIRST TR EXCHNG TRADED FD VI BUFQ 33740U752 $1.6M 0.66% 39,673 SH
34 FIRST TR EXCHNG TRADED FD VI UXAP 33740U364 $1.6M 0.66% 36,702 SH
35 MERCK & CO INC MRK 58933Y105 $1.6M 0.65% 10,826 SH
36 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.4M 0.57% 3,037 SH
37 ABBVIE INC ABBV 00287Y109 $1.3M 0.55% 5,088 SH
38 COCA COLA CO KO 191216100 $1.3M 0.55% 15,369 SH
39 VANGUARD INDEX FDS VB 922908751 $1.3M 0.55% 4,671 SH
40 PROCTER & GAMBLE CO PG 742718109 $1.2M 0.51% 8,473 SH
41 BROADCOM INC AVGO 11135F101 $1.2M 0.51% 3,446 SH
42 VICTORY PORTFOLIOS II CFO 92647N782 $1.2M 0.50% 15,563 SH
43 ETFIS SER TR I PFFA 26923G822 $1.2M 0.49% 60,357 SH
44 FIRST TR EXCHNG TRADED FD VI UXJA 33740U430 $1.2M 0.49% 30,399 SH
45 SPDR SERIES TRUST SPYM 78464A854 $1.2M 0.48% 12,911 SH
46 HOME DEPOT INC HD 437076102 $1.1M 0.47% 3,924 SH
47 ISHARES TR IVW 464287309 $1.1M 0.46% 7,829 SH
48 VIRTUS DIVERSIFIED INCM & CO ACV 92840N100 $1.1M 0.46% 45,756 SH
49 ISHARES TR IUSB 46434V613 $1.1M 0.44% 24,163 SH
50 WALMART INC WMT 931142103 $1.0M 0.43% 9,979 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $242.2M 256 0000878770-26-000008
2026-06-30 2026-07-09 $446.6M 375 0000878770-26-000006
2026-03-31 2026-05-06 $386.1M 368 0000878770-26-000005
2025-12-31 2026-01-12 $358.3M 326 0000878770-26-000001
Filer Information
Address
425 N MARTINGALE ROAD
SUITE 1220
SCHAUMBURG, IL 60173
Phone
(847) 342-1700
Filing Manager
WORLD EQUITY GROUP, INC.
SCHAUMBURG, IL
Signatory
William Dudley Webb Jr.
CCO