Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wharton Business Group, LLC (CIK 1513126) reported $2.65B across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QUAL ($230.5M, 8.71%), VLUE ($164.0M, 6.20%), EFAV ($156.6M, 5.92%), EEMV ($151.9M, 5.74%), KBWB ($144.6M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $230.5M | 8.71% | 1.2M | Trimmed |
| 2 | VLUE | ISHARES TR | $164.0M | 6.20% | 1.2M | Trimmed |
| 3 | EFAV | ISHARES TR | $156.6M | 5.92% | 1.7M | Trimmed |
| 4 | EEMV | ISHARES INC | $151.9M | 5.74% | 2.3M | Added |
| 5 | KBWB | INVESCO EXCH TRADED FD TR II | $144.6M | 5.46% | 1.8M | Added |
| 6 | BINC | BLACKROCK ETF TRUST II | $134.6M | 5.09% | 2.6M | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $131.7M | 4.97% | 889,433 | Trimmed |
| 8 | AAPL | APPLE INC | $109.0M | 4.12% | 429,452 | Trimmed |
| 9 | IFRA | ISHARES TR | $98.6M | 3.72% | 1.7M | Added |
| 10 | IEMG | ISHARES INC | $85.7M | 3.24% | 1.2M | Trimmed |
| 11 | IVV | ISHARES TR | $74.1M | 2.80% | 113,488 | Trimmed |
| 12 | VUSB | VANGUARD BD INDEX FDS | $70.9M | 2.68% | 1.4M | Added |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $66.2M | 2.50% | 881,720 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR | $64.6M | 2.44% | 486,310 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $55.7M | 2.10% | 290,228 | Added |
| 16 | IWY | ISHARES TR | $50.1M | 1.89% | 201,369 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $47.8M | 1.80% | 162,403 | Trimmed |
| 18 | IRBO | ISHARES TR | $44.4M | 1.68% | 954,917 | Added |
| 19 | GS | GOLDMAN SACHS GROUP INC | $41.0M | 1.55% | 48,491 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.2M | 1.48% | 81,882 | Trimmed |
| 21 | IQLT | ISHARES TR | $36.0M | 1.36% | 779,050 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $34.1M | 1.29% | 232,563 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $33.4M | 1.26% | 47,079 | Trimmed |
| 24 | KBE | SPDR SERIES TRUST | $32.0M | 1.21% | 537,846 | Added |
| 25 | CMI | CUMMINS INC | $27.5M | 1.04% | 51,186 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31