Universe · entity
Wharton Business Group, LLC
Institutional manager (13F) · CIK 1513126
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $231M | 1,201,810 |
| 2 | ISHARES TR | $164M | 1,153,472 |
| 3 | ISHARES TR | $157M | 1,713,828 |
| 4 | ISHARES INC | $152M | 2,347,193 |
| 5 | INVESCO EXCH TRADED FD TR II | $145M | 1,827,711 |
| 6 | BLACKROCK ETF TRUST II | $135M | 2,592,485 |
| 7 | VANGUARD WHITEHALL FDS | $132M | 889,433 |
| 8 | APPLE INC | $109M | 429,452 |
| 9 | ISHARES TR | $99M | 1,723,025 |
| 10 | ISHARES INC | $86M | 1,228,997 |
| 11 | ISHARES TR | $74M | 113,488 |
| 12 | VANGUARD BD INDEX FDS | $71M | 1,424,204 |
| 13 | VANGUARD INTL EQUITY INDEX F | $66M | 881,720 |
| 14 | SELECT SECTOR SPDR TR | $65M | 486,310 |
| 15 | INVESCO EXCHANGE TRADED FD T | $56M | 290,228 |
| 16 | ISHARES TR | $50M | 201,369 |
| 17 | JPMORGAN CHASE & CO | $48M | 162,403 |
| 18 | ISHARES TR | $44M | 954,917 |
| 19 | GOLDMAN SACHS GROUP INC | $41M | 48,491 |
| 20 | BERKSHIRE HATHAWAY INC DEL | $39M | 81,882 |
| 21 | ISHARES TR | $36M | 779,050 |
| 22 | SELECT SECTOR SPDR TR | $34M | 232,563 |
| 23 | CATERPILLAR INC | $33M | 47,079 |
| 24 | SPDR SERIES TRUST | $32M | 537,846 |
| 25 | CUMMINS INC | $28M | 51,186 |
| 26 | BLACKROCK ETF TRUST | $27M | 804,617 |
| 27 | ISHARES TR | $26M | 192,438 |
| 28 | VANGUARD SPECIALIZED FUNDS | $25M | 113,973 |
| 29 | INVESCO EXCHANGE TRADED FD T | $24M | 495,030 |
| 30 | VANGUARD INTL EQUITY INDEX F | $21M | 396,930 |
| 31 | QUANTA SVCS INC | $21M | 38,785 |
| 32 | SELECT SECTOR SPDR TR | $21M | 429,947 |
| 33 | INVESCO EXCHANGE TRADED FD T | $21M | 163,944 |
| 34 | SPDR INDEX SHS FDS | $19M | 254,990 |
| 35 | BANK AMERICA CORP | $18M | 378,244 |
| 36 | BLACKROCK ETF TRUST | $18M | 556,675 |
| 37 | ISHARES TR | $16M | 292,975 |
| 38 | ISHARES TR | $14M | 335,810 |
| 39 | ISHARES TR | $14M | 317,825 |
| 40 | ISHARES TR | $14M | 263,365 |
| 41 | ISHARES TR | $14M | 202,875 |
| 42 | VANGUARD INDEX FDS | $12M | 53,419 |
| 43 | CISCO SYS INC | $11M | 140,534 |
| 44 | INVESCO EXCHANGE TRADED FD T | $11M | 155,635 |
| 45 | ISHARES TR | $11M | 58,345 |
| 46 | ISHARES TR | $10M | 31,894 |
| 47 | ISHARES TR | $9M | 166,865 |
| 48 | GENERAL MTRS CO | $9M | 120,725 |
| 49 | JACOBS SOLUTIONS INC | $8M | 62,400 |
| 50 | ISHARES TR | $8M | 269,987 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.