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CIK: 0001513126
Total reported value
$3.0B
$3.0B
137 檔
24.3%
At the close of Q4 2024, Wharton Business Group, LLC disclosed equity holdings valued at approximately $3.0B, spread across 137 reported holdings.
During Q4 2024, Wharton Business Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.08% | -0.15% | -1.02% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 6.18% | +0.93% | +0.41% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 5.92% | +0.04% | +24.80% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 5.32% | -1.02% | +35.70% | |
| 5 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 5.31% | +0.04% | -9.44% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.14% | -0.63% | -0.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.95% | -0.19% | -0.73% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.46% | -0.04% | -1.71% | |
| 9 | IFRA | Ishares US Infrastructure | ETF-Other | 3.26% | -0.36% | +3.84% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.25% | -0.29% | -2.11% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.95% | +0.43% | -1.78% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.87% | +0.28% | +5.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | -0.71% | -0.01% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.03% | -1.33% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.31% | -0.03% | -0.17% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.24% | -0.03% | +1.49% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.07% | +0.08% | -4.21% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.78% | +0.09% | +0.53% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.11% | -0.90% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.46% | -0.06% | -0.41% | |
| 21 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 1.34% | +0.68% | +122.42% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.27% | -0.07% | +2.37% | |
| 23 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 1.03% | +0.02% | -3.65% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.11% | +0.21% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | -0.02% | -1.92% | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.90% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.03% | -7.10% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 0.89% | +0.07% | -3.97% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-Other | 0.87% | -0.26% | -0.14% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.18% | -3.67% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | +0.01% | -4.40% | |
| 32 | PWR | Quanta Services Inc | Stock-Industrials | 0.78% | +0.01% | -1.56% | |
| 33 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.13% | -0.32% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | -0.01% | -0.03% | |
| 35 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.73% | +0.09% | -0.15% | |
| 36 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.68% | -0.14% | -6.84% | |
| 37 | GII | State Street Spdr S&p Global | ETF-Other | 0.66% | -0.08% | +1.69% | |
| 38 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.65% | +0.07% | +0.76% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.11% | -1.16% | |
| 40 | EXI | Ishares Global Industrials E | ETF-Other | 0.54% | -0.01% | — | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | -1.39% | |
| 42 | J | Jacobs Solutions Inc | Stock-Industrials | 0.39% | -0.04% | -1.52% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.14% | -0.31% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.36% | +0.02% | +3.90% | |
| 45 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.36% | -0.07% | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -2.98% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.03% | -1.60% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.34% | -6.79% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.30% | +0.64% | +1.34% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | -0.01% | -0.26% |
According to official SEC Form 13F filings, Wharton Business Group, LLC reported a total U.S. public equity portfolio value of $3.0B across 137 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, VLUE, EEMV) accounted for 24.3% of total reported equity market value during Q4 2024.
During Q4 2024, Wharton Business Group, LLC's top holdings by market value included QUAL (10.1%)、VLUE (6.2%)、EEMV (5.9%). The largest single position, QUAL, represented 10.1% of total portfolio value.
In Q4 2024, Wharton Business Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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