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CIK: 0001513126
Total reported value
$3.0B
$3.0B
137 檔
24.5%
During the Q1 2025 filing period, Wharton Business Group, LLC (CIK: 0001513126) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 137 reported positions.
In Q1 2025, Wharton Business Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.68% | -0.15% | -0.25% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 6.28% | +0.93% | +0.48% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 6.04% | +0.04% | +1.20% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 5.94% | -1.02% | +1.24% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.19% | -0.63% | -0.27% | |
| 6 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 5.10% | +0.04% | -0.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.39% | -0.19% | -0.24% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.67% | +0.28% | +26.79% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.55% | -0.04% | -0.69% | |
| 10 | IFRA | Ishares US Infrastructure | ETF-Other | 3.38% | -0.36% | +6.25% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 3.12% | -0.29% | -4.43% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.66% | +0.43% | +0.82% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.45% | -0.03% | -0.01% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | -0.71% | -0.26% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | -0.03% | -0.20% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.22% | -0.03% | +0.14% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.11% | -0.05% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.87% | +0.08% | +0.63% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.70% | +0.09% | -0.05% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.55% | -0.06% | +0.16% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.36% | -0.07% | — | |
| 22 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 1.21% | +0.68% | +6.72% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.11% | +0.52% | |
| 24 | KBE | Ss Spdr S&p Bank ETF | ETF-Other | 0.98% | +0.02% | -0.92% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | -0.02% | +0.61% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 0.94% | -0.26% | -0.44% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.90% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.03% | -3.57% | |
| 29 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.80% | +0.09% | — | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 0.80% | +0.07% | -0.72% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.18% | -0.51% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.01% | +0.04% | |
| 33 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.13% | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | -0.01% | -0.32% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.71% | -0.14% | +1.67% | |
| 36 | GII | State Street Spdr S&p Global | ETF-Other | 0.70% | -0.08% | — | |
| 37 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.68% | +0.07% | +7.10% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.62% | +0.01% | -0.64% | |
| 39 | EXI | Ishares Global Industrials E | ETF-Other | 0.56% | -0.01% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | -0.11% | +0.62% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | +1.32% | |
| 42 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.41% | -0.07% | -0.64% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.14% | — | |
| 44 | J | Jacobs Solutions Inc | Stock-Industrials | 0.36% | -0.04% | +1.35% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.34% | +0.02% | -0.59% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | +0.64% | +0.75% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | -0.69% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.30% | -0.03% | -4.38% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.01% | -7.63% | |
| 50 | IDNA | Ishares Gen-immunology Hlth | ETF-Other | 0.26% | — | +5.49% |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, VLUE, EEMV) accounted for 24.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
QUAL
市值: $214.0M
During Q1 2025, Wharton Business Group, LLC's top holdings by market value included QUAL (9.7%)、VLUE (6.3%)、EEMV (6.0%). The largest single position, QUAL, represented 9.7% of total portfolio value.
In Q1 2025, Wharton Business Group, LLC made 50 total portfolio adjustments, initiating 50 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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