MondegarAI
Wharton Business Group, LLC

Q3 2025 · 13F-HR

Wharton Business Group, LLCholdings as filed

Filed 2025-11-10 · accession 0001513126-25-000006

$2.29B
Reported value
140
Positions
2025-09-30
Period end
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The Brief · Wharton Business Group, LLC · Q3 2025

AI · grounded in 13F

Wharton Business Group, LLC established a new position in VLUE valued at $150.8M. The fund also initiated new stakes in EFAV for $149.9M and EEMV for $146.2M. Other new additions include KBWB at $143.4M, VYM at $125.8M, and AAPL at $111.1M. The fund ended the period with 140 positions and total AUM of $2.29B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F388VLUEISHARES TR$150.8M6.59%1,206,307CommonNONE
46429B689EFAVISHARES TR$149.9M6.55%1,766,534CommonNONE
464286533EEMVISHARES INC$146.2M6.39%2,290,301CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$143.4M6.27%1,834,107CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$125.8M5.49%892,211CommonNONE
037833100AAPLAPPLE INC$111.1M4.85%436,126CommonNONE
092528603BINCBLACKROCK ETF TRUST II$97.0M4.24%1,821,020CommonNONE
46435U713IFRAISHARES TR$90.6M3.96%1,715,140CommonNONE
46434G103IEMGISHARES INC$83.2M3.63%1,261,907CommonNONE
464287200IVVISHARES TR$75.4M3.29%112,599CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$72.7M3.18%257,992CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$69.5M3.04%973,980CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$68.4M2.99%1,367,924CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$54.4M2.37%286,558CommonNONE
464289438IWYISHARES TR$54.0M2.36%197,394CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$52.8M2.30%167,263CommonNONE
46435U556ARTYISHARES TR$45.3M1.98%989,042CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$41.2M1.80%81,997CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$40.1M1.75%50,371CommonNONE
46434V456IQLTISHARES TR$33.9M1.48%767,650CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$32.6M1.42%233,923CommonNONE
78464A797KBESPDR SERIES TRUST$25.7M1.12%432,861CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$24.5M1.07%113,708CommonNONE
149123101CATCATERPILLAR INC$23.7M1.03%49,578CommonNONE
46429B663HDVISHARES TR$23.3M1.02%190,163CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$22.7M0.99%422,207CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$22.5M0.98%414,896CommonNONE
231021106CMICUMMINS INC$22.3M0.98%52,906CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$22.3M0.97%493,135CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$20.9M0.91%166,409CommonNONE
060505104BACBANK AMERICA CORP$20.0M0.87%388,178CommonNONE
78463X855GIISPDR INDEX SHS FDS$17.5M0.77%252,085CommonNONE
464288828IHFISHARES TR$16.6M0.72%335,810CommonNONE
74762E102QUREQUANTA SVCS INC$16.4M0.71%39,485CommonNONE
46435U135IHAKISHARES TR$16.3M0.71%311,700CommonNONE
46434V381XTISHARES TR$14.6M0.64%202,875CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$14.5M0.63%93,791CommonNONE
464288646IGSBISHARES TR$11.6M0.51%219,315CommonNONE
922908611VBRVANGUARD INDEX FDS$11.4M0.50%54,721CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$11.1M0.49%170,370CommonNONE
46429B671MCHIISHARES TR$11.0M0.48%166,895CommonNONE
464288729EXIISHARES TR$10.2M0.45%59,070CommonNONE
464287101OEFISHARES TR$9.7M0.42%29,199CommonNONE
17275R102CSCOCISCO SYS INC$9.6M0.42%140,534CommonNONE
46982L108JJACOBS SOLUTIONS INC$9.3M0.40%61,855CommonNONE
594918104MSFTMICROSOFT CORP$9.0M0.39%17,421CommonNONE
02079K305GOOGLALPHABET INC$7.6M0.33%31,236CommonNONE
37045V100GMGENERAL MTRS CO$7.4M0.32%120,725CommonNONE
46435U192IDNAISHARES TR$6.7M0.29%285,777CommonNONE
46429B697USMVISHARES TR$6.5M0.28%67,894CommonNONE
907818108UNPUNION PAC CORP$6.5M0.28%27,321CommonNONE
172967424CCITIGROUP INC$5.2M0.23%51,438CommonNONE
126408103CSXCSX CORP$4.5M0.20%126,685CommonNONE
883203101TXTTEXTRON INC$4.4M0.19%52,320CommonNONE
464287523SOXXISHARES TR$4.4M0.19%16,234CommonNONE
464287614IWFISHARES TR$4.3M0.19%9,249CommonNONE
31428X106FDXFEDEX CORP$4.3M0.19%18,111CommonNONE
464288281EMBISHARES TR$4.0M0.18%42,170CommonNONE
46436E569XVVISHARES TR$3.9M0.17%76,440CommonNONE
46432F339QUALISHARES TR$3.0M0.13%1,201,504CommonNONE
67066G104NVDANVIDIA CORPORATION$2.9M0.13%15,711CommonNONE
46432F842IEFAISHARES TR$2.7M0.12%30,353CommonNONE
023135106AMZNAMAZON COM INC$2.5M0.11%11,509CommonNONE
78464A722XPHSPDR SERIES TRUST$2.4M0.11%51,010CommonNONE
37950E408CHIQGLOBAL X FDS$2.4M0.10%98,567CommonNONE
172908105CTASCINTAS CORP$2.2M0.10%10,888CommonNONE
N07059210ASMLASML HOLDING N V$2.2M0.10%2,285CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$1.9M0.08%44,572CommonNONE
30303M102METAMETA PLATFORMS INC$1.8M0.08%2,427CommonNONE
46434V290SMLFISHARES TR$1.6M0.07%22,125CommonNONE
46434V514CNYAISHARES TR$1.5M0.07%43,675CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.5M0.06%17,675CommonNONE
464287184FXIISHARES TR$1.3M0.06%31,703CommonNONE
464288810IHIISHARES TR$1.3M0.06%302,420CommonNONE
464286426EEMAISHARES INC$1.2M0.05%12,987CommonNONE
92204A504VHTVANGUARD WORLD FD$1.2M0.05%4,549CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.05%30,402CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1.1M0.05%8,551CommonNONE
02079K107GOOGALPHABET INC$1.1M0.05%4,586CommonNONE
46434G509HEEMISHARES INC$1.1M0.05%31,490CommonNONE
00724F101ADBEADOBE INC$988,0530.04%2,801CommonNONE
783859101STBAS & T BANCORP INC$983,2290.04%26,157CommonNONE
97717X669DGRWWISDOMTREE TR$920,2910.04%10,345CommonNONE
68389X105ORCLORACLE CORP$896,5930.04%3,188CommonNONE
65345N106NNNEXTNAV INC$805,9480.04%56,360CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$787,3240.03%25,090CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$787,3110.03%9,850CommonNONE
59540G107MPBMID PENN BANCORP INC$776,3730.03%27,108CommonNONE
464287119ILCGISHARES TR$771,8200.03%7,400CommonNONE
539830109LMTLOCKHEED MARTIN CORP$746,3190.03%1,495CommonNONE
921910840MGVVANGUARD WORLD FD$745,1730.03%5,410CommonNONE
461202103INTUINTUIT$706,8120.03%1,035CommonNONE
36828A101GEVGE VERNOVA INC$697,9120.03%1,135CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$570,3050.02%3,385CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$561,5300.02%4,660CommonNONE
464288687PFFISHARES TR$548,1330.02%17,335CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$533,6700.02%2,656CommonNONE
064058100BKBANK NEW YORK MELLON CORP$520,8290.02%4,780CommonNONE
617446448MSMORGAN STANLEY$518,0510.02%3,259CommonNONE
532457108LLYELI LILLY & CO$507,3950.02%665CommonNONE
704326107PAYXPAYCHEX INC$470,9130.02%3,715CommonNONE
052769106ADSKAUTODESK INC$459,0330.02%1,445CommonNONE
46435U218SUSLISHARES TR$453,5460.02%3,875CommonNONE
97717W547WTVWISDOMTREE TR$444,5840.02%4,885CommonNONE
125523100CITHE CIGNA GROUP$435,5460.02%1,511CommonNONE
235851102DHRDANAHER CORPORATION$420,3110.02%2,120CommonNONE
09290D101BLKBLACKROCK INC$384,7370.02%330CommonNONE
458140100INTCINTEL CORP$384,1670.02%11,451CommonNONE
464288877EFVISHARES TR$374,0820.02%5,515CommonNONE
464286665EPPISHARES INC$367,4680.02%7,127CommonNONE
922908744VTVVANGUARD INDEX FDS$346,4980.02%1,858CommonNONE
166764100CVXCHEVRON CORP NEW$344,5890.02%2,219CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$339,5870.01%1,900CommonNONE
478160104JNJJOHNSON & JOHNSON$336,1660.01%1,813CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$332,9100.01%1,350CommonNONE
031162100AMGNAMGEN INC$330,7980.01%1,172CommonNONE
882508104TXNTEXAS INSTRS INC$315,0970.01%1,715CommonNONE
464287598IWDISHARES TR$304,5710.01%1,496CommonNONE
254687106DISDISNEY WALT CO$297,4710.01%2,598CommonNONE
20825C104COPCONOCOPHILLIPS$289,9180.01%3,065CommonNONE
192422103CGNXCOGNEX CORP$284,0310.01%6,270CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$277,6200.01%5,230CommonNONE
833445109SNOWSNOWFLAKE INC$266,1490.01%1,180CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$264,5090.01%1,450CommonNONE
46090E103QQQINVESCO QQQ TR$255,7580.01%426CommonNONE
989701107ZIONZIONS BANCORPORATION N A$252,3470.01%4,460CommonNONE
922908769VTIVANGUARD INDEX FDS$251,0500.01%765CommonNONE
92826C839VVISA INC$247,3200.01%724CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$245,9870.01%2,165CommonNONE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$242,2440.01%19,395CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$241,8690.01%261CommonNONE
46435G193SUSCISHARES TR$236,6600.01%10,045CommonNONE
95040Q104WELLWELLTOWER INC$231,5820.01%1,300CommonNONE
46434G863ESGEISHARES INC$212,5410.01%4,895CommonNONE
020002101ALLALLSTATE CORP$202,8440.01%945CommonNONE
92537N108VRTVERTIV HOLDINGS CO$201,3980.01%1,335CommonNONE
464287507IJHISHARES TR$200,6750.01%3,075CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$199,2290.01%11,685CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$173,1260.01%19,004CommonNONE
630087302NNVCNANOVIRICIDES INC$22,5020.00%15,736CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.