MondegarAI
Wharton Business Group, LLC

Q1 2026 · 13F-HR

Wharton Business Group, LLCholdings as filed

Filed 2026-05-07 · accession 0001513126-26-000002

$2.65B
Reported value
141
Positions
2026-03-31
Period end
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The Brief · Wharton Business Group, LLC · Q1 2026

AI · grounded in 13F

Wharton Business Group, LLC initiated a new position in IDEF valued at $27.1M. The fund also established a new position in BAI for $18.3M and increased its stake in KBE by 24.99%. Conversely, the fund reduced its holding in XLI by 85.08%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F339QUALISHARES TR$230.5M8.71%1,201,810CommonNONE
46432F388VLUEISHARES TR$164.0M6.20%1,153,472CommonNONE
46429B689EFAVISHARES TR$156.6M5.92%1,713,828CommonNONE
464286533EEMVISHARES INC$151.9M5.74%2,347,193CommonNONE
46138E628KBWBINVESCO EXCH TRADED FD TR II$144.6M5.46%1,827,711CommonNONE
092528603BINCBLACKROCK ETF TRUST II$134.6M5.09%2,592,485CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$131.7M4.97%889,433CommonNONE
037833100AAPLAPPLE INC$109.0M4.12%429,452CommonNONE
46435U713IFRAISHARES TR$98.6M3.72%1,723,025CommonNONE
46434G103IEMGISHARES INC$85.7M3.24%1,228,997CommonNONE
464287200IVVISHARES TR$74.1M2.80%113,488CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$70.9M2.68%1,424,204CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$66.2M2.50%881,720CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$64.6M2.44%486,310CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$55.7M2.10%290,228CommonNONE
464289438IWYISHARES TR$50.1M1.89%201,369CommonNONE
46625H100JPMJPMORGAN CHASE & CO$47.8M1.80%162,403CommonNONE
46435U556ARTYISHARES TR$44.4M1.68%954,917CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$41.0M1.55%48,491CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$39.2M1.48%81,882CommonNONE
46434V456IQLTISHARES TR$36.0M1.36%779,050CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$34.1M1.29%232,563CommonNONE
149123101CATCATERPILLAR INC$33.4M1.26%47,079CommonNONE
78464A797KBESPDR SERIES TRUST$32.0M1.21%537,846CommonNONE
231021106CMICUMMINS INC$27.5M1.04%51,186CommonNONE
09290C699IDEFBLACKROCK ETF TRUST$27.1M1.03%804,617CommonNONE
46429B663HDVISHARES TR$26.1M0.99%192,438CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$24.5M0.93%113,973CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$23.5M0.89%495,030CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$21.4M0.81%396,930CommonNONE
74762E102QUREQUANTA SVCS INC$21.3M0.80%38,785CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$21.2M0.80%429,947CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$20.6M0.78%163,944CommonNONE
78463X855GIISPDR INDEX SHS FDS$19.4M0.73%254,990CommonNONE
060505104BACBANK AMERICA CORP$18.4M0.70%378,244CommonNONE
09290C780BAIBLACKROCK ETF TRUST$18.3M0.69%556,675CommonNONE
464288810IHIISHARES TR$15.6M0.59%292,975CommonNONE
464288828IHFISHARES TR$14.1M0.53%335,810CommonNONE
46435U135IHAKISHARES TR$13.9M0.52%317,825CommonNONE
464288646IGSBISHARES TR$13.8M0.52%263,365CommonNONE
46434V381XTISHARES TR$13.8M0.52%202,875CommonNONE
922908611VBRVANGUARD INDEX FDS$11.6M0.44%53,419CommonNONE
17275R102CSCOCISCO SYS INC$10.9M0.41%140,534CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$10.8M0.41%155,635CommonNONE
464288729EXIISHARES TR$10.6M0.40%58,345CommonNONE
464287101OEFISHARES TR$10.1M0.38%31,894CommonNONE
46429B671MCHIISHARES TR$9.4M0.35%166,865CommonNONE
37045V100GMGENERAL MTRS CO$9.0M0.34%120,725CommonNONE
46982L108JJACOBS SOLUTIONS INC$7.9M0.30%62,400CommonNONE
46435U192IDNAISHARES TR$7.8M0.30%269,987CommonNONE
31428X106FDXFEDEX CORP$6.7M0.25%18,776CommonNONE
02079K305GOOGLALPHABET INC$6.7M0.25%23,191CommonNONE
46429B697USMVISHARES TR$6.2M0.24%67,116CommonNONE
907818108UNPUNION PAC CORP$6.1M0.23%25,031CommonNONE
172967424CCITIGROUP INC$5.8M0.22%50,898CommonNONE
464287523SOXXISHARES TR$5.2M0.20%15,874CommonNONE
126408103CSXCSX CORP$5.2M0.20%126,685CommonNONE
594918104MSFTMICROSOFT CORP$5.0M0.19%13,418CommonNONE
883203101TXTTEXTRON INC$4.6M0.17%52,320CommonNONE
464288281EMBISHARES TR$4.0M0.15%42,220CommonNONE
46436E569XVVISHARES TR$3.8M0.14%76,440CommonNONE
464287614IWFISHARES TR$3.6M0.14%8,549CommonNONE
N07059210ASMLASML HLDG NV$3.0M0.11%2,285CommonNONE
67066G104NVDANVIDIA CORPORATION$2.7M0.10%15,501CommonNONE
46432F842IEFAISHARES TR$2.7M0.10%29,518CommonNONE
78464A722XPHSPDR SERIES TRUST$2.5M0.09%46,395CommonNONE
023135106AMZNAMAZON COM INC$2.4M0.09%11,395CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.3M0.09%13,972CommonNONE
37950E408CHIQGLOBAL X FDS$2.0M0.07%98,567CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$1.8M0.07%8,401CommonNONE
46434V290SMLFISHARES TR$1.6M0.06%21,700CommonNONE
46434V514CNYAISHARES TR$1.5M0.06%43,605CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.06%2,589CommonNONE
949746101WMT2WELLS FARGO & CO$1.4M0.05%17,675CommonNONE
172908105CTASCINTAS CORP$1.4M0.05%8,128CommonNONE
02079K107GOOGALPHABET INC$1.3M0.05%4,642CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.2M0.04%30,402CommonNONE
464286426EEMAISHARES INC$1.2M0.04%12,097CommonNONE
464287184FXIISHARES TR$1.1M0.04%31,703CommonNONE
783859101STBAS & T BANCORP INC$1.1M0.04%26,262CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.0M0.04%12,970CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$990,7510.04%24,862CommonNONE
36828A101GEVGE VERNOVA INC$990,7420.04%1,135CommonNONE
97717X669DGRWWISDOMTREE TR$908,7050.03%10,345CommonNONE
65345N106NNNEXTNAV INC$902,8870.03%56,360CommonNONE
59540G107MPBMID PENN BANCORP INC$871,7930.03%27,108CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$852,3070.03%25,090CommonNONE
921910840MGVVANGUARD WORLD FD$784,1800.03%5,410CommonNONE
00724F101ADBEADOBE INC$661,9070.03%2,723CommonNONE
532457108LLYELI LILLY & CO$611,6470.02%665CommonNONE
46434G509HEEMISHARES INC$601,7960.02%16,300CommonNONE
064058100BKBANK NEW YORK MELLON CORP$567,0510.02%4,780CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$552,6870.02%2,656CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$532,3930.02%3,385CommonNONE
464288687PFFISHARES TR$525,5970.02%17,335CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$511,1550.02%4,660CommonNONE
617446448MSMORGAN STANLEY$486,1400.02%2,954CommonNONE
68389X105ORCLORACLE CORP$471,9340.02%3,208CommonNONE
97717W547WTVWISDOMTREE TR$462,7560.02%4,885CommonNONE
166764100CVXCHEVRON CORPORATION$459,1110.02%2,219CommonNONE
461202103INTUINTUIT$447,5130.02%1,035CommonNONE
478160104JNJJOHNSON & JOHNSON$443,1700.02%1,813CommonNONE
92204A504VHTVANGUARD WORLD FD$413,6690.02%1,519CommonNONE
031162100AMGNAMGEN INC$412,5140.02%1,172CommonNONE
464288877EFVISHARES TR$410,0400.02%5,515CommonNONE
437076102HDHOME DEPOT INC$404,8640.02%1,231CommonNONE
20825C104COPCONOCOPHILLIPS$404,5800.02%3,065CommonNONE
125523100CITHE CIGNA GROUP$403,0590.02%1,511CommonNONE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPPO$398,1790.02%19,395CommonNONE
464286665EPPISHARES INC$378,7290.01%7,127CommonNONE
922908744VTVVANGUARD INDEX FDS$364,5400.01%1,858CommonNONE
052769106ADSKAUTODESK INC$345,9330.01%1,445CommonNONE
704326107PAYXPAYCHEX INC$342,2260.01%3,715CommonNONE
92537N108VRTVERTIV HOLDINGS CO$334,5240.01%1,335CommonNONE
882508104TXNTEXAS INSTRS INC$332,9500.01%1,715CommonNONE
464287598IWDISHARES TR$319,6500.01%1,496CommonNONE
09290D101BLKBLACKROCK INC$317,3640.01%330CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$314,1890.01%5,230CommonNONE
46435U218SUSLISHARES TR$309,5670.01%2,725CommonNONE
464287325IXJISHARES TR$301,1990.01%3,220CommonNONE
458140100INTCINTEL CORP$295,6710.01%6,700CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$284,6550.01%2,645CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$267,6920.01%1,350CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$265,3860.01%266CommonNONE
95040Q104WELLWELLTOWER INC$257,0230.01%1,300CommonNONE
989701107ZIONZIONS BANCORPORATION NATL AS$256,9850.01%4,460CommonNONE
539830109LMTLOCKHEED MARTIN CORP$247,8000.01%410CommonNONE
922908769VTIVANGUARD INDEX FDS$245,4200.01%765CommonNONE
512807306LRCXLAM RESEARCH CORP$243,5720.01%1,140CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$238,3740.01%1,900CommonNONE
254687106DISDISNEY WALT CO$225,8180.01%2,343CommonNONE
35671D857FCXFREEPORT MCMORAN INC$218,0740.01%3,710CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$212,1060.01%1,450CommonNONE
46090E103QQQINVESCO QQQ TR$211,2480.01%366CommonNONE
91913Y100VLOVALERO ENERGY CORP$206,0650.01%834CommonNONE
319829107FCFFIRST COMWLTH FINL CORP PA$205,4220.01%11,685CommonNONE
46435G193SUSCISHARES TR$202,6860.01%8,760CommonNONE
46137V787PBEINVESCO EXCHANGE TRADED FD T$201,6710.01%2,547CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$176,5910.01%14,643CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$163,8140.01%19,004CommonNONE
630087302NNVCNANOVIRICIDES INC$14,3530.00%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.