Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$2.99B
Total Bought
$576.23M
Total Sold
$636.74M
Net Transaction
-$60.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BLACKROCK ETF TRUST II03,067,790+3,067,7900160,5685.37%+160,568
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0450,797+450,797085,8862.87%+85,886
ISHARES TR
FUTU AI TECH ETF
0930,967+930,967070,4502.36%+70,450
ISHARES TR
MSCI USA VALUE
1,153,4721,066,732-86,740164,012213,1447.13%+49,132
SELECT SECTOR SPDR TR
ST STR CARE ETF
0232,139+232,139036,8311.23%+36,831
SPDR SERIES TRUST
ST STR SP BANK
0537,221+537,221036,6491.23%+36,649
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0598,286+598,286031,5421.05%+31,542
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0160,799+160,799027,0880.91%+27,088
ISHARES TR
MSCI USA QLT FCT
01,167,255+1,167,2550256,1318.56%+256,131
SELECT SECTOR SPDR TR
ST STR FINL ETF
0436,687+436,687023,4110.78%+23,411
ISHARES TR263,365662,380+399,01513,84234,7151.16%+20,873
ISHARES INC2,347,1932,294,992-52,201151,934172,7675.78%+20,833
INVESCO EXCH TRADED FD TR II01,767,605+1,767,6050164,3525.50%+164,352
SPDR INDEX SHS FDS
ST STR INFRA ETF
0254,990+254,990019,3050.65%+19,305
ISHARES TR
FUTU EXPO TE ETF
0202,875+202,875016,7640.56%+16,764
ALPHABET INC(GOOG)021,181+21,181017,5690.59%+17,569
ISHARES INC
CORE MSCI EMKT
1,228,9971,155,957-73,04085,72395,7593.20%+10,036
CATERPILLAR INC(CAT)47,07940,314-6,76533,35442,9301.44%+9,576
ISHARES TR0203,184+203,184059,0491.97%+59,049
APPLE INC(AAPL)0405,851+405,8510117,4373.93%+117,437
GOLDMAN SACHS GROUP INC(GS)048,491+48,491049,0421.64%+49,042
VANGUARD INTL EQUITY INDEX F0881,721+881,721073,8442.47%+73,844
ISHARES TR
MSCI USA MIN ETF
066,592+66,59206,4230.21%+6,423
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
290,228290,918+69055,70161,8992.07%+6,198
CUMMINS INC(CMI)51,18646,586-4,60027,53933,2261.11%+5,687
CISCO SYS INC(CSCO)140,534140,534010,90416,5070.55%+5,603
JPMORGAN CHASE & CO(JPM)0162,098+162,098053,0601.77%+53,060
ISHARES TR15,87415,330-5445,2179,8230.33%+4,606
ISHARES TR0335,810+335,810018,5800.62%+18,580
ISHARES TR
CYBERSECURITY
0288,965+288,965017,5430.59%+17,543
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
495,030495,030023,52926,7460.89%+3,218
SPDR SERIES TRUST
ST STR SP PHARMA
046,395+46,39503,0750.10%+3,075
BANK OF AMER CORP0374,259+374,259021,3250.71%+21,325
QUANTA SVCS INC38,78533,545-5,24021,29424,1540.81%+2,860
ISHARES TR
MSCI INTL QUALTY
779,050779,050036,01538,6021.29%+2,586
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,632+13,63202,5250.08%+2,525
ISHARES TR033,074+33,074012,1010.40%+12,101
ISHARES TR
US INFRASTRUC
1,723,0251,592,700-130,32598,557100,4043.36%+1,847
VANGUARD INTL EQUITY INDEX F396,930388,891-8,03921,44223,2130.78%+1,771
BERKSHIRE HATHAWAY INC DEL081,672+81,672040,8681.37%+40,868
ASML HLDG NV
N Y REGISTRY SHS
2,2852,270-153,0184,5160.15%+1,498
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
030,402+30,40201,3490.05%+1,349
CITIGROUP INC(C)050,778+50,77807,1070.24%+7,107
ISHARES TR
GENOMICS IMMUN
269,987268,472-1,5157,8439,0610.30%+1,218
ISHARES TR58,34558,345010,56111,6980.39%+1,137
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
155,635155,635010,84911,7920.39%+943
CSX CORP(CSX)126,685126,68505,2006,0210.20%+821
VANGUARD BD INDEX FDS
VANGUARD ULTRA
1,424,2041,437,741+13,53770,90471,5712.39%+667
UNION PAC CORP(UNP)25,03124,731-3006,0736,7270.22%+654
FEDEX CORP(FDX)18,77623,411+4,6356,6887,3310.25%+643
ISHARES TR034,088+34,08804,2330.14%+4,233
INTEL CORP(INTC)6,7006,165-5352968610.03%+565
ISHARES TR075,920+75,92004,3110.14%+4,311
HUNT J B TRANS SVCS INC(JBHT)8,4017,961-4401,7802,3040.08%+524
WISDOMTREE TR(WT)04,885+4,88504970.02%+497
NVIDIA CORPORATION(NVDA)15,50115,606+1052,7033,1230.10%+419
BLACKROCK ETF TRUST
ISHARES DEFENSE
804,617865,845+61,22827,14927,5170.92%+368
AMAZON COM INC(AMZN)011,395+11,39502,7160.09%+2,716
GENERAL MTRS CO(GM)0120,725+120,72509,3050.31%+9,305
ALPHABET INC(GOOG)04,642+4,64201,6400.05%+1,640
DELL TECHNOLOGIES INC(DELL)0690+69002980.01%+298
ISHARES TR
US SML CAP EQT
21,70021,70001,6381,9340.06%+296
LAM RESEARCH CORP(LRCX)1,1401,14002444940.02%+250
S & T BANCORP INC(STBA)26,26227,033+7711,0991,3270.04%+228
VISA INC(V)0652+65202240.01%+224
UNITEDHEALTH GROUP INC(UNH)0530+53002200.01%+220
TEXTRON INC(TXT)52,32052,32004,5814,7990.16%+218
ISHARES INC12,09711,722-3751,1581,3710.05%+213
ABBVIE INC(ABBV)0846+84602130.01%+213
ELI LILLY & CO(LLY)0665+66507980.03%+798
GE VERNOVA INC(GEV)1,1351,000-1359911,1750.04%+184
ISHARES TR
MSCI CHINA A
43,60543,60501,4901,6700.06%+180
TEXAS INSTRS INC(TXN)1,7151,71503335110.02%+178
INVESCO EXCH TRADED FD TR II5,2305,23003144830.02%+169
VANGUARD SPECIALIZED FUNDS0104,183+104,183024,6520.82%+24,652
SMURFIT WESTROCK PLC(SW)24,86224,424-4389911,1300.04%+139
ISHARES TR
CORE MSCI EAFE
29,51829,093-4252,6722,8100.09%+138
BANK OF NY MELLON CORP4,7804,78005676910.02%+124
MORGAN STANLEY(MS)2,9542,909-454866080.02%+122
ISHARES INC
CUR HD MSCI EM
16,30015,865-4356027100.02%+108
NEXTNAV INC(NN)56,36056,36009031,0050.03%+102
PNC FINL SVCS GROUP INC(PNC)2,6562,65605536540.02%+101
VANGUARD WORLD FD5,4105,41007848840.03%+100
ISHARES TR42,22042,115-1053,9664,0620.14%+96
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,66005115960.02%+84
WISDOMTREE TR(WT)10,34510,34509099890.03%+80
MID PENN BANCORP INC(MPB)27,10827,10808729440.03%+73
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25,09025,09008529240.03%+72
INVESCO QQQ TR36636602112700.01%+58
WELLS FARGO & CO(WFC)017,675+17,67501,4610.05%+1,461
ZIONS BANCORPORATION NATL AS(ZION)4,4604,46002573090.01%+52
MICROSOFT CORP(MSFT)013,443+13,44305,0140.17%+5,014
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
12,97013,605+6351,0281,0750.04%+47
ISHARES TR1,4961,49603203630.01%+43
VANGUARD INDEX FDS1,8581,85803654050.01%+40
WELLTOWER INC(WELL)1,3001,30002572950.01%+38
VANGUARD INDEX FDS76576502452830.01%+38
VANGUARD WORLD FD
HEALTH CAR ETF
1,5191,509-104144510.02%+37
HOME DEPOT INC(HD)1,2311,251+204054410.01%+36
FIRST COMWLTH FINL CORP PA(FCF)11,68511,68502052380.01%+32
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