Fund Holdings — Wharton Business Group, LLC

Total Portfolio Value
$2.29B
Total Bought
$654.73M
Total Sold
$1.51B
Net Transaction
-$850.51M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR
MSCI USA VALUE
1,210,4421,206,307-4,135137150,8496.59%+150,712
ISHARES TR
MSCI EAFE MIN VL
1,770,6941,766,534-4,160149149,8556.55%+149,706
ISHARES INC2,292,0212,290,301-1,720144146,1906.39%+146,046
INVESCO EXCH TRADED FD TR II76,4401,834,107+1,757,6674143,4456.27%+143,442
VANGUARD WHITEHALL FDS894,315892,211-2,104119125,7575.49%+125,638
APPLE INC(AAPL)438,241436,126-2,11590111,0514.85%+110,961
BLACKROCK ETF TRUST II1,583,1351,821,020+237,8858496,9514.24%+96,867
ISHARES TR
US INFRASTRUC
1,695,7801,715,140+19,3608390,5943.96%+90,510
ISHARES INC
CORE MSCI EMKT
1,266,3571,261,907-4,4507683,1853.63%+83,109
ISHARES TR112,839112,599-2407075,3633.29%+75,292
SELECT SECTOR SPDR TR
ST STR TECHN ETF
266,207257,992-8,2156772,7183.18%+72,651
VANGUARD INTL EQUITY INDEX F893,094973,980+80,8866069,5133.04%+69,453
VANGUARD BD INDEX FDS
VANGUARD ULTRA
1,310,0191,367,924+57,9056568,3892.99%+68,324
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
285,873286,558+6855254,3602.37%+54,308
ISHARES TR197,634197,394-2404954,0172.36%+53,968
JPMORGAN CHASE & CO.(JPM)194,443167,263-27,1805652,7602.30%+52,703
ISHARES TR
FUTU AI TECH ETF
966,302989,042+22,7404045,2771.98%+45,238
BERKSHIRE HATHAWAY INC DEL82,03281,997-354041,2231.80%+41,183
GOLDMAN SACHS GROUP INC(GS)59,94650,371-9,5754240,1131.75%+40,070
ISHARES TR
MSCI INTL QUALTY
768,335767,650-6853333,9221.48%+33,889
SELECT SECTOR SPDR TR
ST STR CARE ETF
233,483233,923+4403232,5551.42%+32,523
SPDR SERIES TRUST
ST STR SP BANK
435,481432,861-2,6202425,7211.12%+25,696
VANGUARD SPECIALIZED FUNDS114,183113,708-4752324,5371.07%+24,514
CATERPILLAR INC(CAT)50,65849,578-1,0802023,6561.03%+23,637
ISHARES TR
CORE HIGH DV ETF
195,333190,163-5,1702323,2851.02%+23,263
SELECT SECTOR SPDR TR
ST STR FINL ETF
420,672422,207+1,5352222,7440.99%+22,722
VANGUARD INTL EQUITY INDEX F423,989414,896-9,0932122,4790.98%+22,458
CUMMINS INC(CMI)54,08652,906-1,1801822,3460.98%+22,328
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
493,135493,13502122,2950.97%+22,274
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
168,139166,409-1,7301920,8710.91%+20,852
BANK AMERICA CORP401,477388,178-13,2991920,0260.87%+20,007
SPDR INDEX SHS FDS
ST STR INFRA ETF
252,220252,085-1351717,5430.77%+17,526
ISHARES TR335,810335,81001616,5860.72%+16,569
QUANTA SVCS INC40,05539,485-5701516,3630.71%+16,348
ISHARES TR
CYBERSECURITY
318,135311,700-6,4351716,3110.71%+16,294
ISHARES TR
FUTU EXPO TE ETF
202,875202,87501314,5950.64%+14,582
SELECT SECTOR SPDR TR
ST STR INDL ETF
94,11693,791-3251414,4650.63%+14,452
ISHARES TR133,950219,315+85,365711,6300.51%+11,623
VANGUARD INDEX FDS56,30554,721-1,5841111,4210.50%+11,410
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
170,370170,37001111,1100.49%+11,099
ISHARES TR
MSCI CHINA ETF
168,235166,895-1,340910,9900.48%+10,981
ISHARES TR59,19059,070-1201010,2040.45%+10,195
ISHARES TR29,44929,199-25099,7190.42%+9,710
CISCO SYS INC(CSCO)140,534140,5340109,6150.42%+9,606
JACOBS SOLUTIONS INC(J)63,00061,855-1,14589,2700.40%+9,261
MICROSOFT CORP(MSFT)17,74117,421-32099,0230.39%+9,014
ALPHABET INC(GOOG)34,39631,236-3,16067,5930.33%+7,588
GENERAL MTRS CO(GM)120,725120,725067,3610.32%+7,355
ISHARES TR
GENOMICS IMMUN
290,727285,777-4,95066,7490.29%+6,743
ISHARES TR
MSCI USA MIN ETF
68,47367,894-57966,4590.28%+6,453
UNION PAC CORP(UNP)27,53627,321-21566,4580.28%+6,452
CITIGROUP INC(C)51,82351,438-38545,2210.23%+5,217
CSX CORP(CSX)126,685126,685044,4990.20%+4,494
TEXTRON INC(TXT)52,32052,320044,4210.19%+4,416
ISHARES TR16,34916,234-11544,4010.19%+4,397
ISHARES TR9,3499,249-10044,3320.19%+4,328
FEDEX CORP(FDX)17,89118,111+22044,2710.19%+4,267
ISHARES TR7,40042,170+34,77014,0140.18%+4,013
ISHARES TR76,44076,440043,9380.17%+3,935
NVIDIA CORPORATION(NVDA)15,71115,711022,9310.13%+2,929
ISHARES TR
MSCI USA QLT FCT
1,211,5431,201,504-10,0392212,9770.13%+2,756
ISHARES TR
CORE MSCI EAFE
30,26330,353+9032,6500.12%+2,648
AMAZON COM INC(AMZN)11,55511,509-4632,5270.11%+2,524
SPDR SERIES TRUST
ST STR SP PHARMA
53,11551,010-2,10522,4450.11%+2,443
GLOBAL X FDS76,44098,567+22,12742,3840.10%+2,381
CINTAS CORP(CTAS)10,88810,888022,2350.10%+2,232
ASML HOLDING N V
N Y REGISTRY SHS
2,2852,285022,2120.10%+2,210
SMURFIT WESTROCK PLC(SW)44,57244,572021,8970.08%+1,895
META PLATFORMS INC(META)2,4242,427+321,7820.08%+1,781
ISHARES TR
US SML CAP EQT
22,12522,125021,6450.07%+1,643
ISHARES TR
MSCI CHINA A
043,675+43,67501,5000.07%+1,500
WELLS FARGO CO NEW(WFC)17,69517,675-2011,4820.06%+1,480
ISHARES TR38,95331,703-7,25011,3040.06%+1,303
ISHARES TR302,630302,420-210191,2850.06%+1,266
ISHARES INC13,39712,987-41011,1920.05%+1,190
VANGUARD WORLD FD
HEALTH CAR ETF
4,5594,549-1011,1810.05%+1,180
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
30,40230,402011,1730.05%+1,172
HUNT J B TRANS SVCS INC(JBHT)8,7168,551-16511,1470.05%+1,146
ALPHABET INC(GOOG)4,5864,586011,1170.05%+1,116
ISHARES INC
CUR HD MSCI EM
40,59531,490-9,10511,0600.05%+1,058
ADOBE INC(ADBE)2,8012,801019880.04%+987
S & T BANCORP INC(STBA)26,10526,157+5219830.04%+982
WISDOMTREE TR(WT)10,34510,345019200.04%+919
ORACLE CORP(ORCL)3,6333,188-44518970.04%+896
NEXTNAV INC(NN)56,36056,360018060.04%+805
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
8,8459,850+1,00517870.03%+787
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25,09025,090017870.03%+787
MID PENN BANCORP INC(MPB)27,10827,108017760.03%+776
ISHARES TR43,6757,400-36,27517720.03%+771
LOCKHEED MARTIN CORP(LMT)1,4951,495017460.03%+746
VANGUARD WORLD FD5,4105,410017450.03%+744
INTUIT(INTU)1,0351,035017070.03%+706
GE VERNOVA INC(GEV)1,1351,135016980.03%+697
INTERCONTINENTAL EXCHANGE IN(ICE)3,3853,385015700.02%+570
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,660015620.02%+561
ISHARES TR17,33517,335015480.02%+548
PNC FINL SVCS GROUP INC(PNC)2,6562,656005340.02%+533
BANK NEW YORK MELLON CORP4,7804,780005210.02%+520
MORGAN STANLEY(MS)3,5143,259-25505180.02%+518
ELI LILLY & CO(LLY)665665015070.02%+507
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Wharton Business Group, LLC — 13F Holdings — Q3 2025 | TickerTrail