Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$2.63B
Total Bought
$455.96M
Total Sold
$244.98M
Net Transaction
+$210.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR
MSCI USA QLT FCT
1,201,5041,202,274+7702,977238,7969.08%+235,819
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0503,949+503,949072,5542.76%+72,554
SELECT SECTOR SPDR TR
ST STR CARE ETF
0233,963+233,963036,2171.38%+36,217
SPDR SERIES TRUST
ST STR SP BANK
0430,306+430,306026,1150.99%+26,115
BLACKROCK ETF TRUST II1,821,0202,319,295+498,27596,951122,3894.65%+25,438
SELECT SECTOR SPDR TR
ST STR FINL ETF
0433,292+433,292023,7310.90%+23,731
ISHARES TR302,420299,530-2,8901,28518,6160.71%+17,331
SELECT SECTOR SPDR TR
ST STR INDL ETF
093,641+93,641014,5260.55%+14,526
ISHARES TR
MSCI USA VALUE
1,206,3071,196,152-10,155150,849163,5506.22%+12,701
INVESCO EXCH TRADED FD TR II1,834,1071,825,463-8,644143,445153,8685.85%+10,423
APPLE INC(AAPL)436,126430,887-5,239111,051117,1414.45%+6,090
CUMMINS INC(CMI)52,90652,026-88022,34626,5571.01%+4,211
CATERPILLAR INC(CAT)49,57848,473-1,10523,65627,7691.06%+4,113
GOLDMAN SACHS GROUP INC(GS)50,37148,781-1,59040,11342,8781.63%+2,766
SPDR SERIES TRUST
ST STR SP PHARMA
046,395+46,39502,5990.10%+2,599
ISHARES TR112,599113,759+1,16075,36377,9182.96%+2,555
GENERAL MTRS CO(GM)120,725120,72507,3619,8170.37%+2,457
VANGUARD WHITEHALL FDS892,211892,467+256125,757128,0874.87%+2,330
VANGUARD BD INDEX FDS
VANGUARD ULTRA
1,367,9241,418,534+50,61068,38970,7002.69%+2,311
VANGUARD INTL EQUITY INDEX F973,980974,254+27469,51371,6662.72%+2,153
ISHARES TR
MSCI EAFE MIN VL
1,766,5341,761,493-5,041149,855151,9295.78%+2,074
ISHARES TR197,394201,169+3,77554,01755,7122.12%+1,695
CISCO SYS INC(CSCO)140,534140,53409,61510,8250.41%+1,210
FEDEX CORP(FDX)18,11118,821+7104,2715,4370.21%+1,166
ISHARES TR29,19931,389+2,1909,71910,7650.41%+1,046
ISHARES TR
MSCI INTL QUALTY
767,650768,785+1,13533,92234,9411.33%+1,019
BANK AMERICA CORP388,178381,303-6,87520,02620,9720.80%+946
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
286,558288,593+2,03554,36055,2832.10%+923
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
493,135493,135022,29523,1380.88%+843
CITIGROUP INC(C)51,43850,928-5105,2215,9430.23%+722
ISHARES TR
FUTU AI TECH ETF
989,042954,682-34,36045,27745,9971.75%+720
ISHARES INC
CORE MSCI EMKT
1,261,9071,245,797-16,11083,18583,7423.18%+557
VANGUARD SPECIALIZED FUNDS113,708113,988+28024,53725,0520.95%+515
ISHARES TR16,23416,139-954,4014,8600.18%+459
HUNT J B TRANS SVCS INC(JBHT)8,5518,121-4301,1471,5780.06%+431
HOME DEPOT INC(HD)01,231+1,23104240.02%+424
ISHARES INC2,290,3012,289,163-1,138146,190146,5985.57%+408
ISHARES TR
GENOMICS IMMUN
285,777273,147-12,6306,7497,1540.27%+405
ALPHABET INC(GOOG)4,5864,642+561,1171,4570.06%+340
ISHARES TR03,220+3,22003140.01%+314
ASML HOLDING N V
N Y REGISTRY SHS
2,2852,28502,2122,4450.09%+233
INVESCO EXCHANGE TRADED FD T
BIOTECHNOLOGY
02,739+2,73902250.01%+225
ELI LILLY & CO(LLY)66566505077150.03%+207
MASTERCARD INCORPORATED(MA)0351+35102010.01%+201
WELLS FARGO CO NEW(WFC)17,67517,67501,4821,6470.06%+166
ISHARES TR59,07059,070010,20410,3570.39%+153
TEXTRON INC(TXT)52,32052,32004,4214,5610.17%+140
NEXTNAV INC(NN)56,36056,36008069380.04%+132
INNOVATIVE SOLUTIONS & SUPPO019,395+19,39503670.01%+367
AMAZON COM INC(AMZN)11,50911,395-1142,5272,6300.10%+103
CSX CORP(CSX)126,685126,68504,4994,5920.17%+94
ISHARES TR
CORE MSCI EAFE
30,35330,648+2952,6502,7420.10%+92
ISHARES TR76,44076,44003,9384,0280.15%+90
ISHARES TR219,315221,580+2,26511,63011,7170.45%+87
MID PENN BANCORP INC(MPB)27,10827,10807768410.03%+65
SPDR INDEX SHS FDS
ST STR INFRA ETF
252,085252,290+20517,54317,6020.67%+60
MORGAN STANLEY(MS)3,2593,244-155185760.02%+58
AMGEN INC(AMGN)01,172+1,17203840.01%+384
QUANTA SVCS INC39,48538,890-59516,36316,4140.62%+51
S & T BANCORP INC(STBA)26,15726,212+559831,0310.04%+48
GE VERNOVA INC(GEV)1,1351,13506987420.03%+44
JOHNSON & JOHNSON(JNJ)01,813+1,81303750.01%+375
VANGUARD INDEX FDS54,72154,088-63311,42111,4550.44%+34
BANK NEW YORK MELLON CORP4,7804,78005215550.02%+34
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25,09025,09007878210.03%+34
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
30,40230,40201,1731,2040.05%+31
ACCENTURE PLC IRELAND
SHS CLASS A
01,350+1,35003620.01%+362
ISHARES TR42,17042,17004,0144,0400.15%+26
PNC FINL SVCS GROUP INC(PNC)2,6562,65605345540.02%+20
ISHARES TR05,515+5,51503940.01%+394
VANGUARD WORLD FD5,4105,41007457640.03%+19
INVESCO EXCH TRADED FD TR II05,230+5,23002960.01%+296
VERTIV HOLDINGS CO(VRT)01,335+1,33502160.01%+216
WISDOMTREE TR(WT)04,885+4,88504560.02%+456
ISHARES TR
MSCI CHINA A
43,67543,67501,5001,5100.06%+10
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
9,85010,005+1557877980.03%+10
ISHARES TR01,496+1,49603150.01%+315
WELLTOWER INC(WELL)01,300+1,30002410.01%+241
ZIONS BANCORPORATION N A(ZION)04,460+4,46002610.01%+261
VANGUARD INDEX FDS01,858+1,85803550.01%+355
BLACKROCK ENHANCED EQUITY DI(BDJ)019,004+19,00401800.01%+180
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,66005625670.02%+6
VANGUARD INDEX FDS0765+76502560.01%+256
WISDOMTREE TR(WT)10,34510,34509209250.04%+5
ISHARES TR03,075+3,07502030.01%+203
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
02,165+2,16502470.01%+247
ISHARES TR7,4007,40007727700.03%-2
FIRST COMWLTH FINL CORP PA(FCF)011,685+11,68501970.01%+197
CONOCOPHILLIPS(COP)03,065+3,06502870.01%+287
NANOVIRICIDES INC015,736+15,7360180.00%+18
CHEVRON CORP NEW(CVX)02,219+2,21903380.01%+338
PALANTIR TECHNOLOGIES INC(PLTR)01,450+1,45002580.01%+258
SNOWFLAKE INC(SNOW)01,180+1,18002590.01%+259
ALPHABET INC(GOOG)31,23624,236-7,0007,5937,5860.29%-7
ISHARES INC07,127+7,12703600.01%+360
INTEL CORP(INTC)010,166+10,16603750.01%+375
ISHARES TR17,33517,33505485370.02%-11
COSTCO WHSL CORP NEW(COST)0266+26602300.01%+230
TEXAS INSTRS INC(TXN)01,715+1,71502980.01%+298
ISHARES TR
US SML CAP EQT
22,12521,730-3951,6451,6270.06%-18
Page 1 of 1