Arkolith/Funds/Wharton Business Group, LLC

Wharton Business Group, LLC

CIK 1513126
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Wharton Business Group, LLC holds a focused book of 142 stocks worth $3.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Ishares Msci USA Quality Fac. Their largest long position is Ishares Msci USA Quality Fac at 9% of the equity book.

Opened
9
bought for the first time
Added to
21
already held, bought more
Trimmed
57
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
52%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Financials
6%
Information Technology
6%
Industrials
5%
Consumer Discretionary
0%
Health Care
0%
Materials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wharton Business Group, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$443.7B
ROYAL BANK OF CANADA80 / 80$125.9B
OSAIC HOLDINGS, INC.80 / 80$14.1B
FMR LLC79 / 80$666.1B
JPMORGAN CHASE & CO79 / 80$391.0B
WELLS FARGO & COMPANY/MN79 / 80$134.3B
LPL Financial LLC79 / 80$70.2B
Rockefeller Capital Management L.P.79 / 80$14.6B

Ranked by how many of Wharton Business Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

142 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI USA QLT FCT
$256.1M1.17M
8.6%
−2.9%
Reduced · −35K sh
2Ishares TR
MSCI USA VALUE
$213.1M1.07M
7.1%
−7.5%
Reduced · −87K sh
3Ishares Inc
MSCI EMERG MRKT
$172.8M2.29M
5.8%
−2.2%
Reduced · −52K sh
4Invesco Exch Traded FD TR II
KBW BK ETF
$164.4M1.77M
5.5%
−3.3%
Reduced · −60K sh
5BlackRock ETF Trust II
ISHA FLEX IN ETF
$160.6M3.07M
5.4%
+18%
Added · +475K sh
6Ishares TR
MSCI EAFE MIN VL
$146.6M1.67M
4.9%
−2.5%
Reduced · −42K sh
7Vanguard Whitehall FDS
HIGH DIV YLD
$129.7M821.0K
4.3%
−7.7%
Reduced · −68K sh
8Apple Inc
COM
$117.4M405.9K
3.9%
−5.5%
Reduced · −24K sh
9Ishares TR
US INFRASTRUC
$100.4M1.59M
3.4%
−7.6%
Reduced · −130K sh
10Ishares Inc
CORE MSCI EMKT
$95.8M1.16M
3.2%
−5.9%
Reduced · −73K sh
11Select Sector SPDR TR
ST STR TECHN ETF
$85.9M450.8K
2.9%
−7.3%
Reduced · −36K sh
12Vanguard Intl Equity Index F
ALLWRLD EX US
$73.8M881.7K
2.5%
~0%
Added · +1 sh
13Vanguard BD Index FDS
VANGUARD ULTRA
$71.6M1.44M
2.4%
+0.9%
Added · +14K sh
14Ishares TR
FUTU AI TECH ETF
$70.5M931.0K
2.4%
−2.5%
Reduced · −24K sh
15Ishares TR
CORE S&P500 ETF
$62.5M83.4K
2.1%
−26%
Reduced · −30K sh
16Invesco Exchange Traded FD T
S&P500 EQL WGT
$61.9M290.9K
2.1%
+0.2%
Added · +690 sh
17Ishares TR
RUS TP200 GR ETF
$59.0M203.2K
2.0%
+0.9%
Added · +2K sh
18JPMorgan Chase & Co
COM
$53.1M162.1K
1.8%
−0.2%
Reduced · −305 sh
19Goldman Sachs Group Inc
COM
$49.0M48.5K
1.6%
Held
20Caterpillar Inc
COM
$42.9M40.3K
1.4%
−14%
Reduced · −7K sh
21Berkshire Hathaway Inc Del
CL B NEW
$40.9M81.7K
1.4%
−0.3%
Reduced · −210 sh
22Ishares TR
MSCI INTL QUALTY
$38.6M779.0K
1.3%
Held
23Select Sector SPDR TR
ST STR CARE ETF
$36.8M232.1K
1.2%
−0.2%
Reduced · −424 sh
24SPDR Series Trust
ST STR SP BANK
$36.6M537.2K
1.2%
−0.1%
Reduced · −625 sh
25Ishares TR
ISHS 1-5YR INVS
$34.7M662.4K
1.2%
+152%
Added · +399K sh
26Cummins Inc
COM
$33.2M46.6K
1.1%
−9.0%
Reduced · −5K sh
27BlackRock ETF Trust
ISHA I IN TE ETF
$31.5M598.3K
1.1%
+7.5%
Added · +42K sh
28BlackRock ETF Trust
ISHARES DEFENSE
$27.5M865.8K
0.9%
+7.6%
Added · +61K sh
29Invesco Exchange Traded FD T
LARG CAP GRO ETF
$27.1M160.8K
0.9%
−1.9%
Reduced · −3K sh
30Invesco Exchange Traded FD T
RAFI US 1000 ETF
$26.7M495.0K
0.9%
Held
31Vanguard Specialized Funds
DIV APP ETF
$24.7M104.2K
0.8%
−8.6%
Reduced · −10K sh
32Quanta Svcs Inc
COM
$24.2M33.5K
0.8%
−14%
Reduced · −5K sh
33Select Sector SPDR TR
ST STR FINL ETF
$23.4M436.7K
0.8%
+1.6%
Added · +7K sh
34Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$23.2M388.9K
0.8%
−2.0%
Reduced · −8K sh
35Ishares TR
CORE HIGH DV ETF
$21.9M799.6K
0.7%
+315%
Added · +607K sh
36Bank Of Amer Corp
COM
$21.3M374.3K
0.7%
−1.1%
Reduced · −4K sh
37SPDR Index SHS FDS
ST STR INFRA ETF
$19.3M255.0K
0.6%
Held
38Ishares TR
US HLTHCR PR ETF
$18.6M335.8K
0.6%
Held
39Alphabet Inc
CAP STK CL A
$17.6M21.2K
0.6%
−8.7%
Reduced · −2K sh
40Ishares TR
CYBERSECURITY
$17.5M289.0K
0.6%
−9.1%
Reduced · −29K sh
41Ishares TR
FUTU EXPO TE ETF
$16.8M202.9K
0.6%
Held
42Cisco Sys Inc
COM
$16.5M140.5K
0.6%
Held
43Ishares TR
U.S. MED DVC ETF
$13.5M273.6K
0.5%
−6.6%
Reduced · −19K sh
44Ishares TR
S&P 100 ETF
$12.1M33.1K
0.4%
+3.7%
Added · +1K sh
45Invesco Exchange Traded FD T
LARGE CAP VALUE
$11.8M155.6K
0.4%
Held
46Ishares TR
GLOB INDSTRL ETF
$11.7M58.3K
0.4%
Held
47Ishares TR
ISHARES SEMICDTR
$9.8M15.3K
0.3%
−3.4%
Reduced · −544 sh
48Vanguard Index FDS
SM CP VAL ETF
$9.8M40.4K
0.3%
−24%
Reduced · −13K sh
49General MTRS Co
COM
$9.3M120.7K
0.3%
Held
50Ishares TR
GENOMICS IMMUN
$9.1M268.5K
0.3%
−0.6%
Reduced · −2K sh
Showing 50 of 142 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026142$3.0B13F-HR
Q1 2026Mar 31, 2026May 7, 2026141$2.6B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026141$2.6B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025140$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025137$2.4B13F-HR
Q1 2025Mar 31, 2025May 9, 2025137$2.2B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025137$2.2B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024141$2.2B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024138$1.9B13F-HR
Q1 2024Mar 31, 2024May 13, 2024135$2.1B13F-HR
Q4 2023Dec 31, 2023Feb 7, 2024133$2.0B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023139$1.8B13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023133$1.5B13F-HR
Q1 2023Mar 31, 2023May 4, 2023137$1.7B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023141$1.7B13F-HR
Q3 2022Sep 30, 2022Oct 31, 2022131$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 9, 2022131$1.5B13F-HR
Q1 2022Mar 31, 2022May 18, 2022132$1.6B13F-HR/A
Q4 2021Dec 31, 2021Feb 10, 2022130$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 9, 202166$985.6M13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021120$1.3B13F-HR
Q1 2021Mar 31, 2021May 10, 2021121$1.3B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021116$1.2B13F-HR
Amended / restated
  • Q1 2022 · filed May 11, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.