Wharton Business Group, LLC - Portfolio overview

Wharton Business Group, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. QUAL - ISHARES TR, 8.70%
2. VLUE - ISHARES TR, 6.19%
3. EFAV - ISHARES TR, 5.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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