Wharton Business Group, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm holds equity securities in 141 separate companies. The report lists the firm's address as 110 N. Phoenixville Pike, Suite 300, Malvern, PA 19355, and was signed by Counsel Ashleigh Swayze on November 6, 2026.
The portfolio is heavily diversified across various sectors, with a significant allocation to large-cap technology and exchange-traded funds. Among the individual stock holdings, Apple Inc. is the largest position, with 403,538 shares. Microsoft Corporation follows with 13,433 shares, and NVIDIA Corporation holds 15,606 shares. Other notable individual holdings include Berkshire Hathaway Inc. Class B (81,297 shares), JPMorgan Chase & Co. (160,466 shares), and Visa Inc. Class A (652 shares).
A substantial portion of the portfolio is invested in exchange-traded funds (ETFs). BlackRock ETF Trust funds are prominent, including the iShares Core S&P 500 ETF (1,145,856 shares) and the iShares Core MSCI Emerging Markets ETF (1,129,272 shares). Other ETFs held include the Invesco Exchange Traded Fund Trust II KBW Bank ETF (1,725,072 shares) and the iShares Tr U.S. Infrastructure ETF (1,552,420 shares). The filing also includes positions in various sector-specific ETFs, such as the Select Sector SPDR Trust Technology ETF (431,465 shares) and the Vanguard S&P 500 ETF (82,097 shares).
