Wharton Business Group, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$2.6B
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QUAL
ISHARES TR
Q3 2025: New position (1.20M shares)
8.7%
02
$VLUE
ISHARES TR
Q1 2026: Sold 3.6% (1.20M → 1.15M shares)
6.2%
03
$EFAV
ISHARES TR
Q1 2026: Sold 2.7% (1.76M → 1.71M shares)
5.9%
04
$EEMV
ISHARES INC
Q1 2026: Increased +2.5% (2.29M → 2.35M shares)
5.7%
05
$KBWB
INVESCO EXCH TRADED FD TR II
Q3 2025: New position (1.83M shares)
5.5%
06
$BINC
BLACKROCK ETF TRUST II
Q1 2026: Increased +11.8% (2.32M → 2.59M shares)
5.1%
07
$VYM
VANGUARD WHITEHALL FDS
Q3 2025: New position (892.2k shares)
5.0%
08
$AAPL
APPLE INC
Q4 2025: Sold 1.2% (436.1k → 430.9k shares)
4.1%
09
$IFRA
ISHARES TR
Q3 2025: New position (1.72M shares)
3.7%
10
$IEMG
ISHARES INC
Q1 2026: Sold 1.4% (1.25M → 1.23M shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.