Wharton Business Group, LLC: 13F holdings
CIK 15131262026Q2
| Positions | 142 |
|---|---|
| Reported value | $3.0bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QUAL ISHARES TR | 1,167,255 | $256.1m | 8.6% |
| VLUE ISHARES TR | 1,066,732 | $213.1m | 7.1% |
| EEMV ISHARES INC | 2,294,992 | $172.8m | 5.8% |
| KBWB INVESCO EXCH TRADED FD TR II | 1,767,605 | $164.4m | 5.5% |
| BINC BLACKROCK ETF TRUST II | 3,067,790 | $160.6m | 5.4% |
| EFAV ISHARES TR | 1,671,587 | $146.6m | 4.9% |
| VYM VANGUARD WHITEHALL FDS | 820,989 | $129.7m | 4.3% |
| AAPL APPLE INC | 405,851 | $117.4m | 3.9% |
| EEM ISHARES TR | 1,592,700 | $100.4m | 3.4% |
| IEMG ISHARES INC | 1,155,957 | $95.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1513126")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.