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Filers›Family Office›Wharton Business Group, LLC
DOSSIER · 13F-HR · Q1 2026

Wharton Business Group, LLC

Wharton Business's family office based in San Francisco, CA — $2.6B in tracked AUM across 141 positions as of Q1 2026.

WB
Wharton Business·San Francisco, CA·Family Office
CIK 0001513126 · last filed Mar 31, 2026
Total AUM
$2.6B
▼ 4.4%
vs prior
Holdings
141
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wharton Business Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$231M1.2M8.7%
02
VLUE
ISHARES TR
$164M1.2M6.2%
03
EFAV
ISHARES TR
$157M1.7M5.9%
04
EEMV
ISHARES INC
$152M2.3M5.7%
05
KBWB
INVESCO EXCH TRADED FD TR II
$145M1.8M5.5%
06
BINC
BLACKROCK ETF TRUST II
$135M2.6M5.1%
07
VYM
VANGUARD WHITEHALL FDS
$132M889K5.0%
08
AAPL
APPLE INC
$109M429K4.1%
09
IFRA
ISHARES TR
$99M1.7M3.7%
10
IEMG
ISHARES INC
$86M1.2M3.2%

Filing history

Filing history loading…
AI Agent · grounded in Wharton
haiku-4-5 · 141 positions indexed
Sector mix
  • Tech6%
  • Financials6%
  • Health Care22%
  • Communications13%
  • Industrials11%
  • Energy45%
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