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Wharton Business Group, LLC
Wharton Business Group, LLC is an SEC-registered investment adviser headquartered in Malvern, Pennsylvania. Founded in 1992, the firm specializes in providing financial planning and investment advisory services to business owners, operators, and institutions, focusing on wealth preservation, succession planning, and unbiased investment management. The firm employs 5 advisors, with staff averaging over 30 years of industry experience, and manages wealth for both individuals (primarily high-net-worth) and institutions. As of 2022, Wharton Business Group joined Alera Group, enhancing its access to national employee benefits and wealth services. The firm serves clients nationwide.
Investment Strategy
WBG partners with successful business owners, operators, and institutions to enhance and preserve their wealth, providing unbiased investment management and business succession advice. The firm's approach connects clients to a network of experts, aligning advice with clients’ interests. Their services include portfolio management for individuals and small businesses, financial planning, and pension consulting, emphasizing long-term relationships and comprehensive solutions. A large majority of assets are managed for individuals (especially high-net-worth), with a minority managed for institutions and charitable organizations. WBG's investment philosophy is grounded in customized, objective guidance rather than proprietary products.
Latest 13F Filing Activity
Wharton Business Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $2B. The fund increased holdings in Invesco Exch Traded FD TR II, Ishares TR, Ishares TR among other positions. Wharton Business Group, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 9.34% | $221.3M | 1,211,543 | $87.33 | $182.82 | +$7.3M |
E EFAV | ISHARES TR | 6.27% | $148.6M | 1,770,694 | $69.29 | $84.06 | +$17.3M |
E EEMV | ISHARES INC | 6.07% | $143.9M | 2,292,021 | $57.08 | $62.80 | +$10.4M |
K KBWB | INVESCO EXCH TRADED FD TR II | 5.78% | $136.9M | 1,914,019 | $51.64 | $71.62 | +$24.1M |
V VLUE | ISHARES TR | 5.77% | $136.8M | 1,210,442 | $90.92 | $113.21 | -$2.0M |
Industry Allocation
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