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| Happy Holidays!! thanks for using AUM13F!! |
| Wharton Business Group LLC
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| CRD # | 133722 |
| SEC # | 801-70752 |
| CIK # | 0001513126 |
| AUM | $4.0 B (2025-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 484-328-3590 |
| Address | 110 N Phoenixville Pike Malvern, PA 19355 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001513126 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 6.3 | ||
| Alphabet Inc | 6.1 | ||
| General Motors Co | 5.9 | ||
| Citigroup Inc | 4.4 | ||
| Textron Inc | 4.2 | ||
| CSX Corp | 4.1 | ||
| Fedex Corp | 4.1 | ||
| Amazon Com Inc | 2.5 | ||
| Nvidia Corp | 2.5 | ||
| Cintas Corp | 2.4 | ||
| Smurfit Westrock Ltd | 1.9 | ||
| ASML Holding NV | 1.8 | ||
| Facebook Inc | 1.8 | ||
| Wells Fargo & Co/MN | 1.4 | ||
| Hunt J B Transport Services Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 0.0 |
| (b) Individuals (high net worth individuals) | 80 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 19 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 4.0 |
| By Discretionary | ||
| Discretionary | 310 | 3.6 |
| Non-Discretionary | 33 | 0.4 |
| Total | 343 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 343 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001513126] |
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|---|---|---|
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4.1 | |
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Finaccess Advisors LLC
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JFS Wealth Advisors LLC
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|
Highpoint Advisor Group LLC
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IL | 4.0 |
|
New Century Advisors LLC
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MD | 4.0 |