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Portfolio (Quarterly) Guide ↗

Sharp Wealth Advisory, LLC

· CIK 0001733194
13F Portfolio $203M AUM 120 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 54 Added 37 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS ISHARES TR 272,120.0 $32.2M 15.92% NEW $118.45 +10.9%
2 VOT VANGUARD INDEX FDS 112,085.0 $28.8M 14.24% NEW $257.35 +14.8%
3 AXP AMERICAN EXPRESS CO Financial Services 1,168.0 $353K 0.17% NEW $302.48 +3.2%
4 FCX FREEPORT MCMORAN INC Basic Materials 5,829.0 $343K 0.17% NEW $58.78 +9.5%
5 CAT CATERPILLAR INC Industrials 470.0 $333K 0.17% NEW $709.21 +28.1%
6 AMAT APPLIED MATLS INC Technology 967.0 $331K 0.16% NEW $341.79 +33.1%
7 MS MORGAN STANLEY Financial Services 1,866.0 $307K 0.15% NEW $164.57 +22.6%
8 MA MASTERCARD INCORPORATED Financial Services 576.0 $288K 0.14% NEW $499.36 -1.3%
9 RIO RIO TINTO PLC Basic Materials 3,044.0 $284K 0.14% NEW $93.29 +14.6%
10 XLB SELECT SECTOR SPDR TR 5,563.0 $278K 0.14% NEW $49.97 +2.0%
11 XLE SELECT SECTOR SPDR TR 4,100.0 $251K 0.12% NEW $61.26 -7.1%
12 CRWD CROWDSTRIKE HLDGS INC Technology 568.0 $222K 0.11% NEW $390.41 +64.2%
13 HPE HEWLETT PACKARD ENTERPRISE C Technology 8,829.0 $210K 0.10% NEW $23.81 +59.5%
14 GOOG ALPHABET INC Communication Services 723.0 $207K 0.10% NEW $286.86 +33.4%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 4,118.0 $207K 0.10% NEW $50.20 -3.4%
16 MCD MCDONALDS CORP Consumer Cyclical 661.0 $205K 0.10% NEW $310.79 -10.1%
17 SO SOUTHERN CO Utilities 2,100.0 $203K 0.10% NEW $96.54 -2.5%
18 IJH ISHARES TR 3,000.0 $203K 0.10% NEW $67.53 +10.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.1%
Technology 18.3%
Communication Services 9.0%
Industrials 7.5%
Consumer Defensive 7.2%
Energy 6.9%
Healthcare 5.9%
Consumer Cyclical 3.2%
Basic Materials 2.0%
Utilities 1.9%