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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
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,147.0 $1.2M 0.57% -174.0 -5.2% $370.20 +11.8%
22 IEFA ISHARES TR 11,373.0 $1.0M 0.51% -630.0 -5.2% $90.53 +8.3%
23 AMZN AMAZON COM INC Consumer Cyclical 4,584.0 $955K 0.47% +922.0 +25.2% $208.27 +30.1%
24 BIL SPDR SERIES TRUST 10,038.0 $920K 0.45% +298.0 +3.1% $91.64 -0.0%
25 VTI VANGUARD INDEX FDS 2,858.0 $917K 0.45% $320.81 +15.1%
26 V VISA INC Financial Services 3,005.0 $908K 0.45% -133.0 -4.2% $302.20 +9.2%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 6,117.0 $895K 0.44% $146.28 -8.6%
28 BND VANGUARD BD INDEX FDS 11,884.0 $875K 0.43% -609.0 -4.9% $73.64 -0.5%
29 SLV ISHARES SILVER TR Financial Services 12,000.0 $818K 0.40% -4K -27.1% $68.14 -1.3%
30 QQQ INVESCO QQQ TR Financial Services 1,352.0 $780K 0.39% -11K -89.1% $577.25 +26.0%
31 CVX CHEVRON CORPORATION Energy 3,766.0 $779K 0.39% -32.0 -0.8% $206.90 -11.7%
32 IWM ISHARES TR 3,128.0 $776K 0.38% +288.0 +10.1% $248.00 +17.3%
33 IVV ISHARES TR 1,159.0 $757K 0.37% +15.0 +1.3% $653.21 +15.3%
34 VRT VERTIV HOLDINGS CO Industrials 2,955.0 $740K 0.37% -50.0 -1.7% $250.58 +27.4%
35 PM PHILIP MORRIS INTL INC Consumer Defensive 4,406.0 $729K 0.36% $165.35 +10.1%
36 JPM JPMORGAN CHASE & CO Financial Services 2,460.0 $723K 0.36% +634.0 +34.7% $294.10 +1.6%
37 JNJ JOHNSON & JOHNSON Healthcare 2,944.0 $720K 0.35% +386.0 +15.1% $244.43 -5.1%
38 ITOT ISHARES TR 5,025.0 $716K 0.35% -875.0 -14.8% $142.43 +15.1%
39 RTX RTX CORPORATION Industrials 3,672.0 $708K 0.35% -100.0 -2.6% $192.90 -8.3%
40 WMT WALMART INC Consumer Defensive 5,598.0 $696K 0.34% -560.0 -9.1% $124.28 -4.4%
Page 2 of 6  ·  120 positions

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%