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Portfolio (Quarterly) Guide ↗

Sharp Wealth Advisory, LLC

· CIK 0001733194
13F Portfolio $199M AUM 113 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 3,772.0 $692K 0.35% NEW $183.40 -3.5%
42 WMT WALMART INC Consumer Defensive 6,158.0 $686K 0.34% NEW $111.41 +6.5%
43 HL HECLA MNG CO Basic Materials 34,250.0 $657K 0.33% NEW $19.19 -10.7%
44 SPY SPDR S&P 500 ETF TR Financial Services 908.0 $619K 0.31% NEW $681.92 +10.0%
45 JPM JPMORGAN CHASE & CO. Financial Services 1,826.0 $589K 0.30% NEW $322.31 -7.9%
46 ISRG INTUITIVE SURGICAL INC Healthcare 1,027.0 $582K 0.29% NEW $566.36 -26.2%
47 CVX CHEVRON CORP NEW Energy 3,798.0 $579K 0.29% NEW $152.41 +20.1%
48 UPS UNITED PARCEL SERVICE INC Industrials 5,775.0 $573K 0.29% NEW $99.19 +4.8%
49 PFE PFIZER INC Healthcare 22,789.0 $567K 0.29% NEW $24.90 +5.4%
50 HD HOME DEPOT INC Consumer Cyclical 1,614.0 $555K 0.28% NEW $344.10 -7.6%
51 IGV ISHARES TR 5,075.0 $536K 0.27% NEW $105.69 -11.6%
52 JNJ JOHNSON & JOHNSON Healthcare 2,558.0 $529K 0.27% NEW $206.94 +12.1%
53 GS GOLDMAN SACHS GROUP INC Financial Services 595.0 $523K 0.26% NEW $879.00 +12.9%
54 GDX VANECK ETF TRUST 5,876.0 $504K 0.25% NEW $85.77 +0.9%
55 ABBV ABBVIE INC Healthcare 2,177.0 $498K 0.25% NEW $228.54 -5.8%
56 EWJ ISHARES INC 6,162.0 $498K 0.25% NEW $80.74 +14.2%
57 STIP ISHARES TR 4,852.0 $497K 0.25% NEW $102.39 +1.0%
58 VRT VERTIV HOLDINGS CO Industrials 3,005.0 $487K 0.24% NEW $162.01 +98.4%
59 LLY ELI LILLY & CO Healthcare 451.0 $485K 0.24% NEW $1074.68 +0.9%
60 CNQ CANADIAN NAT RES LTD Energy 14,037.0 $475K 0.24% NEW $33.85 +35.8%
Page 3 of 6  ·  113 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 46.0%
Technology 17.3%
Communication Services 8.0%
Consumer Defensive 6.7%
Healthcare 5.9%
Industrials 5.4%
Energy 5.1%
Consumer Cyclical 3.0%
Basic Materials 1.6%
Utilities 0.9%