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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTBA SIMPLIFY EXCHANGE TRADED FUN 8,990.0 $445K 0.22% +4K +72.9% $49.46 -0.8%
62 LLY ELI LILLY & CO Healthcare 479.0 $441K 0.22% +28.0 +6.2% $919.77 +18.2%
63 CSCO CISCO SYS INC Technology 5,573.0 $432K 0.21% +912.0 +19.6% $77.60 +53.9%
64 SMH VANECK ETF TRUST 1,126.0 $432K 0.21% $383.40 +53.6%
65 NFLX NETFLIX INC. Communication Services 4,345.0 $418K 0.21% +130.0 +3.1% $96.15 -8.1%
66 VUG VANGUARD INDEX FDS 917.0 $401K 0.20% +5.0 +0.6% $436.79 -79.8%
67 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 14,450.0 $395K 0.20% -3K -15.2% $27.32 +0.8%
68 MO ALTRIA GROUP INC Consumer Defensive 5,968.0 $394K 0.19% +1K +20.1% $65.99 +10.0%
69 GE GE AEROSPACE Industrials 1,375.0 $390K 0.19% +545.0 +65.7% $283.77 +11.3%
70 HD HOME DEPOT INC Consumer Cyclical 1,116.0 $367K 0.18% -498.0 -30.9% $328.89 -3.4%
71 IWD ISHARES TR 1,681.0 $359K 0.18% +23.0 +1.4% $213.67 +11.3%
72 PG PROCTER & GAMBLE CO Consumer Defensive 2,467.0 $356K 0.18% +30.0 +1.2% $144.44 +2.2%
73 ISHG ISHARES TR 4,798.0 $356K 0.18% +38.0 +0.8% $74.18 +1.8%
74 AXP AMERICAN EXPRESS CO Financial Services 1,168.0 $353K 0.17% NEW $302.48 +4.0%
75 GDX VANECK ETF TRUST 3,846.0 $353K 0.17% -2K -34.5% $91.77 -5.5%
76 CB CHUBB LTD SWITZ Financial Services 1,082.0 $353K 0.17% $325.93 -1.3%
77 HL HECLA MINING COMPANY Basic Materials 18,450.0 $344K 0.17% -16K -46.1% $18.63 -7.6%
78 FCX FREEPORT MCMORAN INC Basic Materials 5,829.0 $343K 0.17% NEW $58.78 +8.3%
79 KHC KRAFT HEINZ CO Consumer Defensive 15,225.0 $342K 0.17% -4K -18.8% $22.49 +9.3%
80 PNC PNC FINL SVCS GROUP INC Financial Services 1,619.0 $337K 0.17% +213.0 +15.2% $208.09 +6.6%
Page 4 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%