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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 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNP UNION PAC CORP Industrials 1,377.0 $334K 0.17% +176.0 +14.7% $242.53 +14.1%
82 SDCI USCF ETF TR 12,250.0 $334K 0.17% -5K -30.8% $27.24 +2.8%
83 CAT CATERPILLAR INC Industrials 470.0 $333K 0.17% NEW $709.21 +27.6%
84 AMAT APPLIED MATLS INC Technology 967.0 $331K 0.16% NEW $341.79 +30.5%
85 XLC SELECT SECTOR SPDR TR 2,930.0 $325K 0.16% -64K -95.6% $110.86 +5.2%
86 BAC BANK AMERICA CORP Financial Services 6,511.0 $317K 0.16% +3K +73.0% $48.75 +4.3%
87 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,700.0 $310K 0.15% -4K -23.9% $24.39 -2.0%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 310.0 $309K 0.15% $997.46 +1.0%
89 SILJ AMPLIFY ETF TR 10,400.0 $309K 0.15% -2K -15.1% $29.72 -0.2%
90 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 914.0 $309K 0.15% $337.95 +23.7%
91 MS MORGAN STANLEY Financial Services 1,866.0 $307K 0.15% NEW $164.57 +21.1%
92 MRK MERCK & CO INC Healthcare 2,518.0 $303K 0.15% +88.0 +3.6% $120.28 +1.3%
93 NOC NORTHROP GRUMMAN CORP Industrials 435.0 $297K 0.15% $682.24 -19.1%
94 LMT LOCKHEED MARTIN CORP Industrials 486.0 $294K 0.14% -85.0 -14.9% $604.31 -12.2%
95 MA MASTERCARD INCORPORATED Financial Services 576.0 $288K 0.14% NEW $499.36 -0.9%
96 RIO RIO TINTO PLC Basic Materials 3,044.0 $284K 0.14% NEW $93.29 +13.8%
97 XLB SELECT SECTOR SPDR TR 5,563.0 $278K 0.14% NEW $49.97 +2.7%
98 IGV ISHARES TR 3,427.0 $274K 0.14% -2K -32.5% $80.05 +16.6%
99 KCCA KRANESHARES TRUST 18,315.0 $271K 0.13% +2K +13.8% $14.82 +7.8%
100 VO VANGUARD INDEX FDS 902.0 $259K 0.13% +52.0 +6.1% $287.18 -72.7%
Page 5 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%