Sharp Wealth Advisory, LLC
Sharp Wealth Advisory, LLC reported 127 positions worth $215.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VTI (14.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $30.7M | 14.23% | 83,017 | — | — | |
| ▸ 2 | AGG | SH | $15.3M | 7.09% | 154,625 | — | — | |
| ▸ 3 | VGIT | SH | $12.8M | 5.94% | 217,275 | — | — | |
| ▸ 4 | GLD | SH | $10.4M | 4.83% | 28,321 | — | — | |
| ▸ 5 | IWM | SH | $8.0M | 3.68% | 26,463 | — | — | |
| ▸ 6 | QQQ | SH | $7.9M | 3.66% | 10,721 | — | — | |
| ▸ 7 | XLK | SH | $7.9M | 3.64% | 41,238 | — | — | |
| ▸ 8 | IEMG | SH | $7.6M | 3.50% | 91,215 | — | — | |
| ▸ 9 | IYZ | SH | $7.2M | 3.36% | 171,282 | — | — | |
| ▸ 10 | XLE | SH | $7.2M | 3.36% | 136,380 | — | — |
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Frequently Asked Questions
What stocks does Sharp Wealth Advisory, LLC hold as of Q2 2026?
Sharp Wealth Advisory, LLC reported 127 positions worth $215.9M in its Q2 2026 13F filing. Largest positions: VTI (14.2%), AGG (7.1%), VGIT (5.9%), GLD (4.8%) and IWM (3.7%).
What did Sharp Wealth Advisory, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sharp Wealth Advisory, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.