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Portfolio (Quarterly) Guide ↗

Sharp Wealth Advisory, LLC

· CIK 0001733194
13F Portfolio $216M AUM 127 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 64 Added 34 Reduced 8 Exited
Page 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,857.0 $1.4M 0.64% +698.0 +60.2% $748.92 +2.2%
22 MSFT MICROSOFT CORP Technology 3,513.0 $1.3M 0.61% +366.0 +11.6% $373.01 +34.3%
23 IEFA ISHARES TR 12,444.0 $1.2M 0.56% +1K +9.4% $96.58 +2.9%
24 AMZN AMAZON COM INC Consumer Cyclical 4,686.0 $1.1M 0.52% +102.0 +2.2% $238.34 +7.0%
25 VRT VERTIV HOLDINGS CO Industrials 3,105.0 $1.0M 0.48% +150.0 +5.1% $334.82 -23.5%
26 BIL SPDR SERIES TRUST 10,938.0 $1.0M 0.46% +900.0 +9.0% $91.64 -0.3%
27 BND VANGUARD BD INDEX FDS 13,418.0 $985K 0.46% +2K +12.9% $73.41 -2.2%
28 CVX CHEVRON CORPORATION Energy 5,446.0 $903K 0.42% +2K +44.6% $165.77 +27.3%
29 ETN EATON CORP PLC Industrials 1,983.0 $845K 0.39% +51.0 +2.6% $426.12 -8.3%
30 JNJ JOHNSON & JOHNSON Healthcare 3,305.0 $839K 0.39% +361.0 +12.3% $253.99 +6.8%
31 RTX RTX CORPORATION Industrials 4,247.0 $806K 0.37% +575.0 +15.7% $189.73 +8.1%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,078.0 $805K 0.37% +149.0 +16.0% $746.77 +2.0%
33 WMT WALMART INC Consumer Defensive 6,834.0 $774K 0.36% +1K +22.1% $113.26 -6.5%
34 LLY ELI LILLY & CO Healthcare 638.0 $765K 0.35% +159.0 +33.2% $1199.43 -3.3%
35 SMH VANECK ETF TRUST 1,132.0 $742K 0.34% +6.0 +0.5% $655.89 -16.9%
36 MTBA SIMPLIFY EXCHANGE TRADED FUN 14,465.0 $710K 0.33% +5K +60.9% $49.07 -1.7%
37 UPS UNITED PARCEL SVCS INC Industrials 6,508.0 $700K 0.32% +252.0 +4.0% $107.51 -4.5%
38 PSX PHILLIPS 66 Energy 3,966.0 $670K 0.31% +843.0 +27.0% $169.04 +49.1%
39 PFE PFIZER INC Healthcare 26,883.0 $647K 0.30% +5K +20.4% $24.08 +18.6%
40 STIP ISHARES TR 6,321.0 $646K 0.30% +1K +25.9% $102.16 -1.4%
Page 2 of 4  ·  64 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 41.3%
Technology 19.6%
Communication Services 7.6%
Industrials 7.4%
Healthcare 6.4%
Energy 5.9%
Consumer Defensive 5.8%
Consumer Cyclical 2.3%
Basic Materials 1.9%
Utilities 1.6%