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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI SELECT SECTOR SPDR TR 3,451.0 $639K 0.30% +221.0 +6.8% $185.25 -6.8%
42 LMT LOCKHEED MARTIN CORP Industrials 1,166.0 $594K 0.28% +680.0 +139.9% $509.62 +6.8%
43 CNQ CANADIAN NAT RES LTD MED TER Energy 13,527.0 $534K 0.25% +1K +8.1% $39.50 +31.2%
44 KCCA KRANESHARES TRUST 29,479.0 $501K 0.23% +11K +61.0% $17.00 +2.5%
45 ISRG INTUITIVE SURGICAL INC Healthcare 1,204.0 $479K 0.22% +67.0 +5.9% $397.68 -7.1%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,000.0 $478K 0.22% +86.0 +9.4% $477.57 -13.3%
47 XLB SELECT SECTOR SPDR TR 8,747.0 $445K 0.21% +3K +57.2% $50.83 +2.4%
48 IJH ISHARES TR 5,553.0 $428K 0.20% +3K +85.1% $77.11 -3.3%
49 IGV ISHARES TR 4,690.0 $425K 0.20% +1K +36.9% $90.60 +17.2%
50 AXP AMERICAN EXPRESS CO Financial Services 1,248.0 $422K 0.20% +80.0 +6.8% $338.25 -4.2%
51 FCX FREEPORT MCMORAN INC Basic Materials 6,677.0 $420K 0.20% +848.0 +14.6% $62.89 +15.2%
52 RIO RIO TINTO PLC Basic Materials 4,308.0 $409K 0.19% +1K +41.5% $94.93 +7.3%
53 VUG VANGUARD INDEX FDS 4,692.0 $404K 0.19% +4K +411.7% $86.14 +1.4%
54 CB CHUBB LIMITED Financial Services 1,182.0 $403K 0.19% +100.0 +9.2% $340.74 -0.6%
55 MS MORGAN STANLEY Financial Services 1,884.0 $394K 0.18% +18.0 +1.0% $209.04 +1.0%
56 BAC BANK OF AMER CORP Financial Services 6,577.0 $375K 0.17% +66.0 +1.0% $56.98 +8.8%
57 ABT ABBOTT LABORATORIES Healthcare 4,081.0 $370K 0.17% +2K +69.4% $90.75 +20.1%
58 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,809.0 $367K 0.17% +2K +59.8% $76.40 +10.7%
59 MRK MERCK & CO INC Healthcare 2,771.0 $356K 0.17% +253.0 +10.1% $128.48 +16.7%
60 SDCI USCF ETF TR 13,250.0 $350K 0.16% +1K +8.2% $26.44 +16.6%
Page 3 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%