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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ISHG	ISHARES TR	—	4,798	$356K	0.18%	SOLD
2	NOC	NORTHROP GRUMMAN CORP	Industrials	435	$297K	0.15%	SOLD
3	MA	MASTERCARD INCORPORATED	Financial Services	576	$288K	0.14%	SOLD
4	TM	TOYOTA MOTOR CORP	Consumer Cyclical	1,075	$222K	0.11%	SOLD
5	AG	FIRST MAJESTIC SILVER CORP	Basic Materials	9,940	$214K	0.10%	SOLD
6	VZ	VERIZON COMMUNICATIONS INC	Communication Services	4,118	$207K	0.10%	SOLD
7	MCD	MCDONALDS CORP	Consumer Cyclical	661	$205K	0.10%	SOLD
8	CELH	CELSIUS HLDGS INC	Consumer Defensive	5,750	$204K	0.10%	SOLD

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%