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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG PROCTER & GAMBLE CO Consumer Defensive 2,185.0 $320K 0.15% -282.0 -11.4% $146.66 -0.3%
22 GE GE AEROSPACE Industrials 850.0 $318K 0.15% -525.0 -38.2% $373.73 -11.4%
23 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,844.0 $309K 0.14% -2K -22.5% $45.11 +12.7%
24 KHC KRAFT HEINZ CO Consumer Defensive 13,068.0 $309K 0.14% -2K -14.2% $23.62 +9.5%
25 PNC PNC FINL SVCS GROUP INC Financial Services 1,219.0 $300K 0.14% -400.0 -24.7% $246.22 -3.5%
26 HD HOME DEPOT INC Consumer Cyclical 851.0 $300K 0.14% -265.0 -23.8% $352.68 -9.3%
27 QCOM QUALCOMM INC Technology 1,607.0 $297K 0.14% -3K -62.3% $184.80 -9.8%
28 UNP UNION PAC CORP Industrials 1,058.0 $288K 0.13% -319.0 -23.2% $271.90 +6.9%
29 IJS ISHARES TR 1,854.0 $253K 0.12% -270K -99.3% $136.68 -1.2%
30 GOOG ALPHABET INC 708.0 $250K 0.12% -15.0 -2.1% $353.33
31 XLC SELECT SECTOR SPDR TR 2,026.0 $217K 0.10% -904.0 -30.9% $107.13 +3.5%
32 CRWD CROWDSTRIKE HLDGS INC Technology 276.0 $211K 0.10% -292.0 -51.4% $190.79 +12.7%
33 DUK DUKE ENERGY CORP NEW Utilities 1,661.0 $210K 0.10% -215.0 -11.5% $126.58 -4.9%
34 DIS DISNEY WALT CO Communication Services 2,139.0 $206K 0.10% -350.0 -14.1% $96.25 +10.4%
Page 2 of 2  ·  34 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%