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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TGT TARGET CORP Consumer Defensive 4,250.0 $555K 0.26% $130.61 +25.4%
62 CNQ CANADIAN NAT RES LTD MED TER Energy 13,527.0 $534K 0.25% +1K +8.1% $39.50 +31.2%
63 CSCO CISCO SYS INC Technology 4,315.0 $507K 0.23% -1K -22.6% $117.47 -6.6%
64 KCCA KRANESHARES TRUST 29,479.0 $501K 0.23% +11K +61.0% $17.00 +2.5%
65 CAT CATERPILLAR INC Industrials 464.0 $494K 0.23% -6.0 -1.3% $1063.75 -26.8%
66 ISRG INTUITIVE SURGICAL INC Healthcare 1,204.0 $479K 0.22% +67.0 +5.9% $397.68 -7.1%
67 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,000.0 $478K 0.22% +86.0 +9.4% $477.57 -13.3%
68 VPU VANGUARD WORLD FD 2,375.0 $465K 0.21% $195.73 -5.9%
69 VB VANGUARD INDEX FDS 1,486.0 $450K 0.21% -112K -98.7% $303.12 -2.4%
70 XLB SELECT SECTOR SPDR TR 8,747.0 $445K 0.21% +3K +57.2% $50.83 +2.4%
71 MO ALTRIA GROUP INC Consumer Defensive 5,968.0 $429K 0.20% $71.95 -3.3%
72 IJH ISHARES TR 5,553.0 $428K 0.20% +3K +85.1% $77.11 -3.3%
73 IGV ISHARES TR 4,690.0 $425K 0.20% +1K +36.9% $90.60 +17.2%
74 RSPT INVESCO EXCHANGE TRADED FD T 6,579.0 $424K 0.20% NEW $64.50 -1.4%
75 AXP AMERICAN EXPRESS CO Financial Services 1,248.0 $422K 0.20% +80.0 +6.8% $338.25 -4.2%
76 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,185.0 $422K 0.20% -750.0 -19.1% $132.52 +3.5%
77 FCX FREEPORT MCMORAN INC Basic Materials 6,677.0 $420K 0.20% +848.0 +14.6% $62.89 +15.2%
78 RIO RIO TINTO PLC Basic Materials 4,308.0 $409K 0.19% +1K +41.5% $94.93 +7.3%
79 VUG VANGUARD INDEX FDS 4,692.0 $404K 0.19% +4K +411.7% $86.14 +1.4%
80 CB CHUBB LIMITED Financial Services 1,182.0 $403K 0.19% +100.0 +9.2% $340.74 -0.6%
Page 4 of 7  ·  127 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%