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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLC SELECT SECTOR SPDR TR 2,026.0 $217K 0.10% -904.0 -30.9% $107.13 +3.5%
122 LIN LINDE PLC Basic Materials 416.0 $216K 0.10% NEW $518.94 -6.2%
123 CRWD CROWDSTRIKE HLDGS INC Technology 276.0 $211K 0.10% -292.0 -51.4% $190.79 +12.7%
124 DUK DUKE ENERGY CORP NEW Utilities 1,661.0 $210K 0.10% -215.0 -11.5% $126.58 -4.9%
125 DIS DISNEY WALT CO Communication Services 2,139.0 $206K 0.10% -350.0 -14.1% $96.25 +10.4%
126 SO SOUTHERN CO Utilities 2,090.0 $200K 0.09% $95.73 -8.0%
127 F FORD MTR CO Consumer Cyclical 13,408.0 $186K 0.09% $13.90 -0.5%
Page 7 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%