Sharp Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Sharp Wealth Advisory, LLC held in its portfolio 113 assets valued at $198,719,721 (i.e. $198.72M).
The most valuable assets in the portfolio included: ISHARES TR ($28.99M), ISHARES TR ($14.33M), and VANGUARD SCOTTSDALE FDS ($12.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sharp Wealth Advisory, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 174850 | 28991878 | DOW JONES US ETF |
| ISHARES TR | 143439 | 14326687 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 205796 | 12333354 | INTER TERM TREAS |
| SPDR GOLD TR | 27386 | 10853346 | GOLD SHS |
| VANGUARD INDEX FDS | 13858 | 8691054 | S&P 500 ETF SHS |
| SELECT SECTOR SPDR TR | 55149 | 7939802 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 66731 | 7855573 | STATE STREET COM |
| INVESCO QQQ TR | 12422 | 7631120 | UNIT SER 1 |
| ISHARES INC | 109549 | 7363884 | CORE MSCI EMKT |
| ISHARES TR | 58177 | 7170897 | S&P 500 GRWT ETF |
| SELECT SECTOR SPDR TR | 45338 | 7018322 | STATE STREET HEA |
| ISHARES TR | 70203 | 6741594 | MSCI EAFE ETF |
| SELECT SECTOR SPDR TR | 156021 | 6660536 | STATE STREET UTI |
| ISHARES GOLD TR | 34750 | 2820658 | ISHARES NEW |
| META PLATFORMS INC | 3758 | 2480618 | CL A |
| NVIDIA CORPORATION | 12686 | 2365954 | COM |
| VANGUARD TAX-MANAGED FDS | 35363 | 2209127 | VAN FTSE DEV MKT |
| ALPHABET INC | 5387 | 1686131 | CAP STK CL A |
| APPLE INC | 6154 | 1673116 | COM |
| VANGUARD INTL EQUITY INDEX F | 31032 | 1668280 | FTSE EMR MKT ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 60740 | 1655772 | MANAGED FUTURES |
| MICROSOFT CORP | 3321 | 1605931 | COM |
| ISHARES TR | 3379 | 1599281 | RUS 1000 GRW ETF |
| EXXON MOBIL CORP | 12770 | 1536802 | COM |
| INVESCO EXCHANGE TRADED FD T | 6785 | 1299735 | S&P500 EQL WGT |
| BERKSHIRE HATHAWAY INC DEL | 2564 | 1288795 | CL B NEW |
| BROADCOM INC | 3616 | 1251327 | COM |
| VISA INC | 3138 | 1100703 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 6117 | 1087297 | CL A |
| ISHARES TR | 12003 | 1073788 | CORE MSCI EAFE |
| ISHARES SILVER TR | 16450 | 1059709 | ISHARES |
| QUALCOMM INC | 5957 | 1018945 | COM |
| VANGUARD INDEX FDS | 2848 | 954849 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 12493 | 925341 | TOTAL BND MRKT |
| SPDR SERIES TRUST | 9740 | 890021 | STATE STREET SPD |
| ISHARES TR | 5900 | 877271 | CORE S&P TTL STK |
| AMAZON COM INC | 3662 | 845263 | COM |
| ISHARES TR | 1144 | 783571 | CORE S&P500 ETF |
| PHILIP MORRIS INTL INC | 4406 | 706750 | COM |
| ISHARES TR | 2840 | 699094 | RUSSELL 2000 ETF |
| RTX CORPORATION | 3772 | 691785 | COM |
| WALMART INC | 6158 | 686063 | COM |
| HECLA MNG CO | 34250 | 657258 | COM |
| SPDR S&P 500 ETF TR | 908 | 619183 | TR UNIT |
| JPMORGAN CHASE & CO. | 1826 | 588535 | COM |
| INTUITIVE SURGICAL INC | 1027 | 581652 | COM NEW |
| CHEVRON CORP NEW | 3798 | 578854 | COM |
| UNITED PARCEL SERVICE INC | 5775 | 572822 | CL B |
| PFIZER INC | 22789 | 567446 | COM |
| HOME DEPOT INC | 1614 | 555377 | COM |
| ISHARES TR | 5075 | 536377 | EXPANDED TECH |
| JOHNSON & JOHNSON | 2558 | 529357 | COM |
| GOLDMAN SACHS GROUP INC | 595 | 523005 | COM |
| VANECK ETF TRUST | 5876 | 503985 | GOLD MINERS ETF |
| ABBVIE INC | 2177 | 497533 | COM |
| ISHARES INC | 6162 | 497520 | MSCI JAPAN ETF |
| ISHARES TR | 4852 | 496796 | 0-5 YR TIPS ETF |
| VERTIV HOLDINGS CO | 3005 | 486840 | COM CL A |
| ELI LILLY & CO | 451 | 484681 | COM |
| CANADIAN NAT RES LTD | 14037 | 475152 | COM |
| SELECT SECTOR SPDR TR | 3033 | 470479 | STATE STREET IND |
| PHILLIPS 66 | 3526 | 454954 | COM |
| KRAFT HEINZ CO | 18751 | 454712 | COM |
| EATON CORP PLC | 1405 | 447507 | SHS |
| VANGUARD INDEX FDS | 912 | 444928 | GROWTH ETF |
| INVESCO DB MULTI-SECTOR COMM | 17050 | 435116 | AGRICULTURE FD |
| HARTFORD INSURANCE GROUP INC | 3105 | 427869 | COM |
| PEPSICO INC | 2960 | 424819 | COM |
| VANGUARD WORLD FD | 2275 | 420966 | UTILITIES ETF |
| VANECK ETF TRUST | 1126 | 405506 | SEMICONDUCTR ETF |
| TARGET CORP | 4100 | 400775 | COM |
| NETFLIX INC | 4215 | 395198 | COM |
| SPROTT ASSET MANAGEMENT LP | 16700 | 394955 | PHYSICAL SILVER |
| USCF ETF TR | 17700 | 389931 | SUMMERHAVEN K1 |
| NOVO-NORDISK A S | 7600 | 386688 | ADR |
| VANGUARD INDEX FDS | 1486 | 383314 | SMALL CP ETF |
| CISCO SYS INC | 4661 | 359062 | COM |
| KRANESHARES TRUST | 10136 | 358814 | GLOBAL CARB STRA |
| ISHARES TR | 4760 | 358142 | 3YRTB ETF |
| PROCTER AND GAMBLE CO | 2437 | 349246 | COM |
| ISHARES TR | 1658 | 348744 | RUS 1000 VAL ETF |
| ISHARES TR | 1907 | 345567 | RUS 2000 VAL ETF |
| DOMINION ENERGY INC | 5825 | 341287 | COM |
| AMPLIFY ETF TR | 12250 | 338958 | AMPLIFY JUNIOR S |
| CHUBB LIMITED | 1082 | 337714 | COM |
| FIRST MAJESTIC SILVER CORP | 18990 | 316373 | COM |
| PNC FINL SVCS GROUP INC | 1406 | 293474 | COM |
| ALTRIA GROUP INC | 4968 | 286455 | COM |
| UNION PAC CORP | 1201 | 277877 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 913 | 277452 | SPONSORED ADS |
| SERVICENOW INC | 1810 | 277274 | COM |
| ISHARES TR | 7000 | 276150 | INTL SEL DIV ETF |
| LOCKHEED MARTIN CORP | 571 | 276126 | COM |
| KRANESHARES TRUST | 16091 | 270490 | CALIFORNIA CARB |
| COSTCO WHSL CORP NEW | 310 | 267559 | COM |
| ORACLE CORP | 1371 | 267268 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 5200 | 262132 | MBS ETF |
| MERCK & CO INC | 2430 | 255782 | COM |
| GE AEROSPACE | 830 | 255665 | COM NEW |
| NORTHROP GRUMMAN CORP | 435 | 248041 | COM |
| VANGUARD INDEX FDS | 850 | 246687 | MID CAP ETF |
| PAYPAL HLDGS INC | 4185 | 244320 | COM |
| CELSIUS HLDGS INC | 5250 | 240135 | COM NEW |
| TOYOTA MOTOR CORP | 1075 | 230114 | ADS |
| ABBOTT LABS | 1813 | 227196 | COM |
| VANGUARD WORLD FD | 1800 | 226656 | ENERGY ETF |
| ISHARES TR | 3222 | 223671 | CORE DIV GRWTH |
| DISNEY WALT CO | 1852 | 210702 | COM |
| DUKE ENERGY CORP NEW | 1795 | 210392 | COM NEW |
| ARCHER DANIELS MIDLAND CO | 3650 | 209838 | COM |
| BANK AMERICA CORP | 3763 | 206965 | COM |
| INTERNATIONAL BUSINESS MACHS | 692 | 204977 | COM |
| FORD MTR CO | 13895 | 182302 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.