Sharp Wealth Advisory, LLC

Est. AUM

$202.5M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	SP SMCP600VL ETF	$32.2M	272120	15.92%	SOLE
2	VANGUARD INDEX FDS	SMALL CP ETF	$29.8M	113964	14.74%	SOLE
3	VANGUARD INDEX FDS	MCAP GR IDXVIP	$28.8M	112085	14.24%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$14.5M	146544	7.18%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$12.3M	207247	6.09%	SOLE
6	SPDR GOLD TR	GOLD SHS	$11.8M	27431	5.83%	SOLE
7	ISHARES GOLD TR	ISHARES NEW	$3.1M	35190	1.53%	SOLE
8	NVIDIA CORPORATION	COM	$2.5M	14532	1.25%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	37804	1.20%	SOLE
10	META PLATFORMS INC	CL A	$2.4M	4221	1.19%	SOLE
11	APPLE INC	COM	$2.1M	8264	1.04%	SOLE
12	EXXON MOBIL CORP	COM	$2.1M	12330	1.03%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	33924	0.91%	SOLE
14	BROADCOM INC	COM	$1.8M	5870	0.90%	SOLE
15	ALPHABET INC	CAP STK CL A	$1.8M	6243	0.89%	SOLE
16	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.6M	53400	0.80%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.4M	7177	0.68%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3190	0.67%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2170	0.64%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2459	0.58%	SOLE
21	MICROSOFT CORP	COM	$1.2M	3147	0.58%	SOLE
22	ISHARES TR	CORE MSCI EAFE	$1.0M	11373	0.51%	SOLE
23	AMAZON COM INC	COM	$955K	4584	0.47%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$920K	10038	0.45%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$917K	2858	0.45%	SOLE
26	VISA INC	COM CL A	$908K	3005	0.45%	SOLE
27	PALANTIR TECHNOLOGIES INC	CL A	$895K	6117	0.44%	SOLE
28	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$875K	11884	0.43%	SOLE
29	ISHARES SILVER TR	ISHARES	$818K	12000	0.40%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$780K	1352	0.39%	SOLE
31	CHEVRON CORPORATION	COM	$779K	3766	0.38%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$776K	3128	0.38%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$757K	1159	0.37%	SOLE
34	VERTIV HOLDINGS CO	COM CL A	$740K	2955	0.37%	SOLE
35	PHILIP MORRIS INTL INC	COM	$729K	4406	0.36%	SOLE
36	JPMORGAN CHASE & CO	COM	$723K	2460	0.36%	SOLE
37	JOHNSON & JOHNSON	COM	$720K	2944	0.36%	SOLE
38	ISHARES TR	CORE S&P TTL STK	$716K	5025	0.35%	SOLE
39	RTX CORPORATION	COM	$708K	3672	0.35%	SOLE
40	WALMART INC	COM	$696K	5598	0.34%	SOLE
41	EATON CORP PLC	SHS	$691K	1932	0.34%	SOLE
42	ISHARES INC	CORE MSCI EMKT	$689K	9882	0.34%	SOLE
43	DOMINION ENERGY INC	COM	$650K	10516	0.32%	SOLE
44	PFIZER INC	COM	$627K	22333	0.31%	SOLE
45	UNITED PARCEL SVCS INC	CL B	$615K	6256	0.30%	SOLE
46	CANADIAN NAT RES LTD MED TER	COM	$610K	12516	0.30%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$604K	929	0.30%	SOLE
48	ABBVIE INC	COM	$592K	2721	0.29%	SOLE
49	PHILLIPS 66	COM	$569K	3123	0.28%	SOLE
50	ISHARES INC	MSCI JAPAN ETF	$550K	6517	0.27%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.