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CIK: 0001733194
Total reported value
$215.9M
$215.9M
120 檔
54.6%
At the close of Q1 2026, Sharp Wealth Advisory, LLC disclosed equity holdings valued at approximately $215.9M, spread across 120 reported holdings.
In Q1 2026, Sharp Wealth Advisory, LLC displayed an active expansion posture, initiating 18 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 15.92% | -15.80% | — | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 14.74% | -14.53% | +7569.18% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 14.24% | -11.01% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.18% | -0.09% | +2.16% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.09% | -0.15% | +0.71% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.83% | -1.00% | +0.16% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.21% | +1.27% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.18% | +14.55% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | +0.04% | +6.90% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.21% | +12.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.09% | +34.29% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.13% | -3.45% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | +0.15% | +9.32% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.15% | +62.33% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.29% | +15.89% | |
| 16 | CTA | Simplify Managed Futures St | ETF-Other | 0.80% | -0.06% | -12.08% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | +0.17% | +5.78% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.67% | +0.05% | -5.59% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.26% | -84.34% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.15% | -4.10% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.03% | -5.24% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | +0.05% | -5.25% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.05% | +25.18% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | +0.01% | +3.06% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +13.78% | +0.35% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | — | -4.24% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.11% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | +0.03% | -4.87% | |
| 29 | SLV | Ishares Silver Trust | ETF-Commodities | 0.40% | -0.11% | -27.05% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +3.27% | -89.12% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.38% | +0.04% | -0.84% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +3.30% | +10.14% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.27% | +1.31% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.37% | +0.11% | -1.66% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.08% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | +34.72% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | +0.03% | +15.09% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.35% | +0.03% | -14.83% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.35% | +0.02% | -2.65% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | +0.02% | -9.09% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.05% | +37.51% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +3.16% | -90.98% | |
| 43 | D | Dominion Energy Inc | Stock-Utilities | 0.32% | -0.02% | +80.53% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.31% | -0.01% | -2.00% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.30% | +0.02% | +8.33% | |
| 46 | CNQ | Canadian Natural Resources | Stock-Energy | 0.30% | -0.05% | -10.84% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.07% | +2.31% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.02% | +24.99% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.28% | +0.03% | -11.43% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.27% | — | +5.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +14.6% | +7569.18% | Add |
| 2 | GLD | Spdr Gold Shares | +0.4% | +0.16% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +62.33% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -3.45% | Trim |
| 5 | AAPL | Apple Inc | +0.2% | +34.29% | Add |
| 6 | D | Dominion Energy Inc | +0.2% | +80.53% | Add |
| 7 | VRT | Vertiv Holdings Co-a | +0.1% | -1.66% | Trim |
| 8 | IAU | Ishares Gold Trust | +0.1% | +1.27% | Add |
| 9 | ETN | Eaton Corporation plc | +0.1% | +37.51% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.90% | Add |
| 11 | CVX | Chevron CORP | +0.1% | -0.84% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | +15.09% | Add |
| 13 | MTBA | Simplify Mbs ETF | +0.1% | +72.88% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.32% | Add |
| 15 | IWN | Ishares Russell 2000 Value E | +0.1% | +34.03% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +14.55% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +34.72% | Add |
| 18 | CNQ | Canadian Natural Resources | +0.1% | -10.84% | Trim |
| 19 | GE | General Electric | +0.1% | +65.66% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +73.03% | Add |
| 21 | TGT | Target CORP | +0.1% | +3.66% | Add |
| 22 | PSX | Phillips 66 | +0.1% | -11.43% | Trim |
| 23 | MO | Altria Group Inc | +0.1% | +20.13% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +25.18% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +15.89% | Add |
| 26 | HIG | Hartford Insurance Group Inc | 0% | +26.73% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +24.99% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.78% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +10.14% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +19.57% | Add |
| 31 | PEP | Pepsico Inc | 0% | +5.07% | Add |
| 32 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 33 | PFE | Pfizer Inc | 0% | -2.00% | Trim |
| 34 | UNP | Union Pacific CORP | 0% | +14.65% | Add |
| 35 | EWJ | Ishares Msci Japan ETF | 0% | +5.76% | Add |
| 36 | XLI | Ss Industrial Select Sector | 0% | +6.50% | Add |
| 37 | VPU | Vanguard Utilities ETF | 0% | +4.40% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | +3.62% | Add |
| 39 | PNC | Pnc Financial Services Group | 0% | +15.15% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 41 | UPS | United Parcel Service-cl B | 0% | +8.33% | Add |
| 42 | DUK | Duke Energy CORP | 0% | +4.51% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.11% | Add |
| 44 | DIS | Walt Disney Co/the | 0% | +34.40% | Add |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 46 | NFLX | Netflix Inc | 0% | +3.08% | Add |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +3.44% | Add |
| 48 | ABT | Abbott Laboratories | 0% | +32.87% | Add |
| 49 | VO | Vanguard Mid-cap ETF | 0% | +6.12% | Add |
| 50 | DGRO | Ishares Core Dividend Growth | 0% | +4.31% | Add |
According to official SEC Form 13F filings, Sharp Wealth Advisory, LLC reported a total U.S. public equity portfolio value of $215.9M across 120 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJS, VB, VOT) accounted for 54.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJS
市值: $32.2M
Top Position Liquidated / Trimmed
IYY
前期市值: $29.0M
During Q1 2026, Sharp Wealth Advisory, LLC's top holdings by market value included IJS (15.9%)、VB (14.7%)、VOT (14.2%). The largest single position, IJS, represented 15.9% of total portfolio value.
In Q1 2026, Sharp Wealth Advisory, LLC made 123 total portfolio adjustments, initiating 18 new buys, adding to 57 positions, trimming 37 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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