account_balance
Investment manager · 13F filer · SEC CIK 1733194
Sharp Wealth Advisory, LLC
Reported value$216Mas of Jun 30, 2026
Positions127 15 new, 8 sold out
Top 10 weight53.3%VTI alone is 14%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
14.2%Added +2805%
AGGiShares Tr
7.1%Added +6%
VGITVanguard Scottsdale FDS
5.9%Added +5%
GLDSPDR Gold Trust
4.8%Added +3%
IWMiShares Tr
3.7%Added +746%
QQQInvesco QQQ Tr
3.7%Added +693%
XLKSelect Sector SPDR Tr
3.6%New
IEMGiShares Inc
3.5%Added +823%
IYZiShares Tr
3.4%New
XLESelect Sector SPDR Tr
3.4%Added +3226%
IYMiShares Tr
3.3%New
IVWiShares Tr
3.3%Added +2369%
VTIVanguard Index FDS
14.2%Added +2805%
AGGiShares Tr
7.1%
VGITVanguard Scottsdale FDS
5.9%
GLDSPDR Gold Trust
4.8%
IWM3.7%
QQQ3.7%
XLK3.6%
IEMGiShares Inc
3.5%
IYZiShares Tr
3.4%
XLE3.4%
IYM3.3%
IVW3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 14.2% Added +2805%
AGG iShares Tr 7.1% Added +6%
VGIT Vanguard Scottsdale FDS 5.9% Added +5%
GLD SPDR Gold Trust 4.8% Added +3%IWM iShares Tr 3.7% Added +746%
QQQ Invesco QQQ Tr 3.7% Added +693%
XLK Select Sector SPDR Tr 3.6% New
IEMG iShares Inc 3.5% Added +823%
IYZ iShares Tr 3.4% New
XLE Select Sector SPDR Tr 3.4% Added +3226%
IYM iShares Tr 3.3% New
IVW iShares Tr 3.3% Added +2369%
What changed
Biggest moves since Mar 31, 2026
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