§ 13F · FUND PROFILE
Sharp Financial Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.0T (13F)Positions · 90Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IYY | ISHARES TR | 175K | $29.0T | 14.6% | +5% |
| 2 | AGG | ISHARES TR | 143K | $14.3T | 7.2% | +7% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 206K | $12.3T | 6.2% | +6% |
| 4 | GLD | SPDR GOLD TR | 27K | $10.9T | 5.5% | +1% |
| 5 | VOO | VANGUARD INDEX FDS | 14K | $8.7T | 4.4% | +14% |
| 6 | XLK | SELECT SECTOR SPDR TR | 55K | $7.9T | 4.0% | +110% |
| 7 | XLC | SELECT SECTOR SPDR TR | 67K | $7.9T | 4.0% | +10% |
| 8 | QQQ | INVESCO QQQ TR | 12K | $7.6T | 3.8% | +8% |
| 9 | IEMG | ISHARES INC | 110K | $7.4T | 3.7% | +6% |
| 10 | IVW | ISHARES TR | 58K | $7.2T | 3.6% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARP SIGNAL
AC read
Sharp Financial Services, LLC is a Other fund managing $155045.6 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed