§ 13F · FUND PROFILE
Sharp Financial Services, LLC.
AUM · $184M (13F)Positions · 105Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 83K | $31M | 14.2% | +2805% |
| 2 | AGG | ISHARES TR | 155K | $15M | 7.1% | +6% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 217K | $13M | 5.9% | +5% |
| 4 | GLD | SPDR GOLD TR | 28K | $10M | 4.8% | +3% |
| 5 | IWM | ISHARES TR | 26K | $8M | 3.7% | +746% |
| 6 | QQQ | INVESCO QQQ TR | 11K | $8M | 3.7% | +693% |
| 7 | XLK | SELECT SECTOR SPDR TR | 41K | $8M | 3.6% | NEW |
| 8 | IEMG | ISHARES INC | 91K | $8M | 3.5% | +823% |
| 9 | IYZ | ISHARES TR | 171K | $7M | 3.4% | NEW |
| 10 | XLE | SELECT SECTOR SPDR TR | 136K | $7M | 3.4% | +3226% |
§ 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 $184 million in assets. The fund runs a portfolio of 105 positions.
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