§ 13F · FUND PROFILE
Sharp Wealth Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $183.9T (13F)Positions · 105Turnover · — · Q3Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IYY | ISHARES TR | 166K | $27.0T | 14.7% | — |
| 2 | AGG | ISHARES TR | 134K | $13.5T | 7.3% | — |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 194K | $11.6T | 6.3% | — |
| 4 | GLD | SPDR GOLD TR | 27K | $9.7T | 5.3% | — |
| 5 | VOO | VANGUARD INDEX FDS | 12K | $7.4T | 4.0% | — |
| 6 | XLK | SELECT SECTOR SPDR TR | 26K | $7.4T | 4.0% | — |
| 7 | XLC | SELECT SECTOR SPDR TR | 61K | $7.2T | 3.9% | — |
| 8 | QQQ | INVESCO QQQ TR | 11K | $6.9T | 3.7% | — |
| 9 | XLF | SELECT SECTOR SPDR TR | 127K | $6.9T | 3.7% | — |
| 10 | IEMG | ISHARES INC | 104K | $6.8T | 3.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARP SIGNAL
AC read
Sharp Wealth Advisory, LLC is a Other fund managing $183878.3 trillion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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