Sharp Wealth Advisory, LLC holds a focused book of 127 reported positions worth $215.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Vanguard Mid-Cap Growth ETF. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Sharp Wealth Advisory, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Sharp Wealth Advisory, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sharp Wealth Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $639.8M |
| Swiss Re Ltd | 30 / 80 | $1.0B |
| Constellation Investments, Inc. | 11 / 80 | $2.9B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Kearns & Associates LLC | 17 / 80 | $193.2M |
| Cerity Partners Retirement Plan Advisors LLC | 10 / 80 | $210.9M |
| Ketron Financial | 21 / 80 | $282.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Sharp Wealth Advisory, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $30.7M | 83.0K | 14.2% | ▲29× Added · +80K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $15.3M | 154.6K | 7.1% | ▲+5.5% Added · +8K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $12.8M | 217.3K | 5.9% | ▲+4.8% Added · +10K sh | |
| 4 | SPDR Gold TR GOLD SHS | $10.4M | 28.3K | 4.8% | ▲+3.2% Added · +890 sh | |
| 5 | Ishares TR RUSSELL 2000 ETF | $8.0M | 26.5K | 3.7% | ▲+746% Added · +23K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $7.9M | 10.7K | 3.7% | ▲+693% Added · +9K sh | |
| 7 | Select Sector SPDR TR ST STR TECHN ETF | $7.9M | 41.2K | 3.6% | ▲New New position | |
| 8 | Ishares Inc CORE MSCI EMKT | $7.6M | 91.2K | 3.5% | ▲+823% Added · +81K sh | |
| 9 | Ishares TR US TELECOM ETF | $7.2M | 171.3K | 3.4% | ▲New New position | |
| 10 | Select Sector SPDR TR ST STR ENERG ETF | $7.2M | 136.4K | 3.4% | ▲33× Added · +132K sh | |
| 11 | Ishares TR U.S. BAS MTL ETF | $7.1M | 39.5K | 3.3% | ▲New New position | |
| 12 | Ishares TR S&P 500 GRWT ETF | $7.1M | 51.5K | 3.3% | ▲25× Added · +49K sh | |
| 13 | Vanguard Index FDS MCAP GR IDXVIP | $7.0M | 22.7K | 3.2% | ▼−80% Reduced · −89K sh | |
| 14 | Nvidia Corporation COM | $3.1M | 15.4K | 1.4% | ▲+6.3% Added · +915 sh | |
| 15 | Ishares Gold TR ISHARES NEW | $2.8M | 37.7K | 1.3% | ▲+7.0% Added · +2K sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.7M | 37.7K | 1.2% | ▼−0.4% Reduced · −149 sh | |
| 17 | Alphabet Inc CAP STK CL A | $2.5M | 7.1K | 1.2% | ▲+14% Added · +857 sh | |
| 18 | Apple Inc COM | $2.4M | 8.5K | 1.1% | ▲+2.3% Added · +193 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.3M | 38.4K | 1.1% | ▲+13% Added · +4K sh | |
| 20 | Broadcom Inc COM | $2.3M | 6.0K | 1.0% | ▲+2.1% Added · +124 sh | |
| 21 | Meta Platforms Inc CL A | $2.1M | 3.8K | 1.0% | ▼−11% Reduced · −457 sh | |
| 22 | Exxon Mobil Corp COM | $2.0M | 14.3K | 0.9% | ▲+16% Added · +2K sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $1.9M | 2.8K | 0.9% | ▲+31% Added · +665 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.8M | 8.6K | 0.8% | ▲+20% Added · +1K sh | |
| 25 | Simplify Exchange Traded Fun MANAGED FUTURES | $1.6M | 61.9K | 0.7% | ▲+16% Added · +9K sh | |
| 26 | Ishares TR RUS 1000 GRW ETF | $1.6M | 12.5K | 0.7% | ▲+293% Added · +9K sh | |
| 27 | Ishares TR CORE S&P500 ETF | $1.4M | 1.9K | 0.6% | ▲+60% Added · +698 sh | |
| 28 | Microsoft Corp COM | $1.3M | 3.5K | 0.6% | ▲+12% Added · +366 sh | |
| 29 | Ishares TR CORE MSCI EAFE | $1.2M | 12.4K | 0.6% | ▲+9.4% Added · +1K sh | |
| 30 | Amazon Com Inc COM | $1.1M | 4.7K | 0.5% | ▲+2.2% Added · +102 sh | |
| 31 | Vertiv Holdings Co COM CL A | $1.0M | 3.1K | 0.5% | ▲+5.1% Added · +150 sh | |
| 32 | SPDR Series Trust ST STR BLO 1 ETF | $1.0M | 10.9K | 0.5% | ▲+9.0% Added · +900 sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $985K | 13.4K | 0.5% | ▲+13% Added · +2K sh | |
| 34 | Visa Inc COM CL A | $979K | 2.9K | 0.5% | ▼−5.0% Reduced · −152 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $924K | 1.8K | 0.4% | ▼−25% Reduced · −613 sh | |
| 36 | Chevron Corporation COM | $903K | 5.4K | 0.4% | ▲+45% Added · +2K sh | |
| 37 | Eaton Corp PLC SHS | $845K | 2.0K | 0.4% | ▲+2.6% Added · +51 sh | |
| 38 | Johnson & Johnson COM | $839K | 3.3K | 0.4% | ▲+12% Added · +361 sh | |
| 39 | Ishares TR CORE S&P TTL STK | $825K | 5.0K | 0.4% | —Held | |
| 40 | RTX Corporation COM | $806K | 4.2K | 0.4% | ▲+16% Added · +575 sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $805K | 1.1K | 0.4% | ▲+16% Added · +149 sh | |
| 42 | Walmart Inc COM | $774K | 6.8K | 0.4% | ▲+22% Added · +1K sh | |
| 43 | JPMorgan Chase & Co COM | $773K | 2.4K | 0.4% | ▼−4.0% Reduced · −98 sh | |
| 44 | Eli Lilly & Co COM | $765K | 638 | 0.4% | ▲+33% Added · +159 sh | |
| 45 | Vaneck ETF Trust SEMICONDUCTR ETF | $742K | 1.1K | 0.3% | ▲+0.5% Added · +6 sh | |
| 46 | Palantir Technologies Inc CL A | $714K | 6.1K | 0.3% | —Held | |
| 47 | Simplify Exchange Traded Fun MBS ETF | $710K | 14.5K | 0.3% | ▲+61% Added · +5K sh | |
| 48 | United Parcel Svcs Inc CL B | $700K | 6.5K | 0.3% | ▲+4.0% Added · +252 sh | |
| 49 | Phillips 66 COM | $670K | 4.0K | 0.3% | ▲+27% Added · +843 sh | |
| 50 | Abbvie Inc COM | $660K | 2.6K | 0.3% | ▼−3.6% Reduced · −99 sh |
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Use Arkolith to show Sharp Wealth Advisory, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 127 | $215.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 120 | $202.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 113 | $198.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 105 | $183.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 90 | $155.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29d | 89 | $130.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 96 | $131.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 96 | $129.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.