Sharp Wealth Advisory, LLC holds a focused book of 127 stocks worth $215.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +31% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1733194/holdings"
Use Arkolith to show Sharp Wealth Advisory, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.7 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sharp Wealth Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $640.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $536.6B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $505.2B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $209.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $176.9B |
| UBS Group AG | 79 / 80 | $174.2B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $124.3B |
Ranked by how many of Sharp Wealth Advisory, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 127 | $215.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 120 | $202.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 113 | $198.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 105 | $183.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 90 | $155.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 89 | $130.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 96 | $131.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 96 | $129.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.