StockDriftsStockDriftsTop 50 Sharp Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.23% | 83.0K | $30.7M | +2804.72%(+80.16K) | $338.92(+12.72%) | 2026-06-30 | |
| AGG | ISHARES TR | 7.09% | 154.6K | $15.3M | +5.51%(+8.08K) | $98.07(-0.66%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.94% | 217.3K | $12.8M | +4.84%(+10.03K) | $59.01(-1.09%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.83% | 28.3K | $10.4M | +3.24%(+890) | $218.65(+84.58%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.68% | 26.5K | $8.0M | +746.00%(+23.34K) | $261.98(+15.04%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.66% | 10.7K | $7.9M | +692.97%(+9.37K) | $630.75(+14.28%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.64% | 41.2K | $7.9M | new | $134.17(+39.19%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.5% | 91.2K | $7.6M | +823.04%(+81.33K) | $72.87(+10.08%) | 2026-06-30 | |
| IYZ | ISHARES TR | 3.36% | 171.3K | $7.2M | new | $26.05(+66.44%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 3.36% | 136.4K | $7.2M | +3226.34%(+132.28K) | $57.15(+5.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +48.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.83% |
Sharp Wealth Advisory, LLC reports $215.87M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.2%), AGG (7.1%) and VGIT (5.9%). The top 20 holdings account for 71.5% of reported assets. Its disclosed equity book has returned +48.21% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sharp Wealth Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1733194). View Sharp Wealth Advisory, LLC’s 13F filings on SEC