Sharp Wealth Advisory, LLC: 13F holdings
CIK 17331942026Q2
| Positions | 127 |
|---|---|
| Reported value | $215.9m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 83,017 | $30.7m | 14.2% |
| AGG ISHARES TR | 154,625 | $15.3m | 7.1% |
| VGIT VANGUARD SCOTTSDALE FDS | 217,275 | $12.8m | 5.9% |
| GLD SPDR GOLD TR | 28,321 | $10.4m | 4.8% |
| IWM ISHARES TR | 26,463 | $8.0m | 3.7% |
| QQQ INVESCO QQQ TR | 10,721 | $7.9m | 3.7% |
| XLK SELECT SECTOR SPDR TR | 41,238 | $7.9m | 3.6% |
| IEMG ISHARES INC | 91,215 | $7.6m | 3.5% |
| IYZ ISHARES TR | 171,282 | $7.2m | 3.4% |
| XLE SELECT SECTOR SPDR TR | 136,380 | $7.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1733194")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.