Sharp Wealth Advisory, LLC

Institutional manager (13F) · CIK 1733194

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $179M

#	Issuer	Value	Shares
1	ISHARES TR	$32M	272,120
2	VANGUARD INDEX FDS	$30M	113,964
3	VANGUARD INDEX FDS	$29M	112,085
4	ISHARES TR	$15M	146,544
5	VANGUARD SCOTTSDALE FDS	$12M	207,247
6	SPDR GOLD TR	$12M	27,431
7	ISHARES GOLD TR	$3M	35,190
8	NVIDIA CORPORATION	$3M	14,532
9	VANGUARD TAX-MANAGED FDS	$2M	37,804
10	META PLATFORMS INC	$2M	4,221
11	APPLE INC	$2M	8,264
12	EXXON MOBIL CORP	$2M	12,330
13	VANGUARD INTL EQUITY INDEX F	$2M	33,924
14	BROADCOM INC	$2M	5,870
15	ALPHABET INC	$2M	6,243
16	SIMPLIFY EXCHANGE TRADED FUN	$2M	53,400
17	INVESCO EXCHANGE TRADED FD T	$1M	7,177
18	ISHARES TR	$1M	3,190
19	VANGUARD INDEX FDS	$1M	2,170
20	BERKSHIRE HATHAWAY INC DEL	$1M	2,459
21	MICROSOFT CORP	$1M	3,147
22	ISHARES TR	$1M	11,373
23	AMAZON COM INC	$955k	4,584
24	SPDR SERIES TRUST	$920k	10,038
25	VANGUARD INDEX FDS	$917k	2,858
26	VISA INC	$908k	3,005
27	PALANTIR TECHNOLOGIES INC	$895k	6,117
28	VANGUARD BD INDEX FDS	$875k	11,884
29	ISHARES SILVER TR	$818k	12,000
30	INVESCO QQQ TR	$780k	1,352
31	CHEVRON CORPORATION	$779k	3,766
32	ISHARES TR	$776k	3,128
33	ISHARES TR	$757k	1,159
34	VERTIV HOLDINGS CO	$740k	2,955
35	PHILIP MORRIS INTL INC	$729k	4,406
36	JPMORGAN CHASE & CO	$723k	2,460
37	JOHNSON & JOHNSON	$720k	2,944
38	ISHARES TR	$716k	5,025
39	RTX CORPORATION	$708k	3,672
40	WALMART INC	$696k	5,598
41	EATON CORP PLC	$691k	1,932
42	ISHARES INC	$689k	9,882
43	DOMINION ENERGY INC	$650k	10,516
44	PFIZER INC	$627k	22,333
45	UNITED PARCEL SVCS INC	$615k	6,256
46	CANADIAN NAT RES LTD MED TER	$610k	12,516
47	STATE STR SPDR S&P 500 ETF T	$604k	929
48	ABBVIE INC	$592k	2,721
49	PHILLIPS 66	$569k	3,123
50	ISHARES INC	$550k	6,517

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.