Sharp Wealth Advisory, LLC - Portfolio Stock Holdings
Sharp Wealth Advisory, LLC disclosed 135 stock positions in a recent SEC 13F filing. $215,707,796 of stock holdings were filed, with the largest holdings including VTI, AGG, and VGIT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $502,122,573 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
135Est. Stock Holding Value:
$215,707,796Top Stock Holdings By Sector
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Portfolio Stock Holdings - Sharp Wealth Advisory, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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