Sharp Wealth Advisory, LLC - Portfolio overview

Sharp Wealth Advisory, LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJS - ISHARES TR, 12.47%
2. VB - VANGUARD INDEX FDS, 11.54%
3. VOT - VANGUARD INDEX FDS, 11.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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