Sharp Wealth Advisory
Sharp Wealth Advisory reported 127 stocks worth $216M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VTI (14.2%), AGG (7.1%) and VGIT (5.9%). Compared with Q1 2026, the fund opened new positions in XLK, IYZ and IYM, added to VTI, AGG and VGIT, trimmed VOT, VEA and META and sold out of ISHG, NOC and MA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $30.7M | 14.2% | 83K | +80K (+2805%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $15.3M | 7.1% | 155K | +8,081 (+6%) | 8 of 8 | |
| 3 |  VGIT Vanguard Scottsdale Fds | $12.8M | 5.9% | 217K | +10K (+5%) | 8 of 8 | |
| 4 |  GLD Spdr Gold TR | $10.4M | 4.8% | 28K | +890 (+3%) | 8 of 8 | |
| 5 |  IWM Ishares TR | $8M | 3.7% | 26K | +23K (+746%) | 7 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $7.9M | 3.7% | 11K | +9,369 (+693%) | 8 of 8 | |
| 7 |  XLK Select Sector Spdr TR | $7.9M | 3.6% | 41K | New position | 3 of 8 | |
| 8 |  IEMG Ishares Inc | $7.6M | 3.5% | 91K | +81K (+823%) | 8 of 8 | |
| 9 |  IYZ Ishares TR | $7.2M | 3.4% | 171K | New position | 2 of 8 | |
| 10 |  XLE Select Sector Spdr TR | $7.2M | 3.4% | 136K | +132K (+3226%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ISHG Ishares TR | $356K | 4,798 |
 NOC Northrop Grumman Corp | $297K | 435 |
 MA Mastercard Incorporated | $288K | 576 |
 TM Toyota Motor Corp | $222K | 1,075 |
 AG First Majestic Silver Corp | $214K | 9,940 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sharp Wealth Advisory 13F FAQ
What does Sharp Wealth Advisory own?
Sharp Wealth Advisory reported 127 stocks worth $216M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VTI (14.2%), AGG (7.1%) and VGIT (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sharp Wealth Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 65 added to, 36 trimmed and 8 sold out. New positions include XLK, IYZ and IYM. It sold all of ISHG, NOC and MA.
When will Sharp Wealth Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sharp Wealth Advisory's portfolio worth?
The Q2 2026 filing reports $216M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.