Sharp Wealth Advisory
HORSHAM, PAfiles as Sharp Wealth Advisory, LLC
$216m in 127 US stocks at the end of 30 June 2026. The top 10 are 53.3% of the money. It changed about 45.7% of the portfolio this quarter.
Value
$216m
Stocks
127
Top 10 share
53.3%
Turnover
45.7%
What changed this quarter
New
Bought for the first time this quarter.
- Select Sector Spdr TRXLK3.6% of the fund
- Ishares TRIYZ3.4% of the fund
- Ishares TRIYM3.3% of the fund
- Invesco Exchange Traded FD TRSPT0.2% of the fund
- Invesco Actvely Mngd ETC FDPDBA0.2% of the fund
- Invesco Exch Traded FD TR IIKBWB0.2% of the fund
- Texas InstrumentsTXN0.2% of the fund
- Novo Nordisk A SNVO0.1% of the fund
- Schwab Strategic TRSCHF0.1% of the fund
- Ishares TRSOXX0.1% of the fund
- Truist FinancialTFC0.1% of the fund
- State STR Spdr DOW Jones INDDIA0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- CoherentCOHR0.1% of the fund
- LindeLIN0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI14.2% of the fund+2805%
- Ishares TRAGG7.1% of the fund+6%
- Vanguard Scottsdale FDSVGIT5.9% of the fund+5%
- Spdr Gold TRGLD4.8% of the fund+3%
- Ishares TRIWM3.7% of the fund+746%
- Invesco QQQ TRQQQ3.7% of the fund+693%
- IsharesIEMG3.5% of the fund+823%
- Select Sector Spdr TRXLE3.4% of the fund+3226%
- Ishares TRIVW3.3% of the fund+2369%
- NvidiaNVDA1.4% of the fund+6%
- Ishares Gold TRIAU1.3% of the fund+7%
- AlphabetGOOGL1.2% of the fund+14%
- AppleAAPL1.1% of the fund+2%
- Vanguard Intl Equity Index FVWO1.1% of the fund+13%
- BroadcomAVGO1.0% of the fund+2%
- ExxonMobil HoldingsXOM0.9% of the fund+16%
- Vanguard Index FDSVOO0.9% of the fund+31%
- Invesco Exchange Traded FD TRSP0.8% of the fund+20%
- Simplify Exchange Traded FUNCTA0.7% of the fund+16%
- Ishares TRIVV0.6% of the fund+60%
- MicrosoftMSFT0.6% of the fund+12%
- Ishares TRIEFA0.6% of the fund+9%
- Amazon.comAMZN0.5% of the fund+2%
- Vertiv HoldingsVRT0.5% of the fund+5%
- Spdr Series TrustBIL0.5% of the fund+9%
Cut
Sold some of their stake.
- Vanguard Index FDSVOT3.2% of the fund-80%
- Meta PlatformsMETA1.0% of the fund-11%
- VisaV0.5% of the fund-5%
- Berkshire HathawayBRK-B0.4% of the fund-25%
- JPMorgan ChaseJPM0.4% of the fund-4%
- AbbVieABBV0.3% of the fund-4%
- Applied MaterialsAMAT0.3% of the fund-6%
- Dominion EnergyD0.3% of the fund-10%
- Philip Morris InternationalPM0.3% of the fund-24%
- IsharesEWJ0.3% of the fund-3%
- Cisco SystemsCSCO0.2% of the fund-23%
- Vanguard Index FDSVB0.2% of the fund-99%
- Hartford Insurance GroupHIG0.2% of the fund-19%
- Vanguard Index FDSVUG0.2% of the fund-15%
- Goldman Sachs GroupGS0.2% of the fund-37%
- Invesco DB Multi-Sector CommDBA0.2% of the fund-10%
- PepsiCoPEP0.1% of the fund-23%
- Procter & GamblePG0.1% of the fund-11%
- General ElectricGE0.1% of the fund-38%
- Hewlett Packard EnterpriseHPE0.1% of the fund-22%
- Kraft HeinzKHC0.1% of the fund-14%
- PNC Financial Services GroupPNC0.1% of the fund-25%
- Home DepotHD0.1% of the fund-24%
- QualcommQCOM0.1% of the fund-62%
- Union PacificUNP0.1% of the fund-23%
Sold out
Sold their entire stake.
- Ishares TRISHG-100%
- Northrop GrummanNOC-100%
- MastercardMA-100%
- Toyota MotorTM-100%
- First Majestic SilverAG-100%
- Verizon CommunicationsVZ-100%
- McDonald'sMCD-100%
- Celsius HoldingsCELH-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 14.2%
- Value
- $31m
- Shares
- 83,017
+2805%
- Ishares TRAGG
- Share
- 7.1%
- Value
- $15m
- Shares
- 154,625
+6%
- Vanguard Scottsdale FDSVGIT
- Share
- 5.9%
- Value
- $13m
- Shares
- 217,275
+5%
- Spdr Gold TRGLD
- Share
- 4.8%
- Value
- $10m
- Shares
- 28,321
+3%
- Ishares TRIWM
- Share
- 3.7%
- Value
- $8m
- Shares
- 26,463
+746%
- Invesco QQQ TRQQQ
- Share
- 3.7%
- Value
- $8m
- Shares
- 10,721
+693%
- Select Sector Spdr TRXLK
- Share
- 3.6%
- Value
- $8m
- Shares
- 41,238
New
- IsharesIEMG
- Share
- 3.5%
- Value
- $8m
- Shares
- 91,215
+823%
- Ishares TRIYZ
- Share
- 3.4%
- Value
- $7m
- Shares
- 171,282
New
- Select Sector Spdr TRXLE
- Share
- 3.4%
- Value
- $7m
- Shares
- 136,380
+3226%
- Ishares TRIYM
- Share
- 3.3%
- Value
- $7m
- Shares
- 39,548
New
- Ishares TRIVW
- Share
- 3.3%
- Value
- $7m
- Shares
- 51,506
+2369%
- Vanguard Index FDSVOT
- Share
- 3.2%
- Value
- $7m
- Shares
- 22,735
-80%
- Ishares Gold TRIAU
- Share
- 1.3%
- Value
- $3m
- Shares
- 37,671
+7%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.2%
- Value
- $3m
- Shares
- 37,655
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.1%
- Value
- $2m
- Shares
- 38,394
+13%
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,835
+31%
- Invesco Exchange Traded FD TRSP
- Share
- 0.8%
- Value
- $2m
- Shares
- 8,607
+20%
- Simplify Exchange Traded FUNCTA
- Share
- 0.7%
- Value
- $2m
- Shares
- 61,925
+16%
- Ishares TRIWF
- Share
- 0.7%
- Value
- $2m
- Shares
- 12,535
Held
- Ishares TRIVV
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,857
+60%
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $1m
- Shares
- 12,444
+9%
- Spdr Series TrustBIL
- Share
- 0.5%
- Value
- $1m
- Shares
- 10,938
+9%
- Vanguard BD Index FDSBND
- Share
- 0.5%
- Value
- $984,995
- Shares
- 13,418
+13%
- Ishares TRITOT
- Share
- 0.4%
- Value
- $825,457
- Shares
- 5,025
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $805,018
- Shares
- 1,078
+16%
- Vaneck ETF TrustSMH
- Share
- 0.3%
- Value
- $742,467
- Shares
- 1,132
Held
- Simplify Exchange Traded FUNMTBA
- Share
- 0.3%
- Value
- $709,798
- Shares
- 14,465
+61%
- Ishares TRSTIP
- Share
- 0.3%
- Value
- $645,735
- Shares
- 6,321
+26%
- Select Sector Spdr TRXLI
- Share
- 0.3%
- Value
- $639,298
- Shares
- 3,451
+7%
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $630,946
- Shares
- 11,800
Held
- IsharesEWJ
- Share
- 0.3%
- Value
- $588,081
- Shares
- 6,305
-3%
- Ishares TRIWN
- Share
- 0.3%
- Value
- $556,395
- Shares
- 2,515
Held
- Canadian Natural ResourcesCNQ
- Share
- 0.2%
- Value
- $534,316
- Shares
- 13,527
+8%
- Kraneshares TrustKCCA
- Share
- 0.2%
- Value
- $501,290
- Shares
- 29,479
+61%
- Vanguard World FDVPU
- Share
- 0.2%
- Value
- $464,859
- Shares
- 2,375
Held
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $450,436
- Shares
- 1,486
-99%
- Select Sector Spdr TRXLB
- Share
- 0.2%
- Value
- $444,610
- Shares
- 8,747
+57%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $428,192
- Shares
- 5,553
+85%
- Ishares TRIGV
- Share
- 0.2%
- Value
- $424,919
- Shares
- 4,690
+37%
- Invesco Exchange Traded FD TRSPT
- Share
- 0.2%
- Value
- $424,370
- Shares
- 6,579
New
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $404,174
- Shares
- 4,692
-15%
- Ishares TRIWD
- Share
- 0.2%
- Value
- $401,949
- Shares
- 1,658
Held
- Invesco Actvely Mngd ETC FDPDBA
- Share
- 0.2%
- Value
- $393,601
- Shares
- 11,050
New
- Invesco Exch Traded FD TR IIKBWB
- Share
- 0.2%
- Value
- $381,186
- Shares
- 4,100
New
- Uscf ETF TRSDCI
- Share
- 0.2%
- Value
- $350,330
- Shares
- 13,250
+8%
- Invesco DB Multi-Sector CommDBA
- Share
- 0.2%
- Value
- $345,376
- Shares
- 12,950
-10%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 14.2% | $31m | 83,017 | +2805% |
| Ishares TRAGG | 7.1% | $15m | 154,625 | +6% |
| Vanguard Scottsdale FDSVGIT | 5.9% | $13m | 217,275 | +5% |
| Spdr Gold TRGLD | 4.8% | $10m | 28,321 | +3% |
| Ishares TRIWM | 3.7% | $8m | 26,463 | +746% |
| Invesco QQQ TRQQQ | 3.7% | $8m | 10,721 | +693% |
| Select Sector Spdr TRXLK | 3.6% | $8m | 41,238 | New |
| IsharesIEMG | 3.5% | $8m | 91,215 | +823% |
| Ishares TRIYZ | 3.4% | $7m | 171,282 | New |
| Select Sector Spdr TRXLE | 3.4% | $7m | 136,380 | +3226% |
| Ishares TRIYM | 3.3% | $7m | 39,548 | New |
| Ishares TRIVW | 3.3% | $7m | 51,506 | +2369% |
| Vanguard Index FDSVOT | 3.2% | $7m | 22,735 | -80% |
| NvidiaNVDA | 1.4% | $3m | 15,447 | +6% |
| Ishares Gold TRIAU | 1.3% | $3m | 37,671 | +7% |
| Vanguard Tax-Managed FDSVEA | 1.2% | $3m | 37,655 | Held |
| AlphabetGOOGL | 1.2% | $3m | 7,100 | +14% |
| AppleAAPL | 1.1% | $2m | 8,457 | +2% |
| Vanguard Intl Equity Index FVWO | 1.1% | $2m | 38,394 | +13% |
| BroadcomAVGO | 1.0% | $2m | 5,994 | +2% |
| Meta PlatformsMETA | 1.0% | $2m | 3,764 | -11% |
| ExxonMobil HoldingsXOM | 0.9% | $2m | 14,279 | +16% |
| Vanguard Index FDSVOO | 0.9% | $2m | 2,835 | +31% |
| Invesco Exchange Traded FD TRSP | 0.8% | $2m | 8,607 | +20% |
| Simplify Exchange Traded FUNCTA | 0.7% | $2m | 61,925 | +16% |
| Ishares TRIWF | 0.7% | $2m | 12,535 | Held |
| Ishares TRIVV | 0.6% | $1m | 1,857 | +60% |
| MicrosoftMSFT | 0.6% | $1m | 3,513 | +12% |
| Ishares TRIEFA | 0.6% | $1m | 12,444 | +9% |
| Amazon.comAMZN | 0.5% | $1m | 4,686 | +2% |
| Vertiv HoldingsVRT | 0.5% | $1m | 3,105 | +5% |
| Spdr Series TrustBIL | 0.5% | $1m | 10,938 | +9% |
| Vanguard BD Index FDSBND | 0.5% | $984,995 | 13,418 | +13% |
| VisaV | 0.5% | $978,703 | 2,853 | -5% |
| Berkshire HathawayBRK-B | 0.4% | $923,720 | 1,846 | -25% |
| ChevronCVX | 0.4% | $902,778 | 5,446 | +45% |
| EatonETN | 0.4% | $844,996 | 1,983 | +3% |
| Johnson & JohnsonJNJ | 0.4% | $839,429 | 3,305 | +12% |
| Ishares TRITOT | 0.4% | $825,457 | 5,025 | Held |
| RTXRTX | 0.4% | $805,783 | 4,247 | +16% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $805,018 | 1,078 | +16% |
| WalmartWMT | 0.4% | $774,019 | 6,834 | +22% |
| JPMorgan ChaseJPM | 0.4% | $772,990 | 2,362 | -4% |
| Eli LillyLLY | 0.4% | $765,236 | 638 | +33% |
| Vaneck ETF TrustSMH | 0.3% | $742,467 | 1,132 | Held |
| Palantir TechnologiesPLTR | 0.3% | $713,670 | 6,117 | Held |
| Simplify Exchange Traded FUNMTBA | 0.3% | $709,798 | 14,465 | +61% |
| United Parcel ServiceUPS | 0.3% | $699,659 | 6,508 | +4% |
| Phillips 66PSX | 0.3% | $670,424 | 3,966 | +27% |
| AbbVieABBV | 0.3% | $659,710 | 2,622 | -4% |
| Applied MaterialsAMAT | 0.3% | $655,761 | 907 | -6% |
| Dominion EnergyD | 0.3% | $649,875 | 9,516 | -10% |
| PfizerPFE | 0.3% | $647,351 | 26,883 | +20% |
| Ishares TRSTIP | 0.3% | $645,735 | 6,321 | +26% |
| Select Sector Spdr TRXLI | 0.3% | $639,298 | 3,451 | +7% |
| Ishares Silver TRSLV | 0.3% | $630,946 | 11,800 | Held |
| Philip Morris InternationalPM | 0.3% | $607,345 | 3,357 | -24% |
| Lockheed MartinLMT | 0.3% | $594,220 | 1,166 | +140% |
| IsharesEWJ | 0.3% | $588,081 | 6,305 | -3% |
| Ishares TRIWN | 0.3% | $556,395 | 2,515 | Held |
| TargetTGT | 0.3% | $555,092 | 4,250 | Held |
| Canadian Natural ResourcesCNQ | 0.2% | $534,316 | 13,527 | +8% |
| Cisco SystemsCSCO | 0.2% | $506,889 | 4,315 | -23% |
| Kraneshares TrustKCCA | 0.2% | $501,290 | 29,479 | +61% |
| CaterpillarCAT | 0.2% | $493,581 | 464 | Held |
| Intuitive SurgicalISRG | 0.2% | $478,807 | 1,204 | +6% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $477,570 | 1,000 | +9% |
| Vanguard World FDVPU | 0.2% | $464,859 | 2,375 | Held |
| Vanguard Index FDSVB | 0.2% | $450,436 | 1,486 | -99% |
| Select Sector Spdr TRXLB | 0.2% | $444,610 | 8,747 | +57% |
| Altria GroupMO | 0.2% | $429,398 | 5,968 | Held |
| Ishares TRIJH | 0.2% | $428,192 | 5,553 | +85% |
| Ishares TRIGV | 0.2% | $424,919 | 4,690 | +37% |
| Invesco Exchange Traded FD TRSPT | 0.2% | $424,370 | 6,579 | New |
| American ExpressAXP | 0.2% | $422,136 | 1,248 | +7% |
| Hartford Insurance GroupHIG | 0.2% | $422,076 | 3,185 | -19% |
| Freeport-McMoRanFCX | 0.2% | $419,928 | 6,677 | +15% |
| Rio TintoRIO | 0.2% | $408,958 | 4,308 | +42% |
| Vanguard Index FDSVUG | 0.2% | $404,174 | 4,692 | -15% |
| ChubbCB | 0.2% | $402,755 | 1,182 | +9% |
| Ishares TRIWD | 0.2% | $401,949 | 1,658 | Held |
| Morgan StanleyMS | 0.2% | $393,831 | 1,884 | Held |
| Invesco Actvely Mngd ETC FDPDBA | 0.2% | $393,601 | 11,050 | New |
| Invesco Exch Traded FD TR IIKBWB | 0.2% | $381,186 | 4,100 | New |
| Goldman Sachs GroupGS | 0.2% | $379,264 | 375 | -37% |
| Bank of AmericaBAC | 0.2% | $374,760 | 6,577 | Held |
| Abbott LaboratoriesABT | 0.2% | $370,347 | 4,081 | +69% |
| Archer-Daniels-MidlandADM | 0.2% | $367,408 | 4,809 | +60% |
| MerckMRK | 0.2% | $356,020 | 2,771 | +10% |
| Uscf ETF TRSDCI | 0.2% | $350,330 | 13,250 | +8% |
| Invesco DB Multi-Sector CommDBA | 0.2% | $345,376 | 12,950 | -10% |
| Texas InstrumentsTXN | 0.2% | $325,819 | 1,093 | New |
| PepsiCoPEP | 0.1% | $322,929 | 2,385 | -23% |
| Procter & GamblePG | 0.1% | $320,442 | 2,185 | -11% |
| General ElectricGE | 0.1% | $317,670 | 850 | -38% |
| NetflixNFLX | 0.1% | $315,302 | 4,416 | Held |
| Hewlett Packard EnterpriseHPE | 0.1% | $308,730 | 6,844 | -22% |
| Kraft HeinzKHC | 0.1% | $308,666 | 13,068 | -14% |
| PNC Financial Services GroupPNC | 0.1% | $300,142 | 1,219 | -25% |
| Home DepotHD | 0.1% | $300,131 | 851 | -24% |
Showing the largest 100 of 127.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 39.2% since 30 June 2025.
Where the money is
Technology6.2%
Financial services2.6%
Media & telecom2.5%
Industrials2.4%
Health care2.0%
Energy1.9%
Everyday goods1.8%
Retail & consumer0.7%
Materials0.6%
Utilities0.5%
Other78.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.