Institutional Fund
Sharp Wealth Advisory, LLC
Horsham, PACIK 17331945 filings on record
Portfolio Value
$202.51M
Q1 2026
Holdings
120
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+1.9%
from $198.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.9%
- Vanguard Index Fds14.7%
- Vanguard Index Fds14.2%
- Ishares Tr7.2%
- Vanguard Scottsdale Fds6.1%
- Spdr Gold Tr5.8%
- Other36.0%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 272.1K | $32.23M | 15.9% | +272.1K | New |
| 2 | Vanguard Index Fds | 114.0K | $29.85M | 14.7% | +112.5K | Added |
| 3 | Vanguard Index Fds | 112.1K | $28.85M | 14.2% | +112.1K | New |
| 4 | Ishares Tr | 146.5K | $14.55M | 7.2% | +3.1K | Added |
| 5 | Vanguard Scottsdale Fds | 207.2K | $12.34M | 6.1% | +1.5K | Added |
| 6 | Spdr Gold Tr | 27.4K | $11.80M | 5.8% | +45 | Added |
| 7 | Ishares Gold Tr | 35.2K | $3.10M | 1.5% | +440 | Added |
| 8 | Nvidia Corporation | 14.5K | $2.53M | 1.3% | +1.8K | Added |
| 9 | Vanguard Tax-Managed Fds | 37.8K | $2.42M | 1.2% | +2.4K | Added |
| 10 | Meta Platforms Inc | 4.2K | $2.41M | 1.2% | +463 | Added |
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