Investor
Sharp Wealth Advisory, LLC
CIK 0001733194 · filed 2026-01-16 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 174.8K | $29M | 14.6% | — | Held |
| Ishares Tr | — | 143.4K | $14.3M | 7.2% | — | Held |
| Vanguard Scottsdale Fds | — | 205.8K | $12.3M | 6.2% | — | Held |
| Spdr Gold Tr | — | 27.4K | $10.9M | 5.5% | — | Held |
| Vanguard Index Fds | — | 13.9K | $8.69M | 4.4% | — | Held |
| Select Sector Spdr Tr | — | 55.1K | $7.94M | 4.0% | — | Held |
| Select Sector Spdr Tr | — | 66.7K | $7.86M | 4.0% | — | Held |
| Invesco Qqq Tr | — | 12.4K | $7.63M | 3.8% | — | Held |
| Ishares Inc | — | 109.5K | $7.36M | 3.7% | — | Held |
| Ishares Tr | — | 58.2K | $7.17M | 3.6% | — | Held |
| Select Sector Spdr Tr | — | 45.3K | $7.02M | 3.5% | — | Held |
| Ishares Tr | — | 70.2K | $6.74M | 3.4% | — | Held |
| Select Sector Spdr Tr | — | 156K | $6.66M | 3.4% | — | Held |
| Ishares Gold Tr | — | 34.8K | $2.82M | 1.4% | — | Held |
| Meta Platforms, Inc. | META | 3.76K | $2.48M | 1.2% | — | Held |
| Nvidia Corp | NVDA | 12.7K | $2.37M | 1.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 35.4K | $2.21M | 1.1% | — | Held |
| Alphabet Inc | — | 5.39K | $1.69M | 0.8% | — | Held |
| Apple Inc. | AAPL | 6.15K | $1.67M | 0.8% | — | Held |
| Vanguard Intl Equity Index F | — | 31K | $1.67M | 0.8% | — | Held |
| Simplify Exchange Traded Fun | — | 60.7K | $1.66M | 0.8% | — | Held |
| Microsoft Corp | MSFT | 3.32K | $1.61M | 0.8% | — | Held |
| Ishares Tr | — | 3.38K | $1.6M | 0.8% | — | Held |
| Exxon Mobil Corp | — | 12.8K | $1.54M | 0.8% | — | Held |
| Invesco Exchange Traded Fd T | — | 6.79K | $1.3M | 0.7% | — | Held |
| Berkshire Hathaway Inc Del | — | 2.56K | $1.29M | 0.6% | — | Held |
| Broadcom Inc. | AVGO | 3.62K | $1.25M | 0.6% | — | Held |
| Visa Inc. | V | 3.14K | $1.1M | 0.6% | — | Held |
| Palantir Technologies Inc. | PLTR | 6.12K | $1.09M | 0.5% | — | Held |
| Ishares Tr | — | 12K | $1.07M | 0.5% | — | Held |
| Ishares Silver Tr | — | 16.4K | $1.06M | 0.5% | — | Held |
| Qualcomm Inc | — | 5.96K | $1.02M | 0.5% | — | Held |
| Vanguard Index Fds | — | 2.85K | $954.8K | 0.5% | — | Held |
| Vanguard Bd Index Fds | — | 12.5K | $925.3K | 0.5% | — | Held |
| Spdr Series Trust | — | 9.74K | $890K | 0.4% | — | Held |
| Ishares Tr | — | 5.9K | $877.3K | 0.4% | — | Held |
| Amazon Com Inc | AMZN | 3.66K | $845.3K | 0.4% | — | Held |
| Ishares Tr | — | 1.14K | $783.6K | 0.4% | — | Held |
| Philip Morris Intl Inc | — | 4.41K | $706.8K | 0.4% | — | Held |
| Ishares Tr | — | 2.84K | $699.1K | 0.4% | — | Held |
| RTX Corp | RTX | 3.77K | $691.8K | 0.3% | — | Held |
| Walmart Inc. | WMT | 6.16K | $686.1K | 0.3% | — | Held |
| Hecla Mng Co | — | 34.3K | $657.3K | 0.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 908 | $619.2K | 0.3% | — | Held |
| Jpmorgan Chase & Co. | — | 1.83K | $588.5K | 0.3% | — | Held |
| Intuitive Surgical Inc | ISRG | 1.03K | $581.7K | 0.3% | — | Held |
| Chevron Corp New | CVX | 3.8K | $578.9K | 0.3% | — | Held |
| United Parcel Service Inc | UPS | 5.78K | $572.8K | 0.3% | — | Held |
| Pfizer Inc | PFE | 22.8K | $567.4K | 0.3% | — | Held |
| Home Depot, Inc. | HD | 1.61K | $555.4K | 0.3% | — | Held |
| Ishares Tr | — | 5.08K | $536.4K | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 2.56K | $529.4K | 0.3% | — | Held |
| Goldman Sachs Group Inc | — | 595 | $523K | 0.3% | — | Held |
| Vaneck Etf Trust | — | 5.88K | $504K | 0.3% | — | Held |
| AbbVie Inc. | ABBV | 2.18K | $497.5K | 0.3% | — | Held |
| Ishares Inc | — | 6.16K | $497.5K | 0.3% | — | Held |
| Ishares Tr | — | 4.85K | $496.8K | 0.3% | — | Held |
| Vertiv Holdings Co | VRT | 3K | $486.8K | 0.2% | — | Held |
| Eli Lilly & Co | LLY | 451 | $484.7K | 0.2% | — | Held |
| Canadian Nat Res Ltd | — | 14K | $475.2K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 3.03K | $470.5K | 0.2% | — | Held |
| Phillips 66 | PSX | 3.53K | $455K | 0.2% | — | Held |
| Kraft Heinz Co | KHC | 18.8K | $454.7K | 0.2% | — | Held |
| Eaton Corp Plc | ETN | 1.41K | $447.5K | 0.2% | — | Held |
| Vanguard Growth Etf | — | 912 | $444.9K | 0.2% | — | Held |
| Invesco Db Multi-Sector Comm | — | 17.1K | $435.1K | 0.2% | — | Held |
| Hartford Insurance Group Inc | — | 3.1K | $427.9K | 0.2% | — | Held |
| Pepsico Inc | PEP | 2.96K | $424.8K | 0.2% | — | Held |
| Vanguard World Fd | — | 2.27K | $421K | 0.2% | — | Held |
| Vaneck Etf Trust | — | 1.13K | $405.5K | 0.2% | — | Held |
| Target Corp | TGT | 4.1K | $400.8K | 0.2% | — | Held |
| Netflix Inc | NFLX | 4.21K | $395.2K | 0.2% | — | Held |
| Sprott Asset Management Lp | — | 16.7K | $395K | 0.2% | — | Held |
| Uscf Etf Tr | — | 17.7K | $389.9K | 0.2% | — | Held |
| Novo-Nordisk A S | — | 7.6K | $386.7K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.49K | $383.3K | 0.2% | — | Held |
| Cisco Sys Inc | — | 4.66K | $359.1K | 0.2% | — | Held |
| Kraneshares Trust | — | 10.1K | $358.8K | 0.2% | — | Held |
| Ishares Tr | — | 4.76K | $358.1K | 0.2% | — | Held |
| Procter And Gamble Co | PG | 2.44K | $349.2K | 0.2% | — | Held |
| Ishares Tr | — | 1.66K | $348.7K | 0.2% | — | Held |
| Ishares Tr | — | 1.91K | $345.6K | 0.2% | — | Held |
| Dominion Energy, Inc | D | 5.83K | $341.3K | 0.2% | — | Held |
| Amplify Etf Tr | — | 12.3K | $339K | 0.2% | — | Held |
| Chubb Limited | — | 1.08K | $337.7K | 0.2% | — | Held |
| First Majestic Silver Corp | AG | 19K | $316.4K | 0.2% | — | Held |
| Pnc Finl Svcs Group Inc | — | 1.41K | $293.5K | 0.1% | — | Held |
| Altria Group, Inc. | MO | 4.97K | $286.5K | 0.1% | — | Held |
| Union Pac Corp | — | 1.2K | $277.9K | 0.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 913 | $277.5K | 0.1% | — | Held |
| ServiceNow, Inc. | NOW | 1.81K | $277.3K | 0.1% | — | Held |
| Ishares Tr | — | 7K | $276.1K | 0.1% | — | Held |
| Lockheed Martin Corp | LMT | 571 | $276.1K | 0.1% | — | Held |
| Kraneshares Trust | — | 16.1K | $270.5K | 0.1% | — | Held |
| Costco Whsl Corp New | — | 310 | $267.6K | 0.1% | — | Held |
| Oracle Corp | — | 1.37K | $267.3K | 0.1% | — | Held |
| Simplify Exchange Traded Fun | — | 5.2K | $262.1K | 0.1% | — | Held |
| Merck & Co., Inc. | MRK | 2.43K | $255.8K | 0.1% | — | Held |
| Ge Aerospace | — | 830 | $255.7K | 0.1% | — | Held |
| Northrop Grumman Corp | — | 435 | $248K | 0.1% | — | Held |
| Vanguard Index Fds | — | 850 | $246.7K | 0.1% | — | Held |
| Paypal Hldgs Inc | — | 4.18K | $244.3K | 0.1% | — | Held |
| Celsius Hldgs Inc | — | 5.25K | $240.1K | 0.1% | — | Held |
| Toyota Motor Corp | — | 1.07K | $230.1K | 0.1% | — | Held |
| Abbott Labs | ABT | 1.81K | $227.2K | 0.1% | — | Held |
| Vanguard World Fd | — | 1.8K | $226.7K | 0.1% | — | Held |
| Ishares Tr | — | 3.22K | $223.7K | 0.1% | — | Held |
| Disney Walt Co | — | 1.85K | $210.7K | 0.1% | — | Held |
| Duke Energy Corp New | — | 1.79K | $210.4K | 0.1% | — | Held |
| Archer-Daniels-Midland Co | ADM | 3.65K | $209.8K | 0.1% | — | Held |
| Bank America Corp | — | 3.76K | $207K | 0.1% | — | Held |
| International Business Machs | — | 692 | $205K | 0.1% | — | Held |
| Ford Mtr Co | — | 13.9K | $182.3K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.