Sharp Wealth Advisory, LLC
All 13F Filings
- Location
- Horsham, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,866
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 127 | 215,866 | 13F-HR | Sharp Wealth Advisory, LLC |
| Q1 2026 | 4/27/2026 | 120 | 202,514 | 13F-HR | Sharp Wealth Advisory, LLC |
| Q4 2025 | 1/16/2026 | 113 | 198,720 | 13F-HR | Sharp Wealth Advisory, LLC |
| Q3 2025 | 10/28/2025 | 105 | 183,878 | 13F-HR | Sharp Financial Services, LLC |
| Q2 2025 | 7/25/2025 | 90 | 155,046 | 13F-HR | Sharp Financial Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.72 K | 21.6% | 3.935 K | 0 | 3.935 K |
| ETFs | 169.2 K | 78.4% | 9.418 K | 0 | 9.418 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
215,866
Holdings
127
QoQ value change ($000)
13,352
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.