SHARPEPOINT LLC

All 13F Filings

Location
Phoenix, AZ
Most recent 13F
Q2 2026
Holdings value ($000)
199,620
Description
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Website
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Founded
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Chairman
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CEO
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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 7/29/2026 89 199,620 13F-HR SHARPEPOINT LLC
Q1 2026 5/5/2026 86 167,709 13F-HR SHARPEPOINT LLC
Q4 2025 2/11/2026 84 166,900 13F-HR SHARPEPOINT LLC
Q3 2025 11/13/2025 42 110,879 13F-HR SHARPEPOINT LLC
Q2 2025 8/11/2025 43 97,155 13F-HR SHARPEPOINT LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 161.9 K 81.1% 37.42 K 0 37.42 K
ETFs 37.73 K 18.9% 0 5.509 K -5.509 K
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
199,620
Holdings
89
QoQ value change ($000)
31,911 (19.0%)
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.