Sharp Wealth Advisory, LLC

CIK

1733194

Location

HORSHAM, PA

Portfolio Value

Micro $59,637,866

Diversification

Diversified

Filing Date

Global Rank

#6,607 / 8,604 ▲ 92 · as of Mar 2026

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.0%

SPY

+54.1%

Annualised alpha

+0.6%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.8%

+2.1 pts

Top 5

36.8%

−5.9 pts

Top 10

50.3%

−5.2 pts

HHI

549

Diversified−50

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.3%	$17,502,600	6
Technology	17.8%	$10,611,475	12
Financial Services	10.2%	$6,110,614	12
Communication Services	8.5%	$5,074,580	5
Industrials	7.4%	$4,403,027	9
Consumer Defensive	7.1%	$4,246,456	10
Energy	6.8%	$4,049,944	4
Healthcare	5.8%	$3,453,467	7
Consumer Cyclical	3.2%	$1,903,433	5
Basic Materials	2.0%	$1,183,836	4
Utilities	1.8%	$1,098,434	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
D	Dominion Energy, Inc	+4,691	10,516	$650,099
BAC	Bank Of America Corp /De/	+2,748	6,511	$317,411
AVGO	Broadcom Inc.	+2,254	5,870	$1,816,823
AAPL	Apple Inc.	+2,110	8,264	$2,097,320
NVDA	Nvidia Corp	+1,846	14,532	$2,534,380
MO	Altria Group, Inc.	+1,000	5,968	$393,828
AMZN	Amazon Com Inc	+922	4,584	$954,709
CSCO	Cisco Systems, Inc.	+912	5,573	$432,409
GOOGL	Alphabet Inc.	+856	6,243	$1,795,237
HIG	Hartford Insurance Group, Inc.	+830	3,935	$532,130
DIS	Walt Disney Co	+637	2,489	$239,889
JPM	Jpmorgan Chase & Co	+634	2,460	$723,633
ABT	Abbott Laboratories	+596	2,409	$247,332
GE	General Electric Co	+545	1,375	$390,183
ABBV	AbbVie Inc.	+544	2,721	$591,790
ETN	Eaton Corp plc	+527	1,932	$691,018
CELH	Celsius Holdings, Inc.	+500	5,750	$204,010
UPS	United Parcel Service Inc	+481	6,256	$615,465
META	Meta Platforms, Inc.	+463	4,221	$2,414,960
IAU	Ishares Gold Trust	+440	35,190	$3,102,350
JNJ	Johnson & Johnson	+386	2,944	$719,631
PNC	Pnc Financial Services Group, Inc.	+213	1,619	$336,897
UNP	Union Pacific Corp	+176	1,377	$334,087
PEP	Pepsico Inc	+150	3,110	$482,951
TGT	Target Corp	+150	4,250	$515,100
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
HL	Hecla Mining Co/De/	−15,800	18,450	$343,723
QQQ	Invesco Qqq Trust, Series 1	−11,070	1,352	$780,347
AG	First Majestic Silver Corp	−9,050	9,940	$213,511
SLV	iShares Silver Trust	−4,450	12,000	$817,680
PSLV	Sprott Physical Silver Trust	−4,000	12,700	$309,753
KHC	Kraft Heinz Co	−3,526	15,225	$342,410
DBA	Invesco Db Agriculture Fund	−2,600	14,450	$394,774
QCOM	Qualcomm Inc/De	−1,691	4,266	$549,375
CNQ	CANADIAN NATURAL RESOURCES Ltd	−1,521	12,516	$609,904
ADM	Archer-Daniels-Midland Co	−641	3,009	$218,724
WMT	Walmart Inc.	−560	5,598	$695,719
HD	Home Depot, Inc.	−498	1,116	$367,041
F	Ford Motor Co	−489	13,406	$154,705
PFE	Pfizer Inc	−456	22,333	$627,110
XOM	Exxon Mobil Corp	−440	12,330	$2,091,907
PSX	Phillips 66	−403	3,123	$568,948
MSFT	Microsoft Corp	−174	3,147	$1,164,924
V	Visa Inc.	−133	3,005	$908,231
BRK-B	Berkshire Hathaway Inc	−105	2,459	$1,178,352
RTX	RTX Corp	−100	3,672	$708,328
LMT	Lockheed Martin Corp	−85	486	$293,733
VRT	Vertiv Holdings Co	−50	2,955	$740,463
CVX	Chevron Corp	−32	3,766	$779,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AXP	American Express Co	1,168	$353,296
FCX	Freeport-Mcmoran Inc	5,829	$342,628
CAT	Caterpillar Inc	470	$332,976
AMAT	Applied Materials Inc /De	967	$330,510
MS	Morgan Stanley	1,866	$307,087
MA	Mastercard Inc	576	$287,804
RIO	Rio Tinto PLC	3,044	$283,974
HPE	Hewlett Packard Enterprise Co	8,829	$210,218
VZ	Verizon Communications Inc	4,118	$206,723
MCD	Mcdonalds Corp	661	$205,432
SO	Southern Co	2,100	$202,692
CRWD	CrowdStrike Holdings, Inc.	568	$55,438
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	7,600	$386,688
NOW	ServiceNow, Inc.	1,810	$277,273
PYPL	PayPal Holdings, Inc.	4,185	$244,320
IBM	International Business Machines Corp	692	$204,977
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $59,637,866 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	27,431	+45	$11,803,284	+8.8%	19.79%
IAU	Ishares Gold Trust	Added	35,190	+440	$3,102,350	+10.0%	5.20%
NVDA	Nvidia Corp Technology	Added	14,532	+1,846	$2,534,380	+7.1%	4.25%
META	Meta Platforms, Inc. Communication Services	Added	4,221	+463	$2,414,960	−2.6%	4.05%
AAPL	Apple Inc. Technology	Added	8,264	+2,110	$2,097,320	+25.4%	3.52%
XOM	Exxon Mobil Corp Energy	Reduced	12,330	-440	$2,091,907	+36.1%	3.51%
AVGO	Broadcom Inc. Technology	Added	5,870	+2,254	$1,816,823	+45.2%	3.05%
GOOGL	Alphabet Inc. Communication Services	Added	6,243	+856	$1,795,237	+6.5%	3.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,459	-105	$1,178,352	−8.6%	1.98%
MSFT	Microsoft Corp Technology	Reduced	3,147	-174	$1,164,924	−27.5%	1.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,584	+922	$954,709	+12.9%	1.60%
V	Visa Inc. Financial Services	Reduced	3,005	-133	$908,231	−17.5%	1.52%
PLTR	Palantir Technologies Inc. Technology	Held	6,117	0	$894,794	−17.7%	1.50%
SLV	iShares Silver Trust	Reduced	12,000	-4,450	$817,680	−22.8%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,352	-11,070	$780,347	−89.8%	1.31%
CVX	Chevron Corp Energy	Reduced	3,766	-32	$779,185	+34.6%	1.31%
VRT	Vertiv Holdings Co Industrials	Reduced	2,955	-50	$740,463	+52.1%	1.24%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,406	0	$728,488	+3.1%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,460	+634	$723,633	+23.0%	1.21%
JNJ	Johnson & Johnson Healthcare	Added	2,944	+386	$719,631	+35.9%	1.21%
RTX	RTX Corp Industrials	Reduced	3,672	-100	$708,328	+2.4%	1.19%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,598	-560	$695,719	+1.4%	1.17%
ETN	Eaton Corp plc Industrials	Added	1,932	+527	$691,018	+54.4%	1.16%
D	Dominion Energy, Inc Utilities	Added	10,516	+4,691	$650,099	+90.5%	1.09%
PFE	Pfizer Inc Healthcare	Reduced	22,333	-456	$627,110	+10.5%	1.05%
UPS	United Parcel Service Inc Industrials	Added	6,256	+481	$615,465	+7.4%	1.03%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	12,516	-1,521	$609,904	+28.4%	1.02%
SPY	Spdr S&P 500 ETF Trust	Added	929	+21	$604,165	−2.4%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	2,721	+544	$591,790	+19.0%	0.99%
PSX	Phillips 66 Energy	Reduced	3,123	-403	$568,948	+25.0%	0.95%
QCOM	Qualcomm Inc/De Technology	Reduced	4,266	-1,691	$549,375	−46.1%	0.92%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	3,935	+830	$532,130	+24.4%	0.89%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,137	+110	$524,145	−9.9%	0.88%
TGT	Target Corp Consumer Defensive	Added	4,250	+150	$515,100	+28.5%	0.86%
GS	Goldman Sachs Group Inc Financial Services	Held	595	0	$503,364	−3.8%	0.84%
PEP	Pepsico Inc Consumer Defensive	Added	3,110	+150	$482,951	+13.7%	0.81%
LLY	ELI LILLY & Co Healthcare	Added	479	+28	$440,569	−9.1%	0.74%
CSCO	Cisco Systems, Inc. Technology	Added	5,573	+912	$432,409	+20.4%	0.73%
NFLX	Netflix Inc Communication Services	Added	4,345	+130	$417,771	+5.7%	0.70%
DBA	Invesco Db Agriculture Fund	Reduced	14,450	-2,600	$394,774	−9.3%	0.66%
MO	Altria Group, Inc. Consumer Defensive	Added	5,968	+1,000	$393,828	+37.5%	0.66%
GE	General Electric Co Industrials	Added	1,375	+545	$390,183	+52.6%	0.65%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,116	-498	$367,041	−33.9%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,467	+30	$356,333	+2.0%	0.60%
AXP	American Express Co Financial Services	NEW	1,168	NEW	$353,296	NEW	0.59%
CB	Chubb Ltd Financial Services	Held	1,082	0	$352,656	+4.4%	0.59%
HL	Hecla Mining Co/De/ Basic Materials	Reduced	18,450	-15,800	$343,723	−47.7%	0.58%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	5,829	NEW	$342,628	NEW	0.57%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	15,225	-3,526	$342,410	−24.7%	0.57%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,619	+213	$336,897	+14.8%	0.56%