Sharp Wealth Advisory, LLC
Top Portfolio Positions
77 positions ·
$59,804,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
27,431 | $11,803,284 | 19.74% | |
| IAU |
Ishares Gold Trust
|
35,190 | $3,102,350 | 5.19% | |
| NVDA |
Nvidia Corp
Technology
|
14,532 | $2,534,380 | 4.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,221 | $2,414,960 | 4.04% | |
| AAPL |
Apple Inc.
Technology
|
8,264 | $2,097,320 | 3.51% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,330 | $2,091,907 | 3.50% | |
| AVGO |
Broadcom Inc.
Technology
|
5,870 | $1,816,823 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,243 | $1,795,237 | 3.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,459 | $1,178,352 | 1.97% | |
| MSFT |
Microsoft Corp
Technology
|
3,147 | $1,164,924 | 1.95% |
Portfolio Trend
10 quarters · across all stocks
Holdings in DBA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,774 | 14,450 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $435,116 | 17,050 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $425,484 | 15,900 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $502,080 | 19,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $474,120 | 18,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $531,800 | 20,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $550,499 | 21,100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $504,560 | 21,200 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $398,636 | 16,100 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $340,136 | 16,400 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||