13F Filings History of Sharp Wealth Advisory, LLC
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $215,865,803
- Largest 13F holdings
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VTI AGG VGIT GLD IWM QQQ XLK IEMG IYZ XLE IYM IVW
+8 more
VOT NVDA IAU VEA GOOGL AAPL VWO AVGO - Form 13F summary
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- Sharp Wealth Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Sharp Wealth Advisory, LLC reported 127 equity holdings with a total reported market value of $215,865,803 for Q2 2026. Top reported holdings included VTI, AGG, VGIT, GLD, and IWM.
- Manager signature
- Kelly Pickering - Chief Compliance Officer
- Manager location
- Horsham, PA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$215,865,803
Quarter delta
+$13,351,900
Accepted
24 Jul 2026, 13:57
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | $215,865,803 | +$100,111,342 | -$103,573,430 | -$3,462,088 | VTI, AGG, VGIT, GLD, IWM | 13F-HR | 24 Jul 2026, 13:57 |
| Q1 2026 | 120 | $202,513,903 | +$100,324,656 | -$95,934,251 | +$4,390,405 | IJS, VB, VOT, AGG, VGIT | 13F-HR | 27 Apr 2026, 09:23 |
| Q4 2025 | 113 | $198,719,721 | +$27,662,277 | -$9,264,062 | +$18,398,215 | IYY, AGG, VGIT, GLD, VOO | 13F-HR | 16 Jan 2026, 16:45 |
| Q3 2025 | 105 | $183,878,281 | +$81,369,896 | -$64,279,809 | +$17,090,087 | IYY, AGG, VGIT, GLD, VOO | 13F-HR | 27 Oct 2025, 19:08 |
| Q2 2025 | 90 | $155,045,640 | +$62,561,806 | -$49,322,423 | +$13,239,383 | VOO, IVW, QQQ, AGG, VGIT | 13F-HR | 25 Jul 2025, 14:17 |
| Q1 2025 | 89 | $130,637,186 | +$51,978,624 | -$53,573,958 | -$1,595,334 | DIA, SPY, IVW, AGG, VGIT | 13F-HR | 29 Apr 2025, 12:42 |
| Q4 2024 | 96 | $131,753,057 | +$27,799,005 | -$25,485,841 | +$2,313,164 | IYY, AGG, VGIT, IVW, IYF | 13F-HR | 17 Jan 2025, 12:15 |
| Q3 2024 | 96 | $129,537,827 | +$20,162,104 | -$12,439,827 | +$7,722,277 | IYY, AGG, VGIT, IVW, GLD | 13F-HR | 04 Nov 2024, 09:03 |
| Q2 2024 | 95 | $116,550,023 | +$24,993,560 | -$16,184,448 | +$8,809,112 | IYY, AGG, VGIT, IYW, IVW | 13F-HR | 15 Jul 2024, 09:50 |
| Q1 2024 | 87 | $107,540,585 | +$13,452,453 | -$4,420,738 | +$9,031,715 | IYY, AGG, VGIT, SPY, IVW | 13F-HR | 13 Aug 2024, 17:41 |
| Q4 2023 | 83 | $92,194,017 | $0 | $0 | $0 | IYY, AGG, VGIT, IVW, QQQ | 13F-HR | 13 Aug 2024, 17:38 |