Key facts
- Sharp Wealth Advisory, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $202,513,903.
13F Filings History of Sharp Wealth Advisory, LLC
- Latest 13F report
- Q1 2026 - 27 Apr 2026
- Value $
- $202,513,903
- Signature - Title
- Kelly Pickering - Chief Compliance Officer
- Location
- Horsham, PA
- Summary
- This page shows a list of all the recent 13F filings made by Sharp Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sharp Wealth Advisory, LLC reported 120 stock holdings with total value $202,513,903 as of Q1 2026. Top holdings included IJS, VB, VOT, AGG, and VGIT.
Follow Filing Activity
Follow Sharp Wealth Advisory, LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
Change
- Most recent filing was accepted on 27 Apr 2026, 09:23.
- Reported value moved from $198,719,721 to $202,513,903.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |