Sharp Financial Services, LLC — 13F holdings

Sharp Financial Services, LLC reported 127 holdings worth $216M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $30.7M (14.2%)
  2. AGG ISHARES TR — $15.3M (7.1%)
  3. VGIT VANGUARD SCOTTSDALE FDS — $12.8M (5.9%)
  4. GLD SPDR GOLD TR — $10.4M (4.8%)
  5. IWM ISHARES TR — $7.95M (3.7%)
  6. QQQ Invesco Qqq Tr — $7.90M (3.7%)
  7. XLK SELECT SECTOR SPDR TR — $7.86M (3.6%)
  8. IEMG ISHARES INC — $7.56M (3.5%)
  9. IYZ ISHARES TR — $7.25M (3.4%)
  10. XLE SELECT SECTOR SPDR TR — $7.24M (3.4%)