Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sharp Financial Services, LLC (CIK 1733194) reported $202.5M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJS ($32.2M, 15.92%), VB ($29.8M, 14.74%), VOT ($28.8M, 14.24%), AGG ($14.5M, 7.18%), VGIT ($12.3M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJS | ISHARES TR | $32.2M | 15.92% | 272,120 | New |
| 2 | VB | VANGUARD INDEX FDS | $29.8M | 14.74% | 113,964 | Added |
| 3 | VOT | VANGUARD INDEX FDS | $28.8M | 14.24% | 112,085 | New |
| 4 | AGG | ISHARES TR | $14.5M | 7.18% | 146,544 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $12.3M | 6.09% | 207,247 | Added |
| 6 | GLD | SPDR GOLD TR | $11.8M | 5.83% | 27,431 | Added |
| 7 | IAU | ISHARES GOLD TR | $3.1M | 1.53% | 35,190 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $2.5M | 1.25% | 14,532 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 1.20% | 37,804 | Added |
| 10 | META | META PLATFORMS INC | $2.4M | 1.19% | 4,221 | Added |
| 11 | AAPL | APPLE INC | $2.1M | 1.04% | 8,264 | Added |
| 12 | XOM | EXXON MOBIL CORP | $2.1M | 1.03% | 12,330 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.91% | 33,924 | Added |
| 14 | AVGO | BROADCOM INC | $1.8M | 0.90% | 5,870 | Added |
| 15 | GOOGL | ALPHABET INC | $1.8M | 0.89% | 6,243 | Added |
| 16 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 0.80% | 53,400 | Trimmed |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.68% | 7,177 | Added |
| 18 | IWF | ISHARES TR | $1.4M | 0.67% | 3,190 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.3M | 0.64% | 2,170 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.58% | 2,459 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.2M | 0.58% | 3,147 | Trimmed |
| 22 | IEFA | ISHARES TR | $1.0M | 0.51% | 11,373 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $954,710 | 0.47% | 4,584 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $916,875 | 0.45% | 2,858 | Added |
| 25 | BIL | SPDR SERIES TRUST | $919,861 | 0.45% | 10,038 | Added |
Source: SEC Form 13F filings · as of 2026-03-31