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 $215.9M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($30.7M, 14.23%), AGG ($15.3M, 7.09%), VGIT ($12.8M, 5.94%), GLD ($10.4M, 4.83%), IWM ($8.0M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $30.7M | 14.23% | 83,017 | Added |
| 2 | AGG | ISHARES TR | $15.3M | 7.09% | 154,625 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.8M | 5.94% | 217,275 | Added |
| 4 | GLD | SPDR GOLD TR | $10.4M | 4.83% | 28,321 | Added |
| 5 | IWM | ISHARES TR | $8.0M | 3.68% | 26,463 | Added |
| 6 | QQQ | INVESCO QQQ TR | $7.9M | 3.66% | 10,721 | Added |
| 7 | XLK | SELECT SECTOR SPDR TR | $7.9M | 3.64% | 41,238 | New |
| 8 | IEMG | ISHARES INC | $7.6M | 3.50% | 91,215 | Added |
| 9 | XLE | SELECT SECTOR SPDR TR | $7.2M | 3.36% | 136,380 | Added |
| 10 | IYZ | ISHARES TR | $7.2M | 3.36% | 171,282 | New |
| 11 | IYM | ISHARES TR | $7.1M | 3.29% | 39,548 | New |
| 12 | IVW | ISHARES TR | $7.1M | 3.28% | 51,506 | Added |
| 13 | VOT | VANGUARD INDEX FDS | $7.0M | 3.23% | 22,735 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $3.1M | 1.43% | 15,447 | Added |
| 15 | IAU | ISHARES GOLD TR | $2.8M | 1.32% | 37,671 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.24% | 37,655 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.18% | 7,100 | Added |
| 18 | AAPL | APPLE INC | $2.4M | 1.13% | 8,457 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.06% | 38,394 | Added |
| 20 | AVGO | BROADCOM INC | $2.3M | 1.05% | 5,994 | Added |
| 21 | META | META PLATFORMS INC | $2.1M | 0.98% | 3,764 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $1.9M | 0.90% | 2,835 | Added |
| 23 | XOM | EXXON MOBIL CORP | $2.0M | 0.90% | 14,279 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.85% | 8,607 | Added |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 0.74% | 61,925 | Added |
Source: SEC Form 13F filings · as of 2026-06-30