DOSSIER · 13F-HR · Q2 2026

Sharp Financial Services, LLC

$216M in tracked AUM across 127 positions as of Q2 2026.

SF
CIK 0001733194 · last filed Jun 30, 2026
Total AUM
$216M
as of Q2 2026
Holdings
127
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sharp Financial Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$31M83K14.2%
02
AGG
ISHARES TR
$15M155K7.1%
03
VGIT
VANGUARD SCOTTSDALE FDS
$13M217K5.9%
04
GLD
SPDR GOLD TR
$10M28K4.8%
05
IWM
ISHARES TR
$8M26K3.7%
06
QQQ
INVESCO QQQ TR
$8M11K3.7%
07
XLK
SELECT SECTOR SPDR TR
$8M41K3.6%
08
IEMG
ISHARES INC
$8M91K3.5%
09
IYZ
ISHARES TR
$7M171K3.4%
10
XLE
SELECT SECTOR SPDR TR
$7M136K3.4%

Filing history

2026Q2Jun 30
$216M 6.6%
127 positionsView →
2026Q1Mar 31
$203M 1.9%
120 positionsView →
2025Q4Dec 31
$199M 8.1%
113 positionsView →
2025Q3Sep 30
$184M 18.6%
105 positionsView →
2025Q2Jun 30
$155M 18.7%
90 positionsLocked
2025Q1Mar 31
$131M 0.8%
89 positionsLocked
2024Q4Dec 31
$132M 1.7%
96 positionsLocked
2024Q3Sep 30
$130M 11.1%
96 positionsLocked
2024Q2Jun 30
$117M 8.4%
95 positionsLocked
2024Q1Mar 31
$108M 16.6%
87 positionsLocked
2023Q4Dec 31
$92M
83 positionsLocked