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Filers›Asset Manager›Sharp Financial Services, LLC
DOSSIER · 13F-HR · Q1 2026

Sharp Financial Services, LLC

Sharp Financial Services's asset manager based in Greenwich, CT — $203M in tracked AUM across 120 positions as of Q1 2026.

SF
Sharp Financial Services·Greenwich, CT·Asset Manager
CIK 0001733194 · last filed Mar 31, 2026
Total AUM
$203M
▼ 7.1%
vs prior
Holdings
120
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sharp Financial Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IJS
ISHARES TR
$32M272K15.9%
02
VB
VANGUARD INDEX FDS
$30M114K14.7%
03
VOT
VANGUARD INDEX FDS
$29M112K14.2%
04
AGG
ISHARES TR
$15M147K7.2%
05
VGIT
VANGUARD SCOTTSDALE FDS
$12M207K6.1%
06
GLD
SPDR GOLD TR
$12M27K5.8%
07
IAU
ISHARES GOLD TR
$3M35K1.5%
08
NVDA
NVIDIA CORPORATION
$3M15K1.3%
09
VEA
VANGUARD TAX-MANAGED FDS
$2M38K1.2%
10
META
META PLATFORMS INC
$2M4K1.2%

Filing history

Filing history loading…
AI Agent · grounded in Sharp
haiku-4-5 · 120 positions indexed
Sector mix
  • Tech29%
  • Cons. Disc.6%
  • Communications18%
  • Industrials13%
  • Energy50%
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