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Sharp Wealth Advisory, LLCETFConcentrated trader

CIK: 0001733194 | HORSHAM, PA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR127$215.9M2026-07-24SEC ↗
Q1 2026
13F-HR120$202.5M2026-04-27SEC ↗
Q4 2025
13F-HR113$198.7M2026-01-16SEC ↗
Q3 2025
13F-HR105$183.9M2025-10-28SEC ↗
Q2 2025
13F-HR90$155.0M2025-07-25SEC ↗
Q1 2025
13F-HR89$130.6M2025-04-29SEC ↗
Q4 2024
13F-HR96$131.8M2025-01-17SEC ↗
Q3 2024
13F-HR96$129.5M2024-11-04SEC ↗
Q2 2024
13F-HR95$116.6M2024-07-15SEC ↗
Q1 2024
13F-HR87$107.5M2024-08-14SEC ↗
Q4 2023
13F-HR83$92.2M2024-08-14SEC ↗