Sharp Wealth Advisory, LLC
Sharp Wealth Advisory, LLC reported 127 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Sharp Wealth Advisory, LLC reported 127 holdings worth US$216M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 127
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 15,447 | US$3.09M | 1.4% |
| Alphabet Inc (google) Class C | 7,800 | US$2.79M | 1.3% |
| Apple Inc | 8,457 | US$2.45M | 1.1% |
| Broadcom Inc. | 5,994 | US$2.26M | 1.0% |
| Meta Platforms, Inc. | 3,764 | US$2.12M | 0.98% |
| Exxon Mobil Corporation | 14,279 | US$1.95M | 0.90% |
| Microsoft Corp. | 3,513 | US$1.31M | 0.61% |
| Amazon.com, Inc. | 4,686 | US$1.12M | 0.52% |
| Vertiv Holdings, Llc | 3,105 | US$1.04M | 0.48% |
| Visa Inc. | 2,853 | US$979K | 0.45% |
| Berkshire Hathaway Inc. | 1,846 | US$924K | 0.43% |
| Chevron Corporation | 5,446 | US$903K | 0.42% |
| Johnson & Johnson | 3,305 | US$839K | 0.39% |
| Rtx Corporation | 4,247 | US$806K | 0.37% |
| Walmart Inc. | 6,834 | US$774K | 0.36% |
| Jp Morgan Chase & Co. | 2,362 | US$773K | 0.36% |
| Eli Lilly And Company | 638 | US$765K | 0.35% |
| Palantir Technologies Inc. | 6,117 | US$714K | 0.33% |
| United Parcel Service, Inc. | 6,508 | US$700K | 0.32% |
| Phillips 66 | 3,966 | US$670K | 0.31% |
| Abbvie Inc. | 2,622 | US$660K | 0.31% |
| Applied Materials, Inc. | 907 | US$656K | 0.30% |
| Dominion Energy, Inc. | 9,516 | US$650K | 0.30% |
| Pfizer, Inc. | 26,883 | US$647K | 0.30% |
| Philip Morris International Inc | 3,357 | US$607K | 0.28% |
| Lockheed Martin Corporation | 1,166 | US$594K | 0.28% |
| Target Corporation | 4,250 | US$555K | 0.26% |
| Canadian Natural Resources Limited | 13,527 | US$534K | 0.25% |
| Cisco Systems, Inc. | 4,315 | US$507K | 0.23% |
| Caterpillar, Inc. | 464 | US$494K | 0.23% |
| Intuitive Surgical, Inc. | 1,204 | US$479K | 0.22% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,000 | US$478K | 0.22% |
| Altria Group, Inc. | 5,968 | US$429K | 0.20% |
| American Express Company | 1,248 | US$422K | 0.20% |
| The Hartford Insurance Group, Inc. | 3,185 | US$422K | 0.20% |
| Freeport-mcmoran, Inc. | 6,677 | US$420K | 0.19% |
| Rio Tinto Plc | 4,308 | US$409K | 0.19% |
| Morgan Stanley | 1,884 | US$394K | 0.18% |
| Goldman Sachs Group, Inc. (the) | 375 | US$379K | 0.18% |
| Bank Of America Corporation | 6,577 | US$375K | 0.17% |
| Abbott Laboratories | 4,081 | US$370K | 0.17% |
| Archer-daniels-midland Company | 4,809 | US$367K | 0.17% |
| Merck & Company, Inc. | 2,771 | US$356K | 0.16% |
| Texas Instruments Incorporated | 1,093 | US$326K | 0.15% |
| Pepsico, Inc. | 2,385 | US$323K | 0.15% |
| Procter & Gamble Company (the) | 2,185 | US$320K | 0.15% |
| Ge Aerospace | 850 | US$318K | 0.15% |
| Netflix, Inc. | 4,416 | US$315K | 0.15% |
| Hewlett Packard Enterprise Company | 6,844 | US$309K | 0.14% |
| The Kraft Heinz Company | 13,068 | US$309K | 0.14% |
| Pnc Financial Services Group, Inc. (the) | 1,219 | US$300K | 0.14% |
| Home Depot, Inc. (the) | 851 | US$300K | 0.14% |
| Qualcomm Incorporated | 1,607 | US$297K | 0.14% |
| Oracle Corporation | 1,996 | US$293K | 0.14% |
| Costco Wholesale Corporation | 311 | US$291K | 0.13% |
| Union Pacific Corporation | 1,058 | US$288K | 0.13% |
| Hecla Mining Company | 18,450 | US$285K | 0.13% |
| Novo Nordisk A/s Class B | 5,900 | US$283K | 0.13% |
| Truist Financial Corporation | 5,089 | US$254K | 0.12% |
| Palo Alto Networks, Inc. | 737 | US$251K | 0.12% |
| Coherent Corp. | 600 | US$237K | 0.11% |
| Crowdstrike Holdings, Inc. | 276 | US$211K | 0.10% |
| Duke Energy Corporation (holding Company) | 1,661 | US$210K | 0.10% |
| Walt Disney Company (the) | 2,139 | US$206K | 0.10% |
| Southern Company (the) | 2,090 | US$200K | 0.09% |
| Ford Mtr Co Del | 13,408 | US$186K | 0.09% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Celsius Holdings, Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Toyota Motor Corp. | 0 | US$0 | 0.00% |
| First Majestic Silver Corp. | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
Related