13F Filings History of Sharp Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$198,719,721
Signature - Title
Kelly Pickering - Chief Compliance Officer
Location
Horsham, PA
Summary
This page shows a list of all the recent 13F filings made by Sharp Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sharp Wealth Advisory, LLC reported 113 stock holdings with total value $198,719,721 as of Q4 2025. Top holdings included IYY, AGG, VGIT, GLD, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $198,719,721 +$27,662,277 -$9,264,064 +$18,398,213 IYY, AGG, VGIT, GLD, VOO 13F-HR 16 Jan 2026, 16:45
Q3 2025 105 $183,878,281 +$81,369,898 -$64,279,808 +$17,090,090 IYY, AGG, VGIT, GLD, VOO 13F-HR 27 Oct 2025, 19:08
Q2 2025 90 $155,045,640 +$62,561,804 -$49,322,425 +$13,239,379 VOO, IVW, QQQ, AGG, VGIT 13F-HR 25 Jul 2025, 14:17
Q1 2025 89 $130,637,186 +$51,978,624 -$53,573,960 -$1,595,336 DIA, SPY, IVW, AGG, VGIT 13F-HR 29 Apr 2025, 12:42
Q4 2024 96 $131,753,057 +$27,799,005 -$25,485,842 +$2,313,163 IYY, AGG, VGIT, IVW, IYF 13F-HR 17 Jan 2025, 12:15
Q3 2024 96 $129,537,827 +$20,162,104 -$12,439,826 +$7,722,278 IYY, AGG, VGIT, IVW, GLD 13F-HR 04 Nov 2024, 09:03
Q2 2024 95 $116,550,023 +$24,993,561 -$16,184,448 +$8,809,113 IYY, AGG, VGIT, IYW, IVW 13F-HR 15 Jul 2024, 09:50
Q1 2024 87 $107,540,585 +$13,452,453 -$4,420,739 +$9,031,714 IYY, AGG, VGIT, SPY, IVW 13F-HR 13 Aug 2024, 17:41
Q4 2023 83 $92,194,017 $0 $0 $0 IYY, AGG, VGIT, IVW, QQQ 13F-HR 13 Aug 2024, 17:38