Sharp Financial Services, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001733194 · HORSHAM, PA

As of Sep 30, 2025, Sharp Financial Services, LLC reported 105 positions worth 83.9M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES DOW JONES US ETF	IYY	—	166,109	$27.0M	14.68%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	134,194	3.5M	7.32%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	193,832	1.6M	6.33%
SPDR GOLD TRUST	GQ9	—	27,167	$9.7M	5.25%
VANGUARD 500 INDEX FUND	VOO	—	12,155	$7.4M	4.05%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF	XLK	—	26,320	$7.4M	4.03%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND	XLC	—	60,743	$7.2M	3.91%
INVESCO QQQ TRUST SERIES 1	QQQ	—	11,483	$6.9M	3.75%
THE FINANCIAL SELECT SECTOR SPDR FUND	XLF	Equity	127,360	$6.9M	3.73%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	103,543	$6.8M	3.71%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF	XLU	—	77,770	$6.8M	3.69%
ISHARES S&P 500 GROWTH ETF	IVW	—	55,347	$6.7M	3.63%
ISHARES MSCI EAFE ETF	EFA	—	66,495	$6.2M	3.38%
META PLATFORMS INC	META	Communication Services	3,807	$2.8M	1.52%
NVIDIA CORP	NVDA	Technology	13,350	$2.5M	1.35%
ISHARES GOLD TRUST	IAU	—	33,277	$2.4M	1.32%
VANGUARD TAX-MANAGED FUNDS	VEA	—	32,451	.9M	1.06%
MICROSOFT CORP	MSFT	Technology	3,378	.7M	0.95%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	29,326	.6M	0.86%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	3,379	.6M	0.86%
SIMPLIFY MANAGED FUTURES STRATEGY ETF	CTA	—	54,640	.5M	0.83%
EXXON MOBIL CORP	XOM	Energy	13,190	.5M	0.81%
APPLE INC	AAPL	Technology	5,836	.5M	0.81%
ALPHABET INC	GOOGL	Equity	5,362	.3M	0.71%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	2,529	.3M	0.69%