Sharp Financial Services, LLC Portfolio Holdings

Sharp Financial Services, LLC

  • $184 Billion
  • Q3 2025

Sharp Financial Services, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $27B, Ishares Core U.S. Aggregate Bo with a value of $13.5B, Vanguard Intermediate Term Tre with a value of $11.6B, Spdr Gold Trust with a value of $9.66B, and Vanguard Index Fds S&P 500 ETF with a value of $7.44B.

Examining the 13F form we can see an increase of $28.8B in the current position value, from $155B to 184B.

Sharp Financial Services, LLC is based out at Horsham, PA

Below you can find more details about Sharp Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $147 Billion
Technology: $10.3 Billion
Financial Services: $5.18 Billion
Communication Services: $4.83 Billion
Consumer Defensive: $3.81 Billion
Industrials: $3.15 Billion
Healthcare: $2.87 Billion
Energy: $2.64 Billion
Other: $2.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Billion 14.68% of portfolio
166,109
Q3 2025 New
$0
$13.5 Billion 7.32% of portfolio
134,194
Q3 2025 Added 15.75%
$0
$11.6 Billion 6.33% of portfolio
193,832
Q3 2025 Added 13.39%
$127B
$9.66 Billion 5.25% of portfolio
27,167
Q3 2025 Added 11.31%
$0
$7.44 Billion 4.05% of portfolio
12,155
Q3 2025 Reduced 73.15%
$0
$7.42 Billion 4.03% of portfolio
26,320
Q3 2025 New
$0
$7.19 Billion 3.91% of portfolio
60,743
Q3 2025 New
$0
$6.89 Billion 3.75% of portfolio
11,483
Q3 2025 Reduced 73.77%
$0
$6.86 Billion 3.73% of portfolio
127,360
Q3 2025 New
$0
$6.83 Billion 3.71% of portfolio
103,543
Q3 2025 Added 1,133.98%
$0
$6.78 Billion 3.69% of portfolio
77,770
Q3 2025 New
$0
$6.68 Billion 3.63% of portfolio
55,347
Q3 2025 Reduced 75.75%
$0
$6.21 Billion 3.38% of portfolio
66,495
Q3 2025 New
$1.46T
$2.8 Billion 1.52% of portfolio
3,807
Q3 2025 Added 2.56%
$505B
$2.49 Billion 1.35% of portfolio
13,350
Q3 2025 Reduced 18.16%
$63.9B
$2.42 Billion 1.32% of portfolio
33,277
Q3 2025 Added 9.42%
$3.86T
$1.75 Billion 0.95% of portfolio
3,378
Q3 2025 Reduced 4.52%
$0
$1.58 Billion 0.86% of portfolio
3,379
Q3 2025 Reduced 0.73%
$0
$1.59 Billion 0.86% of portfolio
29,326
Q3 2025 Added 9.96%
$0
$1.53 Billion 0.83% of portfolio
54,640
Q3 2025 Added 10.41%
$477B
$1.49 Billion 0.81% of portfolio
13,190
Q3 2025 Reduced 6.65%
$4.35T
$1.49 Billion 0.81% of portfolio
5,836
Q3 2025 Added 5.32%
$1.68T
$1.3 Billion 0.71% of portfolio
5,362
Q3 2025 Reduced 10.48%
$646B
$1.27 Billion 0.69% of portfolio
2,529
Q3 2025 Added 101.51%
$150B
$1.24 Billion 0.67% of portfolio
3,756
Q3 2025 Reduced 2.59%
$0
$1.23 Billion 0.67% of portfolio
6,458
Q3 2025 Added 37.93%
$394B
$1.12 Billion 0.61% of portfolio
6,117
Q2 2025 Reduced 3.17%
$557B
$1.12 Billion 0.61% of portfolio
3,287
Q3 2025 Added 3.95%
$0
$1.05 Billion 0.57% of portfolio
12,003
Q3 2025 Added 1.69%
$0
$936 Million 0.51% of portfolio
12,581
Q3 2025 Reduced 9.22%
$203B
$924 Million 0.5% of portfolio
5,557
Q3 2025 Reduced 1.19%
$30.3B
$920 Million 0.5% of portfolio
35,325
Q3 2025 Added 288.19%
$0
$858 Million 0.47% of portfolio
9,349
Q3 2025 Added 0.53%
$2.49T
$779 Million 0.42% of portfolio
3,550
Q3 2025 Reduced 5.08%
$0
$761 Million 0.41% of portfolio
1,137
Q3 2025 Reduced 2.15%
$70.3B
$729 Million 0.4% of portfolio
8,725
Q3 2025 Added 327.7%
$0
$724 Million 0.39% of portfolio
2,992
Q3 2025 Reduced 5.35%
$0
$714 Million 0.39% of portfolio
4,900
Q2 2025 New
$0
$716 Million 0.39% of portfolio
2,182
Q2 2025 Reduced 39.3%
$23.1B
$697 Million 0.38% of portfolio
16,450
Q3 2025 New
$275B
$666 Million 0.36% of portfolio
6,458
Q3 2025 Reduced 11.51%
$262B
$656 Million 0.36% of portfolio
3,922
Q3 2025 Added 8.28%
$0
$605 Million 0.33% of portfolio
908
Q3 2025 Added 2.25%
$389B
$585 Million 0.32% of portfolio
1,444
Q3 2025 Reduced 13.48%
$913B
$576 Million 0.31% of portfolio
1,826
Q3 2025 Added 7.29%
$0
$569 Million 0.31% of portfolio
4,949
Q3 2025 Added 52.46%
$80.1B
$565 Million 0.31% of portfolio
8,425
Q3 2025 Reduced 1.75%
$309B
$556 Million 0.3% of portfolio
3,583
Q2 2025 Reduced 15.16%
$138B
$532 Million 0.29% of portfolio
20,870
Q3 2025 Added 30.11%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $184 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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