Sharp Financial Services, LLC Portfolio Holdings

Sharp Financial Services, LLC

  • $155 Billion
  • Q2 2025

Sharp Financial Services, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.7B, Ishares S&P 500 Growth ETF with a value of $25.1B, Invesco Qqq Trust, Series 1 with a value of $24.1B, Ishares Core U.S. Aggregate Bo with a value of $11.5B, and Vanguard Intermediate Term Tre with a value of $10.2B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $131B to 155B.

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 $155 Billion
ETFs: $124 Billion
Technology: $9.48 Billion
Financial Services: $4.54 Billion
Communication Services: $4.53 Billion
Healthcare: $2.51 Billion
Consumer Defensive: $2.47 Billion
Industrials: $2.42 Billion
Energy: $2.35 Billion
Other: $2.18 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$147 Million 0.09% of portfolio
12,000
Q2 2025 New
$0
$106 Million 0.07% of portfolio
12,250
Q2 2025 Reduced 58.66%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $155 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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