Sharp Wealth Advisory, LLC
CIK 1733194 · Holdings on Dec 31, 2023 · First reported Aug 14, 2024
Top ten holdings
Q4 2023- IYY13.65%
- AGG7.36%
- VGIT4.40%
- IVW3.73%
- QQQ3.71%
- SPY3.68%
- GLD3.62%
- IYF3.62%
- IYC3.60%
- IYW3.58%
Share classes counted separately50.95%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IYYISHARES DOW JONES U.S. ETFETF View history and evidence | $12.59M | 13.65% | 108.02K shares | Prior unavailable — | — | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $6.78M | 7.36% | 68.34K shares | Prior unavailable — | — | ↗▾ |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TETF View history and evidence | $4.05M | 4.40% | 68.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $3.44M | 3.73% | 45.83K shares | Prior unavailable — | — | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $3.42M | 3.71% | 8.36K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $3.39M | 3.68% | 7.13K shares | Prior unavailable — | — | ↗▾ |
| 07 | GLDSPDR GOLD SHARESETF View history and evidence | $3.34M | 3.62% | 17.47K shares | Prior unavailable — | — | ↗▾ |
| 08 | IYFISHARES US FINANCIALS ETFETF View history and evidence | $3.34M | 3.62% | 39.09K shares | Prior unavailable — | — | ↗▾ |
| 09 | IYCISHARES US CONSUMER DISCRETIETF View history and evidence | $3.32M | 3.60% | 43.79K shares | Prior unavailable — | — | ↗▾ |
| 10 | IYWISHARES USTECHNOLOGY ETFETF View history and evidence | $3.30M | 3.58% | 26.92K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1733194 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 92194017
}Research all 83 reported holdings.
This page includes 30 of 83 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 83 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1733194","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1733194","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.