Sharp Financial Services, LLC
13F AUM
ⓘ$202.5M
Holdings
120
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.3#320
Quality
$32.2M272,120 sh VANGUARD INDEX FDS
—Quality
$29.8M113,964 shVANGUARD INDEX FDS
—Quality
$28.8M112,085 sh- 70.3
Quality
$14.5M146,544 sh VANGUARD SCOTTSDALE FDS
—Quality
$12.3M207,247 sh- —
Quality
$11.8M27,431 sh - —
Quality
$3.1M35,190 sh - 90.2
Quality
$2.5M14,532 sh - 68.0
Quality
$2.4M37,804 sh - 80.9
Quality
$2.4M4,221 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BlackRock, Inc.$BLK | 70.3#320 | $32.2M | 272,120 |
| VANGUARD INDEX FDS | — | $29.8M | 113,964 |
| VANGUARD INDEX FDS | — | $28.8M | 112,085 |
| BlackRock, Inc.$BLK | 70.3 | $14.5M | 146,544 |
| VANGUARD SCOTTSDALE FDS | — | $12.3M | 207,247 |
 SPDR GOLD TRUST$GLD | — | $11.8M | 27,431 |
 ISHARES GOLD TRUST$IAU | — | $3.1M | 35,190 |
 NVIDIA CORP$NVDA | 90.2 | $2.5M | 14,532 |
 Blackstone Inc.$BX | 68.0 | $2.4M | 37,804 |
 Meta Platforms, Inc.$META | 80.9 | $2.4M | 4,221 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sharp Financial Services, LLC's 120 positions.
Showing top 10 of 120 holdings.
Sector Allocation
Financials
$83.4M
Other
$78.3M
Technology
$19.5M
Energy
$4.0M
Healthcare
$3.9M
Industrials
$3.6M
Consumer Discretionary
$3.5M
Consumer Staples
$3.2M
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AI-Powered Hedge Fund Analysis: Sharp Financial Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sharp Financial Services, LLC (SEC CIK: 1733194), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sharp Financial Services, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 6,000+ ranked companies.