Long-term investor
Sharp Wealth Advisory, LLC @sharpwealthadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001733194).
Record
- Tracked since 2025-06-30 (434 days), 114 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +6.5% · 1 year +14.6% · all +14.6%
- Max drawdown -2.0% · Sharpe 0.84 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 14.2% · long · since 2025-06-30
- AGG · 7.1% · long · since 2025-06-30
- VGIT · 5.9% · long · since 2025-06-30
- GLD · 4.8% · long · since 2025-06-30
- IWM · 3.7% · long · since 2025-06-30
- 46090E103 · 3.7% · long · since 2025-06-30
- XLK · 3.6% · long · since 2025-09-30
- IEMG · 3.5% · long · since 2025-06-30
- IYZ · 3.4% · long · since 2026-06-30
- XLE · 3.4% · long · since 2026-03-31
- IYM · 3.3% · long · since 2026-06-30
- IVW · 3.3% · long · since 2025-06-30