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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37T
$2.8 Billion 1.52% of portfolio
3,807
Q3 2025 Added 2.56%
$465B
$2.49 Billion 1.35% of portfolio
13,350
Q3 2025 Reduced 18.16%
$3.78T
$1.75 Billion 0.95% of portfolio
3,378
Q3 2025 Reduced 4.52%
$490B
$1.49 Billion 0.81% of portfolio
13,190
Q3 2025 Reduced 6.65%
$4.3T
$1.49 Billion 0.81% of portfolio
5,836
Q3 2025 Added 5.32%
$1.65T
$1.3 Billion 0.71% of portfolio
5,362
Q3 2025 Reduced 10.48%
$662B
$1.27 Billion 0.69% of portfolio
2,529
Q3 2025 Added 101.51%
$139B
$1.24 Billion 0.67% of portfolio
3,756
Q3 2025 Reduced 2.59%
$342B
$1.12 Billion 0.61% of portfolio
6,117
Q2 2025 Reduced 3.17%
$533B
$1.12 Billion 0.61% of portfolio
3,287
Q3 2025 Added 3.95%
$187B
$924 Million 0.5% of portfolio
5,557
Q3 2025 Reduced 1.19%
$30.4B
$920 Million 0.5% of portfolio
35,325
Q3 2025 Added 288.19%
$2.39T
$779 Million 0.42% of portfolio
3,550
Q3 2025 Reduced 5.08%
$68.7B
$729 Million 0.4% of portfolio
8,725
Q3 2025 Added 327.7%
$279B
$666 Million 0.36% of portfolio
6,458
Q3 2025 Reduced 11.51%
$258B
$656 Million 0.36% of portfolio
3,922
Q3 2025 Added 8.28%
$881B
$576 Million 0.31% of portfolio
1,826
Q3 2025 Added 7.29%
$71.6B
$565 Million 0.31% of portfolio
8,425
Q3 2025 Reduced 1.75%
$303B
$556 Million 0.3% of portfolio
3,583
Q2 2025 Reduced 15.16%
$141B
$532 Million 0.29% of portfolio
20,870
Q3 2025 Added 30.11%
$193B
$517 Million 0.28% of portfolio
1,156
Q3 2025 Reduced 17.78%
$237B
$488 Million 0.27% of portfolio
3,006
Q3 2025 Added 30.36%
$204B
$503 Million 0.27% of portfolio
3,585
Q3 2025 New
$265B
$474 Million 0.26% of portfolio
595
Q3 2025 Reduced 7.75%
$522B
$474 Million 0.26% of portfolio
2,558
Q3 2025 Reduced 2.29%
$49.1B
$478 Million 0.26% of portfolio
399
Q2 2025 Added 0.5%
$32.7B
$461 Million 0.25% of portfolio
3,055
Q3 2025 Added 20.75%
$414B
$457 Million 0.25% of portfolio
1,976
Q3 2025 Reduced 6.97%
$8.69B
$414 Million 0.23% of portfolio
34,250
Q3 2025 New
$68.5B
$390 Million 0.21% of portfolio
2,868
Q3 2025 Added 8.51%
$593B
$386 Million 0.21% of portfolio
1,371
Q3 2025 Added 8.64%
$42.6B
$371 Million 0.2% of portfolio
2,778
Q3 2025 Added 21.95%
$971B
$344 Million 0.19% of portfolio
451
Q3 2025 Added 4.64%
$109B
$333 Million 0.18% of portfolio
6,000
Q3 2025 Added 81.82%
$404B
$333 Million 0.18% of portfolio
360
Q3 2025 Added 12.5%
$169B
$333 Million 0.18% of portfolio
362
Q3 2025 Reduced 6.46%
$123B
$305 Million 0.17% of portfolio
1,082
Q3 2025 Added 49.24%
$319B
$319 Million 0.17% of portfolio
4,660
Q3 2025 Reduced 4.66%
$104B
$315 Million 0.17% of portfolio
4,768
Q3 2025 Added 2.14%
$3.24B
$299 Million 0.16% of portfolio
5,200
Q3 2025 Reduced 1.89%
$140B
$303 Million 0.16% of portfolio
809
Q3 2025 Added 17.42%
$41.4B
$287 Million 0.16% of portfolio
3,200
Q3 2025 Added 18.52%
$74.3B
$283 Million 0.15% of portfolio
1,406
Q2 2025 New
$328B
$272 Million 0.15% of portfolio
905
Q3 2025 Reduced 30.65%
$136B
$269 Million 0.15% of portfolio
1,140
Q3 2025 Added 24.45%
$123B
$259 Million 0.14% of portfolio
519
Q3 2025 Reduced 57.35%
$172B
$248 Million 0.14% of portfolio
5,650
Q3 2025 New
-
$265 Million 0.14% of portfolio
-
Q3 2025 Reduced 5.79%
$1.46T
$255 Million 0.14% of portfolio
913
Q3 2025 New

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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