Sharp Wealth Advisory, LLC

**Sharp Financial Services, LLC** manages $199M across a diversified portfolio of 113 positions. The fund exhibits a notable allocation to fixed income, with IYY* representing the largest holding at $29.0M, followed by AGG ($14.3M) and VGIT ($12.3M). Significant exposure is also maintained in broad market and sector indices, including VOO ($8.7M), XLK ($7.9M), and XLC ($7.9M). This structure suggests a tactical approach balancing fixed income stability with targeted equity sector exposure.

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