# EDGAR Filing Document

**Accession Number:** 0001733194
**File Stem:** 0001951757-25-000964
**Filing Date:** 2025-7
**Character Count:** 12400
**Document Hash:** e58b8d6b26815e5ab1b42a6acf8d7798
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000964.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001951757-25-000964

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sharp Financial Services, LLC
- **CENTRAL INDEX KEY:** 0001733194

**ORGANIZATION NAME:**
- **EIN:** 263994667
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24222
- **FILM NUMBER:** 251151132

**BUSINESS ADDRESS:**
- **STREET 1:** 100 TOURNAMENT DRIVE
- **STREET 2:** SUITE 310
- **CITY:** HORSHAM
- **STATE:** PA
- **ZIP:** 19044
- **BUSINESS PHONE:** (215) 659-2130

**MAIL ADDRESS:**
- **STREET 1:** 100 TOURNAMENT DRIVE
- **STREET 2:** SUITE 310
- **CITY:** HORSHAM
- **STATE:** PA
- **ZIP:** 19044

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sharp Financial Services LLC<br>**Address:** 100 TOURNAMENT DRIVE<br>SUITE 310<br>HORSHAM, PA 19044

**Form 13F File Number:** 028-24222

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kelly Pickering<br>**Title:** Chief Compliance Officer<br>**Phone:** (215) 659-2130

**Signature, Place, and Date of Signing:**

Kelly Pickering  Horsham, PA  07-25-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $155045640

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 394206 | 2124 | SH |  | SOLE |  | 0 | 0 | 2124 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1055618 | 5990 | SH |  | SOLE |  | 0 | 0 | 5990 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 273685 | 4668 | SH |  | SOLE |  | 0 | 0 | 4668 |
| AMAZON COM INC | COM | 023135106 |  | 820519 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| APPLE INC | COM | 037833100 |  | 1136935 | 5541 | SH |  | SOLE |  | 0 | 0 | 5541 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 609641 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| BROADCOM INC | COM | 11135F101 |  | 1062906 | 3856 | SH |  | SOLE |  | 0 | 0 | 3856 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 245867 | 5300 | SH |  | SOLE |  | 0 | 0 | 5300 |
| CHEVRON CORP NEW | COM | 166764100 |  | 513051 | 3583 | SH |  | SOLE |  | 0 | 0 | 3583 |
| CHUBB LIMITED | COM | H1467J104 |  | 210047 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| CISCO SYS INC | COM | 17275R102 |  | 339132 | 4888 | SH |  | SOLE |  | 0 | 0 | 4888 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 316781 | 320 | SH |  | SOLE |  | 0 | 0 | 320 |
| DISNEY WALT CO | COM | 254687106 |  | 202136 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 597925 | 10579 | SH |  | SOLE |  | 0 | 0 | 10579 |
| EATON CORP PLC | SHS | G29183103 |  | 245966 | 689 | SH |  | SOLE |  | 0 | 0 | 689 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 |  | 105962 | 12250 | SH |  | SOLE |  | 0 | 0 | 12250 |
| ELI LILLY  CO | COM | 532457108 |  | 335977 | 431 | SH |  | SOLE |  | 0 | 0 | 431 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1523160 | 14130 | SH |  | SOLE |  | 0 | 0 | 14130 |
| FORD MTR CO | COM | 345370860 |  | 151900 | 14000 | SH |  | SOLE |  | 0 | 0 | 14000 |
| GE AEROSPACE | COM NEW | 369604301 |  | 335894 | 1305 | SH |  | SOLE |  | 0 | 0 | 1305 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 456499 | 645 | SH |  | SOLE |  | 0 | 0 | 645 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 289010 | 2278 | SH |  | SOLE |  | 0 | 0 | 2278 |
| HOME DEPOT INC | COM | 437076102 |  | 611922 | 1669 | SH |  | SOLE |  | 0 | 0 | 1669 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 221280 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 203988 | 692 | SH |  | SOLE |  | 0 | 0 | 692 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 764034 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 |  | 502080 | 19200 | SH |  | SOLE |  | 0 | 0 | 19200 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 24147303 | 43774 | SH |  | SOLE |  | 0 | 0 | 43774 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 850907 | 4682 | SH |  | SOLE |  | 0 | 0 | 4682 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 330135 | 3208 | SH |  | SOLE |  | 0 | 0 | 3208 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 206015 | 3222 | SH |  | SOLE |  | 0 | 0 | 3222 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 985314 | 11803 | SH |  | SOLE |  | 0 | 0 | 11803 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 503712 | 8391 | SH |  | SOLE |  | 0 | 0 | 8391 |
| ISHARES TR | CORE S ETF | 464287200 |  | 721486 | 1162 | SH |  | SOLE |  | 0 | 0 | 1162 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 661696 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 11500752 | 115935 | SH |  | SOLE |  | 0 | 0 | 115935 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 355437 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1896430 | 30411 | SH |  | SOLE |  | 0 | 0 | 30411 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 258825 | 7500 | SH |  | SOLE |  | 0 | 0 | 7500 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 292158 | 3897 | SH |  | SOLE |  | 0 | 0 | 3897 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 331270 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1445270 | 3404 | SH |  | SOLE |  | 0 | 0 | 3404 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 322033 | 1658 | SH |  | SOLE |  | 0 | 0 | 1658 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 682112 | 3161 | SH |  | SOLE |  | 0 | 0 | 3161 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 25127352 | 228223 | SH |  | SOLE |  | 0 | 0 | 228223 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 399884 | 2618 | SH |  | SOLE |  | 0 | 0 | 2618 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 493282 | 1702 | SH |  | SOLE |  | 0 | 0 | 1702 |
| KRAFT HEINZ CO | COM | 500754106 |  | 234962 | 9100 | SH |  | SOLE |  | 0 | 0 | 9100 |
| KRANESHARES TRUST | CALIFORNIA CARB | 500767553 |  | 255645 | 16472 | SH |  | SOLE |  | 0 | 0 | 16472 |
| KRANESHARES TRUST | GLOBAL CARB STRA | 500767678 |  | 291645 | 9823 | SH |  | SOLE |  | 0 | 0 | 9823 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 563543 | 1217 | SH |  | SOLE |  | 0 | 0 | 1217 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 210707 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2739790 | 3712 | SH |  | SOLE |  | 0 | 0 | 3712 |
| MICROSOFT CORP | COM | 594918104 |  | 1759625 | 3538 | SH |  | SOLE |  | 0 | 0 | 3538 |
| NETFLIX INC | COM | 64110L106 |  | 534313 | 399 | SH |  | SOLE |  | 0 | 0 | 399 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 227766 | 3300 | SH |  | SOLE |  | 0 | 0 | 3300 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2577134 | 16312 | SH |  | SOLE |  | 0 | 0 | 16312 |
| ORACLE CORP | COM | 68389X105 |  | 275963 | 1262 | SH |  | SOLE |  | 0 | 0 | 1262 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 833869 | 6117 | SH |  | SOLE |  | 0 | 0 | 6117 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 637294 | 8575 | SH |  | SOLE |  | 0 | 0 | 8575 |
| PFIZER INC | COM | 717081103 |  | 388810 | 16040 | SH |  | SOLE |  | 0 | 0 | 16040 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 420023 | 2306 | SH |  | SOLE |  | 0 | 0 | 2306 |
| PHILLIPS 66 | COM | 718546104 |  | 315272 | 2643 | SH |  | SOLE |  | 0 | 0 | 2643 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 262107 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| QUALCOMM INC | COM | 747525103 |  | 895678 | 5624 | SH |  | SOLE |  | 0 | 0 | 5624 |
| RTX CORPORATION | COM | 75513E101 |  | 528884 | 3622 | SH |  | SOLE |  | 0 | 0 | 3622 |
| SERVICENOW INC | COM | 81762P102 |  | 397867 | 387 | SH |  | SOLE |  | 0 | 0 | 387 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 1323363 | 49490 | SH |  | SOLE |  | 0 | 0 | 49490 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 |  | 353134 | 7050 | SH |  | SOLE |  | 0 | 0 | 7050 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 853091 | 9300 | SH |  | SOLE |  | 0 | 0 | 9300 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 7439681 | 24406 | SH |  | SOLE |  | 0 | 0 | 24406 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 548651 | 888 | SH |  | SOLE |  | 0 | 0 | 888 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 146880 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| TARGET CORP | COM | 87612E106 |  | 266355 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| UNION PAC CORP | COM | 907818108 |  | 210753 | 916 | SH |  | SOLE |  | 0 | 0 | 916 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 205918 | 2040 | SH |  | SOLE |  | 0 | 0 | 2040 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 212228 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1699126 | 29804 | SH |  | SOLE |  | 0 | 0 | 29804 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1319049 | 26669 | SH |  | SOLE |  | 0 | 0 | 26669 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 429632 | 980 | SH |  | SOLE |  | 0 | 0 | 980 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 10223921 | 170940 | SH |  | SOLE |  | 0 | 0 | 170940 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 315089 | 1126 | SH |  | SOLE |  | 0 | 0 | 1126 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 25712502 | 45266 | SH |  | SOLE |  | 0 | 0 | 45266 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 248829 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1020410 | 13859 | SH |  | SOLE |  | 0 | 0 | 13859 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 663175 | 2182 | SH |  | SOLE |  | 0 | 0 | 2182 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 304480 | 1725 | SH |  | SOLE |  | 0 | 0 | 1725 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 324877 | 2530 | SH |  | SOLE |  | 0 | 0 | 2530 |
| VISA INC | COM CL A | 92826C839 |  | 1122507 | 3162 | SH |  | SOLE |  | 0 | 0 | 3162 |
| WALMART INC | COM | 931142103 |  | 713598 | 7298 | SH |  | SOLE |  | 0 | 0 | 7298 |

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