Sharper & Granite

Latest statistics and disclosures from Sharper & Granite's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are USFR, VTI, XLI, VCSH, XLP, and represent 19.51% of Sharper & Granite's stock portfolio.
  • Added to shares of these 10 stocks: VTI, VCSH, LQD, EMB, XLF, BNDX, AGGY, XLK, XLB, EWU.
  • Started 1 new stock position in XSW.
  • Reduced shares in these 10 stocks: USFR, XLU, XLV, DXJ, VOX, DES, USRT, XLP, XBI, CMF.
  • Sold out of its position in CMF.
  • Sharper & Granite was a net buyer of stock by $10M.
  • Sharper & Granite has $293M in assets under management (AUM), dropping by 3.10%.
  • Central Index Key (CIK): 0001959415

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Portfolio Holdings for Sharper & Granite

Sharper & Granite holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 5.1 $15M -12% 295k 50.34
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Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $14M +13% 45k 320.81
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Select Sector Spdr Tr State Street Ind (XLI) 3.6 $11M 65k 161.73
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $8.8M +22% 112k 79.27
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Select Sector Spdr Tr State Street Con (XLP) 3.0 $8.7M -2% 106k 81.98
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.9 $8.5M +2% 46k 184.28
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Vanguard Index Fds Value Etf (VTV) 2.7 $7.9M 40k 196.20
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Select Sector Spdr Tr State Street Fin (XLF) 2.6 $7.6M +18% 154k 49.37
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.5 $7.4M -4% 47k 158.58
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $7.1M +10% 141k 50.61
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Spdr Series Trust State Street Spd (SJNK) 2.4 $7.0M +8% 281k 24.98
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Ishares Tr Msci Uk Etf New (EWU) 2.3 $6.9M +13% 151k 45.56
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Select Sector Spdr Tr State Street Com (XLC) 2.3 $6.8M 61k 110.86
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $6.7M 10k 650.34
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Vanguard World Health Car Etf (VHT) 2.3 $6.7M -2% 25k 272.33
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Select Sector Spdr Tr State Street Tec (XLK) 2.2 $6.5M +14% 49k 132.90
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Ishares Tr Core Us Aggbd Et (AGG) 2.1 $6.1M +6% 61k 99.27
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Vanguard World Industrial Etf (VIS) 2.1 $6.0M 19k 312.22
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 2.0 $5.9M +4% 113k 52.30
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $5.5M 25k 217.25
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Select Sector Spdr Tr State Street Hea (XLV) 1.8 $5.4M -8% 37k 146.61
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $5.0M 8.7k 577.18
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Ishares Tr Ishares Semicdtr (SOXX) 1.7 $4.9M +6% 15k 328.66
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Vanguard World Comm Srvc Etf (VOX) 1.7 $4.8M -6% 27k 179.84
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Vanguard World Consum Stp Etf (VDC) 1.6 $4.7M 21k 224.59
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Select Sector Spdr Tr State Street Con (XLY) 1.6 $4.6M +5% 42k 108.98
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $4.5M +25% 93k 48.05
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Vanguard World Inf Tech Etf (VGT) 1.4 $4.1M 5.9k 697.72
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.3 $3.9M 48k 82.43
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Select Sector Spdr Tr State Street Mat (XLB) 1.3 $3.8M +26% 77k 49.97
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Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.7M +47% 40k 93.93
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $3.3M +19% 67k 49.95
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Ishares Tr Expanded Tech (IGV) 1.1 $3.2M +4% 40k 80.05
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Vanguard World Financials Etf (VFH) 1.1 $3.2M +12% 26k 120.81
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Wisdomtree Tr Yield Enhancd Us (AGGY) 1.0 $2.9M +42% 68k 43.45
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Vanguard World Consum Dis Etf (VCR) 1.0 $2.9M +28% 8.0k 359.03
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Ishares Tr Pfd And Incm Sec (PFF) 0.9 $2.7M +9% 90k 30.32
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Apple (AAPL) 0.9 $2.7M -4% 11k 253.79
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Ishares Msci Pac Jp Etf (EPP) 0.9 $2.6M +8% 49k 53.14
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Ishares Tr Latn Amer 40 Etf (ILF) 0.8 $2.5M +5% 70k 35.52
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Vanguard World Materials Etf (VAW) 0.8 $2.3M 10k 225.34
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $2.2M +203% 20k 108.99
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Spdr Series Trust State Street Spd (SPSB) 0.7 $2.2M +16% 72k 30.07
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Wisdomtree Tr India Erngs Fd (EPI) 0.7 $2.1M +11% 51k 40.80
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.7 $2.0M -3% 95k 20.90
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $1.9M -3% 18k 103.43
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Spdr Series Trust State Street Spd (SPTM) 0.6 $1.9M -9% 24k 79.06
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Vanguard World Utilities Etf (VPU) 0.6 $1.8M +6% 9.1k 198.14
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.6 $1.7M -6% 36k 48.14
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Spdr Series Trust State Street Spd (XSD) 0.6 $1.7M -3% 5.2k 326.12
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Vanguard World Energy Etf (VDE) 0.6 $1.6M -6% 9.4k 173.04
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.5 $1.6M -5% 3.4k 463.19
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Ishares Tr Core Msci Euro (IEUR) 0.5 $1.4M 21k 70.27
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Ishares Msci Hong Kg Etf (EWH) 0.5 $1.4M -2% 63k 23.09
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 718140.00
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Select Sector Spdr Tr State Street Uti (XLU) 0.5 $1.4M -26% 31k 45.89
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Costco Wholesale Corporation (COST) 0.5 $1.4M 1.4k 996.43
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Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.3M 21k 61.26
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Wisdomtree Tr Intl Smcap Div (DLS) 0.4 $1.3M -7% 16k 81.50
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Arista Networks Com Shs (ANET) 0.4 $1.2M -7% 10k 122.78
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Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $1.2M 13k 86.36
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Ishares Gold Tr Ishares New (IAU) 0.4 $1.1M -12% 13k 88.16
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Meta Platforms Cl A (META) 0.4 $1.1M -13% 2.0k 572.13
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Spdr Series Trust State Street Spd (SPIB) 0.4 $1.1M +4% 34k 33.54
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Ishares Tr Agency Bond Etf (AGZ) 0.4 $1.0M 9.3k 109.71
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $939k +37% 9.6k 97.73
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Microsoft Corporation (MSFT) 0.3 $894k -3% 2.4k 370.17
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Spdr Series Trust State Street Spd (XBI) 0.3 $867k -21% 6.8k 127.73
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Ishares Tr Ishares Biotech (IBB) 0.3 $863k -5% 5.1k 168.85
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Spdr Series Trust State Street Spd (MDYV) 0.3 $860k 10k 85.15
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Spdr Series Trust State Street Spd (SPAB) 0.2 $732k +2% 29k 25.62
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $698k -2% 7.3k 95.62
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Gilead Sciences (GILD) 0.2 $693k -6% 5.0k 139.37
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Spdr Series Trust State Street Spd (JNK) 0.2 $657k +8% 6.9k 95.72
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $601k +10% 11k 54.05
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Ishares Tr Esg Optimized (SUSA) 0.2 $556k -3% 4.2k 132.10
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Ishares Msci Brazil Etf (EWZ) 0.2 $535k 14k 38.39
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Corning Incorporated (GLW) 0.2 $506k 3.7k 135.97
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Vanguard Index Fds Growth Etf (VUG) 0.2 $504k 1.2k 436.79
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Ishares Tr Core Msci Total (IXUS) 0.2 $490k 5.7k 86.64
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Amazon (AMZN) 0.2 $479k +6% 2.3k 208.27
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Ishares Tr Core Intl Aggr (IAGG) 0.2 $465k +25% 9.3k 50.04
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Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $462k -40% 13k 35.94
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Spdr Index Shs Fds State Street Spd (GXC) 0.1 $346k -6% 3.7k 93.12
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Alphabet Cap Stk Cl C (GOOG) 0.1 $344k 1.2k 286.86
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $334k 6.3k 52.76
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $320k 5.0k 64.08
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Spdr Series Trust State Street Spd (SPYV) 0.1 $320k -4% 5.6k 56.58
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Ishares Tr Msci India Etf (INDA) 0.1 $318k +33% 6.8k 46.84
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Ishares Esg Awr Msci Em (ESGE) 0.1 $312k 6.9k 45.47
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Ishares Tr Mbs Etf (MBB) 0.1 $300k 3.2k 94.95
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $294k -35% 3.3k 88.70
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Ishares Msci Em Asia Etf (EEMA) 0.1 $287k 3.0k 95.73
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $270k 4.4k 61.64
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International Business Machines (IBM) 0.1 $264k 1.1k 242.39
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $264k +17% 2.4k 110.47
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.1 $261k 7.4k 35.32
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $248k 1.2k 213.67
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NVIDIA Corporation (NVDA) 0.1 $245k -3% 1.4k 174.40
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Community West Bancshares (CWBC) 0.1 $241k 10k 23.30
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Spdr Series Trust State Street Spd (PSK) 0.1 $225k -45% 7.3k 30.84
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $218k -57% 3.7k 59.19
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Spdr Series Trust State Street Spd (XSW) 0.1 $217k NEW 1.5k 142.29
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $216k 1.8k 118.45
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Invesco India Exchange-trade India Etf (PIN) 0.1 $213k -17% 10k 20.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $205k 480.00 426.40
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Rivian Automotive Com Cl A (RIVN) 0.1 $151k 10k 15.05
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Past Filings by Sharper & Granite

SEC 13F filings are viewable for Sharper & Granite going back to 2022