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SHARPEPOINT LLC
RIA/Wealth
SHARPEPOINT LLC is a RIA/Wealth based in Phoenix, AZ led by Brian David Robinson, reporting $150.5M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
CCOBrian David Robinson
- Portfolio Value
- $106.7M
- Positions
- 40
- Top Holding
- NVDA at 5.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SHARPEPOINT LLC's portfolio (45.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $5.8M | 5.42% | -$209.0K Sold | 0.00% 31.0K shares | |
ETF ETF | $5.7M | 5.32% | +$880.3K Bought | — 63.5K shares | |
Semiconductors Technology | $5.5M | 5.13% | +$5.5M Bought | 0.00% 16.6K shares | |
Aerospace & Defense Industrials | $5.2M | 4.90% | +$148.6K Bought | 0.00% 17.4K shares | |
ETF ETF | $5.2M | 4.86% | -$198.3K Sold | — 93.7K shares | |
ETF ETF | $4.9M | 4.59% | +$480.8K Bought | — 182.5K shares | |
Specialty Retail Consumer Cyclical | $4.4M | 4.12% | +$239.1K Bought | 0.00% 20.0K shares | |
Aerospace & Defense Industrials | $4.3M | 3.99% | -$2.0M Sold | 0.02% 88.8K shares | |
Aerospace & Defense Industrials | $4.1M | 3.82% | +$132.2K Bought | — 13.4K shares | |
ETF ETF | $3.8M | 3.60% | +$512.3K Bought | — 62.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SHARPEPOINT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+26.97% | |
+18.38% | |
+15.39% | |
+10.88% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-39.01% | |
-36.69% |
Analytics
Portfolio insights and performance metrics for SHARPEPOINT LLC
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