13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001642246
Total reported value
$828.7M
$828.7M
154 檔
29.7%
According to the latest 13F quarterly dataset, Sharkey, Howes & Javer managed an equity portfolio of $828.7M at the end of Q2 2025, spanning 154 distinct U.S. exchange-listed positions.
In Q2 2025, Sharkey, Howes & Javer displayed an active expansion posture, initiating 9 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.08% | +0.56% | -10.79% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.42% | -2.86% | -0.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.68% | +5.42% | -39.18% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.11% | +0.27% | -1.72% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.75% | +0.49% | -1.36% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.52% | -1.88% | +58.40% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.53% | -1.00% | +8.46% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.63% | -0.94% | +107.60% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.25% | -0.16% | +4.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -0.81% | -9.76% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.21% | -0.06% | +0.59% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.13% | -0.59% | +559.81% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.08% | -0.90% | +7.46% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.07% | -0.30% | +44.81% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.02% | +0.02% | -10.68% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.90% | -0.70% | +41.81% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.68% | -0.43% | +29.77% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.38% | +0.05% | -11.20% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.34% | -1.78% | — | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.27% | -0.63% | +89.87% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.24% | -0.12% | +2.94% | |
| 22 | XLSR | Ss US Sector Rotation | ETF-Other | 1.22% | -0.30% | +3.15% | |
| 23 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.21% | -0.32% | +18.63% | |
| 24 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.17% | -0.05% | -26.65% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | +0.02% | -11.30% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.99% | -0.12% | -14.37% | |
| 27 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.87% | +0.38% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | -48.77% | |
| 29 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.75% | -0.17% | +4.45% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.73% | -0.19% | -30.04% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.71% | -0.20% | +14.27% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.70% | -0.03% | +13.65% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.69% | +0.01% | -5.08% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | +9.08% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.13% | -2.43% | |
| 36 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.56% | — | +2.01% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.53% | +0.01% | -4.38% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.52% | -0.13% | +13.82% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.50% | -0.01% | -4.91% | |
| 40 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.49% | -0.17% | +23.19% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.02% | +23.87% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.47% | -0.02% | -0.62% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.01% | +443.89% | |
| 44 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.47% | +0.07% | +11.11% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | -37.13% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.01% | -2.81% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.02% | -2.31% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.07% | -11.20% | |
| 49 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.41% | -0.12% | — | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.39% | -0.01% | -30.28% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 154 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IUSB, QUAL, IVV) accounted for 29.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $10.0M
Top Position Liquidated / Trimmed
SPIB
前期市值: $1.4M
During Q2 2025, Sharkey, Howes & Javer's top holdings by market value included IUSB (8.1%)、QUAL (7.4%)、IVV (6.7%). The largest single position, IUSB, represented 8.1% of total portfolio value.
In Q2 2025, Sharkey, Howes & Javer made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.