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CIK: 0001642246
Total reported value
$828.7M
$828.7M
159 檔
30.7%
During the Q3 2025 filing period, Sharkey, Howes & Javer (CIK: 0001642246) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $828.7M across 159 reported positions.
Sharkey, Howes & Javer executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.36% | +5.42% | +6.66% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.12% | +0.27% | +11.85% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.59% | +0.56% | -15.73% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.58% | -2.86% | -13.01% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.08% | +0.49% | +1.71% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.13% | -1.88% | -10.77% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.82% | -0.30% | +76.29% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.79% | -1.00% | +6.18% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.04% | -0.94% | +9.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.55% | -0.81% | +9.77% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.34% | +0.38% | +137.06% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.28% | -0.16% | +4.21% | |
| 13 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.23% | -0.59% | +2.49% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.21% | -0.90% | +9.95% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.14% | +0.02% | +2.78% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.10% | -0.70% | +13.78% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.07% | -0.63% | +68.15% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.66% | -0.12% | +49.83% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.55% | -1.78% | +20.07% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.47% | -0.43% | -9.50% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.29% | -0.12% | +1.89% | |
| 22 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.10% | -0.32% | -9.96% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.04% | +0.02% | -2.99% | |
| 24 | XLSR | Ss US Sector Rotation | ETF-Other | 1.03% | -0.30% | -19.05% | |
| 25 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.81% | -0.17% | -2.63% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.79% | -0.03% | +14.75% | |
| 27 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.77% | -0.20% | +178.60% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | -0.16% | +97.44% | |
| 29 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | +0.01% | — | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.64% | — | — | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | -0.06% | -71.30% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | -32.95% | |
| 33 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.58% | — | +0.55% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | -5.60% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.55% | +0.01% | +0.02% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | -0.19% | -29.98% | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.53% | -0.17% | +10.09% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | -0.01% | -1.52% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.01% | +0.04% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | -0.02% | -8.19% | |
| 41 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.45% | +0.07% | -0.87% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.44% | -0.13% | -15.53% | |
| 43 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.42% | -0.05% | -62.70% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.02% | -0.60% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.40% | — | +0.19% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.13% | -39.48% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.38% | -0.01% | -4.78% | |
| 48 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.38% | -0.12% | -5.99% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.37% | +0.09% | NEW | |
| 50 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.37% | -0.22% | +51.82% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 159 disclosed positions in Q3 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 IVV, DYNF, IUSB) accounted for 30.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $18.2M
Top Position Liquidated / Trimmed
BIL
前期市值: $3.1M
During Q3 2025, Sharkey, Howes & Javer's top holdings by market value included IVV (7.4%)、DYNF (7.1%)、IUSB (6.6%). The largest single position, IVV, represented 7.4% of total portfolio value.
In Q3 2025, Sharkey, Howes & Javer made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 20 holdings, and fully liquidating 3 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.
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