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CIK: 0001642246
Total reported value
$830.4M
$830.4M
160 檔
30.2%
According to the latest 13F quarterly dataset, Sharkey, Howes & Javer managed an equity portfolio of $830.4M at the end of Q4 2025, spanning 160 distinct U.S. exchange-listed positions.
Sharkey, Howes & Javer executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 7 holdings and trimming 69 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.84% | +0.45% | +5.28% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.94% | -0.06% | -4.01% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.00% | -0.30% | -7.68% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.53% | +0.02% | +43.47% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.52% | +0.27% | +7.67% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.94% | -0.13% | -25.60% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.14% | +0.01% | +6.32% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.79% | -0.03% | -11.93% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.76% | +0.20% | +22.58% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.60% | -0.16% | +30.08% | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.44% | +0.05% | +8.50% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.41% | — | +6.90% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 2.38% | -0.07% | +5.31% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.28% | — | +4.95% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | -0.05% | -19.16% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.04% | -0.08% | -5.95% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.99% | -0.17% | +59.66% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.89% | -0.10% | -7.80% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.83% | +0.05% | -0.28% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.39% | -0.08% | -7.03% | |
| 21 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.17% | -0.03% | -18.85% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.99% | -0.05% | -5.07% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | +0.02% | +52.88% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | — | +10.09% | |
| 25 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.85% | -0.02% | -22.80% | |
| 26 | XLSR | Ss US Sector Rotation | ETF-Other | 0.77% | -0.02% | -27.73% | |
| 27 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.77% | -0.02% | +3.58% | |
| 28 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.77% | — | +17.57% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.60% | -0.01% | -16.36% | |
| 30 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.59% | +0.01% | +0.95% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -6.03% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.56% | -0.05% | -0.53% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.55% | -0.09% | -10.54% | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.53% | -0.06% | +1.59% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.49% | -0.06% | -5.09% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | -0.02% | +79.83% | |
| 37 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.47% | -0.02% | -38.05% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | -0.05% | -14.91% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.01% | -3.89% | |
| 40 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.43% | -0.07% | -3.14% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.42% | +0.29% | +19.24% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.41% | +0.01% | +0.87% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.39% | +0.05% | +25.23% | |
| 44 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.36% | -0.36% | EXIT | |
| 45 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.35% | +0.01% | — | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.35% | -0.02% | -22.06% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.34% | -0.05% | +215.23% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.34% | — | +729.45% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | +102.03% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | +0.05% | -20.00% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $830.4M across 160 disclosed positions in Q4 2025.
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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 30.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $2.8M
Top Position Liquidated / Trimmed
SPLB
前期市值: $2.9M
During Q4 2025, Sharkey, Howes & Javer's top holdings by market value included IVV (7.8%)、DYNF (6.9%)、IUSB (6.0%). The largest single position, IVV, represented 7.8% of total portfolio value.
In Q4 2025, Sharkey, Howes & Javer made 134 total portfolio adjustments, initiating 8 new buys, adding to 50 positions, trimming 69 holdings, and fully liquidating 7 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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