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CIK: 0001642246
Total reported value
$828.7M
$828.7M
153 檔
29.2%
As reported in its official Q1 2026 Form 13F filing, Sharkey, Howes & Javer's tracked investment portfolio stood at $828.7M with 153 total positions.
In Q1 2026, Sharkey, Howes & Javer adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.56% | +5.42% | +20.65% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.12% | +0.56% | -2.95% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.88% | +0.27% | -16.51% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.65% | +0.49% | +5.17% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.34% | -1.00% | -8.46% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.92% | -2.86% | -2.86% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.42% | -0.94% | -17.34% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.39% | -1.88% | -18.92% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.15% | +0.46% | +612.95% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.63% | +0.38% | +4.01% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.61% | -0.16% | +3.88% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.53% | -0.59% | +4.02% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.13% | -0.12% | +5.59% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.02% | -0.06% | +257.42% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.99% | -0.90% | -16.13% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.97% | -1.78% | +33.30% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.94% | +0.02% | -5.43% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.91% | -0.70% | -3.72% | |
| 19 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.57% | +0.86% | — | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.50% | -0.63% | -45.38% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | -0.81% | -30.78% | |
| 22 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.37% | +0.34% | — | |
| 23 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.13% | +1.23% | — | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.07% | -0.12% | -49.33% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.01% | +0.02% | +0.18% | |
| 26 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.98% | -0.17% | +10.43% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | -2.79% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.82% | -0.43% | -32.89% | |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.68% | -0.32% | -23.61% | |
| 30 | XLSR | Ss US Sector Rotation | ETF-Other | 0.57% | -0.30% | -24.10% | |
| 31 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.57% | -0.17% | +2.08% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.03% | -1.89% | |
| 33 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.54% | — | -9.83% | |
| 34 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.51% | +0.07% | +12.84% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.49% | +0.01% | -6.97% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.48% | -0.01% | -3.32% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.30% | -88.89% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.01% | +5.22% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.42% | +0.26% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.01% | -8.67% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | +13.73% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | — | +1.85% | |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.36% | — | -10.17% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.36% | -0.19% | -24.93% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.36% | -0.11% | -33.84% | |
| 46 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.36% | -0.22% | +10.62% | |
| 47 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.35% | +0.01% | — | |
| 48 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.35% | -0.20% | -29.11% | |
| 49 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.34% | +0.04% | -8.92% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.34% | -0.20% | -9.22% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $828.7M across 153 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, DYNF) accounted for 29.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $11.7M
Top Position Liquidated / Trimmed
ITA
前期市值: $6.0M
During Q1 2026, Sharkey, Howes & Javer's top holdings by market value included IVV (9.6%)、IUSB (6.1%)、DYNF (5.9%). The largest single position, IVV, represented 9.6% of total portfolio value.
In Q1 2026, Sharkey, Howes & Javer made 151 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 93 holdings, and fully liquidating 16 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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