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CIK: 0001642246
Total reported value
$830.4M
$830.4M
162 檔
38.2%
In Q2 2026, Sharkey, Howes & Javer's U.S. equity holdings reached a combined market value of $830.4M, distributed across 162 disclosed stock positions.
In Q2 2026, Sharkey, Howes & Javer adopted a defensive or profit-taking posture, trimming 76 positions and completely liquidating 3 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 | 14.98% | +0.45% | +52.58% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.68% | -0.30% | +21.95% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.15% | -0.06% | -0.06% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.14% | +0.27% | -0.27% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.34% | +0.02% | -15.59% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.61% | +0.29% | +28.80% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.01% | — | -20.21% | |
| 8 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 2.93% | +0.50% | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.48% | +0.20% | -31.78% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.45% | -0.07% | +5.40% | |
| 11 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.43% | -0.01% | +40.77% | |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 2.36% | +0.10% | +105.03% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.06% | -0.13% | -59.11% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.01% | -0.17% | -26.30% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.96% | -0.08% | -2.51% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.96% | -0.09% | -3.31% | |
| 17 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.94% | +0.05% | -27.97% | |
| 18 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 1.92% | +0.17% | — | |
| 19 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.71% | — | +43.48% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.51% | -0.03% | -51.72% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.21% | -0.10% | -29.08% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.09% | — | -39.28% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | -0.05% | -1.36% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.95% | +0.05% | +15.79% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | +0.02% | +2.91% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.87% | -0.16% | -35.21% | |
| 27 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.81% | -0.02% | +9.65% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.68% | +0.02% | +62.66% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.05% | -56.47% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.01% | +1.04% | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.58% | -0.07% | +27.14% | |
| 32 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.54% | +0.01% | -2.00% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.50% | -0.05% | +378.17% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.06% | -4.06% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.43% | -0.02% | -13.24% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | +0.05% | +7.48% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.01% | +300.16% | |
| 38 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.40% | -0.06% | -21.77% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.39% | -0.03% | -47.17% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | — | +1.82% | |
| 41 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.38% | +0.01% | +24.56% | |
| 42 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.36% | -0.02% | -45.02% | |
| 43 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.36% | -0.36% | EXIT | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.36% | +0.01% | -6.11% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.34% | +0.01% | -0.91% | |
| 46 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.33% | -0.04% | +6.21% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | +118.23% | |
| 48 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.30% | — | -7.86% | |
| 49 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.29% | +0.01% | -18.72% | |
| 50 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | +0.13% | +33.32% |
According to official SEC Form 13F filings, Sharkey, Howes & Javer reported a total U.S. public equity portfolio value of $830.4M across 162 disclosed positions in Q2 2026.
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, IUSB, DYNF) accounted for 38.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $24.3M
Top Position Liquidated / Trimmed
SLV
前期市值: $1.1M
During Q2 2026, Sharkey, Howes & Javer's top holdings by market value included IVV (15.0%)、IUSB (6.7%)、DYNF (6.2%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q2 2026, Sharkey, Howes & Javer made 133 total portfolio adjustments, initiating 12 new buys, adding to 42 positions, trimming 76 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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