Sharkey, Howes & Javer Portfolio Holdings

Sharkey, Howes & Javer

  • $693 Million
  • Q4 2025

Sharkey, Howes & Javer has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $693 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.8M, Blackrock ETF Tr U S Equity Fa with a value of $53.9M, Ishares Core Total Usd Bond Ma with a value of $47.2M, Ishares S&P 500 Value ETF with a value of $43M, and Ishares S&P 500 Growth ETF with a value of $42.7M.

Examining the 13F form we can see an increase of $1.89M in the current position value, from $691M to 693M.

Below you can find more details about Sharkey, Howes & Javer portfolio as well as his latest detailed transactions.

Portfolio value $693 Million
ETFs: $669 Million
Technology: $7.4 Million
Industrials: $4.21 Million
Financial Services: $3.38 Million
Communication Services: $1 Million
Consumer Cyclical: $882,000
Healthcare: $771,000
Energy: $654,000
Other: $695,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$2.56 Million 0.37% of portfolio
5,053
Q4 2025 Reduced 20.0%
$13.1B
$2.01 Million 0.29% of portfolio
8,914
Q3 2024 New
$662B
$1.91 Million 0.28% of portfolio
3,762
Q4 2025 Reduced 0.37%
$4.3T
$1.48 Million 0.21% of portfolio
5,530
Q4 2025 Added 0.02%
$61.4B
$1.16 Million 0.17% of portfolio
2,707
Q3 2025 Reduced 5.05%
$118B
$1.13 Million 0.16% of portfolio
4,922
Q4 2025 Reduced 5.91%
$79.6B
$742,000 0.11% of portfolio
5,550
Q1 2025 Reduced 6.06%
$367B
$625,000 0.09% of portfolio
1,748
Q4 2025 Added 0.34%
$258B
$627,000 0.09% of portfolio
3,572
Q4 2025 Added 1.77%
$1.65T
$596,000 0.09% of portfolio
2,157
Q3 2025 Added 6.47%
$881B
$536,000 0.08% of portfolio
1,785
Q3 2025 Added 1.94%
$490B
$449,000 0.06% of portfolio
3,821
Q4 2025 Added 11.37%
$1.74T
$408,000 0.06% of portfolio
1,431
Q1 2025 Reduced 17.66%
$255B
$450,000 0.06% of portfolio
1,320
Q2 2025 Reduced 8.33%
$404B
$427,000 0.06% of portfolio
468
Q4 2025 Reduced 0.85%
$222B
$319,000 0.05% of portfolio
563
Q2 2025 Reduced 1.75%
$34.7B
$367,000 0.05% of portfolio
2,751
Q4 2023 New
$2.39T
$257,000 0.04% of portfolio
1,098
Q3 2025 Added 14.97%
$319B
$291,000 0.04% of portfolio
3,747
Q4 2025 Added 0.05%
$465B
$299,000 0.04% of portfolio
1,605
Q3 2025 New
$87.8B
$255,000 0.04% of portfolio
533
Q2 2025 Reduced 0.93%
$104B
$209,000 0.03% of portfolio
834
Q3 2025 Added 0.12%
$522B
$233,000 0.03% of portfolio
1,172
Q3 2025 Reduced 16.41%
$33.9B
$198,000 0.03% of portfolio
920
Q3 2023 New
$303B
$205,000 0.03% of portfolio
1,329
Q4 2025 Reduced 0.82%
$100B
$228,000 0.03% of portfolio
819
Q1 2025 New
$151B
$197,000 0.03% of portfolio
609
Q2 2025 Reduced 19.76%
$346B
$226,000 0.03% of portfolio
1,551
Q1 2025 Reduced 19.47%
$228B
$219,000 0.03% of portfolio
1,685
Q1 2025 New
$303M
$42,000 0.01% of portfolio
16,218
Q2 2020 Added 4.9%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 25.32%
-
$0 0.0% of portfolio
-
Q4 2025 Added 63.87%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 38.01%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $693 Million
  • Prior Value $691 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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