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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.19 Million 0.32% of portfolio
29,133
Q4 2025 Reduced 5.64%
$0
$2.2 Million 0.32% of portfolio
6,682
Q4 2025 Added 9.65%
$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%
$0
$1.89 Million 0.27% of portfolio
5,149
Q4 2025 Added 0.19%
$0
$1.84 Million 0.27% of portfolio
72,250
Q4 2025 Reduced 19.16%
$0
$1.81 Million 0.26% of portfolio
40,650
Q4 2025 Added 20.9%
$0
$1.73 Million 0.25% of portfolio
8,670
Q4 2025 Added 1.17%
$0
$1.45 Million 0.21% of portfolio
5,771
Q4 2025 Reduced 4.01%
$4.3T
$1.48 Million 0.21% of portfolio
5,530
Q4 2025 Added 0.02%
$0
$1.21 Million 0.18% of portfolio
6,485
Q4 2025 Reduced 7.38%
$0
$1.27 Million 0.18% of portfolio
66,349
Q4 2025 Reduced 9.46%
$0
$1.28 Million 0.18% of portfolio
43,776
Q4 2025 Reduced 1.91%
$0
$1.19 Million 0.17% of portfolio
8,577
Q4 2025 Reduced 66.07%
$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%
$0
$1.06 Million 0.15% of portfolio
5,183
Q4 2025 Added 0.17%
$0
$1.01 Million 0.15% of portfolio
9,974
Q2 2025 Reduced 9.21%
$0
$941,000 0.14% of portfolio
8,056
Q4 2025 Reduced 16.92%
$0
$937,000 0.14% of portfolio
44,075
Q4 2025 Reduced 16.91%
$0
$930,000 0.13% of portfolio
8,330
Q4 2025 Reduced 28.46%
$0
$897,000 0.13% of portfolio
13,973
Q4 2025 Reduced 4.1%
$0
$798,000 0.12% of portfolio
10,101
Q4 2025 Added 68.15%
$0
$819,000 0.12% of portfolio
8,354
Q4 2025 Added 25.85%
$0
$849,000 0.12% of portfolio
8,494
Q4 2025 Reduced 17.23%
$0
$864,000 0.12% of portfolio
18,387
Q4 2025 Reduced 7.71%
$0
$767,000 0.11% of portfolio
18,604
Q4 2025 Reduced 3.37%
$0
$768,000 0.11% of portfolio
32,839
Q4 2025 Added 58.76%
$79.6B
$742,000 0.11% of portfolio
5,550
Q1 2025 Reduced 6.06%
$0
$763,000 0.11% of portfolio
29,602
Q4 2025 Reduced 46.88%
$0
$730,000 0.11% of portfolio
27,201
Q4 2025 New
$0
$734,000 0.11% of portfolio
7,005
Q4 2025 Reduced 35.06%
$0
$764,000 0.11% of portfolio
1,267
Q3 2025 Reduced 6.22%
$0
$757,000 0.11% of portfolio
7,996
Q4 2025 Reduced 12.45%
$0
$752,000 0.11% of portfolio
3,260
Q4 2025 Added 100.0%
$0
$753,000 0.11% of portfolio
17,190
Q4 2025 Reduced 7.9%
$0
$678,000 0.1% of portfolio
13,476
Q4 2025 Added 0.66%
$0
$698,000 0.1% of portfolio
5,103
Q3 2024 Reduced 6.23%
$0
$699,000 0.1% of portfolio
12,751
Q4 2025 Reduced 41.26%
$0
$692,000 0.1% of portfolio
30,872
Q4 2025 Reduced 32.71%
$0
$670,000 0.1% of portfolio
11,431
Q4 2025 Added 70.51%
$0
$681,000 0.1% of portfolio
4,654
Q4 2025 Reduced 7.18%
$2.36B
$600,000 0.09% of portfolio
12,460
Q4 2025 Added 40.43%
$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%
$0
$607,000 0.09% of portfolio
9,984
Q4 2025 Reduced 17.28%
$1.65T
$596,000 0.09% of portfolio
2,157
Q3 2025 Added 6.47%
$0
$537,000 0.08% of portfolio
19,746
Q4 2025 Reduced 14.91%
$0
$569,000 0.08% of portfolio
14,164
Q4 2025 Reduced 37.24%

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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