§ 13F · FUND PROFILE
Sharkey, Howes & Javer.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $745.9T (13F)Positions · 154Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 90K | $61.7T | 7.8% | +5% |
| 2 | DYNF | BLACKROCK ETF TRUST | 898K | $54.6T | 6.9% | −4% |
| 3 | IUSB | ISHARES TR | 1.01M | $47.2T | 6.0% | −8% |
| 4 | IVE | ISHARES TR | 205K | $43.5T | 5.5% | +43% |
| 5 | IVW | ISHARES TR | 353K | $43.5T | 5.5% | +8% |
| 6 | QUAL | ISHARES TR | 196K | $38.9T | 4.9% | −26% |
| 7 | OEF | ISHARES TR | 95K | $32.5T | 4.1% | +6% |
| 8 | EFV | ISHARES TR | 418K | $29.8T | 3.8% | −12% |
| 9 | IEMG | ISHARES INC | 441K | $29.6T | 3.8% | +23% |
| 10 | TLT | ISHARES TR | 235K | $20.5T | 2.6% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARKEY, SIGNAL
AC read
Sharkey, Howes & Javer is a Other fund managing $745871.5 trillion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed