§ 13F · FUND PROFILE
Sharkey, Howes & Javer.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $778M (13F)Positions · 159Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 109K | $71M | 9.6% | +21% |
| 2 | IUSB | ISHARES TR | 984K | $45M | 6.1% | −3% |
| 3 | DYNF | BLACKROCK ETF TRUST | 750K | $44M | 5.9% | −17% |
| 4 | IVW | ISHARES TR | 371K | $42M | 5.7% | +5% |
| 5 | IVE | ISHARES TR | 188K | $40M | 5.3% | −8% |
| 6 | QUAL | ISHARES TR | 190K | $36M | 4.9% | −3% |
| 7 | IEMG | ISHARES INC | 364K | $25M | 3.4% | −17% |
| 8 | EFV | ISHARES TR | 339K | $25M | 3.4% | −19% |
| 9 | GOVT | ISHARES TR | 1.02M | $23M | 3.1% | +613% |
| 10 | BAI | BLACKROCK ETF TRUST | 593K | $20M | 2.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARKEY, SIGNAL
AC read
Sharkey, Howes & Javer is a Other fund managing $778 million in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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