§ 13F · FUND PROFILE
Sharkey, Howes & Javer.
AUM · $829M (13F)Positions · 163Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 166K | $124M | 15.0% | +53% |
| 2 | IUSB | ISHARES TR | 1.20M | $55M | 6.7% | +22% |
| 3 | DYNF | BLACKROCK ETF TRUST | 749K | $51M | 6.1% | ±0% |
| 4 | IVW | ISHARES TR | 370K | $51M | 6.1% | ±0% |
| 5 | IVE | ISHARES TR | 158K | $36M | 4.3% | −16% |
| 6 | GOVT | ISHARES TR | 1.31M | $30M | 3.6% | +29% |
| 7 | BAI | BLACKROCK ETF TRUST | 473K | $25M | 3.0% | −20% |
| 8 | IALT | BLACKROCK ETF TRUST | 865K | $24M | 2.9% | NEW |
| 9 | IEMG | ISHARES INC | 248K | $21M | 2.5% | −32% |
| 10 | MBB | ISHARES TR | 215K | $20M | 2.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARKEY, SIGNAL
AC read
Sharkey, Howes & Javer is a Other fund managing $829 million in assets. The fund runs a portfolio of 163 positions.
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