account_balance

Investment manager · 13F filer · SEC CIK 1642246

Sharkey, Howes & Javer

Reported value$830Mas of Sep 30, 2026
Positions158 2 new, 6 sold out
Top 10 weight54.2%IVV alone is 15%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 15.4% Held
IVW iShares Tr 6.4% Held
IUSB iShares Tr 6.4% Held
DYNF BlackRock ETF Trust 6.1% Trimmed −3%
IVE iShares Tr 4.4% Held
GOVT iShares Tr 3.9% Added +13%
IALT BlackRock ETF Trust 3.4% Added +10%
BAI BlackRock ETF Trust 3.0% Added +12%
IEMG iShares Inc 2.7% Added +10%
CORO BlackRock ETF Trust 2.5% Added +5%
BLCR BlackRock ETF Trust 2.4% Added +2%
MBB iShares Tr 2.4% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • EUSA +255%
  • MUB +19%
  • GOVT +13%
  • BAI +12%
arrow_downwardTrimmed
  • MGK −14%
  • ACWI −14%
  • SCHX −14%
  • JIRE −12%
remove_circleSold out
  • TCAF $3.01M
  • XLP $243K
  • PG $232K
  • EDV $222K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist