Sharkey, Howes & Javer - Q22026 Holdings

Sharkey, Howes & Javer holds 162 stocks with a total portfolio value of $ 828.74M as of Q22026. In Q22026, Sharkey, Howes & Javer added 12 new positions, increased stakes in 42 stocks, reduced 76 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 14.98% of the total portfolio.