Sharkey, Howes & Javer - Q42025 Holdings

Sharkey, Howes & Javer holds 160 stocks with a total portfolio value of $ 786.76M as of Q42025. In Q42025, Sharkey, Howes & Javer added 8 new positions, increased stakes in 50 stocks, reduced 69 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IVV), representing 7.84% of the total portfolio.