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Sharkey, Howes & Javer - Portfolio Stock Holdings

Sharkey, Howes & Javer disclosed 166 stock positions in a recent SEC 13F filing. $827,939,988 of stock holdings were filed, with the largest holdings including IVV, IUSB, and DYNF. This filing represented positions held on June 30, 2026, and was filed on July 9, 2026.

Report Period:

June 30, 2026

No. of Stocks:

166

Est. Stock Holding Value:

$827,939,988

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sharkey, Howes & Javer

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Sharkey, Howes & Javer

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.