Arkolith/Funds/Sharkey, Howes & Javer

Sharkey, Howes & Javer

CIK 1642246
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Sharkey, Howes & Javer holds a focused book of 162 stocks worth $827.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishares Core S&P 500 ETF at 15% of the equity book. They also disclosed $864K in put options (a bearish bet), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
41
existing
Trimmed
77
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
53%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Financials
2%
Information Technology
1%
Industrials
1%
Consumer Discretionary
0%
Energy
0%
Health Care
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

162 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$124.2M165.8K
15.0%
+53%
Added · +57K sh
2Ishares TR
CORE UNIVRSL USD
$55.4M1.20M
6.7%
+22%
Added · +216K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$51.0M749.3K
6.2%
−0.1%
Reduced · −419 sh
4Ishares TR
S&P 500 GRWT ETF
$50.9M369.8K
6.1%
−0.3%
Reduced · −1K sh
5Ishares TR
S&P 500 VAL ETF
$36.0M158.4K
4.3%
−16%
Reduced · −29K sh
6Ishares TR
US TREAS BD ETF
$29.9M1.31M
3.6%
+29%
Added · +294K sh
7BlackRock ETF Trust
ISHA I IN TE ETF
$25.0M473.4K
3.0%
−20%
Reduced · −120K sh
8BlackRock ETF Trust
ISHA SYST AL ETF
$24.3M865.3K
2.9%
New
New position
9Ishares Inc
CORE MSCI EMKT
$20.6M248.5K
2.5%
−32%
Reduced · −116K sh
10Ishares TR
MBS ETF
$20.3M215.2K
2.5%
+5.4%
Added · +11K sh
11BlackRock ETF Trust
ISHA LA CORE ETF
$20.2M400.4K
2.4%
+41%
Added · +116K sh
12BlackRock ETF Trust
ISHA IN CTRY ETF
$19.6M534.5K
2.4%
+105%
Added · +274K sh
13Ishares TR
MSCI USA QLT FCT
$17.1M77.8K
2.1%
−59%
Reduced · −112K sh
14Ishares TR
MSCI USA MMENTM
$16.7M48.6K
2.0%
−26%
Reduced · −17K sh
15Ishares TR
ESG AWR MSCI USA
$16.2M99.2K
2.0%
−2.5%
Reduced · −3K sh
16Ishares TR
EAFE GRWTH ETF
$16.2M130.4K
2.0%
−3.3%
Reduced · −4K sh
17BlackRock ETF Trust
ISHA US THEM ETF
$16.1M372.8K
1.9%
−28%
Reduced · −145K sh
18BlackRock ETF Trust II
ISHA GLO USD ETF
$15.9M315.9K
1.9%
New
New position
19BlackRock ETF Trust
ISHARES DEFENSE
$14.2M446.7K
1.7%
+43%
Added · +135K sh
20Ishares TR
EAFE VALUE ETF
$12.5M163.4K
1.5%
−52%
Reduced · −175K sh
21Ishares TR
10-20 YR TRS ETF
$10.0M100.1K
1.2%
−29%
Reduced · −41K sh
22BlackRock ETF Trust II
ISHA FLEX IN ETF
$9.0M172.8K
1.1%
−39%
Reduced · −112K sh
23Schwab Strategic TR
US BRD MKT ETF
$8.5M294.7K
1.0%
−1.4%
Reduced · −4K sh
24Ishares Gold TR
ISHARES NEW
$7.8M103.9K
0.9%
+16%
Added · +14K sh
25SPDR Series Trust
ST STR P500VAL
$7.4M122.2K
0.9%
+2.9%
Added · +3K sh
26Ishares TR
20 YR TR BD ETF
$7.2M83.1K
0.9%
−35%
Reduced · −45K sh
27Global X FDS
DEFENSE TECH ETF
$6.8M113.0K
0.8%
+9.6%
Added · +10K sh
28Ishares TR
MSCI ACWI EX US
$5.7M74.4K
0.7%
+63%
Added · +29K sh
29State STR SPDR S&P 500 ETF T
TR UNIT
$5.4M7.3K
0.7%
−56%
Reduced · −9K sh
30Vanguard Index FDS
S&P 500 ETF SHS
$4.9M7.1K
0.6%
+1.0%
Added · +73 sh
31Ishares TR
ESG AWR US AGRGT
$4.8M100.8K
0.6%
+27%
Added · +22K sh
32BlackRock ETF Trust
ISHA US AWAR ETF
$4.5M55.8K
0.5%
−2.0%
Reduced · −1K sh
33Vanguard World FD
MEGA GRWTH IND
$4.2M47.4K
0.5%
+378%
Added · +38K sh
34Schwab Strategic TR
US LRG CAP ETF
$3.9M132.2K
0.5%
−4.0%
Reduced · −6K sh
35Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$3.5M21.9K
0.4%
−13%
Reduced · −3K sh
36Ishares TR
NATIONAL MUN ETF
$3.5M32.3K
0.4%
+7.5%
Added · +2K sh
37Ishares TR
RUS 1000 GRW ETF
$3.3M27.0K
0.4%
+300%
Added · +20K sh
38Ishares TR
ESG AWRE USD ETF
$3.3M141.9K
0.4%
−22%
Reduced · −39K sh
39Ssga Active ETF TR
ST STR TOTAL ETF
$3.2M81.3K
0.4%
−47%
Reduced · −73K sh
40Ishares TR
CORE MSCI TOTAL
$3.2M33.0K
0.4%
+1.8%
Added · +591 sh
41Ishares TR
SYSTEMATIC BD ET
$3.1M35.3K
0.4%
+25%
Added · +7K sh
42SPDR Series Trust
ST STR MSCI USAQ
$3.0M16.2K
0.4%
−45%
Reduced · −13K sh
43T Rowe Price Exchange-Traded
CAP APPRECIATION
$3.0M73.3K
0.4%
Held
44Ishares TR
ESG MSCI KLD ETF
$3.0M20.9K
0.4%
−6.1%
Reduced · −1K sh
45Select Sector SPDR TR
ST STR TECHN ETF
$2.8M14.7K
0.3%
−0.9%
Reduced · −135 sh
46J P Morgan Exchange Traded F
INTRNL RES EQT
$2.8M33.3K
0.3%
+6.2%
Added · +2K sh
47SPDR Series Trust
ST STR P500ETF
$2.6M30.1K
0.3%
+118%
Added · +16K sh
48Ishares TR
ESG MSCI USA ETF
$2.5M35.6K
0.3%
−7.8%
Reduced · −3K sh
49Ishares TR
GLOBAL TECH ETF
$2.4M16.9K
0.3%
−19%
Reduced · −4K sh
50Ishares Bitcoin Trust ETF
SHS BEN INT
$2.4M72.4K
0.3%
+33%
Added · +18K sh
Showing 50 of 162 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$864K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishQUANTA SERVICES INCPWR$864K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026163$828.7M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026153$742.3M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026160$786.8M13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025159$778.1M13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025154$745.9M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025149$699.0M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025145$711.8M13F-HR
Q3 2024Sep 30, 2024Oct 21, 2024143$702.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.