Sharkey, Howes & Javer, an investment firm headquartered in South Denver, Colorado, filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 159 individual securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 130 positions listed in the filing. Among the top individual stock holdings, the firm holds 1,950 shares of Alphabet Inc. Class A and 1,225 shares of Alphabet Inc. Class C. Other notable individual stock positions include 1,098 shares of Amazon.com Inc., 4,120 shares of Apple Inc., and 4,119 shares of Microsoft Corporation.
The firm also holds significant positions in major technology and defense ETFs. Notable ETF holdings include 7,307,541 shares in the iShares Core S&P Total U.S. Stock Market ETF, 5,295,168 shares in the iShares Core U.S. Aggregate Bond ETF, and 4,544,193 shares in the iShares U.S. Defense ETF.
Additionally, the filing includes a short position of 1,200 shares in Quanta Services Inc. and 1,200 shares in Quanta Services Inc. via put options. The firm also lists 1,662 shares of Ready Capital Corporation as a long position.
