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Investment manager · 13F filer · SEC CIK 1836266
David J Yvars Group
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Reported value$218Mas of Sep 30, 2026
Positions109 9 new, 5 sold out
Top 10 weight66.3%IVV alone is 21%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
20.9%
QQQInvesco QQQ Tr
10.6%
NVDANVIDIA Corp
9.5%
MSFTMicrosoft Corp
5.4%New
IJHiShares Tr
4.6%
IDEViShares Tr
3.5%Trimmed −2%
AAPLApple Inc.
3.3%
CWBSPDR Series Trust
3.2%Added +6%
LQDiShares Tr
2.8%−4%
XLKSelect Sector SPDR Tr
2.6%
PANWPalo Alto Networks Inc
2.2%Trimmed −3%
BACBank of America Corp
2.0%−6%
IVViShares Tr
20.9%
QQQInvesco QQQ Tr
10.6%
NVDANVIDIA Corp
9.5%
MSFTMicrosoft Corp
5.4%New
IJHiShares Tr
4.6%
IDEViShares Tr
3.5%
AAPLApple Inc.
3.3%
CWB3.2%
LQD2.8%
XLK
PANWBACBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 20.9% Held
QQQ Invesco QQQ Tr 10.6% Held
NVDA NVIDIA Corp 9.5% HeldMSFT Microsoft Corp 5.4% NewIJH iShares Tr 4.6% Held
IDEV iShares Tr 3.5% Trimmed −2%
AAPL Apple Inc. 3.3% HeldCWB SPDR Series Trust 3.2% Added +6%
LQD iShares Tr 2.8% Trimmed −4%
XLK Select Sector SPDR Tr 2.6% Held
PANW Palo Alto Networks Inc 2.2% Trimmed −3%BAC Bank of America Corp 2.0% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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