account_balance

Investment manager · 13F filer · SEC CIK 1915765

jvl associates LLC

Reported value$347Mas of Sep 30, 2026

Positions75 4 new, 8 sold out

Top 10 weight72.0%ITOT alone is 16%

FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

ITOTiShares Tr

16.2%Trimmed −4%

VTIVanguard Index FDS

15.3%

VOOVanguard Index FDS

7.0%

IJHiShares Tr

6.0%Trimmed −5%

QQQInvesco QQQ Tr

5.4%

IJRiShares Tr

5.3%Trimmed −3%

VOVanguard Index FDS

4.8%

AAPLApple Inc.

4.7%

MDYSPDR S&P Midcap 400 ETF Trust

3.7%

IVViShares Tr

3.6%Trimmed −6%

IWViShares Tr

3.6%

ONEQFidelity Comwlth Tr

3.3%

ITOTiShares Tr

16.2%Trimmed −4%

VTIVanguard Index FDS

15.3%

VOOVanguard Index FDS

7.0%

IJHiShares Tr

6.0%

QQQInvesco QQQ Tr

5.4%

IJRiShares Tr

5.3%−3%

VOVanguard Index FDS

4.8%

AAPLApple Inc.

4.7%

MDY3.7%

IVV3.6%

IWV3.6%

ONEQ

Boxes 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

ITOT iShares Tr 16.2% Trimmed −4%

VTI Vanguard Index FDS 15.3% Held

VOO Vanguard Index FDS 7.0% Held

IJH iShares Tr 6.0% Trimmed −5%

QQQ Invesco QQQ Tr 5.4% Held

IJR iShares Tr 5.3% Trimmed −3%

VO Vanguard Index FDS 4.8% Held

AAPL Apple Inc. 4.7% Held MDY SPDR S&P Midcap 400 ETF Trust 3.7% Held

IVV iShares Tr 3.6% Trimmed −6%

IWV iShares Tr 3.6% Held

ONEQ Fidelity Comwlth Tr 3.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 6, 2026 filing

add_circleNew

SPCX $321K
RTX $278K
WSE $230K
PLTR $205K

arrow_upwardAdded

META +15%
AMZN +7%
ACN +6%
MSFT +6%

arrow_downwardTrimmed

IVV −6%
IJH −5%
ITOT −4%
IJR −3%

remove_circleSold out

SYK $612K
LIN $275K
COST $258K
KLAC $241K

jvl associates LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email