§ 13F · FUND PROFILE
David J Yvars Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187M (13F)Positions · 93Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $39M | 21.8% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 31K | $18M | 10.1% | −3% |
| 3 | NVDA | NVIDIA CORPORATION | 90K | $16M | 8.7% | −27% |
| 4 | MSFT | MICROSOFT CORP | 26K | $9M | 5.3% | −4% |
| 5 | IJH | ISHARES TR | 137K | $9M | 5.2% | ±0% |
| 6 | IDEV | ISHARES TR | 85K | $7M | 4.0% | −1% |
| 7 | LQD | ISHARES TR | 62K | $7M | 3.8% | +4% |
| 8 | CWB | SPDR SERIES TRUST | 63K | $6M | 3.2% | +2% |
| 9 | AAPL | APPLE INC | 22K | $6M | 3.1% | ±0% |
| 10 | BAC | BANK AMERICA CORP | 84K | $4M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DAVID SIGNAL
AC read
David J Yvars Group is a Other fund managing $187 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed