§ 13F · FUND PROFILE
David J Yvars Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170.7T (13F)Positions · 83Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $40.9T | 21.8% | +6% |
| 2 | QQQ | INVESCO QQQ TR | 31K | $19.3T | 10.3% | +11% |
| 3 | NVDA | NVIDIA CORPORATION | 90K | $16.8T | 8.9% | +1% |
| 4 | MSFT | MICROSOFT CORP | 25K | $12.3T | 6.5% | ±0% |
| 5 | IJH | ISHARES TR | 136K | $9.0T | 4.8% | +3% |
| 6 | IDEV | ISHARES TR | 87K | $7.1T | 3.8% | +6% |
| 7 | LQD | ISHARES TR | 60K | $6.6T | 3.5% | +11% |
| 8 | AAPL | APPLE INC | 22K | $5.9T | 3.1% | ±0% |
| 9 | CWB | SPDR SERIES TRUST | 61K | $5.5T | 2.9% | +12% |
| 10 | BAC | BANK AMERICA CORP | 84K | $4.6T | 2.5% | −1% |
§ 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 $170705.5 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed