§ 13F · FUND PROFILE
jvl associates llc.
AUM · $352M (13F)Positions · 79Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 351K | $58M | 16.4% | −2% |
| 2 | VTI | VANGUARD INDEX FDS | 142K | $53M | 15.0% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 35K | $24M | 6.8% | +13% |
| 4 | IJH | ISHARES TR | 305K | $23M | 6.7% | −1% |
| 5 | IJR | ISHARES TR | 140K | $21M | 5.9% | −1% |
| 6 | QQQ | INVESCO QQQ TR | 26K | $19M | 5.4% | −4% |
| 7 | VO | VANGUARD INDEX FDS | 213K | $17M | 4.9% | +302% |
| 8 | AAPL | APPLE INC | 48K | $14M | 4.0% | +2% |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | 20K | $14M | 3.9% | ±0% |
| 10 | IVV | ISHARES TR | 17K | $13M | 3.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JVL SIGNAL
AC read
jvl associates llc is a Other fund managing $352 million in assets. The fund runs a portfolio of 79 positions.
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