§ 13F · FUND PROFILE
jvl associates llc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278.3T (13F)Positions · 65Turnover · — · Q4Filed · Jan 9, 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 460K | $68.4T | 22.3% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 146K | $49.0T | 15.9% | ±0% |
| 3 | IJH | ISHARES TR | 298K | $19.7T | 6.4% | −1% |
| 4 | IJR | ISHARES TR | 141K | $17.0T | 5.5% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 27K | $16.8T | 5.5% | −9% |
| 6 | VO | VANGUARD INDEX FDS | 53K | $15.5T | 5.1% | ±0% |
| 7 | AAPL | APPLE INC | 47K | $12.8T | 4.2% | −1% |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | 20K | $11.9T | 3.9% | ±0% |
| 9 | IVV | ISHARES TR | 16K | $11.3T | 3.7% | −1% |
| 10 | IWV | ISHARES TR | 29K | $11.3T | 3.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JVL SIGNAL
AC read
jvl associates llc is a Other fund managing $278320.2 trillion in assets. The fund runs a portfolio of 65 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