Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
jvl associates llc (CIK 1915765) reported $352.5M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($57.7M, 16.37%), VTI ($52.7M, 14.96%), VOO ($24.0M, 6.80%), IJH ($23.5M, 6.67%), IJR ($20.8M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $57.7M | 16.37% | 351,336 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $52.7M | 14.96% | 142,495 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $24.0M | 6.80% | 34,877 | Added |
| 4 | IJH | ISHARES TR | $23.5M | 6.67% | 304,730 | Trimmed |
| 5 | IJR | ISHARES TR | $20.8M | 5.90% | 140,331 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $19.0M | 5.38% | 25,736 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $17.1M | 4.86% | 212,771 | Added |
| 8 | AAPL | APPLE INC | $14.0M | 3.96% | 48,243 | Added |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | $13.8M | 3.93% | 19,689 | Hold |
| 10 | IVV | ISHARES TR | $13.0M | 3.70% | 17,402 | Trimmed |
| 11 | IWV | ISHARES TR | $12.4M | 3.52% | 29,127 | Hold |
| 12 | ONEQ | FIDELITY COMWLTH TR | $11.3M | 3.21% | 109,689 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $5.3M | 1.51% | 14,850 | Trimmed |
| 14 | IWF | ISHARES TR | $4.5M | 1.28% | 36,448 | Added |
| 15 | VB | VANGUARD INDEX FDS | $4.0M | 1.14% | 13,284 | Added |
| 16 | MBWM | MERCANTILE BK CORP | $3.9M | 1.09% | 67,194 | Added |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.6M | 1.03% | 18,970 | Added |
| 18 | GOOG | ALPHABET INC | $3.6M | 1.03% | 10,322 | Trimmed |
| 19 | XLY | SELECT SECTOR SPDR TR | $3.5M | 0.98% | 29,574 | Hold |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $3.4M | 0.96% | 11,170 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $3.2M | 0.90% | 15,918 | Added |
| 22 | IWM | ISHARES TR | $2.8M | 0.80% | 9,416 | Hold |
| 23 | IWO | ISHARES TR | $2.7M | 0.76% | 6,784 | Added |
| 24 | IWD | ISHARES TR | $2.5M | 0.70% | 10,211 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 0.51% | 4,776 | Added |
Source: SEC Form 13F filings · as of 2026-06-30