Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

jvl associates llc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES TR$57.7M16.37%351,336Trimmed
2VTIVANGUARD INDEX FDS$52.7M14.96%142,495Trimmed
3VOOVANGUARD INDEX FDS$24.0M6.80%34,877Added
4IJHISHARES TR$23.5M6.67%304,730Trimmed
5IJRISHARES TR$20.8M5.90%140,331Trimmed
6QQQINVESCO QQQ TR$19.0M5.38%25,736Trimmed
7VOVANGUARD INDEX FDS$17.1M4.86%212,771Added
8AAPLAPPLE INC$14.0M3.96%48,243Added
9MDYSTATE STR SPDR S&P MIDCAP 40$13.8M3.93%19,689Hold
10IVVISHARES TR$13.0M3.70%17,402Trimmed
11IWVISHARES TR$12.4M3.52%29,127Hold
12ONEQFIDELITY COMWLTH TR$11.3M3.21%109,689Trimmed
13GOOGLALPHABET INC$5.3M1.51%14,850Trimmed
14IWFISHARES TR$4.5M1.28%36,448Added
15VBVANGUARD INDEX FDS$4.0M1.14%13,284Added
16MBWMMERCANTILE BK CORP$3.9M1.09%67,194Added
17XLKSELECT SECTOR SPDR TR$3.6M1.03%18,970Added
18GOOGALPHABET INC$3.6M1.03%10,322Trimmed
19XLYSELECT SECTOR SPDR TR$3.5M0.98%29,574Hold
20QQQMINVESCO EXCH TRADED FD TR II$3.4M0.96%11,170Trimmed
21NVDANVIDIA CORPORATION$3.2M0.90%15,918Added
22IWMISHARES TR$2.8M0.80%9,416Hold
23IWOISHARES TR$2.7M0.76%6,784Added
24IWDISHARES TR$2.5M0.70%10,211Hold
25MSFTMICROSOFT CORP$1.8M0.51%4,776Added

Source: SEC Form 13F filings · as of 2026-06-30