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 $298.3M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($50.9M, 17.08%), VTI ($46.1M, 15.45%), IJH ($20.8M, 6.96%), VOO ($18.5M, 6.20%), IJR ($17.7M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $50.9M | 17.08% | 357,629 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $46.1M | 15.45% | 143,604 | Trimmed |
| 3 | IJH | ISHARES TR | $20.8M | 6.96% | 307,633 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $18.5M | 6.20% | 30,960 | Added |
| 5 | IJR | ISHARES TR | $17.7M | 5.93% | 142,317 | Added |
| 6 | QQQ | INVESCO QQQ TR | $15.4M | 5.16% | 26,681 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $15.2M | 5.10% | 52,965 | Trimmed |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $12.1M | 4.07% | 19,689 | Hold |
| 9 | AAPL | APPLE INC | $12.0M | 4.01% | 47,101 | Trimmed |
| 10 | IVV | ISHARES TR | $11.7M | 3.93% | 17,942 | Added |
| 11 | IWV | ISHARES TR | $10.8M | 3.62% | 29,127 | Hold |
| 12 | ONEQ | FIDELITY COMWLTH TR | $9.4M | 3.16% | 110,900 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $4.4M | 1.46% | 15,185 | Added |
| 14 | IWF | ISHARES TR | $3.9M | 1.30% | 9,112 | Hold |
| 15 | VB | VANGUARD INDEX FDS | $3.5M | 1.16% | 13,191 | Trimmed |
| 16 | MBWM | MERCANTILE BK CORP | $3.3M | 1.11% | 65,508 | Added |
| 17 | XLY | SELECT SECTOR SPDR TR | $3.2M | 1.08% | 29,574 | Hold |
| 18 | GOOG | ALPHABET INC | $3.0M | 1.01% | 10,537 | Added |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $2.7M | 0.91% | 11,403 | Trimmed |
| 20 | XLK | SELECT SECTOR SPDR TR | $2.5M | 0.85% | 18,966 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $2.4M | 0.79% | 13,557 | Trimmed |
| 22 | IWM | ISHARES TR | $2.3M | 0.78% | 9,416 | Hold |
| 23 | IWD | ISHARES TR | $2.2M | 0.73% | 10,211 | Hold |
| 24 | IWO | ISHARES TR | $2.1M | 0.71% | 6,750 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.7M | 0.55% | 4,464 | Added |
Source: SEC Form 13F filings · as of 2026-03-31