StockDriftsStockDriftsTop 50 David J Yvars Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.92% | 59.4K | $45.5M | +0.67%(+398) | $402.59(+91.27%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 10.55% | 31.0K | $23.0M | +0.01%(+4) | $384.78(+86.69%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 9.49% | 90.4K | $20.6M | +0.24%(+212) | $20.70(+948.82%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.43% | 23.0K | $11.8M | new | $238.85(+123.37%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.61% | 139.4K | $10.0M | +1.20%(+1.65K) | $50.92(+42.14%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.46% | 84.0K | $7.5M | -2.20%(-1.89K) | $73.31(+21.41%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.28% | 21.5K | $7.1M | -1.96%(-428) | $125.30(+173.68%) | 2026-09-30 | |
| CWB | SPDR SERIES TRUST | 3.22% | 69.1K | $7.0M | +6.24%(+4.06K) | $80.94(+17.81%) | 2026-09-30 | |
| LQD | ISHARES TR | 2.76% | 58.7K | $6.0M | -4.05%(-2.48K) | $110.94(-7.27%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.56% | 28.4K | $5.6M | -0.25%(-70) | $84.22(+120.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.10% | +86.55% | +8.37% | +49.44% |
| Top 20 Holdings Unweighted | +23.27% | +87.32% | +8.58% | +50.93% |
David J Yvars Group reports $217.59M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are IVV (20.9%), QQQ (10.6%) and NVDA (9.5%). The top 20 holdings account for 80.01% of reported assets. Its disclosed equity book has returned +86.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from David J Yvars Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836266). View David J Yvars Group’s 13F filings on SEC