StockDriftsStockDriftsTop 50 jvl associates llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 16.37% | 351.3K | $57.7M | -1.76%(-6.29K) | $83.31(+103.85%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 14.96% | 142.5K | $52.7M | -0.77%(-1.11K) | $186.05(+106.05%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.8% | 34.9K | $24.0M | +12.65%(+3.92K) | $613.54(+16.16%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.67% | 304.7K | $23.5M | -0.94%(-2.90K) | $44.36(+77.08%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.9% | 140.3K | $20.8M | -1.40%(-1.99K) | $88.14(+70.14%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.38% | 25.7K | $19.0M | -3.54%(-945) | $271.91(+169.40%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.86% | 212.8K | $17.1M | +0.43%(+911) | $48.07(+75.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.96% | 48.2K | $14.0M | +2.42%(+1.14K) | $110.46(+176.47%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.93% | 19.7K | $13.8M | +0.00%(+0) | $322.57(+121.75%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.7% | 17.4K | $13.0M | -3.01%(-540) | $355.69(+118.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.68% | +67.14% | +10.03% | +61.24% |
| Top 20 Holdings Unweighted | +20.83% | +76.41% | +10.10% | +61.77% |
jvl associates llc reports $352.46M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (16.4%), VTI (15.0%) and VOO (6.8%). The top 20 holdings account for 88.28% of reported assets. Its disclosed equity book has returned +67.14% on a three-year cumulative basis. Figures reflect the Q2 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 jvl associates llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915765). View jvl associates llc’s 13F filings on SEC