StockDriftsStockDriftsTop 50 Jvl Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 16.21% | 338.7K | $56.3M | -3.60%(-12.66K) | $83.31(+100.12%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 15.35% | 142.5K | $53.3M | -0.02%(-25) | $186.05(+101.85%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 6.97% | 34.5K | $24.2M | -0.97%(-337) | $613.54(+14.84%) | 2026-09-30 | |
| IJH | ISHARES TR | 6% | 289.6K | $20.8M | -4.97%(-15.16K) | $44.36(+63.17%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.38% | 25.3K | $18.7M | -1.79%(-460) | $271.91(+164.19%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.33% | 136.2K | $18.5M | -2.95%(-4.13K) | $88.14(+54.10%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 4.78% | 211.9K | $16.6M | -0.40%(-843) | $48.07(+66.62%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.67% | 48.7K | $16.2M | +0.87%(+422) | $112.20(+205.66%) | 2026-09-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.72% | 19.7K | $12.9M | +0.00%(+0) | $322.57(+104.73%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.62% | 16.4K | $12.6M | -5.63%(-979) | $355.69(+116.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.85% | +72.14% | +10.23% | +62.77% |
| Top 20 Holdings Unweighted | +21.28% | +78.40% | +10.35% | +63.64% |
Jvl Associates LLC reports $347.40M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (16.2%), VTI (15.3%) and VOO (7.0%). The top 20 holdings account for 88.15% of reported assets. Its disclosed equity book has returned +72.14% 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 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