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David J Yvars Group

Q1 2026 13F Holdings

  • Location
    university park, FL
  • Num holdings

    92

  • Value ($000)

    $178,913

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0001836266
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.91M
22 %

59,583

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$18.07M
10 %

31,313

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.62M
9 %

89,708

M
MSFT

MICROSOFT CORP

COM
594918104
$9.5M
5 %

25,659

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$9.22M
5 %

136,518

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$7.14M
4 %

85,465

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$6.73M
4 %

61,780

---

SPDR SERIES TRUST

STATE STREET SPD
78464A359
$5.73M
3 %

62,571

A
AAPL

APPLE INC

COM
037833100
$5.51M
3 %

21,713

B
BAC

BANK AMERICA CORP

COM
060505104
$4.09M
2 %

83,813

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