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jvl associates llc

Q1 2026 13F Holdings

  • Location
    wyoming, MI
  • Num holdings

    63

  • Value ($000)

    $298,270

  • Date Filed
    04/16/2026
  • Form type
    13F-HR
  • CIK
    0001915765
  • 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
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$50.94M
17 %

357,629

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$46.07M
15 %

143,604

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$20.77M
7 %

307,633

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$18.5M
6 %

30,960

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$17.69M
6 %

142,317

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$15.4M
5 %

26,681

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$15.21M
5 %

52,965

M
MDY

STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP
78467Y107
$12.14M
4 %

19,689

A
AAPL

APPLE INC

COM
037833100
$11.95M
4 %

47,101

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.72M
4 %

17,942

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