David J Yvars Group: 13F holdings

CIK 18362662026Q2

Positions106
Reported value$211.9m
Filed2026-07-07

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR59,043$44.2m20.9%
QQQ INVESCO QQQ TR31,042$22.9m10.8%
NVDA NVIDIA CORPORATION90,175$18.0m8.5%
IJH ISHARES TR137,771$10.6m5.0%
VGK ISHARES TR85,913$7.6m3.6%
CWB SPDR SERIES TRUST65,077$7.0m3.3%
LQD ISHARES TR61,166$6.7m3.1%
AAPL APPLE INC21,889$6.3m3.0%
XLK SELECT SECTOR SPDR TR28,492$5.4m2.6%
BAC BANK OF AMER CORP84,060$4.8m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1836266")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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