jvl associates llc: 13F holdings
CIK 19157652026Q2
| Positions | 79 |
|---|---|
| Reported value | $352.5m |
| Filed | 2026-07-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR | 351,336 | $57.7m | 16.4% |
| VTI VANGUARD INDEX FDS | 142,495 | $52.7m | 15.0% |
| VOO VANGUARD INDEX FDS | 34,877 | $24.0m | 6.8% |
| IJH ISHARES TR | 304,730 | $23.5m | 6.7% |
| IJR ISHARES TR | 140,331 | $20.8m | 5.9% |
| QQQ INVESCO QQQ TR | 25,736 | $19.0m | 5.4% |
| VO VANGUARD INDEX FDS | 212,771 | $17.1m | 4.9% |
| AAPL APPLE INC | 48,243 | $14.0m | 4.0% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 19,689 | $13.8m | 3.9% |
| IVV ISHARES TR | 17,402 | $13.0m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1915765")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.