Jvl Associates LLC Portfolio Holdings
Jvl Associates LLC
- $301 Million
- Q3 2025
Jvl Associates LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $301 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $66.3M, Vanguard Total Stock Market Et with a value of $48.1M, Ishares Core S&P Mid Cap ETF with a value of $19.7M, Invesco Qqq Trust, Series 1 with a value of $18.2M, and Ishares Core S&P Sm Cap ETF with a value of $16.9M.
Examining the 13F form we can see an increase of $23.4M in the current position value, from $277M to 301M.
Below you can find more details about Jvl Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$301 Million
ETFs: $260 Million
Technology: $19.6 Million
Communication Services: $7.18 Million
Financial Services: $6.03 Million
Consumer Cyclical: $5.45 Million
Industrials: $1.4 Million
Healthcare: $1.16 Million
Consumer Defensive: $212,000
Other: $0