David J Yvars Group
David J Yvars Group reported 109 stocks worth $218M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (20.9%), QQQ (10.6%) and NVDA (9.5%). Compared with Q2 2026, the fund opened new positions in MSFT, XOM and UNH, added to IVV, NVDA and IJH, trimmed IDEV, AAPL and LQD and sold out of XOM, EQIX and AXP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $45.5M | 20.9% | 59K | +398 (+1%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $23M | 10.6% | 31K | No change | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $20.6M | 9.5% | 90K | +212 (+0%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $11.8M | 5.4% | 23K | New position | 7 of 8 | |
| 5 |  IJH Ishares TR | $10M | 4.6% | 139K | +1,647 (+1%) | 8 of 8 | |
| 6 |  IDEV Ishares TR | $7.5M | 3.5% | 84K | −1,889 (−2%) | 6 of 8 | |
| 7 |  AAPL Apple Inc | $7.1M | 3.3% | 21K | −428 (−2%) | 8 of 8 | |
| 8 |  CWB Spdr Series Trust | $7M | 3.2% | 69K | +4,064 (+6%) | 8 of 8 | |
| 9 |  LQD Ishares Iboxx Invt Grade | $6M | 2.8% | 59K | −2,478 (−4%) | 8 of 8 | |
| 10 |  XLK Select Sector Spdr TR | $5.6M | 2.6% | 28K | −70 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $922K | 6,745 |
 EQIX Equinix Inc | $335K | 321 |
 AXP American Express Co | $222K | 655 |
 SCO Proshares Ultrashort Bloomberg Crude Oil | $214K | 6,100 |
 DLR Digital Rlty TR Inc | $205K | 1,141 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →David J Yvars Group 13F FAQ
What does David J Yvars Group own?
David J Yvars Group reported 109 stocks worth $218M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (20.9%), QQQ (10.6%) and NVDA (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did David J Yvars Group buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 39 added to, 27 trimmed and 6 sold out. New positions include MSFT, XOM and UNH. It sold all of XOM, EQIX and AXP.
When will David J Yvars Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is David J Yvars Group's portfolio worth?
The Q3 2026 filing reports $218M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.