jvl associates
jvl associates reported 75 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are ITOT (16.2%), VTI (15.3%) and VOO (7.0%). Compared with Q2 2026, the fund opened new positions in SPCX, RTX and WSE, added to AAPL, GOOGL and NVDA, trimmed ITOT, VOO and IJH and sold out of SYK, LIN and COST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $56.3M | 16.2% | 339K | −13K (−4%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $53.3M | 15.3% | 142K | No change | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $24.2M | 7.0% | 35K | −337 (−1%) | 7 of 8 | |
| 4 |  IJH Ishares TR | $20.8M | 6.0% | 290K | −15K (−5%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $18.7M | 5.4% | 25K | −460 (−2%) | 8 of 8 | |
| 6 |  IJR Ishares TR | $18.5M | 5.3% | 136K | −4,133 (−3%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $16.6M | 4.8% | 212K | −843 (−0%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $16.2M | 4.7% | 49K | +422 (+1%) | 8 of 8 | |
| 9 |  MDY Spdr S&P Midcap 400 ETF TR | $12.9M | 3.7% | 20K | No change | 8 of 8 | |
| 10 |  IVV Ishares TR | $12.6M | 3.6% | 16K | −979 (−6%) | 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 |
|---|---|---|
 SYK Stryker Corporation | $612K | 1,944 |
 LIN Linde PLC | $275K | 530 |
 COST Costco Whsl Corp New | $258K | 276 |
 KLAC Kla Corp | $241K | 800 |
 LRCX Lam Research Corp | $236K | 545 |
🔒 Free account: see all 8.
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 ↗ |
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All hedge fund holdings →jvl associates 13F FAQ
What does jvl associates own?
jvl associates reported 75 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are ITOT (16.2%), VTI (15.3%) and VOO (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did jvl associates buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 29 added to, 16 trimmed and 8 sold out. New positions include SPCX, RTX and WSE. It sold all of SYK, LIN and COST.
When will jvl associates 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 jvl associates's portfolio worth?
The Q3 2026 filing reports $347M 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.