David J Yvars Group
Q4 2025 13F Holdings
- Locationuniversity park, FL
- Num holdings
94
- Value ($000)
$187,885
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001836266
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $40.89M | 22 % | 59,692 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $19.31M | 10 % | 31,431 | ||
NVIDIA CORPORATION | COM | 67066G104 | $16.81M | 9 % | 90,133 | ||
MICROSOFT CORP | COM | 594918104 | $12.29M | 7 % | 25,404 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.99M | 5 % | 136,168 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $7.14M | 4 % | 86,596 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $6.57M | 4 % | 59,642 | ||
APPLE INC | COM | 037833100 | $5.88M | 3 % | 21,644 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A359 | $5.46M | 3 % | 61,257 | ||
BANK AMERICA CORP | COM | 060505104 | $4.61M | 3 % | 83,811 |
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