jvl associates llc

Q4 2025 13F Holdings

  • Location
    wyoming, MI
  • Num holdings

    63

  • Value ($000)

    $307,239

  • Date Filed
    01/09/2026
  • Form type
    13F-HR
  • CIK
    0001915765
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$68.44M
22 %

460,261

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$48.96M
16 %

146,032

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$19.69M
6 %

298,260

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$16.98M
6 %

141,262

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.85M
6 %

27,425

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$15.52M
5 %

53,465

A
AAPL

APPLE INC

COM
037833100
$12.81M
4 %

47,127

M
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$11.88M
4 %

19,689

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.27M
4 %

16,458

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$11.27M
4 %

29,127

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