jvl associates llc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, jvl associates llc held in its portfolio 62 assets valued at $307,239,401 (i.e. $307.24M).
The most valuable assets in the portfolio included: ISHARES TR ($68.44M), VANGUARD INDEX FDS ($48.96M), and ISHARES TR ($19.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
jvl associates llc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 460261 | 68436249 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 146032 | 48960214 | TOTAL STK MKT |
| ISHARES TR | 298260 | 19685184 | CORE S&P MCP ETF |
| ISHARES TR | 141262 | 16976836 | CORE S&P SCP ETF |
| INVESCO QQQ TR | 27425 | 16847683 | UNIT SER 1 |
| VANGUARD INDEX FDS | 53465 | 15516555 | MID CAP ETF |
| APPLE INC | 47127 | 12811972 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 19689 | 11877980 | UTSER1 S&PDCRP |
| ISHARES TR | 16458 | 11272743 | CORE S&P500 ETF |
| ISHARES TR | 29127 | 11267780 | RUSSELL 3000 ETF |
| FIDELITY COMWLTH TR | 114045 | 10423713 | NASDAQ COMPSIT |
| INVESCO EXCH TRADED FD TR II | 18430 | 4661316 | NASDAQ 100 ETF |
| ALPHABET INC | 14733 | 4611437 | CAP STK CL A |
| ISHARES TR | 9112 | 4312710 | RUS 1000 GRW ETF |
| SELECT SECTOR SPDR TR | 29574 | 3531431 | STATE STREET CON |
| VANGUARD INDEX FDS | 13201 | 3405187 | SMALL CP ETF |
| ALPHABET INC | 10406 | 3265413 | CAP STK CL C |
| MERCANTILE BK CORP | 60169 | 2894129 | COM |
| SELECT SECTOR SPDR TR | 18386 | 2647032 | STATE STREET TEC |
| NVIDIA CORPORATION | 13705 | 2555988 | COM |
| ISHARES TR | 9416 | 2317842 | RUSSELL 2000 ETF |
| ISHARES TR | 6750 | 2180318 | RUS 2000 GRW ETF |
| ISHARES TR | 10211 | 2147782 | RUS 1000 VAL ETF |
| MICROSOFT CORP | 4084 | 1975184 | COM |
| ALIBABA GROUP HLDG LTD | 12319 | 1805719 | SPONSORED ADS |
| ISHARES TR | 21912 | 1307489 | SELECT US REIT |
| AMAZON COM INC | 5607 | 1294208 | COM |
| SPDR S&P 500 ETF TR | 1574 | 1073342 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 18509 | 1058200 | SHS |
| ACCENTURE PLC IRELAND | 3919 | 1051468 | SHS CLASS A |
| SPDR GOLD TR | 2344 | 928951 | GOLD SHS |
| MASTERCARD INCORPORATED | 1501 | 856893 | CL A |
| SELECT SECTOR SPDR TR | 6625 | 779895 | STATE STREET COM |
| CINTAS CORP | 4066 | 764693 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| BROADCOM INC | 2145 | 742406 | COM |
| META PLATFORMS INC | 1075 | 709603 | CL A |
| VANGUARD INDEX FDS | 1125 | 705556 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 1394 | 680285 | GROWTH ETF |
| JPMORGAN CHASE & CO. | 2065 | 665418 | COM |
| TESLA INC | 1325 | 595856 | COM |
| ELI LILLY & CO | 547 | 587878 | COM |
| GENTEX CORP | 22115 | 514616 | COM |
| HOME DEPOT INC | 1479 | 508936 | COM |
| ISHARES TR | 3260 | 460182 | S&P SML 600 GWT |
| VANGUARD INDEX FDS | 2213 | 422751 | VALUE ETF |
| BERKSHIRE HATHAWAY INC DEL | 809 | 406644 | CL B NEW |
| CATERPILLAR INC | 653 | 374084 | COM |
| VISA INC | 1061 | 372116 | COM CL A |
| APPLIED MATLS INC | 1289 | 331262 | COM |
| VANGUARD TAX-MANAGED FDS | 5064 | 316339 | VAN FTSE DEV MKT |
| ABBVIE INC | 1146 | 261870 | COM |
| ISHARES TR | 2676 | 257619 | RUS MID CAP ETF |
| JOHNSON & JOHNSON | 1240 | 256618 | COM |
| STRYKER CORPORATION | 713 | 250600 | COM |
| STARBUCKS CORP | 2873 | 241938 | COM |
| ISHARES TR | 2439 | 234217 | MSCI EAFE ETF |
| AUTOMATIC DATA PROCESSING IN | 900 | 231515 | COM |
| WALMART INC | 2049 | 228285 | COM |
| EXXON MOBIL CORP | 1815 | 218392 | COM |
| VANGUARD INDEX FDS | 963 | 203954 | SM CP VAL ETF |
| ORACLE CORP | 1037 | 202125 | COM |
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