jvl associates llc holds a focused book of 79 stocks worth $352.5M as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 16% of the equity book.
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Use Arkolith to show jvl associates llc's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as jvl associates llc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 79 | $2.5T |
| FMR LLC | 80 / 79 | $883.0B |
| MORGAN STANLEY | 80 / 79 | $684.4B |
| JPMORGAN CHASE & CO | 80 / 79 | $594.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 79 | $529.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 79 | $238.5B |
| WELLS FARGO & COMPANY/MN | 80 / 79 | $212.3B |
| ROYAL BANK OF CANADA | 80 / 79 | $189.2B |
Ranked by how many of jvl associates llc's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $57.7M | 351.3K | 16.4% | ▼−1.8% Reduced · −6K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $52.7M | 142.5K | 15.0% | ▼−0.8% Reduced · −1K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $24.0M | 34.9K | 6.8% | ▲+13% Added · +4K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $23.5M | 304.7K | 6.7% | ▼−0.9% Reduced · −3K sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $20.8M | 140.3K | 5.9% | ▼−1.4% Reduced · −2K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $19.0M | 25.7K | 5.4% | ▼−3.5% Reduced · −945 sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $17.1M | 212.8K | 4.9% | ▲+302% Added · +160K sh | |
| 8 | Apple Inc COM | $14.0M | 48.2K | 4.0% | ▲+2.4% Added · +1K sh | |
| 9 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $13.8M | 19.7K | 3.9% | —Held | |
| 10 | Ishares TR CORE S&P500 ETF | $13.0M | 17.4K | 3.7% | ▼−3.0% Reduced · −540 sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $12.4M | 29.1K | 3.5% | —Held | |
| 12 | Fidelity Comwlth TR NASDAQ COMPSIT | $11.3M | 109.7K | 3.2% | ▼−1.1% Reduced · −1K sh | |
| 13 | Alphabet Inc CAP STK CL A | $5.3M | 14.8K | 1.5% | ▼−2.2% Reduced · −335 sh | |
| 14 | Ishares TR RUS 1000 GRW ETF | $4.5M | 36.4K | 1.3% | ▲+300% Added · +27K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.3K | 1.1% | ▲+0.7% Added · +93 sh | |
| 16 | Mercantile BK Corp COM | $3.9M | 67.2K | 1.1% | ▲+2.6% Added · +2K sh | |
| 17 | Alphabet Inc CAP STK CL C | $3.6M | 10.3K | 1.0% | ▼−2.0% Reduced · −215 sh | |
| 18 | Select Sector SPDR TR STATE STREET TEC | $3.6M | 19.0K | 1.0% | ▲~0% Added · +4 sh | |
| 19 | Select Sector SPDR TR STATE STREET CON | $3.5M | 29.6K | 1.0% | —Held | |
| 20 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.4M | 11.2K | 1.0% | ▼−2.0% Reduced · −233 sh | |
| 21 | Nvidia Corporation COM | $3.2M | 15.9K | 0.9% | ▲+17% Added · +2K sh | |
| 22 | Ishares TR RUSSELL 2000 ETF | $2.8M | 9.4K | 0.8% | —Held | |
| 23 | Ishares TR RUS 2000 GRW ETF | $2.7M | 6.8K | 0.8% | ▲+0.5% Added · +34 sh | |
| 24 | Ishares TR RUS 1000 VAL ETF | $2.5M | 10.2K | 0.7% | —Held | |
| 25 | Microsoft Corp COM | $1.8M | 4.8K | 0.5% | ▲+7.0% Added · +312 sh | |
| 26 | Amazon Com Inc COM | $1.5M | 6.5K | 0.4% | ▲+15% Added · +855 sh | |
| 27 | Ishares TR SELECT US REIT | $1.5M | 21.8K | 0.4% | —Held | |
| 28 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.2M | 12.3K | 0.3% | —Held | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.3% | —Held | |
| 30 | Broadcom Inc COM | $980K | 2.6K | 0.3% | ▲+25% Added · +515 sh | |
| 31 | Applied Matls Inc COM | $937K | 1.3K | 0.3% | ▼−0.8% Reduced · −11 sh | |
| 32 | Mastercard Incorporated CL A | $880K | 1.7K | 0.2% | ▲+14% Added · +215 sh | |
| 33 | SPDR Gold TR GOLD SHS | $863K | 2.3K | 0.2% | —Held | |
| 34 | JPMorgan Chase & Co COM | $807K | 2.5K | 0.2% | ▲+1.6% Added · +38 sh | |
| 35 | Micron Technology Inc COM | $796K | 690 | 0.2% | ▲+17% Added · +98 sh | |
| 36 | Caterpillar Inc COM | $789K | 741 | 0.2% | ▲+8.3% Added · +57 sh | |
| 37 | Eli Lilly & Co COM | $786K | 655 | 0.2% | ▲+15% Added · +86 sh | |
| 38 | Cintas Corp COM | $761K | 4.5K | 0.2% | ▲+9.9% Added · +404 sh | |
| 39 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.2% | —Held | |
| 40 | Vanguard Index FDS GROWTH ETF | $721K | 8.4K | 0.2% | ▲+500% Added · +7K sh | |
| 41 | Select Sector SPDR TR STATE STREET COM | $710K | 6.6K | 0.2% | —Held | |
| 42 | Meta Platforms Inc CL A | $673K | 1.2K | 0.2% | ▲+1.5% Added · +18 sh | |
| 43 | Ishares TR S&P SML 600 GWT | $644K | 3.6K | 0.2% | ▲+11% Added · +345 sh | |
| 44 | Tesla Inc COM | $631K | 1.5K | 0.2% | ▲+11% Added · +151 sh | |
| 45 | Stryker Corporation COM | $612K | 1.9K | 0.2% | ▲+176% Added · +1K sh | |
| 46 | Gentex Corp COM | $563K | 22.3K | 0.2% | ▲+0.1% Added · +18 sh | |
| 47 | Home Depot Inc COM | $514K | 1.5K | 0.1% | ▲+1.1% Added · +16 sh | |
| 48 | Accenture PLC Ireland SHS CLASS A | $499K | 4.0K | 0.1% | ▼−1.3% Reduced · −53 sh | |
| 49 | Vanguard Index FDS VALUE ETF | $482K | 2.2K | 0.1% | —Held | |
| 50 | Advanced Micro Devices Inc COM | $456K | 785 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 79 | $352.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 63 | $298.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 63 | $307.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 64 | $302.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 65 | $278.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 58 | $247.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 3, 2025 | 55 | $263.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 56 | $259.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.