jvl associates

jvl associates as of March 31, 2026

Portfolio Holdings for jvl associates

jvl associates holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 17.1 $51M 358k 142.43
Vanguard Index Fds Total Stk Mkt (VTI) 15.4 $46M 144k 320.81
Ishares Tr Core S&p Mcp Etf (IJH) 7.0 $21M 308k 67.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $19M 31k 597.54
Ishares Tr Core S&p Scp Etf (IJR) 5.9 $18M 142k 124.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $15M 27k 577.19
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $15M 53k 287.18
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 4.1 $12M 20k 616.76
Apple (AAPL) 4.0 $12M 47k 253.79
Ishares Tr Core S&p500 Etf (IVV) 3.9 $12M 18k 653.21
Ishares Tr Russell 3000 Etf (IWV) 3.6 $11M 29k 370.68
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.2 $9.4M 111k 84.91
Alphabet Cap Stk Cl A (GOOGL) 1.5 $4.4M 15k 287.56
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $3.9M 9.1k 426.40
Vanguard Index Fds Small Cp Etf (VB) 1.2 $3.5M 13k 261.92
Mercantile Bank (MBWM) 1.1 $3.3M 66k 50.50
Select Sector Spdr Tr State Street Con (XLY) 1.1 $3.2M 30k 108.98
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.0M 11k 286.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $2.7M 11k 237.62
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $2.5M 19k 132.90
NVIDIA Corporation (NVDA) 0.8 $2.4M 14k 174.40
Ishares Tr Russell 2000 Etf (IWM) 0.8 $2.3M 9.4k 248.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.2M 10k 213.67
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $2.1M 6.8k 313.81
Microsoft Corporation (MSFT) 0.6 $1.7M 4.5k 370.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $1.5M 12k 125.46
Ishares Tr Select Us Reit (ICF) 0.5 $1.3M 22k 61.89
Amazon (AMZN) 0.4 $1.2M 5.6k 208.27
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.0M 2.3k 430.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $961k 1.5k 650.34
Accenture Plc Ireland Shs Class A (ACN) 0.3 $805k 4.1k 198.29
Mastercard Incorporated Cl A (MA) 0.3 $749k 1.5k 499.66
Select Sector Spdr Tr State Street Com (XLC) 0.2 $734k 6.6k 110.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $718k 1.00 718140.00
JPMorgan Chase & Co. (JPM) 0.2 $714k 2.4k 294.17
Cintas Corporation (CTAS) 0.2 $688k 4.1k 169.14
Meta Platforms Cl A (META) 0.2 $673k 1.2k 572.14
Broadcom (AVGO) 0.2 $644k 2.1k 309.52
Vanguard Index Fds Growth Etf (VUG) 0.2 $609k 1.4k 436.92
Eli Lilly & Co. (LLY) 0.2 $523k 569.00 919.81
Tesla Motors (TSLA) 0.2 $502k 1.4k 371.74
Gentex Corporation (GNTX) 0.2 $487k 22k 21.85
Caterpillar (CAT) 0.2 $485k 684.00 708.46
Home Depot (HD) 0.2 $474k 1.4k 328.90
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $472k 3.3k 144.71
Applied Materials (AMAT) 0.1 $447k 1.3k 341.79
Vanguard Index Fds Value Etf (VTV) 0.1 $434k 2.2k 196.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $418k 872.00 479.20
Exxon Mobil Corporation (XOM) 0.1 $341k 2.0k 169.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $325k 5.1k 64.08
Visa Com Cl A (V) 0.1 $317k 1.1k 302.25
Johnson & Johnson (JNJ) 0.1 $301k 1.2k 244.44
Wal-Mart Stores (WMT) 0.1 $278k 2.2k 124.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $272k 2.8k 97.13
Abbvie (ABBV) 0.1 $261k 1.2k 217.51
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $260k 2.7k 97.23
Starbucks Corporation (SBUX) 0.1 $255k 2.8k 89.59
First Tr Exchange-traded SHS (QTEC) 0.1 $235k 1.1k 215.98
Stryker Corporation (SYK) 0.1 $231k 704.00 328.59
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $210k 1.1k 191.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $209k 963.00 217.25
Netflix (NFLX) 0.1 $205k 2.1k 96.15
Micron Technology (MU) 0.1 $200k 592.00 337.84