jvl associates llc - Portfolio overview

jvl associates llc has 68 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 16.93%
2. VTI - VANGUARD INDEX FDS, 15.31%
3. IJH - ISHARES TR, 6.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.