jvl associates llc

Est. AUM

$298.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$50.9M	357629	17.08%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$46.1M	143604	15.45%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$20.8M	307633	6.96%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.5M	30960	6.20%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$17.7M	142317	5.93%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$15.4M	26681	5.16%	SOLE
7	VANGUARD INDEX FDS	MID CAP ETF	$15.2M	52965	5.10%	SOLE
8	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$12.1M	19689	4.07%	SOLE
9	APPLE INC	COM	$12.0M	47101	4.01%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$11.7M	17942	3.93%	SOLE
11	ISHARES TR	RUSSELL 3000 ETF	$10.8M	29127	3.62%	SOLE
12	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$9.4M	110900	3.16%	SOLE
13	ALPHABET INC	CAP STK CL A	$4.4M	15185	1.46%	SOLE
14	ISHARES TR	RUS 1000 GRW ETF	$3.9M	9112	1.30%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	13191	1.16%	SOLE
16	MERCANTILE BK CORP	COM	$3.3M	65508	1.11%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET CON	$3.2M	29574	1.08%	SOLE
18	ALPHABET INC	CAP STK CL C	$3.0M	10537	1.01%	SOLE
19	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.7M	11403	0.91%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.5M	18966	0.85%	SOLE
21	NVIDIA CORPORATION	COM	$2.4M	13557	0.79%	SOLE
22	ISHARES TR	RUSSELL 2000 ETF	$2.3M	9416	0.78%	SOLE
23	ISHARES TR	RUS 1000 VAL ETF	$2.2M	10211	0.73%	SOLE
24	ISHARES TR	RUS 2000 GRW ETF	$2.1M	6750	0.71%	SOLE
25	MICROSOFT CORP	COM	$1.7M	4464	0.55%	SOLE
26	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.5M	12319	0.52%	SOLE
27	ISHARES TR	SELECT US REIT	$1.3M	21796	0.45%	SOLE
28	AMAZON COM INC	COM	$1.2M	5639	0.39%	SOLE
29	SPDR GOLD TR	GOLD SHS	$1.0M	2344	0.34%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$961K	1477	0.32%	SOLE
31	ACCENTURE PLC IRELAND	SHS CLASS A	$805K	4060	0.27%	SOLE
32	MASTERCARD INCORPORATED	CL A	$748K	1498	0.25%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET COM	$734K	6625	0.25%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.24%	SOLE
35	JPMORGAN CHASE & CO	COM	$714K	2428	0.24%	SOLE
36	CINTAS CORP	COM	$688K	4070	0.23%	SOLE
37	META PLATFORMS INC	CL A	$673K	1176	0.23%	SOLE
38	BROADCOM INC	COM	$643K	2079	0.22%	SOLE
39	VANGUARD INDEX FDS	GROWTH ETF	$609K	1394	0.20%	SOLE
40	ELI LILLY & CO	COM	$523K	569	0.18%	SOLE
41	TESLA INC	COM	$502K	1350	0.17%	SOLE
42	GENTEX CORP	COM	$487K	22273	0.16%	SOLE
43	CATERPILLAR INC	COM	$485K	684	0.16%	SOLE
44	HOME DEPOT INC	COM	$474K	1440	0.16%	SOLE
45	ISHARES TR	S&P SML 600 GWT	$472K	3260	0.16%	SOLE
46	APPLIED MATLS INC	COM	$447K	1307	0.15%	SOLE
47	VANGUARD INDEX FDS	VALUE ETF	$434K	2213	0.15%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	872	0.14%	SOLE
49	EXXON MOBIL CORP	COM	$341K	2009	0.11%	SOLE
50	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$324K	5064	0.11%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.