jvl associates llc Long-Term Concentrated

CIK: 0001915765 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 10, 2025

Total Value ($000): $302,154 (100.0% shares, 0.0% debt)

Holdings (64)

ITOT ISHARES TR 22.0%
Value ($000) $66,324 Shares 455,366 Est. Cost $82.37 Unrealized
VTI VANGUARD INDEX FDS 15.9%
Value ($000) $48,093 Shares 146,548 Est. Cost $175.16 Unrealized
IJH ISHARES TR 6.5%
Value ($000) $19,736 Shares 302,424 Est. Cost $90.32 Unrealized
QQQ INVESCO QQQ TR 6.0%
Value ($000) $18,188 Shares 30,294 Est. Cost $252.67 Unrealized
IJR ISHARES TR 5.6%
Value ($000) $16,923 Shares 142,411 Est. Cost $85.99 Unrealized
VO VANGUARD INDEX FDS 5.2%
Value ($000) $15,761 Shares 53,657 Est. Cost $184.45 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $12,137 Shares 47,664 Est. Cost $122.01 Unrealized +84.9%
MDY SPDR S&P MIDCAP 400 ETF TR 3.9%
Value ($000) $11,793 Shares 19,786 Est. Cost $347.06 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $11,072 Shares 16,542 Est. Cost $307.02 Unrealized
IWV ISHARES TR 3.7%
Value ($000) $11,037 Shares 29,127 Est. Cost $158.18 Unrealized
ONEQ FIDELITY COMWLTH TR 3.4%
Value ($000) $10,395 Shares 116,629 Est. Cost $48.24 Unrealized
IWF ISHARES TR 1.4%
Value ($000) $4,268 Shares 9,112 Est. Cost $307.63 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $3,656 Shares 15,041 Est. Cost $108.83 Unrealized +92.2%
XLY SELECT SECTOR SPDR TR 1.2%
Value ($000) $3,544 Shares 14,787 Est. Cost $98.68 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value ($000) $3,356 Shares 13,197 Est. Cost $199.67 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $3,262 Shares 13,201 Est. Cost $206.46 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,843 Shares 15,239 Est. Cost $106.31 Unrealized +63.9%
MBWM MERCANTILE BK CORP 0.9%
Value ($000) $2,787 Shares 61,927 Est. Cost $24.51 Unrealized +91.2%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,590 Shares 9,189 Est. Cost $93.06 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $2,556 Shares 10,495 Est. Cost $113.80 Unrealized +84.5%
IWM ISHARES TR 0.8%
Value ($000) $2,278 Shares 9,416 Est. Cost $164.41 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $2,202 Shares 12,319 Est. Cost $168.67 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,184 Shares 4,217 Est. Cost $305.77 Unrealized +66.4%
IWO ISHARES TR 0.7%
Value ($000) $2,160 Shares 6,750 Est. Cost $186.67 Unrealized
IWD ISHARES TR 0.7%
Value ($000) $2,079 Shares 10,211 Est. Cost $165.25 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $1,609 Shares 24,750 Est. Cost $56.08 Unrealized
ICF ISHARES TR 0.4%
Value ($000) $1,350 Shares 21,912 Est. Cost $76.93 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,203 Shares 5,481 Est. Cost $165.76 Unrealized +36.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,047 Shares 1,571 Est. Cost $439.51 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $952 Shares 3,861 Est. Cost $141.64 Unrealized +84.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $849 Shares 1,492 Est. Cost $452.81 Unrealized +26.6%
CTAS CINTAS CORP 0.3%
Value ($000) $833 Shares 4,057 Est. Cost $181.09 Unrealized +17.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $789 Shares 2,219 Est. Cost $135.18 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $784 Shares 6,625 Est. Cost $49.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $754 Shares 1 Est. Cost $466851.03 Unrealized +55.7%
META META PLATFORMS INC 0.2%
Value ($000) $720 Shares 980 Est. Cost $365.81 Unrealized +103.2%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $669 Shares 1,394 Est. Cost $364.79 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $660 Shares 2,093 Est. Cost $169.27 Unrealized +74.8%
AVGO BROADCOM INC 0.2%
Value ($000) $634 Shares 1,922 Est. Cost $161.31 Unrealized +89.5%
TSLA TESLA INC 0.2%
Value ($000) $608 Shares 1,367 Est. Cost $246.11 Unrealized +40.9%
HD HOME DEPOT INC 0.2%
Value ($000) $603 Shares 1,487 Est. Cost $349.07 Unrealized +11.5%
GNTX GENTEX CORP 0.2%
Value ($000) $600 Shares 21,205 Est. Cost $20.65 Unrealized +28.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $412 Shares 2,211 Est. Cost $167.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $412 Shares 819 Est. Cost $349.99 Unrealized +38.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $398 Shares 522 Est. Cost $542.21 Unrealized +36.9%
V VISA INC 0.1%
Value ($000) $353 Shares 1,035 Est. Cost $314.58 Unrealized +9.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $334 Shares 546 Est. Cost $513.70 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $316 Shares 5,275 Est. Cost $50.26 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $304 Shares 637 Est. Cost $330.84 Unrealized +28.6%
ORCL ORACLE CORP 0.1%
Value ($000) $303 Shares 1,078 Est. Cost $160.80 Unrealized +58.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $278 Shares 1,356 Est. Cost $157.45 Unrealized +14.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $276 Shares 747 Est. Cost $376.36 Unrealized +2.2%
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $267 Shares 1,165 Est. Cost $212.83 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $266 Shares 1,148 Est. Cost $178.72 Unrealized +13.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $264 Shares 900 Est. Cost $234.26 Unrealized +27.1%
IWR ISHARES TR 0.1%
Value ($000) $258 Shares 2,676 Est. Cost $77.73 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $249 Shares 1,367 Est. Cost $162.07 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $246 Shares 205 Est. Cost $113.07 Unrealized +7.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $241 Shares 2,854 Est. Cost $88.57 Unrealized +0.0%
EFA ISHARES TR 0.1%
Value ($000) $228 Shares 2,439 Est. Cost $89.39 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $225 Shares 1,216 Est. Cost $169.51 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $221 Shares 7,106 Est. Cost $30.98 Unrealized -0.5%
WMT WALMART INC 0.1%
Value ($000) $212 Shares 2,059 Est. Cost $94.76 Unrealized +4.7%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 963 Est. Cost $208.71 Unrealized