jvl associates llc Long-Term Concentrated

Location: Wyoming, MI

CIK: 0001915765 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 9, 2026

Total Value: $307M (100.0% shares, 0.0% debt)

Holdings (63)

ITOT ISHARES TR 22.3%
Value $68.44M Shares 460,261 Est. Cost $83.08 Unrealized
VTI VANGUARD INDEX FDS 15.9%
Value $48.96M Shares 146,032 Est. Cost $175.16 Unrealized
IJH ISHARES TR 6.4%
Value $19.69M Shares 298,260 Est. Cost $90.32 Unrealized
IJR ISHARES TR 5.5%
Value $16.98M Shares 141,262 Est. Cost $85.99 Unrealized
QQQ INVESCO QQQ TR 5.5%
Value $16.85M Shares 27,425 Est. Cost $252.67 Unrealized
VO VANGUARD INDEX FDS 5.1%
Value $15.52M Shares 53,465 Est. Cost $184.45 Unrealized
AAPL APPLE INC 4.2%
Value $12.81M Shares 47,127 Est. Cost $122.01 Unrealized +119.9%
MDY SPDR S&P MIDCAP 400 ETF TR 3.9%
Value $11.88M Shares 19,689 Est. Cost $347.06 Unrealized
IVV ISHARES TR 3.7%
Value $11.27M Shares 16,458 Est. Cost $307.02 Unrealized
IWV ISHARES TR 3.7%
Value $11.27M Shares 29,127 Est. Cost $158.18 Unrealized
ONEQ FIDELITY COMWLTH TR 3.4%
Value $10.42M Shares 114,045 Est. Cost $48.24 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.5%
Value $4.661M Shares 18,430 Est. Cost $219.64 Unrealized
GOOGL ALPHABET INC 1.5%
Value $4.611M Shares 14,733 Est. Cost $108.83 Unrealized +162.4%
IWF ISHARES TR 1.4%
Value $4.313M Shares 9,112 Est. Cost $307.63 Unrealized
XLY SELECT SECTOR SPDR TR 1.1%
Value $3.531M Shares 29,574 Est. Cost $109.04 Unrealized
VB VANGUARD INDEX FDS 1.1%
Value $3.405M Shares 13,201 Est. Cost $199.67 Unrealized
GOOG ALPHABET INC 1.1%
Value $3.265M Shares 10,406 Est. Cost $113.80 Unrealized +151.6%
MBWM MERCANTILE BK CORP 0.9%
Value $2.894M Shares 60,169 Est. Cost $24.51 Unrealized +87.1%
XLK SELECT SECTOR SPDR TR 0.9%
Value $2.647M Shares 18,386 Est. Cost $118.52 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $2.556M Shares 13,705 Est. Cost $106.31 Unrealized +75.1%
IWM ISHARES TR 0.8%
Value $2.318M Shares 9,416 Est. Cost $164.41 Unrealized
IWO ISHARES TR 0.7%
Value $2.18M Shares 6,750 Est. Cost $186.67 Unrealized
IWD ISHARES TR 0.7%
Value $2.148M Shares 10,211 Est. Cost $165.25 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $1.975M Shares 4,084 Est. Cost $305.77 Unrealized +63.7%
BABA ALIBABA GROUP HLDG LTD 0.6%
Value $1.806M Shares 12,319 Est. Cost $168.67 Unrealized
ICF ISHARES TR 0.4%
Value $1.307M Shares 21,912 Est. Cost $76.93 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.294M Shares 5,607 Est. Cost $167.18 Unrealized +36.9%
SPY SPDR S&P 500 ETF TR 0.3%
Value $1.073M Shares 1,574 Est. Cost $439.51 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $1.051M Shares 3,919 Est. Cost $143.31 Unrealized +77.3%
GLD SPDR GOLD TR 0.3%
Value $929K Shares 2,344 Est. Cost $149.11 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $857K Shares 1,501 Est. Cost $452.81 Unrealized +23.4%
FVD FIRST TR EXCHANGE-TRADED FD 0.3%
Value $802K Shares 17,394 Est. Cost $46.08 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value $780K Shares 6,625 Est. Cost $49.23 Unrealized
CTAS CINTAS CORP 0.2%
Value $765K Shares 4,066 Est. Cost $181.09 Unrealized +3.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $755K Shares 1 Est. Cost $466851.03 Unrealized +59.9%
AVGO BROADCOM INC 0.2%
Value $742K Shares 2,145 Est. Cost $181.65 Unrealized +96.5%
META META PLATFORMS INC 0.2%
Value $710K Shares 1,075 Est. Cost $392.45 Unrealized +70.0%
VOO VANGUARD INDEX FDS 0.2%
Value $706K Shares 1,125 Est. Cost $572.09 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $680K Shares 1,394 Est. Cost $364.79 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $665K Shares 2,065 Est. Cost $169.27 Unrealized +82.9%
TSLA TESLA INC 0.2%
Value $596K Shares 1,325 Est. Cost $246.11 Unrealized +80.1%
LLY ELI LILLY & CO 0.2%
Value $588K Shares 547 Est. Cost $561.10 Unrealized +70.3%
GNTX GENTEX CORP 0.2%
Value $515K Shares 22,115 Est. Cost $20.80 Unrealized +15.9%
HD HOME DEPOT INC 0.2%
Value $509K Shares 1,479 Est. Cost $349.07 Unrealized +4.4%
IJT ISHARES TR 0.1%
Value $460K Shares 3,260 Est. Cost $141.16 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $423K Shares 2,213 Est. Cost $167.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $407K Shares 809 Est. Cost $349.99 Unrealized +42.2%
CAT CATERPILLAR INC 0.1%
Value $374K Shares 653 Est. Cost $336.34 Unrealized +65.2%
V VISA INC 0.1%
Value $372K Shares 1,061 Est. Cost $315.21 Unrealized +8.0%
AMAT APPLIED MATLS INC 0.1%
Value $331K Shares 1,289 Est. Cost $157.45 Unrealized +52.1%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $316K Shares 5,064 Est. Cost $50.26 Unrealized
ABBV ABBVIE INC 0.1%
Value $262K Shares 1,146 Est. Cost $178.72 Unrealized +27.3%
IWR ISHARES TR 0.1%
Value $258K Shares 2,676 Est. Cost $77.73 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value $257K Shares 1,115 Est. Cost $212.83 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $257K Shares 1,240 Est. Cost $170.04 Unrealized +15.9%
SYK STRYKER CORPORATION 0.1%
Value $251K Shares 713 Est. Cost $376.36 Unrealized -3.4%
SBUX STARBUCKS CORP 0.1%
Value $242K Shares 2,873 Est. Cost $88.57 Unrealized -5.1%
EFA ISHARES TR 0.1%
Value $234K Shares 2,439 Est. Cost $89.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $232K Shares 900 Est. Cost $234.26 Unrealized +13.0%
WMT WALMART INC 0.1%
Value $228K Shares 2,049 Est. Cost $94.76 Unrealized +13.1%
XOM EXXON MOBIL CORP 0.1%
Value $218K Shares 1,815 Est. Cost $115.49 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value $204K Shares 963 Est. Cost $208.71 Unrealized
ORCL ORACLE CORP 0.1%
Value $202K Shares 1,037 Est. Cost $160.80 Unrealized +48.0%