jvl associates llc Long-Term Concentrated

Location: Wyoming, MI

CIK: 0001915765 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $298M (100.0% shares, 0.0% debt)

Holdings (63)

ITOT ISHARES TR 17.1%
Value $50.94M Shares 357,629 Est. Cost $83.08 Unrealized
VTI VANGUARD INDEX FDS 15.4%
Value $46.07M Shares 143,604 Est. Cost $175.16 Unrealized
IJH ISHARES TR 7.0%
Value $20.77M Shares 307,633 Est. Cost $89.62 Unrealized
VOO VANGUARD INDEX FDS 6.2%
Value $18.5M Shares 30,960 Est. Cost $596.62 Unrealized
IJR ISHARES TR 5.9%
Value $17.69M Shares 142,317 Est. Cost $85.99 Unrealized
QQQ INVESCO QQQ TR 5.2%
Value $15.4M Shares 26,681 Est. Cost $252.67 Unrealized
VO VANGUARD INDEX FDS 5.1%
Value $15.21M Shares 52,965 Est. Cost $184.45 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 4.1%
Value $12.14M Shares 19,689 Est. Cost $347.06 Unrealized
AAPL APPLE INC 4.0%
Value $11.95M Shares 47,101 Est. Cost $122.01 Unrealized +115.4%
IVV ISHARES TR 3.9%
Value $11.72M Shares 17,942 Est. Cost $335.65 Unrealized
IWV ISHARES TR 3.6%
Value $10.8M Shares 29,127 Est. Cost $158.18 Unrealized
ONEQ FIDELITY COMWLTH TR 3.2%
Value $9.417M Shares 110,900 Est. Cost $48.24 Unrealized
GOOGL ALPHABET INC 1.5%
Value $4.367M Shares 15,185 Est. Cost $115.21 Unrealized +180.6%
IWF ISHARES TR 1.3%
Value $3.885M Shares 9,112 Est. Cost $307.63 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value $3.455M Shares 13,191 Est. Cost $199.67 Unrealized
MBWM MERCANTILE BK CORP 1.1%
Value $3.308M Shares 65,508 Est. Cost $26.75 Unrealized +94.3%
XLY SELECT SECTOR SPDR TR 1.1%
Value $3.223M Shares 29,574 Est. Cost $109.04 Unrealized
GOOG ALPHABET INC 1.0%
Value $3.023M Shares 10,537 Est. Cost $116.41 Unrealized +178.0%
QQQM INVESCO EXCH TRADED FD TR II 0.9%
Value $2.71M Shares 11,403 Est. Cost $219.64 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value $2.521M Shares 18,966 Est. Cost $118.96 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $2.364M Shares 13,557 Est. Cost $106.31 Unrealized +75.6%
IWM ISHARES TR 0.8%
Value $2.335M Shares 9,416 Est. Cost $164.41 Unrealized
IWD ISHARES TR 0.7%
Value $2.182M Shares 10,211 Est. Cost $165.25 Unrealized
IWO ISHARES TR 0.7%
Value $2.118M Shares 6,750 Est. Cost $186.67 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $1.653M Shares 4,464 Est. Cost $316.74 Unrealized +37.2%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value $1.546M Shares 12,319 Est. Cost $168.67 Unrealized
ICF ISHARES TR 0.5%
Value $1.349M Shares 21,796 Est. Cost $76.93 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.174M Shares 5,639 Est. Cost $167.18 Unrealized +35.7%
GLD SPDR GOLD TR 0.3%
Value $1.009M Shares 2,344 Est. Cost $149.11 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $961K Shares 1,477 Est. Cost $439.51 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $805K Shares 4,060 Est. Cost $147.13 Unrealized +72.1%
MA MASTERCARD INCORPORATED 0.3%
Value $748K Shares 1,498 Est. Cost $452.81 Unrealized +19.0%
XLC SELECT SECTOR SPDR TR 0.2%
Value $734K Shares 6,625 Est. Cost $49.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $718K Shares 1 Est. Cost $466851.03 Unrealized +58.6%
JPM JPMORGAN CHASE & CO 0.2%
Value $714K Shares 2,428 Est. Cost $190.52 Unrealized +63.5%
CTAS CINTAS CORP 0.2%
Value $688K Shares 4,070 Est. Cost $181.09 Unrealized +6.8%
META META PLATFORMS INC 0.2%
Value $673K Shares 1,176 Est. Cost $415.05 Unrealized +57.9%
AVGO BROADCOM INC 0.2%
Value $643K Shares 2,079 Est. Cost $181.65 Unrealized +84.0%
VUG VANGUARD INDEX FDS 0.2%
Value $609K Shares 1,394 Est. Cost $364.79 Unrealized
LLY ELI LILLY & CO 0.2%
Value $523K Shares 569 Est. Cost $579.89 Unrealized +80.6%
TSLA TESLA INC 0.2%
Value $502K Shares 1,350 Est. Cost $249.44 Unrealized +70.8%
GNTX GENTEX CORP 0.2%
Value $487K Shares 22,273 Est. Cost $20.80 Unrealized +15.5%
CAT CATERPILLAR INC 0.2%
Value $485K Shares 684 Est. Cost $352.12 Unrealized +94.4%
HD HOME DEPOT INC 0.2%
Value $474K Shares 1,440 Est. Cost $349.07 Unrealized +8.0%
IJT ISHARES TR 0.2%
Value $472K Shares 3,260 Est. Cost $141.16 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $447K Shares 1,307 Est. Cost $159.78 Unrealized +104.4%
VTV VANGUARD INDEX FDS 0.1%
Value $434K Shares 2,213 Est. Cost $167.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $418K Shares 872 Est. Cost $360.36 Unrealized +36.9%
XOM EXXON MOBIL CORP 0.1%
Value $341K Shares 2,009 Est. Cost $117.73 Unrealized +17.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $324K Shares 5,064 Est. Cost $50.26 Unrealized
V VISA INC 0.1%
Value $317K Shares 1,050 Est. Cost $315.21 Unrealized +4.4%
JNJ JOHNSON & JOHNSON 0.1%
Value $301K Shares 1,233 Est. Cost $170.04 Unrealized +34.0%
WMT WALMART INC 0.1%
Value $278K Shares 2,236 Est. Cost $97.04 Unrealized +25.8%
EFA ISHARES TR 0.1%
Value $271K Shares 2,795 Est. Cost $90.38 Unrealized
ABBV ABBVIE INC 0.1%
Value $261K Shares 1,200 Est. Cost $180.70 Unrealized +23.2%
IWR ISHARES TR 0.1%
Value $260K Shares 2,676 Est. Cost $77.73 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $255K Shares 2,848 Est. Cost $88.57 Unrealized +5.7%
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value $235K Shares 1,090 Est. Cost $212.83 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $231K Shares 704 Est. Cost $376.36 Unrealized -3.1%
COKE COCA COLA CONS INC 0.1%
Value $210K Shares 1,094 Est. Cost $159.23 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value $209K Shares 963 Est. Cost $208.71 Unrealized
NFLX NETFLIX INC. 0.1%
Value $205K Shares 2,127 Est. Cost $83.84 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $200K Shares 592 Est. Cost $387.04 Unrealized 0.0%