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CIK 0001915765 • 6 13F filings • Apr 3, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $234K | 0.1% | 1,117 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.2M | 0.5% | 3,962 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.6M | 0.7% | 12,319 SH | |
| ALPHABET INC | CAP STK CL A | $2.5M | 1.0% | 16,006 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.6% | 10,055 SH | |
| AMAZON COM INC | COM | $752K | 0.3% | 3,952 SH | |
| APPLE INC | COM | $10.4M | 4.2% | 47,044 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $276K | 0.1% | 902 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.3% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $421K | 0.2% | 790 SH | |
| BROADCOM INC | COM | $312K | 0.1% | 1,862 SH | |
| CINTAS CORP | COM | $834K | 0.3% | 4,056 SH | |
| DYNAVAX TECHNOLOGIES CORP | COM NEW | $379K | 0.2% | 29,187 SH | |
| ELI LILLY & CO | COM | $420K | 0.2% | 509 SH | |
| EXXON MOBIL CORP | COM | $211K | 0.1% | 1,778 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $6.6M | 2.7% | 96,697 SH | |
| GENTEX CORP | COM | $499K | 0.2% | 21,414 SH | |
| HOME DEPOT INC | COM | $541K | 0.2% | 1,476 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.9M | 1.2% | 14,872 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $15.0M | 6.1% | 32,029 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $487K | 0.2% | 10,400 SH | |
| ISHARES TR | COHEN STEER REIT | $1.3M | 0.5% | 21,912 SH | |
| ISHARES TR | CORE S&P MCP ETF | $20.0M | 8.1% | 342,015 SH | |
| ISHARES TR | CORE S&P SCP ETF | $16.6M | 6.7% | 159,082 SH | |
| ISHARES TR | CORE S&P TTL STK | $56.3M | 22.7% | 461,311 SH | |
| ISHARES TR | CORE S&P500 ETF | $9.2M | 3.7% | 16,319 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $3.2M | 1.3% | 8,777 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.9M | 0.8% | 10,211 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $1.7M | 0.7% | 6,750 SH | |
| ISHARES TR | RUS MID CAP ETF | $228K | 0.1% | 2,676 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $1.9M | 0.8% | 9,416 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $9.3M | 3.7% | 29,127 SH | |
| JPMORGAN CHASE & CO. | COM | $505K | 0.2% | 2,058 SH | |
| MANULIFE FINL CORP | COM | $221K | 0.1% | 7,106 SH | |
| MASTERCARD INCORPORATED | CL A | $815K | 0.3% | 1,486 SH | |
| MEDTRONIC PLC | SHS | $232K | 0.1% | 2,577 SH | |
| MERCANTILE BK CORP | COM | $2.7M | 1.1% | 62,033 SH | |
| META PLATFORMS INC | CL A | $560K | 0.2% | 971 SH | |
| MICROSOFT CORP | COM | $1.5M | 0.6% | 4,070 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 0.5% | 10,537 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $639K | 0.3% | 6,625 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $2.9M | 1.2% | 14,787 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.9M | 0.8% | 9,188 SH | |
| SPDR GOLD TR | GOLD SHS | $639K | 0.3% | 2,219 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $685K | 0.3% | 1,224 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $10.6M | 4.3% | 19,829 SH | |
| STARBUCKS CORP | COM | $277K | 0.1% | 2,825 SH | |
| STRYKER CORPORATION | COM | $245K | 0.1% | 658 SH | |
| TESLA INC | COM | $341K | 0.1% | 1,317 SH | |
| UNITEDHEALTH GROUP INC | COM | $253K | 0.1% | 483 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $404K | 0.2% | 1,089 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $12.3M | 5.0% | 47,644 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $395K | 0.2% | 769 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.8% | 8,498 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $36.1M | 14.6% | 131,266 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $357K | 0.1% | 2,067 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $339K | 0.1% | 6,676 SH | |
| VISA INC | COM CL A | $242K | 0.1% | 690 SH |
| 13F-HR |
| 0001915765-25-000005 |
| $302.2M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0001915765-26-000004 | $352.5M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001915765-25-000004 | $278.3M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001915765-26-000003 | $298.3M | View |
| Apr 3, 2025 | Q1 2025 | 13F-HR | 0001915765-25-000002 | $247.8M | View |