jvl associates llc

CIK 0001915765 • 6 13F filings • Apr 3, 2025 – Jul 6, 2026

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Filer information

Filed by: jvl associates llc, Chief Compliance Officer
Address: 1657 GEZON PARKWAY SW, SUITE C, WYOMING, MI, 49519
Phone: 6162612800
AUM: $307.2M

AUM over time

$347.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $298.3M63 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$261K	0.1%Prev: 0.1%	1,200 SH	Increased+83 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$805K	0.3%Prev: 0.5%	4,060 SH	Decreased+98 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.5M	0.5%Prev: 0.7%	12,319 SH	Decreased
ALPHABET INC	CAP STK CL A	$4.4M	1.5%Prev: 1.0%	15,185 SH	Increased-821 SH
ALPHABET INC	CAP STK CL C	$3.0M	1.0%Prev: 0.6%	10,537 SH	Increased+482 SH
AMAZON COM INC	COM	$1.2M	0.4%Prev: 0.3%	5,639 SH	Increased+1,687 SH
APPLE INC	COM	$12.0M	4.0%Prev: 4.2%	47,101 SH	Increased+57 SH
APPLIED MATLS INC	COM	$447K	0.1%	1,307 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.2%Prev: 0.3%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	0.1%Prev: 0.2%	872 SH	Decreased+82 SH
BROADCOM INC	COM	$643K	0.2%Prev: 0.1%	2,079 SH	Increased+217 SH
CATERPILLAR INC	COM	$485K	0.2%	684 SH	New
CINTAS CORP	COM	$688K	0.2%Prev: 0.3%	4,070 SH	Decreased+14 SH
COCA COLA CONS INC	COM	$210K	0.1%	1,094 SH	New
ELI LILLY & CO	COM	$523K	0.2%Prev: 0.2%	569 SH	Increased+60 SH
EXXON MOBIL CORP	COM	$341K	0.1%Prev: 0.1%	2,009 SH	Increased+231 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$9.4M	3.2%Prev: 2.7%	110,900 SH	Increased+14,203 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$235K	0.1%	1,090 SH	New
GENTEX CORP	COM	$487K	0.2%Prev: 0.2%	22,273 SH	Decreased+859 SH
HOME DEPOT INC	COM	$474K	0.2%Prev: 0.2%	1,440 SH	Decreased-36 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.7M	0.9%Prev: 1.2%	11,403 SH	Decreased-3,469 SH
INVESCO QQQ TR	UNIT SER 1	$15.4M	5.2%Prev: 6.1%	26,681 SH	Increased-5,348 SH
ISHARES TR	CORE S&P MCP ETF	$20.8M	7.0%Prev: 8.1%	307,633 SH	Increased-34,382 SH
ISHARES TR	CORE S&P SCP ETF	$17.7M	5.9%Prev: 6.7%	142,317 SH	Increased-16,765 SH
ISHARES TR	CORE S&P TTL STK	$50.9M	17.1%Prev: 22.7%	357,629 SH	Decreased-103,682 SH
ISHARES TR	CORE S&P500 ETF	$11.7M	3.9%Prev: 3.7%	17,942 SH	Increased+1,623 SH
ISHARES TR	MSCI EAFE ETF	$271K	0.1%	2,795 SH	New
ISHARES TR	RUS 1000 GRW ETF	$3.9M	1.3%Prev: 1.3%	9,112 SH	Increased+335 SH
ISHARES TR	RUS 1000 VAL ETF	$2.2M	0.7%Prev: 0.8%	10,211 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$2.1M	0.7%Prev: 0.7%	6,750 SH	Increased
ISHARES TR	RUS MID CAP ETF	$260K	0.1%Prev: 0.1%	2,676 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.8%Prev: 0.8%	9,416 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$10.8M	3.6%Prev: 3.7%	29,127 SH	Increased
ISHARES TR	S&P SML 600 GWT	$472K	0.2%	3,260 SH	New
ISHARES TR	SELECT US REIT	$1.3M	0.5%	21,796 SH	New
JOHNSON & JOHNSON	COM	$301K	0.1%	1,233 SH	New
JPMORGAN CHASE & CO	COM	$714K	0.2%	2,428 SH	New
MASTERCARD INCORPORATED	CL A	$748K	0.3%Prev: 0.3%	1,498 SH	Decreased+12 SH
MERCANTILE BK CORP	COM	$3.3M	1.1%Prev: 1.1%	65,508 SH	Increased+3,475 SH
META PLATFORMS INC	CL A	$673K	0.2%Prev: 0.2%	1,176 SH	Increased+205 SH
MICRON TECHNOLOGY INC	COM	$200K	0.1%	592 SH	New
MICROSOFT CORP	COM	$1.7M	0.6%Prev: 0.6%	4,464 SH	Increased+394 SH
NETFLIX INC.	COM	$205K	0.1%	2,127 SH	New
NVIDIA CORPORATION	COM	$2.4M	0.8%Prev: 0.5%	13,557 SH	Increased+3,020 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$734K	0.2%	6,625 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.2M	1.1%	29,574 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.5M	0.8%	18,966 SH	New
SPDR GOLD TR	GOLD SHS	$1.0M	0.3%Prev: 0.3%	2,344 SH	Increased+125 SH
STARBUCKS CORP	COM	$255K	0.1%Prev: 0.1%	2,848 SH	Decreased+23 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$961K	0.3%	1,477 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$12.1M	4.1%	19,689 SH	New
STRYKER CORPORATION	COM	$231K	0.1%Prev: 0.1%	704 SH	Decreased+46 SH
TESLA INC	COM	$502K	0.2%Prev: 0.1%	1,350 SH	Increased+33 SH
VANGUARD INDEX FDS	GROWTH ETF	$609K	0.2%Prev: 0.2%	1,394 SH	Increased+305 SH
VANGUARD INDEX FDS	MID CAP ETF	$15.2M	5.1%Prev: 5.0%	52,965 SH	Increased+5,321 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.5M	6.2%Prev: 0.2%	30,960 SH	Increased+30,191 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$209K	0.1%	963 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	1.2%Prev: 0.8%	13,191 SH	Increased+4,693 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$46.1M	15.4%Prev: 14.6%	143,604 SH	Increased+12,338 SH
VANGUARD INDEX FDS	VALUE ETF	$434K	0.1%Prev: 0.1%	2,213 SH	Increased+146 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$324K	0.1%Prev: 0.1%	5,064 SH	Decreased-1,612 SH
VISA INC	COM CL A	$317K	0.1%Prev: 0.1%	1,050 SH	Increased+360 SH
WALMART INC	COM	$278K	0.1%	2,236 SH	New

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $276K
DYNAVAX TECHNOLOGIES CORP — $379K
ISHARES BITCOIN TRUST ETF — $487K
ISHARES TR — $1.3M
JPMORGAN CHASE & CO. — $505K
MANULIFE FINL CORP — $221K
MEDTRONIC PLC — $232K
SELECT SECTOR SPDR TR — $639K
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $1.9M
SPDR S&P 500 ETF TR — $685K
SPDR S&P MIDCAP 400 ETF TR — $10.6M
UNITEDHEALTH GROUP INC — $253K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001915765-26-000001	$307.2M	View
Oct 9, 2026	Q3 2026	13F-HR	0001915765-26-000005	$347.4M	View
Oct 10, 2025	Q3 2025