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: $352.5M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$297K	0.1%Prev: 0.1%	1,180 SH	Increased+34 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$499K	0.1%Prev: 0.4%	4,007 SH	Decreased+47 SH
ADVANCED MICRO DEVICES INC	COM	$456K	0.1%	785 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.2M	0.3%Prev: 0.5%	12,319 SH	Decreased
ALPHABET INC	CAP STK CL A	$5.3M	1.5%Prev: 1.0%	14,850 SH	Increased-1,190 SH
ALPHABET INC	CAP STK CL C	$3.6M	1.0%Prev: 0.7%	10,322 SH	Increased-170 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.4%	6,494 SH	Increased+1,009 SH
APPLE INC	COM	$14.0M	4.0%Prev: 3.7%	48,243 SH	Increased-1,815 SH
APPLIED MATLS INC	COM	$937K	0.3%Prev: 0.1%	1,296 SH	Increased-71 SH
AUTOMATIC DATA PROCESSING IN	COM	$263K	0.1%Prev: 0.1%	1,173 SH	Decreased+267 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.2%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	0.1%Prev: 0.1%	836 SH	Increased+36 SH
BROADCOM INC	COM	$980K	0.3%Prev: 0.2%	2,594 SH	Increased+712 SH
CATERPILLAR INC	COM	$789K	0.2%Prev: 0.1%	741 SH	Increased+102 SH
CINTAS CORP	COM	$761K	0.2%Prev: 0.3%	4,474 SH	Decreased+417 SH
CISCO SYS INC	COM	$214K	0.1%	1,824 SH	New
COSTCO WHOLESALE CORPORATION	COM	$258K	0.1%	276 SH	New
ELI LILLY & CO	COM	$786K	0.2%Prev: 0.1%	655 SH	Increased+120 SH
EXXON MOBIL CORP	COM	$381K	0.1%	2,789 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$11.3M	3.2%Prev: 3.4%	109,689 SH	Increased-7,760 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$365K	0.1%Prev: 0.1%	1,090 SH	Increased-84 SH
FORTINET INC	COM	$255K	0.1%	1,658 SH	New
GE AEROSPACE	COM NEW	$225K	0.1%	601 SH	New
GE VERNOVA INC	COM	$249K	0.1%	212 SH	New
GENTEX CORP	COM	$563K	0.2%Prev: 0.2%	22,291 SH	Increased+1,086 SH
GOLDMAN SACHS GROUP INC	COM	$244K	0.1%	241 SH	New
HOME DEPOT INC	COM	$514K	0.1%Prev: 0.2%	1,456 SH	Decreased-29 SH
INTEL CORP	COM	$331K	0.1%	2,373 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.4M	1.0%Prev: 1.0%	11,170 SH	Increased-1,076 SH
INVESCO QQQ TR	UNIT SER 1	$19.0M	5.4%Prev: 6.1%	25,736 SH	Increased-5,027 SH
ISHARES TR	CORE S&P MCP ETF	$23.5M	6.7%Prev: 7.0%	304,730 SH	Increased-8,818 SH
ISHARES TR	CORE S&P SCP ETF	$20.8M	5.9%Prev: 5.8%	140,331 SH	Increased-8,600 SH
ISHARES TR	CORE S&P TTL STK	$57.7M	16.4%Prev: 21.5%	351,336 SH	Decreased-91,430 SH
ISHARES TR	CORE S&P500 ETF	$13.0M	3.7%Prev: 3.7%	17,402 SH	Increased+880 SH
ISHARES TR	MSCI EAFE ETF	$290K	0.1%Prev: 0.1%	2,794 SH	Increased+355 SH
ISHARES TR	MSCI USA QLT FCT	$218K	0.1%	995 SH	New
ISHARES TR	RUS 1000 GRW ETF	$4.5M	1.3%Prev: 1.4%	36,448 SH	Increased+27,336 SH
ISHARES TR	RUS 1000 VAL ETF	$2.5M	0.7%Prev: 0.7%	10,211 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$2.7M	0.8%Prev: 0.7%	6,784 SH	Increased+34 SH
ISHARES TR	RUS MID CAP ETF	$295K	0.1%Prev: 0.1%	2,676 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$2.8M	0.8%Prev: 0.7%	9,416 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$12.4M	3.5%Prev: 3.7%	29,127 SH	Increased
ISHARES TR	S&P SML 600 GWT	$644K	0.2%	3,605 SH	New
ISHARES TR	SELECT US REIT	$1.5M	0.4%Prev: 0.5%	21,796 SH	Increased-116 SH
JOHNSON & JOHNSON	COM	$331K	0.1%	1,305 SH	New
JPMORGAN CHASE & CO	COM	$807K	0.2%	2,466 SH	New
KLA CORP	COM NEW	$241K	0.1%	800 SH	New
LAM RESEARCH CORP	COM NEW	$236K	0.1%	545 SH	New
LINDE PLC	SHS	$275K	0.1%	530 SH	New
MASTERCARD INCORPORATED	CL A	$880K	0.2%Prev: 0.3%	1,713 SH	Increased+220 SH
MERCANTILE BK CORP	COM	$3.9M	1.1%Prev: 1.0%	67,194 SH	Increased+5,238 SH
MERCK & CO INC	COM	$207K	0.1%	1,609 SH	New
META PLATFORMS INC	CL A	$673K	0.2%Prev: 0.3%	1,194 SH	Decreased+222 SH
MICRON TECHNOLOGY INC	COM	$796K	0.2%	690 SH	New
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.7%	4,776 SH	Decreased+638 SH
NVIDIA CORPORATION	COM	$3.2M	0.9%Prev: 0.9%	15,918 SH	Increased+471 SH
PARKER-HANNIFIN CORP	COM	$204K	0.1%	209 SH	New
PROCTER & GAMBLE CO	COM	$269K	0.1%	1,836 SH	New
SANDISK CORP	COM	$202K	0.1%	89 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$710K	0.2%	6,625 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.5M	1.0%	29,574 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	1.0%	18,970 SH	New
SPDR GOLD TR	GOLD SHS	$863K	0.2%Prev: 0.2%	2,344 SH	Increased+125 SH
STARBUCKS CORP	COM	$291K	0.1%Prev: 0.1%	2,844 SH	Increased-17 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.3%	1,477 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$13.8M	3.9%	19,689 SH	New
STRYKER CORPORATION	COM	$612K	0.2%Prev: 0.1%	1,944 SH	Increased+1,188 SH
TESLA INC	COM	$631K	0.2%Prev: 0.2%	1,501 SH	Increased+173 SH
UNITEDHEALTH GROUP INC	COM	$338K	0.1%	814 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$721K	0.2%Prev: 0.2%	8,367 SH	Increased+6,973 SH
VANGUARD INDEX FDS	MID CAP ETF	$17.1M	4.9%Prev: 5.5%	212,771 SH	Increased+158,370 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.0M	6.8%Prev: 0.1%	34,877 SH	Increased+34,333 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$234K	0.1%	963 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	1.1%Prev: 1.2%	13,284 SH	Increased-247 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$52.7M	15.0%Prev: 16.1%	142,495 SH	Increased-4,523 SH
VANGUARD INDEX FDS	VALUE ETF	$482K	0.1%Prev: 0.1%	2,213 SH	Increased+4 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$409K	0.1%Prev: 0.1%	5,740 SH	Increased+465 SH
VISA INC	COM CL A	$351K	0.1%Prev: 0.1%	1,022 SH	Decreased-14 SH
WALMART INC	COM	$249K	0.1%Prev: 0.1%	2,200 SH	Increased+136 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $204K
DYNAVAX TECHNOLOGIES CORP — $289K
ISHARES BITCOIN TRUST ETF — $1.1M
JPMORGAN CHASE & CO. — $607K
MANULIFE FINL CORP — $227K
MEDTRONIC PLC — $224K
NETFLIX INC — $327K
ORACLE CORP — $236K
SELECT SECTOR SPDR TR — $719K
SELECT SECTOR SPDR TR — $3.2M
SELECT SECTOR SPDR TR — $2.3M
SPDR S&P 500 ETF TR — $756K
SPDR S&P MIDCAP 400 ETF TR — $11.2M
SPOTIFY TECHNOLOGY S A — $218K

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