David J Yvars Group

CIK 0001836266 · UNIVERSITY PARK, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

David J Yvars Group reported 106 positions worth $211.9M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: IVV (20.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$211.9M
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.8%
Est. Net Flow (Q)
2026 Q2
10 / 106 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$44.2M20.87%59,043
2QQQINVESCO QQQ TRSH$22.9M10.79%31,042
3NVDANVIDIA CORPORATIONSH$18.0M8.51%90,175
4IJHISHARES TRSH$10.6M5.01%137,771
5MSFTMICROSOFT CORPPUT$8.6M4.04%22,938
6IDEVISHARES TRSH$7.6M3.61%85,913
7CWBSPDR SERIES TRUSTSH$7.0M3.31%65,077
8LQDISHARES TRSH$6.7M3.15%61,166
9AAPLAPPLE INCSH$6.3M2.99%21,889
10XLKSELECT SECTOR SPDR TRSH$5.4M2.56%28,492

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does David J Yvars Group hold as of Q2 2026?

David J Yvars Group reported 106 positions worth $211.9M in its Q2 2026 13F filing. Largest positions: IVV (20.9%), QQQ (10.8%), NVDA (8.5%), IJH (5.0%) and MSFT (4.0%).

What did David J Yvars Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did David J Yvars Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.