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JVL Associates LLC
JVL Associates LLC, established in 1994 and headquartered in Wyoming, Michigan, is a fee-only registered investment advisory firm providing financial planning, wealth management, and investment advisory services to affluent individuals, families, and business owners. The firm serves both non-high-net-worth and high-net-worth clients, offering customized financial advice, portfolio management, and access to specialized advisors for comprehensive financial planning. JVL Associates LLC employs about 7 professionals and focuses on building lifelong relationships and clarifying financial decisions for clients with a commitment to long-term wealth strategies.
Investment Strategy
JVL Associates LLC uses a fee-only approach focused on asset allocation and diversification, aiming to help clients achieve their financial goals while prudently managing risk. Their philosophy blends tailored portfolio management with comprehensive planning covering retirement, estate, tax, risk management, charitable giving, and multi-generational gifting. They coordinate teams of advisors to provide proactive strategies for long-term financial security, adapting solutions uniquely to each client's needs.
Latest 13F Filing Activity
JVL Associates LLC filed their most recent 13F report on Sep 30, 2025 disclosing 64 equity positions with a total 13F market value of $302M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Apple Inc. among other positions. JVL Associates LLC reduced exposure to Dynavax Technologies Corp., Accenture PLC Ireland, Medtronic PLC among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 21.95% | $66.3M | 455,366 | $82.92 | $145.65 | +$6.5M |
V VTI | VANGUARD INDEX FDS | 15.92% | $48.1M | 146,548 | $175.34 | $328.17 | +$3.4M |
I IJH | ISHARES TR | 6.53% | $19.7M | 302,424 | $44.57 | $65.26 | +$289.9K |
Q QQQ | INVESCO QQQ TR | 6.02% | $18.2M | 30,294 | $256.17 | $600.37 | +$1.2M |
I IJR | ISHARES TR | 5.60% | $16.9M | 142,411 | $86.15 | $118.83 | +$646.0K |
Industry Allocation
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