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David J. Yvars

David J Yvars Group

Assets Managed
$211.885M
Holdings
106
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
18.43%(2Q avg: 6.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in David J Yvars Group's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of David J Yvars Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 211.885M in assets, with a quarterly growth rate of 18.43% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by David J. Yvars, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.9%
20.87%
$44.215M
59,043 shares@ $748.87 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.86%
10.79%
$22.855M
31,042 shares@ $736.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.53%
8.51%
$18.029M
90,175 shares@ $199.94 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.92%
5.02%
$10.624M
137,771 shares@ $77.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -10.6%
4.04%
$8.556M↓ Put
22,938 shares@ $373.01 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 0.53%
3.61%
$7.647M
85,913 shares@ $89.02 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 4.01%
3.32%
$7.017M
65,077 shares@ $107.82 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Decreased -0.99%
3.15%
$6.671M
61,166 shares@ $109.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.82%
2.99%
$6.333M
21,889 shares@ $289.33 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.01%
2.57%
$5.428M
28,492 shares@ $190.53 avg price

1-10 of 106