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Chad Soukup

Jvl Associates Llc

Assets Managed
$352.461M
Holdings
79
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
18.17%(2Q avg: 7.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jvl Associates Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Jvl Associates Llc 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 352.461M in assets, with a quarterly growth rate of 18.17% and a 2-quarter average growth rate of 7.63%. The portfolio is managed by Chad Soukup, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -1.75%
16.38%
$57.714M
351,336 shares@ $164.28 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.77%
14.97%
$52.729M
142,495 shares@ $370.05 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 12.66%
6.8%
$23.954M
34,877 shares@ $686.82 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.94%
6.67%
$23.498M
304,730 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.39%
5.91%
$20.812M
140,331 shares@ $148.31 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.54%
5.38%
$18.952M
25,736 shares@ $736.42 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 301.73%
4.87%
$17.143M
212,771 shares@ $80.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.43%
3.97%
$13.96M
48,243 shares@ $289.37 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
3.93%
$13.848M
19,689 shares@ $703.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3%
3.7%
$13.032M
17,402 shares@ $748.9 avg price

1-10 of 79