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Daniel Dorval

Dorval Corp

Assets Managed
$322.302M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.89%(2Q avg: 3.29%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Dorval Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Dorval Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 322.302M in assets, with a quarterly growth rate of 2.89% and a 2-quarter average growth rate of 3.29%. The portfolio is managed by Daniel Dorval, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -8.12%
7.18%
$23.12M
292,442 shares@ $79.07 avg price
LGLV
Spdr Ssga Us Large Cap Low V
Recent Activity
Increased 1.94%
6.97%
$22.442M
126,008 shares@ $178.11 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 22.12%
6.83%
$21.982M
369,137 shares@ $59.56 avg price
ACWV
Ishares Msci Global Min Vol
Recent Activity
Increased 2.59%
6.7%
$21.569M
180,482 shares@ $119.52 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 9.76%
5.88%
$18.932M
378,343 shares@ $50.04 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 25.99%
5.86%
$18.871M
349,146 shares@ $54.06 avg price
IGEB
Ishares Investment Grade Sys
Recent Activity
Increased 29.15%
5.59%
$17.986M
399,159 shares@ $45.06 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.15%
5.13%
$16.511M
57,494 shares@ $287.18 avg price
XMLV
Invesco S&p Midcap Low Volat
Recent Activity
Increased 3.03%
5.12%
$16.481M
261,731 shares@ $62.98 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -11.01%
4.5%
$14.5M
104,826 shares@ $138.33 avg price

1-10 of 45