David J Yvars Group 13F Holdings · Q3 2026
David J Yvars Group reported 109 securities worth $217.59M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (20.92%), QQQ (10.55%), NVDA (9.49%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.5M | 20.92% | 59,441 | Added |
| 2 | QQQ | INVESCO QQQ TR | $23.0M | 10.55% | 31,046 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $20.6M | 9.49% | 90,387 | Added |
| 4 | MSFT | MICROSOFT CORP | $11.8M | 5.43% | 23,032 | Added |
| 5 | IJH | ISHARES TR | $10.0M | 4.61% | 139,418 | Added |
| 6 | IDEV | ISHARES TR | $7.5M | 3.46% | 84,024 | Trimmed |
| 7 | AAPL | APPLE INC | $7.1M | 3.28% | 21,461 | Trimmed |
| 8 | CWB | SPDR SERIES TRUST | $7.0M | 3.22% | 69,141 | Added |
| 9 | LQD | ISHARES TR | $6.0M | 2.76% | 58,688 | Trimmed |
| 10 | XLK | SELECT SECTOR SPDR TR | $5.6M | 2.56% | 28,422 | Trimmed |
| 11 | PANW | PALO ALTO NETWORKS INC | $4.7M | 2.15% | 11,775 | Trimmed |
| 12 | BAC | BANK OF AMER CORP | $4.3M | 1.99% | 79,413 | Trimmed |
| 13 | BE | BLOOM ENERGY CORP | $3.6M | 1.66% | 13,065 | Trimmed |
| 14 | HYG | ISHARES TR | $3.1M | 1.42% | 39,887 | Added |
| 15 | IJR | ISHARES TR | $3.1M | 1.41% | 22,628 | Added |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $2.9M | 1.35% | 6,026 | Trimmed |
| 17 | DVY | ISHARES TR | $2.3M | 1.06% | 15,100 | Added |
| 18 | AVGO | BROADCOM INC | $2.2M | 1.00% | 6,221 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.9M | 0.86% | 5,416 | Added |
| 20 | AMZN | AMAZON COM INC | $1.8M | 0.83% | 7,266 | Hold |
| 21 | GOOG | ALPHABET INC | $1.8M | 0.81% | 5,188 | Added |
| 22 | META | META PLATFORMS INC | $1.4M | 0.64% | 1,932 | Added |
| 23 | VV | VANGUARD INDEX FDS | $1.4M | 0.62% | 3,845 | Added |
| 24 | BST | BLACKROCK SCIENCE & TECHNOLO | $1.2M | 0.57% | 24,621 | Added |
| 25 | QTUM | ETF SER SOLUTIONS | $1.2M | 0.54% | 7,760 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR