jvl associates llc
RIA/Wealth
jvl associates llc is a RIA/Wealth based in Wyoming, MI led by Chad Nathan Soukup, reporting $672.5M in AUM as of Q3 2025 with 86% ETF concentration, 76% concentrated in top 10 holdings, and 22% allocation to ITOT.
PartnerChad Nathan Soukup
- Portfolio Value
- $302.2M
- Positions
- 64
- Top Holding
- ITOT at 21.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in jvl associates llc's portfolio (76.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $66.3M | 21.95% | +$1.8M Bought | — 455.4K shares | |
ETF ETF | $48.1M | 15.92% | -$154.2K Sold | — 146.5K shares | |
ETF ETF | $19.7M | 6.53% | -$726.0K Sold | — 302.4K shares | |
ETF ETF | $18.2M | 6.02% | -$281.6K Sold | — 30.3K shares | |
ETF ETF | $16.9M | 5.60% | -$774.8K Sold | — 142.4K shares | |
ETF ETF | $15.8M | 5.22% | -$218.5K Sold | — 53.7K shares | |
Consumer Electronics Technology | $12.1M | 4.02% | -$609.6K Sold | 0.00% 47.7K shares | |
ETF ETF | $11.8M | 3.90% | -$8.9K Sold | — 19.8K shares | |
ETF ETF | $11.1M | 3.66% | +$13.4K Bought | — 16.5K shares | |
ETF ETF | $11.0M | 3.65% | — | — 29.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in jvl associates llc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+32.0% | |
+28.35% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-15.98% |
Analytics
Portfolio insights and performance metrics for jvl associates llc
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