David J Yvars Group ETF holdings
University Park, FL
Reported $124.6M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$124.6M
ETFs held
32
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
61.3%
of $203.3M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $44.2M | 59,043 | −540 shares |
| QQQ | Invesco QQQ Trust | $22.9M | 31,042 | −271 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $10.6M | 137,771 | +1,253 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $7.6M | 85,913 | +448 shares |
| CWB | State Street SPDR Bloomberg Convertible Securities ETF | $7.0M | 65,077 | +2,506 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $6.7M | 61,166 | −614 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $5.4M | 28,492 | −3 shares |
| IJR | iShares Core S&P Small-Cap ETF | $3.2M | 21,393 | +1,065 shares |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $2.9M | 36,873 | −1,050 shares |
| DVY | iShares Select Dividend ETF | $2.3M | 14,515 | +823 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001836266. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does David J Yvars Group own?
David J Yvars Group reported 32 ETF positions worth $124.6M in its Form 13F for June 30, 2026. The largest was IVV, at $44.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.