13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001836266
Total reported value
$211.9M
$211.9M
92 檔
43.1%
During the Q1 2026 filing period, David J Yvars Group (CIK: 0001836266) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.9M across 92 reported positions.
David J Yvars Group executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 7 holdings and trimming 38 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.75% | -0.88% | -0.18% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.10% | +0.69% | -2.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.73% | -0.22% | -27.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.31% | -1.27% | -3.91% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.15% | -0.14% | +0.26% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.99% | -0.38% | -1.31% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.76% | -0.61% | +3.58% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.20% | +0.11% | +2.15% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.09% | +0.32% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.28% | -0.02% | +0.00% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.12% | +0.44% | +0.26% | |
| 12 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.92% | -0.56% | -8.22% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.69% | -0.30% | +2.35% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | +0.09% | -0.21% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.16% | -0.09% | +2.81% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.13% | +0.82% | -3.61% | |
| 17 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.04% | +0.92% | +11.18% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.08% | -7.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.13% | -9.05% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.04% | +3.86% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.48% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.24% | -1.21% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.64% | -0.52% | +134.25% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | -0.02% | +0.03% | |
| 25 | BST | Blackrock Science & Tech Tr | Stock-Other | 0.63% | -0.10% | -1.57% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.08% | -2.41% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.13% | -45.25% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.13% | +3.77% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.50% | -0.08% | +0.18% | |
| 30 | ED | Consolidated Edison Inc | Stock-Utilities | 0.50% | -0.09% | -2.17% | |
| 31 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.49% | +0.05% | -0.04% | |
| 32 | GE | General Electric | Stock-Industrials | 0.49% | -0.13% | +30.73% | |
| 33 | PNQI | Invesco Nasdaq Internet ETF | ETF-Tech | 0.47% | -0.10% | -16.09% | |
| 34 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.46% | -0.02% | +0.88% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.05% | +0.11% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.11% | -1.22% | |
| 37 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.45% | -0.06% | +65.71% | |
| 38 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.41% | +0.03% | +36.14% | |
| 39 | STK | Columbia Slgmn Prem Tech Gr | Stock-Other | 0.39% | -0.08% | +4.40% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-Other | 0.38% | -0.07% | -0.90% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.37% | -0.06% | -1.39% | |
| 42 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.37% | +0.05% | +11.10% | |
| 43 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.36% | -0.01% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.12% | -60.58% | |
| 45 | XEXGX | Eaton Vance Tax-managed Glob | Stock-Other | 0.30% | -0.05% | +0.59% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.28% | +0.08% | +7.23% | |
| 47 | XNIEX | Virtus Equity & Convertible | Stock-Other | 0.27% | +0.06% | -2.28% | |
| 48 | GBAB | Guggenheim Taxable Municipal | Stock-Other | 0.26% | -0.04% | -1.68% | |
| 49 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.26% | -0.02% | — | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.26% | -0.02% | — |
According to official SEC Form 13F filings, David J Yvars Group reported a total U.S. public equity portfolio value of $211.9M across 92 disclosed positions in Q1 2026.
During Q1 2026, David J Yvars Group's top holdings by market value included IVV (21.8%)、QQQ (10.1%)、NVDA (8.7%). The largest single position, IVV, represented 21.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, NVDA) accounted for 43.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVGO
市值: $1.2M
Top Position Liquidated / Trimmed
DASH
前期市值: $416.7K
In Q1 2026, David J Yvars Group made 86 total portfolio adjustments, initiating 8 new buys, adding to 33 positions, trimming 38 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.