David J Yvars Group
•CIK: 1836266•Filing: Q4 2025
**David J Yvars Group** manages $139M across a diversified portfolio of 91 positions. The fund exhibits significant concentration in core equity and fixed-income assets, notably holding IVV at $40.9M. Further allocations include substantial positions in IJH ($9.0M), IDEV ($7.1M), and LQD ($6.6M). This structure suggests a tactical approach balancing broad market exposure with targeted sector and credit risk management.
Total AUM
$139.1M
+ $393.1K in options
QoQ Performance
-25.5%
Positions
68
+ 4 options
Top 10 Concentration
65.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJH
IDEV
IVV29.3%
IJH6.4%
IDEV5.1%
LQD4.7%
AAPL4.2%
CWB3.9%
BAC3.3%
SPOT3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.4%
ETF29.5%
Technology8.5%
Communication4.5%
Financial3.8%
Consumer2.5%
Industrial1.2%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
↑48 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023