David J Yvars Group
All 13F Filings
- Location
- University Park, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 217,586
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 109 | 217,586 | 13F-HR | David J Yvars Group |
| Q2 2026 | 7/7/2026 | 106 | 211,885 | 13F-HR | David J Yvars Group |
| Q1 2026 | 4/8/2026 | 92 | 178,913 | 13F-HR | David J Yvars Group |
| Q4 2025 | 1/12/2026 | 94 | 187,885 | 13F-HR | David J Yvars Group |
| Q3 2025 | 10/27/2025 | 93 | 186,695 | 13F-HR | David J Yvars Group |
| Q2 2025 | 7/9/2025 | 83 | 170,706 | 13F-HR | David J Yvars Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.94 K | 42.7% | 14.17 K | 0 | 14.17 K |
| ETFs | 124.6 K | 57.3% | 82 | 0 | 82 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
217,586
Holdings
109
QoQ value change ($000)
5,701
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.