IVC Wealth Advisors
Latest statistics and disclosures from IVC Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, AAPL, PVAL, JEPI, JAAA, and represent 31.33% of IVC Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SOLS, NFLX, JAAA, JEPI, VOO, GSK, BOND, ITOT, JMBS, JEPQ.
- Started 10 new stock positions in GNMA, GSK, SOLS, IVV, GTO, BOND, AstraZeneca, AXP, CAH, ITOT.
- Reduced shares in these 10 stocks: KMB, AAPL, UVSP, VOT, RBLX, , HESM, , COWG, PFE.
- Sold out of its positions in ENB, FI, GROY, HESM, KMB, COWG, PFE, RBLX, SPDW, MDYG. TFX, TENB, WPM, LIN.
- IVC Wealth Advisors was a net buyer of stock by $2.7M.
- IVC Wealth Advisors has $230M in assets under management (AUM), dropping by 2.76%.
- Central Index Key (CIK): 0001842811
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Portfolio Holdings for IVC Wealth Advisors
IVC Wealth Advisors holds 179 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.9 | $23M | 46k | 487.86 |
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| Apple (AAPL) | 6.6 | $15M | -4% | 56k | 271.86 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 6.2 | $14M | 312k | 45.57 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.0 | $12M | +4% | 203k | 57.24 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.6 | $8.3M | +9% | 164k | 50.58 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 3.4 | $7.9M | +2% | 152k | 51.77 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.4 | $7.8M | +4% | 135k | 58.12 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.6 | $6.1M | +6% | 133k | 45.69 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.5 | $5.9M | -8% | 21k | 279.14 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.3 | $5.4M | +3% | 30k | 177.37 |
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| NVIDIA Corporation (NVDA) | 2.1 | $4.8M | 26k | 186.50 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 1.9 | $4.4M | +2% | 107k | 41.36 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 1.6 | $3.7M | +2% | 16k | 235.99 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $3.3M | +2% | 110k | 29.61 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $3.2M | 61k | 52.88 |
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| Meta Platforms Cl A (META) | 1.3 | $3.0M | +2% | 4.6k | 660.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $2.6M | +6% | 12k | 211.79 |
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| Truist Financial Corp equities (TFC) | 1.0 | $2.4M | -3% | 48k | 49.21 |
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| Caterpillar (CAT) | 1.0 | $2.3M | 4.0k | 572.87 |
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| Merck & Co (MRK) | 1.0 | $2.3M | +15% | 22k | 105.26 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.2M | 10k | 206.96 |
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| Allstate Corporation (ALL) | 0.9 | $2.1M | +13% | 10k | 208.15 |
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| Microsoft Corporation (MSFT) | 0.9 | $2.1M | +5% | 4.4k | 483.67 |
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| Visa Com Cl A (V) | 0.8 | $1.9M | 5.4k | 350.68 |
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| International Business Machines (IBM) | 0.8 | $1.8M | 6.1k | 296.21 |
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| AutoNation (AN) | 0.8 | $1.8M | 8.6k | 206.48 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.5M | 1.4k | 1074.68 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.4M | 14k | 99.85 |
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| McDonald's Corporation (MCD) | 0.6 | $1.4M | 4.5k | 305.60 |
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| Prudential Financial (PRU) | 0.6 | $1.3M | -2% | 12k | 112.88 |
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| Cisco Systems (CSCO) | 0.6 | $1.3M | 17k | 77.03 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.3M | 4.1k | 318.53 |
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| Republic Services (RSG) | 0.6 | $1.3M | -2% | 6.0k | 211.93 |
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| Broadcom (AVGO) | 0.6 | $1.3M | -2% | 3.7k | 346.10 |
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| Tesla Motors (TSLA) | 0.5 | $1.2M | 2.7k | 449.72 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.5 | $1.2M | NEW | 25k | 48.58 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $1.2M | +9% | 3.4k | 349.99 |
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| Ametek (AME) | 0.5 | $1.2M | 5.8k | 205.29 |
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| Citizens & Northern Corporation (CZNC) | 0.5 | $1.2M | -6% | 58k | 20.17 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | +2% | 3.5k | 322.19 |
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| Ralliant Corp (RAL) | 0.5 | $1.1M | +11% | 22k | 50.91 |
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| Waste Management (WM) | 0.5 | $1.1M | +6% | 5.1k | 219.72 |
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| Netflix (NFLX) | 0.5 | $1.1M | +1076% | 12k | 93.76 |
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| Amazon (AMZN) | 0.4 | $1.0M | +4% | 4.4k | 230.82 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $999k | -10% | 17k | 60.17 |
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| Wells Fargo & Company (WFC) | 0.4 | $996k | 11k | 93.20 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $989k | 8.2k | 120.34 |
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| Motorola Solutions Com New (MSI) | 0.4 | $980k | +5% | 2.6k | 383.32 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $898k | +106% | 1.4k | 627.13 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $877k | 11k | 80.03 |
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| Coca-Cola Company (KO) | 0.4 | $856k | +2% | 12k | 69.91 |
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| Analog Devices (ADI) | 0.4 | $809k | 3.0k | 271.24 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $804k | -8% | 17k | 47.08 |
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| Paychex (PAYX) | 0.3 | $802k | -18% | 7.1k | 112.18 |
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| 3M Company (MMM) | 0.3 | $781k | 4.9k | 160.09 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $773k | 1.1k | 681.96 |
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| Crown Castle Intl (CCI) | 0.3 | $768k | -7% | 8.6k | 88.87 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $753k | 2.6k | 287.85 |
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| Intel Corporation (INTC) | 0.3 | $753k | 20k | 36.90 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $750k | +5% | 9.0k | 83.75 |
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| Univest Corp. of PA (UVSP) | 0.3 | $734k | -44% | 22k | 32.74 |
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| Pepsi (PEP) | 0.3 | $731k | +8% | 5.1k | 143.52 |
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| Public Service Enterprise (PEG) | 0.3 | $719k | -2% | 9.0k | 80.30 |
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| Advanced Micro Devices (AMD) | 0.3 | $716k | 3.3k | 214.16 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $712k | 945.00 | 753.78 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.3 | $703k | +3% | 4.4k | 159.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $700k | 1.5k | 468.76 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $699k | +9% | 15k | 48.32 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $684k | +4% | 29k | 24.02 |
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| Cheniere Energy Com New (LNG) | 0.3 | $676k | 3.5k | 194.38 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $657k | -3% | 5.7k | 116.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $640k | 2.0k | 313.00 |
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| Morgan Stanley Com New (MS) | 0.3 | $624k | +36% | 3.5k | 177.53 |
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| salesforce (CRM) | 0.3 | $602k | +5% | 2.3k | 264.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $595k | +7% | 1.9k | 313.80 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $591k | -13% | 3.3k | 177.75 |
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| EOG Resources (EOG) | 0.2 | $567k | -2% | 5.4k | 105.00 |
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| Medtronic SHS (MDT) | 0.2 | $555k | 5.8k | 96.06 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $549k | +4% | 5.8k | 95.22 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $547k | 3.0k | 183.43 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $546k | -3% | 17k | 32.62 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $534k | -7% | 4.2k | 125.92 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $517k | 6.5k | 79.24 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $514k | +6% | 8.6k | 59.93 |
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| Southern Company (SO) | 0.2 | $501k | +2% | 5.7k | 87.20 |
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| Public Storage (PSA) | 0.2 | $499k | +3% | 1.9k | 259.50 |
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| Stryker Corporation (SYK) | 0.2 | $498k | 1.4k | 351.59 |
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| Amgen (AMGN) | 0.2 | $491k | 1.5k | 327.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $479k | +3% | 3.1k | 154.14 |
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| Iqvia Holdings (IQV) | 0.2 | $478k | 2.1k | 225.41 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $465k | 22k | 20.89 |
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| Chevron Corporation (CVX) | 0.2 | $464k | +2% | 3.0k | 152.41 |
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| ConocoPhillips (COP) | 0.2 | $461k | 4.9k | 93.62 |
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| Goldman Sachs (GS) | 0.2 | $454k | -5% | 517.00 | 879.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $450k | 5.1k | 88.49 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $445k | -2% | 12k | 38.68 |
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| PNC Financial Services (PNC) | 0.2 | $444k | +47% | 2.1k | 208.73 |
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| Nucor Corporation (NUE) | 0.2 | $437k | 2.7k | 163.11 |
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| GSK Sponsored Adr (GSK) | 0.2 | $425k | NEW | 8.7k | 49.04 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $422k | -4% | 3.5k | 119.75 |
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| Abbvie (ABBV) | 0.2 | $421k | +19% | 1.8k | 228.49 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $419k | 2.6k | 162.63 |
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| Jfrog Ord Shs (FROG) | 0.2 | $413k | -4% | 6.6k | 62.46 |
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| Microchip Technology (MCHP) | 0.2 | $407k | +11% | 6.4k | 63.72 |
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| Dycom Industries (DY) | 0.2 | $400k | -10% | 1.2k | 337.90 |
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| Us Bancorp Del Com New (USB) | 0.2 | $399k | 7.5k | 53.36 |
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| Snowflake Com Shs (SNOW) | 0.2 | $396k | 1.8k | 219.36 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $389k | -31% | 982.00 | 396.31 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $386k | 5.1k | 76.23 |
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| National Fuel Gas (NFG) | 0.2 | $385k | 4.8k | 80.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $385k | +5% | 765.00 | 502.65 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $380k | NEW | 4.1k | 93.08 |
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| Everus Constr Group (ECG) | 0.2 | $372k | -2% | 4.3k | 85.56 |
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| CoStar (CSGP) | 0.2 | $367k | -6% | 5.5k | 67.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $364k | NEW | 2.4k | 148.69 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $360k | 7.9k | 45.53 |
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| AutoZone (AZO) | 0.2 | $353k | 104.00 | 3391.50 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $345k | -4% | 875.00 | 393.92 |
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| Akamai Technologies (AKAM) | 0.1 | $342k | -5% | 3.9k | 87.25 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $337k | -8% | 3.1k | 109.91 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $330k | +3% | 4.1k | 79.73 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $329k | 1.7k | 193.67 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $327k | +7% | 5.6k | 58.73 |
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| Spdr Series Trust State Street Spd (ONEY) | 0.1 | $324k | 2.9k | 113.56 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $315k | +7% | 12k | 26.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $311k | 8.5k | 36.63 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $309k | 1.5k | 211.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $306k | +14% | 4.5k | 67.23 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $305k | +10% | 4.3k | 70.35 |
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| FedEx Corporation (FDX) | 0.1 | $305k | 1.1k | 288.90 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $294k | 15k | 19.14 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $293k | 5.5k | 53.76 |
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| Royal Gold (RGLD) | 0.1 | $289k | +13% | 1.3k | 222.29 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $288k | -34% | 6.5k | 44.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $288k | 1.5k | 191.56 |
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| Procter & Gamble Company (PG) | 0.1 | $286k | 2.0k | 143.31 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $285k | 4.3k | 66.52 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $284k | 1.4k | 199.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $280k | 5.2k | 53.94 |
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| Constellation Energy (CEG) | 0.1 | $278k | -3% | 788.00 | 353.05 |
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| Citigroup Com New (C) | 0.1 | $277k | -6% | 2.4k | 116.69 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $274k | 2.6k | 107.10 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $272k | -6% | 5.9k | 45.88 |
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| Sonoco Products Company (SON) | 0.1 | $270k | -9% | 6.2k | 43.64 |
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| American Electric Power Company (AEP) | 0.1 | $270k | +2% | 2.3k | 115.31 |
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| Starbucks Corporation (SBUX) | 0.1 | $269k | 3.2k | 84.20 |
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| Home Depot (HD) | 0.1 | $266k | -12% | 773.00 | 344.21 |
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| Verizon Communications (VZ) | 0.1 | $264k | 6.5k | 40.73 |
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| Wal-Mart Stores (WMT) | 0.1 | $262k | +5% | 2.3k | 111.41 |
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| Oracle Corporation (ORCL) | 0.1 | $260k | -3% | 1.3k | 194.91 |
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| Consolidated Edison (ED) | 0.1 | $259k | +2% | 2.6k | 99.32 |
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| TJX Companies (TJX) | 0.1 | $257k | 1.7k | 153.62 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $256k | -2% | 4.9k | 52.44 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $249k | +4% | 927.00 | 268.30 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $245k | -2% | 822.00 | 298.38 |
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| Boston Scientific Corporation (BSX) | 0.1 | $242k | +2% | 2.5k | 95.35 |
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| American Express Company (AXP) | 0.1 | $234k | NEW | 633.00 | 369.95 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $234k | 1.8k | 133.49 |
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| International Paper Company (IP) | 0.1 | $231k | -2% | 5.9k | 39.39 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $231k | +6% | 6.2k | 37.40 |
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| Generac Holdings (GNRC) | 0.1 | $229k | 1.7k | 136.37 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $229k | +13% | 4.0k | 56.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $223k | NEW | 325.00 | 684.94 |
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| Travelers Companies (TRV) | 0.1 | $218k | 751.00 | 290.06 |
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| Phillips 66 (PSX) | 0.1 | $217k | 1.7k | 129.05 |
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| Astrazeneca Sponsored Adr | 0.1 | $215k | NEW | 2.3k | 91.93 |
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| UnitedHealth (UNH) | 0.1 | $214k | 648.00 | 330.36 |
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| Deere & Company (DE) | 0.1 | $212k | 455.00 | 465.58 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $212k | NEW | 4.8k | 44.54 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $209k | -7% | 4.1k | 50.59 |
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| Clorox Company (CLX) | 0.1 | $208k | -13% | 2.1k | 100.84 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $207k | NEW | 4.4k | 47.42 |
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| Cardinal Health (CAH) | 0.1 | $206k | NEW | 1.0k | 205.41 |
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| Boeing Company (BA) | 0.1 | $204k | -20% | 941.00 | 217.12 |
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| Costco Wholesale Corporation (COST) | 0.1 | $203k | +3% | 235.00 | 862.43 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $202k | 1.7k | 117.21 |
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| At&t (T) | 0.1 | $201k | 8.1k | 24.84 |
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| Amcor Ord | 0.1 | $136k | -6% | 16k | 8.34 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $116k | 13k | 9.06 |
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Past Filings by IVC Wealth Advisors
SEC 13F filings are viewable for IVC Wealth Advisors going back to 2020
- IVC Wealth Advisors 2025 Q4 filed Jan. 16, 2026
- IVC Wealth Advisors 2025 Q3 filed Oct. 9, 2025
- IVC Wealth Advisors 2025 Q2 filed July 22, 2025
- IVC Wealth Advisors 2025 Q1 filed April 8, 2025
- IVC Wealth Advisors 2024 Q4 filed Jan. 17, 2025
- IVC Wealth Advisors 2024 Q3 filed Oct. 24, 2024
- IVC Wealth Advisors 2024 Q2 filed July 16, 2024
- IVC Wealth Advisors 2024 Q1 filed April 19, 2024
- IVC Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- IVC Wealth Advisors 2023 Q3 filed Oct. 5, 2023
- IVC Wealth Advisors 2023 Q2 filed July 13, 2023
- IVC Wealth Advisors 2023 Q1 filed April 13, 2023
- IVC Wealth Advisors 2022 Q4 filed Jan. 17, 2023
- IVC Wealth Advisors 2022 Q3 filed Oct. 12, 2022
- IVC Wealth Advisors 2022 Q2 filed July 11, 2022
- IVC Wealth Advisors 2022 Q1 restated filed April 27, 2022