IVC Wealth Advisors
Latest statistics and disclosures from IVC Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, PVAL, AAPL, JEPI, JAAA, and represent 30.76% of IVC Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: HEFA, JEPI, JEPQ, VOT, JAAA, VOE, JMBS, PVAL, GLW, VBR.
- Started 9 new stock positions in PFE, FNDE, STX, GLW, LIN, IAGG, GILD, ENB, VEEV.
- Reduced shares in these 10 stocks: SOLV, , , ITOT, PAYX, , COWZ, BSX, AXP, IP.
- Sold out of its positions in AXP, AstraZeneca, BA, BSX, CAH, CSGP, IP, GTO, ITOT, IVV. BOND, SOLV, UNH, Amcor, ACN.
- IVC Wealth Advisors was a net buyer of stock by $3.3M.
- IVC Wealth Advisors has $230M in assets under management (AUM), dropping by 0.17%.
- Central Index Key (CIK): 0001842811
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Portfolio Holdings for IVC Wealth Advisors
IVC Wealth Advisors holds 173 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 8.8 | $20M | 47k | 436.79 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 6.5 | $15M | +2% | 321k | 46.40 |
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| Apple (AAPL) | 6.2 | $14M | 56k | 253.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.4 | $12M | +8% | 220k | 56.68 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.9 | $9.0M | +9% | 179k | 50.37 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.7 | $8.4M | +12% | 152k | 55.52 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 3.5 | $8.0M | +2% | 156k | 51.23 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.8 | $6.5M | +7% | 143k | 45.18 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.7 | $6.3M | +12% | 34k | 184.28 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 2.7 | $6.3M | +16% | 24k | 257.35 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 2.4 | $5.5M | +20% | 129k | 42.49 |
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| NVIDIA Corporation (NVDA) | 2.0 | $4.5M | 26k | 174.40 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 1.7 | $3.8M | +4% | 17k | 229.04 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.4 | $3.3M | +3% | 63k | 52.56 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $3.2M | -4% | 105k | 30.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $2.9M | +10% | 14k | 217.25 |
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| Caterpillar (CAT) | 1.2 | $2.7M | -3% | 3.9k | 708.51 |
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| Meta Platforms Cl A (META) | 1.1 | $2.6M | 4.6k | 572.09 |
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| Merck & Co (MRK) | 1.1 | $2.5M | -2% | 21k | 120.29 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.5M | 10k | 244.44 |
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| Truist Financial Corp equities (TFC) | 1.0 | $2.2M | 48k | 45.97 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.9 | $2.1M | +10% | 27k | 76.16 |
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| Allstate Corporation (ALL) | 0.9 | $2.0M | -4% | 9.8k | 207.35 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.7M | +2% | 4.5k | 370.14 |
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| AutoNation (AN) | 0.7 | $1.7M | 8.5k | 195.26 |
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| Visa Com Cl A (V) | 0.7 | $1.6M | 5.4k | 302.25 |
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| International Business Machines (IBM) | 0.6 | $1.5M | 6.1k | 242.39 |
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| Eaton Corp SHS (ETN) | 0.6 | $1.5M | 4.1k | 357.70 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.5M | -4% | 13k | 108.25 |
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| McDonald's Corporation (MCD) | 0.6 | $1.4M | 4.6k | 310.81 |
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| Cisco Systems (CSCO) | 0.6 | $1.3M | 17k | 77.59 |
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| Netflix (NFLX) | 0.6 | $1.3M | +14% | 13k | 96.15 |
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| Citizens & Northern Corporation (CZNC) | 0.5 | $1.3M | -2% | 57k | 22.34 |
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| Republic Services (RSG) | 0.5 | $1.3M | -4% | 5.8k | 219.02 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | -6% | 1.3k | 919.77 |
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| Waste Management (WM) | 0.5 | $1.2M | 5.2k | 229.77 |
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| Ametek (AME) | 0.5 | $1.2M | -4% | 5.5k | 214.36 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | -15% | 6.9k | 169.65 |
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| Broadcom (AVGO) | 0.5 | $1.2M | 3.7k | 309.51 |
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| Prudential Financial (PRU) | 0.5 | $1.1M | -2% | 12k | 97.69 |
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| Ralliant Corp (RAL) | 0.5 | $1.1M | +20% | 27k | 41.59 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | 3.6k | 294.17 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $1.0M | 11k | 93.29 |
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| Tesla Motors (TSLA) | 0.4 | $1.0M | 2.7k | 371.75 |
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| Motorola Solutions Com New (MSI) | 0.4 | $998k | -10% | 2.3k | 433.97 |
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| Amazon (AMZN) | 0.4 | $976k | +6% | 4.7k | 208.27 |
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| Cheniere Energy Com New (LNG) | 0.4 | $944k | -4% | 3.3k | 283.77 |
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| Analog Devices (ADI) | 0.4 | $928k | -2% | 2.9k | 318.16 |
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| Coca-Cola Company (KO) | 0.4 | $925k | 12k | 76.05 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $871k | +5% | 3.6k | 243.08 |
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| Intel Corporation (INTC) | 0.4 | $860k | -4% | 20k | 44.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $856k | 1.4k | 597.55 |
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| Wells Fargo & Company (WFC) | 0.4 | $851k | 11k | 79.61 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $797k | -23% | 13k | 62.56 |
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| Pepsi (PEP) | 0.3 | $778k | 5.0k | 155.29 |
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| EOG Resources (EOG) | 0.3 | $770k | 5.3k | 144.56 |
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| Univest Corp. of PA (UVSP) | 0.3 | $752k | -2% | 22k | 34.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $738k | 1.1k | 650.53 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $734k | 4.2k | 173.04 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $733k | 8.9k | 82.75 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.3 | $724k | 4.3k | 167.20 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $713k | 2.6k | 272.33 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $703k | +3% | 30k | 23.81 |
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| Public Service Enterprise (PEG) | 0.3 | $699k | -3% | 8.6k | 80.95 |
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| Advanced Micro Devices (AMD) | 0.3 | $684k | 3.4k | 203.43 |
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| 3M Company (MMM) | 0.3 | $666k | -6% | 4.6k | 145.22 |
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| Crown Castle Intl (CCI) | 0.3 | $663k | -5% | 8.2k | 81.31 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $657k | 941.00 | 697.72 |
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| ConocoPhillips (COP) | 0.3 | $649k | 4.9k | 131.99 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $641k | -7% | 13k | 48.05 |
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| Chevron Corporation (CVX) | 0.3 | $637k | 3.1k | 206.90 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $634k | -5% | 5.3k | 118.63 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $633k | -20% | 14k | 46.95 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $622k | 2.5k | 244.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $607k | +3% | 2.1k | 287.56 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $584k | 3.0k | 192.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $578k | 1.5k | 390.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $577k | +6% | 2.0k | 286.86 |
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| Morgan Stanley Com New (MS) | 0.2 | $571k | 3.5k | 164.57 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $550k | 5.8k | 94.95 |
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| Amgen (AMGN) | 0.2 | $549k | +4% | 1.6k | 351.91 |
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| Southern Company (SO) | 0.2 | $546k | 5.7k | 96.52 |
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| Medtronic SHS (MDT) | 0.2 | $528k | +5% | 6.1k | 86.65 |
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| Public Storage (PSA) | 0.2 | $517k | 1.9k | 270.88 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $515k | 8.6k | 59.55 |
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| Everus Constr Group (ECG) | 0.2 | $513k | 4.3k | 118.06 |
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| GSK Sponsored Adr (GSK) | 0.2 | $497k | +3% | 9.0k | 55.19 |
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| salesforce (CRM) | 0.2 | $470k | +10% | 2.5k | 186.67 |
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| Stryker Corporation (SYK) | 0.2 | $465k | 1.4k | 328.61 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $461k | 3.5k | 130.95 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $455k | -6% | 3.1k | 146.28 |
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| Nucor Corporation (NUE) | 0.2 | $453k | 2.7k | 169.10 |
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| National Fuel Gas (NFG) | 0.2 | $451k | 4.8k | 93.96 |
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| PNC Financial Services (PNC) | 0.2 | $448k | 2.2k | 208.09 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $441k | -9% | 15k | 29.13 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $438k | -8% | 20k | 21.49 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $437k | -3% | 4.9k | 88.70 |
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| Akamai Technologies (AKAM) | 0.2 | $429k | -4% | 3.7k | 114.85 |
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| Devon Energy Corporation (DVN) | 0.2 | $425k | 8.4k | 50.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $423k | 982.00 | 430.29 |
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| Goldman Sachs (GS) | 0.2 | $420k | -4% | 496.00 | 845.99 |
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| Microchip Technology (MCHP) | 0.2 | $413k | 6.4k | 64.61 |
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| Us Bancorp Com New (USB) | 0.2 | $405k | +4% | 7.8k | 52.01 |
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| Abbvie (ABBV) | 0.2 | $397k | 1.8k | 217.49 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.2 | $391k | +4% | 16k | 24.28 |
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| Dycom Industries (DY) | 0.2 | $384k | -4% | 1.1k | 338.82 |
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| Sonoco Products Company (SON) | 0.2 | $370k | +10% | 6.8k | 54.09 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $368k | +3% | 3.2k | 114.99 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $366k | 7.8k | 46.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $365k | 761.00 | 479.20 |
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| AutoZone (AZO) | 0.2 | $361k | +2% | 107.00 | 3377.78 |
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| Iqvia Holdings (IQV) | 0.2 | $361k | 2.1k | 170.54 |
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| FedEx Corporation (FDX) | 0.2 | $359k | -4% | 1.0k | 356.03 |
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| Knife River Corp Common Stock (KNF) | 0.2 | $356k | 4.4k | 81.65 |
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| Paychex (PAYX) | 0.2 | $354k | -46% | 3.8k | 92.13 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $353k | -27% | 8.3k | 42.44 |
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| Spdr Series Trust State Street Spd (ONEY) | 0.1 | $343k | 2.9k | 120.05 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $341k | +15% | 6.3k | 54.05 |
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| American Electric Power Company (AEP) | 0.1 | $332k | +8% | 2.5k | 131.08 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $331k | 4.2k | 79.27 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $330k | 5.6k | 58.54 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $329k | 1.5k | 224.57 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $316k | 12k | 26.61 |
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| Bristol Myers Squibb (BMY) | 0.1 | $315k | 5.2k | 60.65 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $314k | 875.00 | 359.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $311k | -7% | 2.8k | 110.36 |
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| Jfrog Ord Shs (FROG) | 0.1 | $310k | 6.6k | 46.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $310k | +6% | 2.5k | 124.28 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $306k | 1.7k | 179.85 |
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| Phillips 66 (PSX) | 0.1 | $305k | 1.7k | 182.20 |
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| Generac Holdings (GNRC) | 0.1 | $304k | -7% | 1.6k | 195.33 |
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| Corning Incorporated (GLW) | 0.1 | $302k | NEW | 2.2k | 135.97 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $299k | 4.3k | 69.71 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $299k | 5.1k | 59.03 |
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| Consolidated Edison (ED) | 0.1 | $296k | 2.6k | 113.18 |
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| Royal Gold (RGLD) | 0.1 | $293k | -11% | 1.2k | 254.49 |
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| Starbucks Corporation (SBUX) | 0.1 | $291k | 3.2k | 89.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $289k | 1.5k | 191.92 |
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| Procter & Gamble Company (PG) | 0.1 | $287k | 2.0k | 144.44 |
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| Verizon Communications (VZ) | 0.1 | $285k | -12% | 5.7k | 50.20 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $272k | 2.6k | 106.14 |
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| Citigroup Com New (C) | 0.1 | $272k | 2.4k | 113.41 |
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| Snowflake Com Shs (SNOW) | 0.1 | $272k | 1.8k | 150.82 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $268k | -15% | 3.8k | 69.76 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $264k | NEW | 6.9k | 38.26 |
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| Deere & Company (DE) | 0.1 | $260k | 461.00 | 563.66 |
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| Home Depot (HD) | 0.1 | $259k | 786.00 | 328.99 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $258k | 1.4k | 181.42 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $256k | +13% | 2.0k | 130.94 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $255k | 818.00 | 312.22 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $254k | NEW | 1.4k | 175.66 |
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| TJX Companies (TJX) | 0.1 | $250k | -6% | 1.6k | 159.71 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $247k | -6% | 5.5k | 44.80 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $246k | NEW | 628.00 | 391.76 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $241k | +3% | 5.1k | 47.57 |
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| Costco Wholesale Corporation (COST) | 0.1 | $239k | +2% | 240.00 | 996.52 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $235k | 4.0k | 59.19 |
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| At&t (T) | 0.1 | $234k | 8.1k | 28.99 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $233k | -20% | 5.2k | 44.87 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $225k | 6.1k | 36.84 |
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| Travelers Companies (TRV) | 0.1 | $223k | 763.00 | 291.68 |
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| Gilead Sciences (GILD) | 0.1 | $221k | NEW | 1.6k | 139.37 |
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| Linde SHS (LIN) | 0.1 | $217k | NEW | 438.00 | 495.76 |
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| Oracle Corporation (ORCL) | 0.1 | $217k | +10% | 1.5k | 147.11 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $214k | NEW | 4.3k | 50.04 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $211k | 1.8k | 120.81 |
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| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $211k | 4.8k | 44.33 |
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| Enbridge (ENB) | 0.1 | $210k | NEW | 3.9k | 54.14 |
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| Clorox Company (CLX) | 0.1 | $207k | -2% | 2.0k | 103.64 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $203k | -2% | 4.0k | 50.61 |
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| Pfizer (PFE) | 0.1 | $203k | NEW | 7.2k | 28.08 |
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| Constellation Energy (CEG) | 0.1 | $203k | -7% | 726.00 | 279.28 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $116k | 13k | 8.99 |
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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 2026 Q1 filed April 16, 2026
- 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