IVC Wealth Advisors

IVC Wealth Advisors as of June 30, 2026

Portfolio Holdings for IVC Wealth Advisors

IVC Wealth Advisors holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.2 $24M 275k 86.14
Putnam Etf Trust Focused Lar Cap (PVAL) 6.3 $16M 319k 50.95
Apple (AAPL) 6.2 $16M 55k 289.36
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.9 $13M 223k 56.48
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.6 $9.3M 152k 61.46
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $9.2M 183k 50.49
Ishares Tr Usd Inv Grde Etf (USIG) 3.2 $8.3M 162k 51.29
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.8 $7.1M 157k 44.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.7 $6.9M 23k 306.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $6.8M 34k 197.60
Ishares Tr Hdg Msci Eafe (HEFA) 2.4 $6.2M 133k 46.92
NVIDIA Corporation (NVDA) 2.0 $5.1M 26k 200.09
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.8 $4.7M 16k 287.68
Caterpillar (CAT) 1.6 $4.0M 3.8k 1064.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $3.6M 104k 34.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $3.6M 68k 52.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $3.3M 13k 242.98
Merck & Co (MRK) 1.1 $2.7M 21k 128.50
Meta Platforms Cl A (META) 1.0 $2.7M 4.7k 563.26
Johnson & Johnson (JNJ) 1.0 $2.6M 10k 253.98
Intel Corporation (INTC) 1.0 $2.6M 18k 139.63
Solstice Advanced Matls Com Shs (SOLS) 1.0 $2.5M 28k 88.60
Truist Financial Corp equities (TFC) 0.9 $2.4M 48k 49.82
Allstate Corporation (ALL) 0.9 $2.3M 9.6k 237.93
Cisco Systems (CSCO) 0.8 $2.0M 17k 117.46
Ralliant Corp (RAL) 0.8 $2.0M 27k 73.63
Visa Com Cl A (V) 0.7 $1.9M 5.6k 343.07
Advanced Micro Devices (AMD) 0.7 $1.9M 3.2k 580.91
Microsoft Corporation (MSFT) 0.7 $1.7M 4.6k 373.00
International Business Machines (IBM) 0.7 $1.7M 6.0k 281.21
Eaton Corp SHS (ETN) 0.7 $1.7M 3.9k 426.15
Eli Lilly & Co. (LLY) 0.6 $1.6M 1.3k 1199.43
AutoNation (AN) 0.6 $1.6M 8.5k 185.79
Broadcom (AVGO) 0.6 $1.4M 3.7k 377.75
Ametek (AME) 0.5 $1.3M 5.5k 241.92
Citizens & Northern Corporation (CZNC) 0.5 $1.3M 55k 23.31
Hewlett Packard Enterprise (HPE) 0.5 $1.3M 28k 45.11
Newmont Mining Corporation (NEM) 0.5 $1.3M 13k 93.40
Republic Services (RSG) 0.5 $1.2M 5.7k 213.08
McDonald's Corporation (MCD) 0.5 $1.2M 4.5k 270.32
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 3.6k 327.29
Waste Management (WM) 0.4 $1.1M 5.1k 222.89
Forgent Power Solutions Com Shs Cl A (FPS) 0.4 $1.1M 21k 55.86
Tesla Motors (TSLA) 0.4 $1.1M 2.7k 420.60
Amazon (AMZN) 0.4 $1.1M 4.8k 238.34
Analog Devices (ADI) 0.4 $1.1M 2.8k 397.13
Prudential Financial (PRU) 0.4 $1.1M 9.9k 107.92
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.1M 1.4k 763.14
Rio Tinto Sponsored Adr (RIO) 0.4 $1.0M 11k 94.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $982k 1.4k 686.81
Coca-Cola Company (KO) 0.4 $978k 12k 81.27
Univest Corp. of PA (UVSP) 0.4 $960k 22k 43.75
Netflix (NFLX) 0.4 $957k 13k 71.40
Exxon Mobil Corporation (XOM) 0.4 $943k 6.9k 136.72
Motorola Solutions Com New (MSI) 0.4 $912k 2.2k 415.29
Vanguard World Inf Tech Etf (VGT) 0.3 $887k 7.4k 119.52
Wells Fargo & Company (WFC) 0.3 $881k 11k 82.64
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $847k 1.1k 746.48
Vanguard World Health Car Etf (VHT) 0.3 $827k 2.8k 299.01
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $820k 4.2k 195.42
Cheniere Energy Com New (LNG) 0.3 $797k 3.3k 239.04
Bank of New York Mellon Corporation (BNY) 0.3 $772k 5.3k 144.61
Alphabet Cap Stk Cl A (GOOGL) 0.3 $766k 2.1k 357.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $764k 9.2k 82.65
Adobe Systems Incorporated (ADBE) 0.3 $733k 3.6k 205.02
3M Company (MMM) 0.3 $703k 4.3k 161.90
Everus Constr Group (ECG) 0.3 $700k 4.2k 165.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $698k 2.0k 353.33
Morgan Stanley Com New (MS) 0.3 $693k 3.3k 209.04
Public Service Enterprise (PEG) 0.3 $676k 8.3k 81.16
EOG Resources (EOG) 0.3 $674k 5.2k 129.74
Pepsi (PEP) 0.3 $656k 4.8k 135.40
Marathon Petroleum Corp (MPC) 0.3 $653k 2.6k 255.67
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $615k 13k 46.81
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $610k 632.00 965.00
Public Storage (PSA) 0.2 $606k 1.9k 318.31
Nucor Corporation (NUE) 0.2 $596k 2.7k 222.75
Vanguard World Energy Etf (VDE) 0.2 $592k 3.9k 150.13
Ishares Tr Mbs Etf (MBB) 0.2 $591k 6.3k 94.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $584k 12k 48.43
Crown Castle Intl (CCI) 0.2 $571k 7.5k 75.73
Raytheon Technologies Corp (RTX) 0.2 $570k 3.0k 189.73
Dycom Industries (DY) 0.2 $564k 1.1k 505.59
Amgen (AMGN) 0.2 $560k 1.5k 362.08
Jfrog Ord Shs (FROG) 0.2 $555k 6.1k 90.88
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $542k 8.7k 62.20
Southern Company (SO) 0.2 $539k 5.6k 95.71
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $538k 9.1k 58.98
Microchip Technology (MCHP) 0.2 $536k 5.9k 91.20
PNC Financial Services (PNC) 0.2 $520k 2.1k 246.22
Vanguard Index Fds Value Etf (VTV) 0.2 $518k 2.4k 217.93
Johnson Controls Internation SHS (JCI) 0.2 $515k 3.5k 146.11
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $513k 15k 33.84
Chevron Corporation (CVX) 0.2 $513k 3.1k 165.76
ConocoPhillips (COP) 0.2 $511k 4.9k 103.96
Goldman Sachs (GS) 0.2 $498k 492.00 1011.37
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $487k 21k 23.68
Us Bancorp Com New (USB) 0.2 $467k 7.7k 60.40
Corning Incorporated (GLW) 0.2 $465k 1.8k 255.43
Medtronic SHS (MDT) 0.2 $463k 5.9k 78.23
GSK Sponsored Adr (GSK) 0.2 $458k 8.7k 52.42
Snowflake Com Shs (SNOW) 0.2 $458k 1.8k 254.50
Generac Holdings (GNRC) 0.2 $451k 1.5k 292.81
Stryker Corporation (SYK) 0.2 $447k 1.4k 314.79
Abbvie (ABBV) 0.2 $445k 1.8k 251.64
Akamai Technologies (AKAM) 0.2 $442k 3.7k 118.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $417k 4.3k 96.43
Iqvia Holdings (IQV) 0.2 $408k 2.1k 193.22
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $406k 8.4k 48.12
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.2 $391k 16k 24.27
Blackstone Group Inc Com Cl A (BX) 0.1 $382k 3.2k 117.67
Spdr Series Trust St Str R1k Yld (ONEY) 0.1 $366k 2.9k 128.10
National Fuel Gas (NFG) 0.1 $365k 4.7k 77.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $363k 6.1k 59.69
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.1 $363k 9.2k 39.68
Spdr Gold Tr Gold Shs (GLD) 0.1 $362k 982.00 368.38
Ishares Tr U.s. Tech Etf (IYW) 0.1 $358k 1.4k 252.23
salesforce (CRM) 0.1 $358k 2.3k 156.66
Palantir Technologies Cl A (PLTR) 0.1 $354k 3.0k 116.67
Vanguard World Comm Srvc Etf (VOX) 0.1 $350k 1.9k 183.92
Devon Energy Corporation (DVN) 0.1 $345k 8.4k 41.32
AutoZone (AZO) 0.1 $345k 108.00 3195.94
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $345k 5.9k 58.20
Knife River Corp Common Stock (KNF) 0.1 $343k 4.1k 83.65
American Electric Power Company (AEP) 0.1 $341k 2.5k 136.81
Consolidated Edison (ED) 0.1 $340k 3.1k 110.63
Sonoco Products Company (SON) 0.1 $339k 6.0k 56.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $339k 4.3k 79.03
Ishares Tr Core Intl Aggr (IAGG) 0.1 $338k 6.7k 50.60
Deere & Company (DE) 0.1 $337k 532.00 633.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $337k 13k 26.50
Vanguard World Consum Dis Etf (VCR) 0.1 $333k 840.00 396.61
Citigroup Com New (C) 0.1 $332k 2.4k 139.96
Starbucks Corporation (SBUX) 0.1 $331k 3.2k 102.20
Vanguard World Consum Stp Etf (VDC) 0.1 $330k 1.5k 225.45
Ishares Core Msci Emkt (IEMG) 0.1 $327k 3.9k 82.85
Home Depot (HD) 0.1 $301k 854.00 352.77
Bristol Myers Squibb (BMY) 0.1 $300k 5.2k 57.62
Crispr Therapeutics Namen Akt (CRSP) 0.1 $289k 5.3k 54.54
FedEx Corporation (FDX) 0.1 $287k 917.00 313.11
Veeva Sys Cl A Com (VEEV) 0.1 $283k 1.6k 177.47
Vanguard World Financials Etf (VFH) 0.1 $283k 2.2k 131.60
Phillips 66 (PSX) 0.1 $279k 1.6k 169.07
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $275k 138.00 1989.44
Ishares Tr National Mun Etf (MUB) 0.1 $274k 2.5k 107.61
Vanguard World Industrial Etf (VIS) 0.1 $270k 750.00 360.38
Duke Energy Corp Com New (DUK) 0.1 $270k 2.1k 126.58
Wal-Mart Stores (WMT) 0.1 $269k 2.4k 113.26
Ishares Tr Tips Bd Etf (TIP) 0.1 $263k 2.4k 109.43
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $258k 5.1k 51.05
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $258k 3.9k 66.45
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $253k 3.3k 75.77
Travelers Companies (TRV) 0.1 $252k 764.00 330.12
Honeywell Aerospace (HONA) 0.1 $252k 1.1k 221.08
UnitedHealth (UNH) 0.1 $251k 604.00 415.30
Kaiser Aluminium Corporation Com Par $0.01 (KALU) 0.1 $249k 1.3k 195.63
TJX Companies (TJX) 0.1 $238k 1.6k 151.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $237k 474.00 500.39
Ishares Tr Broad Usd High (USHY) 0.1 $233k 6.3k 37.02
Royal Gold (RGLD) 0.1 $232k 1.2k 199.61
Linde SHS (LIN) 0.1 $226k 436.00 518.94
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $224k 5.0k 44.75
Micron Technology (MU) 0.1 $224k 194.00 1154.29
Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $217k 5.2k 41.63
Costco Wholesale Corporation (COST) 0.1 $214k 229.00 935.56
Oracle Corporation (ORCL) 0.1 $214k 1.5k 146.55
Ishares Tr Us Industrials (IYJ) 0.1 $213k 1.3k 166.65
Paychex (PAYX) 0.1 $212k 2.2k 98.35
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $210k 4.8k 44.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $209k 284.00 736.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $206k 4.1k 50.58
Procter & Gamble Company (PG) 0.1 $206k 1.4k 146.64
Boeing Company (BA) 0.1 $204k 940.00 216.47
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $203k 4.0k 50.57
American Express Company (AXP) 0.1 $202k 596.00 338.25
Gilead Sciences (GILD) 0.1 $200k 1.6k 126.34
Nuveen Muni Value Fund (NUV) 0.0 $118k 13k 9.22