IVC Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, IVC Wealth Advisors LLC held in its portfolio 179 assets valued at $229,929,231 (i.e. $229.93M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($22.65M), APPLE INC ($15.28M), and PUTNAM ETF TRUST ($14.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 179 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IVC Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 46428 | 22650518 | GROWTH ETF |
| APPLE INC | 56186 | 15274751 | COM |
| PUTNAM ETF TRUST | 311832 | 14210197 | FOCUSED LAR CAP |
| J P MORGAN EXCHANGE TRADED F | 202838 | 11610421 | EQUITY PREMIUM |
| JANUS DETROIT STR TR | 163754 | 8282667 | HENDRSON AAA CL |
| ISHARES TR | 151898 | 7863777 | USD INV GRDE ETF |
| J P MORGAN EXCHANGE TRADED F | 134752 | 7831800 | NASDAQ EQT PREM |
| JANUS DETROIT STR TR | 133304 | 6090664 | HENDERSON MTG |
| VANGUARD INDEX FDS | 20962 | 5851263 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 30320 | 5377934 | MCAP VL IDXVIP |
| NVIDIA CORPORATION | 25648 | 4783352 | COM |
| ISHARES TR | 106609 | 4409346 | HDG MSCI EAFE |
| VANGUARD SCOTTSDALE FDS | 15829 | 3735460 | VNG RUS2000GRW |
| SCHWAB STRATEGIC TR | 110052 | 3258632 | US LCAP VA ETF |
| ISHARES TR | 61032 | 3227359 | ISHS 1-5YR INVS |
| META PLATFORMS INC | 4570 | 3016354 | CL A |
| VANGUARD INDEX FDS | 12186 | 2580904 | SM CP VAL ETF |
| TRUIST FINL CORP | 48024 | 2363254 | COM |
| CATERPILLAR INC | 4006 | 2294930 | COM |
| MERCK & CO INC | 21657 | 2279637 | COM |
| JOHNSON & JOHNSON | 10398 | 2151953 | COM |
| ALLSTATE CORP | 10280 | 2139814 | COM |
| MICROSOFT CORP | 4419 | 2137353 | COM |
| VISA INC | 5434 | 1905615 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 6113 | 1810732 | COM |
| AUTONATION INC | 8560 | 1767469 | COM |
| ELI LILLY & CO | 1431 | 1537867 | COM |
| NEWMONT CORP | 14001 | 1398000 | COM |
| MCDONALDS CORP | 4515 | 1379799 | COM |
| PRUDENTIAL FINL INC | 11790 | 1330903 | COM |
| CISCO SYS INC | 17246 | 1328459 | COM |
| EATON CORP PLC | 4122 | 1312991 | SHS |
| REPUBLIC SVCS INC | 6039 | 1279845 | COM |
| BROADCOM INC | 3671 | 1270533 | COM |
| TESLA INC | 2688 | 1208847 | COM |
| SOLSTICE ADVANCED MATLS INC | 24667 | 1198323 | COM SHS |
| ADOBE INC | 3412 | 1194166 | COM |
| AMETEK INC | 5780 | 1186597 | COM |
| CITIZENS & NORTHN CORP | 58189 | 1173672 | COM |
| JPMORGAN CHASE & CO. | 3534 | 1138635 | COM |
| RALLIANT CORP | 22212 | 1130813 | COM |
| WASTE MGMT INC DEL | 5104 | 1121442 | COM |
| NETFLIX INC | 11555 | 1083397 | COM |
| AMAZON COM INC | 4380 | 1010992 | COM |
| PACER FDS TR | 16605 | 999123 | US CASH COWS 100 |
| WELLS FARGO CO NEW | 10691 | 996385 | COM |
| EXXON MOBIL CORP | 8214 | 988497 | COM |
| MOTOROLA SOLUTIONS INC | 2556 | 979766 | COM NEW |
| VANGUARD INDEX FDS | 1432 | 898050 | S&P 500 ETF SHS |
| RIO TINTO PLC | 10963 | 877369 | SPONSORED ADR |
| COCA COLA CO | 12242 | 855838 | COM |
| ANALOG DEVICES INC | 2983 | 809118 | COM |
| VANGUARD SCOTTSDALE FDS | 17071 | 803703 | MTG-BKD SECS ETF |
| PAYCHEX INC | 7149 | 802004 | COM |
| 3M CO | 4881 | 781388 | COM |
| SPDR S&P 500 ETF TR | 1134 | 773340 | TR UNIT |
| CROWN CASTLE INC | 8640 | 767837 | COM |
| VANGUARD WORLD FD | 2617 | 753303 | HEALTH CAR ETF |
| INTEL CORP | 20410 | 753129 | COM |
| VANGUARD SCOTTSDALE FDS | 8950 | 749563 | INT-TERM CORP |
| UNIVEST FINANCIAL CORPORATIO | 22427 | 734260 | COM |
| PEPSICO INC | 5095 | 731243 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 8953 | 718899 | COM |
| ADVANCED MICRO DEVICES INC | 3345 | 716365 | COM |
| VANGUARD WORLD FD | 945 | 712322 | INF TECH ETF |
| VANGUARD SCOTTSDALE FDS | 4394 | 702662 | VNG RUS2000VAL |
| CROWDSTRIKE HLDGS INC | 1494 | 700327 | CL A |
| VANGUARD CHARLOTTE FDS | 14474 | 699384 | TOTAL INT BD ETF |
| HEWLETT PACKARD ENTERPRISE C | 28473 | 683921 | COM |
| CHENIERE ENERGY INC | 3477 | 675847 | COM NEW |
| BANK NEW YORK MELLON CORP | 5657 | 656721 | COM |
| ALPHABET INC | 2046 | 640398 | CAP STK CL A |
| MORGAN STANLEY | 3512 | 623485 | COM NEW |
| SALESFORCE INC | 2272 | 601876 | COM |
| ALPHABET INC | 1895 | 594651 | CAP STK CL C |
| PALANTIR TECHNOLOGIES INC | 3325 | 591019 | CL A |
| EOG RES INC | 5401 | 567125 | COM |
| MEDTRONIC PLC | 5776 | 554843 | SHS |
| ISHARES TR | 5764 | 548848 | MBS ETF |
| RTX CORPORATION | 2983 | 547163 | COM |
| SCHWAB STRATEGIC TR | 16748 | 546314 | US LCAP GR ETF |
| VANGUARD WORLD FD | 4240 | 533901 | ENERGY ETF |
| SOLVENTUM CORP | 6528 | 517279 | COM SHS |
| VANGUARD SCOTTSDALE FDS | 8574 | 513840 | INTER TERM TREAS |
| SOUTHERN CO | 5741 | 500615 | COM |
| PUBLIC STORAGE OPER CO | 1923 | 499019 | COM |
| STRYKER CORPORATION | 1416 | 497851 | COM |
| AMGEN INC | 1499 | 490567 | COM |
| BLACKSTONE INC | 3105 | 478605 | COM |
| IQVIA HLDGS INC | 2120 | 477869 | COM |
| SCHWAB STRATEGIC TR | 22254 | 464886 | US REIT ETF |
| CHEVRON CORP NEW | 3047 | 464393 | COM |
| CONOCOPHILLIPS | 4923 | 460873 | COM |
| GOLDMAN SACHS GROUP INC | 517 | 454443 | COM |
| VANGUARD INDEX FDS | 5083 | 449795 | REAL ESTATE ETF |
| PACER FDS TR | 11506 | 445052 | DEVELOPED MRKT |
| PNC FINL SVCS GROUP INC | 2125 | 443551 | COM |
| NUCOR CORP | 2676 | 436482 | COM |
| GSK PLC | 8675 | 425422 | SPONSORED ADR |
| JOHNSON CTLS INTL PLC | 3522 | 421760 | SHS |
| ABBVIE INC | 1844 | 421336 | COM |
| MARATHON PETE CORP | 2575 | 418772 | COM |
| JFROG LTD | 6608 | 412736 | ORD SHS |
| MICROCHIP TECHNOLOGY INC. | 6385 | 406852 | COM |
| DYCOM INDS INC | 1185 | 400412 | COM |
| US BANCORP DEL | 7483 | 399293 | COM NEW |
| SNOWFLAKE INC | 1803 | 395506 | COM SHS |
| SPDR GOLD TR | 982 | 389176 | GOLD SHS |
| FIDELITY WISE ORIGIN BITCOIN | 5057 | 385495 | SHS |
| NATIONAL FUEL GAS CO | 4806 | 384768 | COM |
| BERKSHIRE HATHAWAY INC DEL | 765 | 384527 | CL B NEW |
| PIMCO ETF TR | 4082 | 379953 | ACTIVE BD ETF |
| EVERUS CONSTR GROUP | 4342 | 371502 | COM |
| COSTAR GROUP INC | 5464 | 367399 | COM |
| ISHARES TR | 2448 | 363993 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 7911 | 360188 | INTL SCEQT ETF |
| AUTOZONE INC | 104 | 352716 | COM |
| VANGUARD WORLD FD | 875 | 344680 | CONSUM DIS ETF |
| AKAMAI TECHNOLOGIES INC | 3921 | 342107 | COM |
| ISHARES TR | 3064 | 336764 | TIPS BD ETF |
| VANGUARD SCOTTSDALE FDS | 4137 | 329843 | SHRT TRM CORP BD |
| VANGUARD WORLD FD | 1701 | 329425 | COMM SRVC ETF |
| VANGUARD SCOTTSDALE FDS | 5572 | 327244 | SHORT TERM TREAS |
| SPDR SERIES TRUST | 2855 | 324216 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 11887 | 314887 | US TIPS ETF |
| DEVON ENERGY CORP NEW | 8479 | 310586 | COM |
| VANGUARD WORLD FD | 1462 | 308842 | CONSUM STP ETF |
| ISHARES INC | 4546 | 305609 | CORE MSCI EMKT |
| KNIFE RIVER CORP | 4336 | 305038 | COMMON STOCK |
| FEDEX CORP | 1054 | 304500 | COM |
| PLAINS GP HLDGS L P | 15383 | 294431 | LTD PARTNR INT A |
| VANGUARD INTL EQUITY INDEX F | 5450 | 292992 | FTSE EMR MKT ETF |
| ROYAL GOLD INC | 1300 | 288977 | COM |
| PACER FDS TR | 6498 | 288316 | US SMALL CAP CAS |
| INVESCO EXCHANGE TRADED FD T | 1505 | 288298 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 1993 | 285617 | COM |
| INVESCO EXCHANGE TRADED FD T | 4290 | 285371 | LARGE CAP VALUE |
| ISHARES TR | 1420 | 283546 | U.S. TECH ETF |
| BRISTOL-MYERS SQUIBB CO | 5197 | 280326 | COM |
| CONSTELLATION ENERGY CORP | 788 | 278206 | COM |
| CITIGROUP INC | 2373 | 276905 | COM NEW |
| ISHARES TR | 2561 | 274293 | NATIONAL MUN ETF |
| FIRST TR EXCHANGE-TRADED FD | 5926 | 271885 | SENIOR LN FD |
| SONOCO PRODS CO | 6185 | 269913 | COM |
| AMERICAN ELEC PWR CO INC | 2338 | 269595 | COM |
| STARBUCKS CORP | 3194 | 268950 | COM |
| HOME DEPOT INC | 773 | 266072 | COM |
| VERIZON COMMUNICATIONS INC | 6484 | 264102 | COM |
| WALMART INC | 2349 | 261702 | COM |
| ORACLE CORP | 1334 | 260010 | COM |
| CONSOLIDATED EDISON INC | 2611 | 259325 | COM |
| TJX COS INC NEW | 1671 | 256694 | COM |
| CRISPR THERAPEUTICS AG | 4880 | 255907 | NAMEN AKT |
| ACCENTURE PLC IRELAND | 927 | 248714 | SHS CLASS A |
| VANGUARD WORLD FD | 822 | 245268 | INDUSTRIAL ETF |
| BOSTON SCIENTIFIC CORP | 2539 | 242094 | COM |
| AMERICAN EXPRESS CO | 633 | 234178 | COM |
| VANGUARD WORLD FD | 1750 | 233608 | FINANCIALS ETF |
| INTERNATIONAL PAPER CO | 5865 | 231022 | COM |
| ISHARES TR | 6177 | 230989 | BROAD USD HIGH |
| GENERAC HLDGS INC | 1680 | 229102 | COM |
| ISHARES TR | 4013 | 228580 | CRE U S REIT ETF |
| ISHARES TR | 325 | 222606 | CORE S&P500 ETF |
| TRAVELERS COMPANIES INC | 751 | 217835 | COM |
| PHILLIPS 66 | 1683 | 217196 | COM |
| ASTRAZENECA PLC | 2343 | 215392 | SPONSORED ADR |
| UNITEDHEALTH GROUP INC | 648 | 214075 | COM |
| DEERE & CO | 455 | 211839 | COM |
| ISHARES TR | 4750 | 211565 | GNMA BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 4133 | 209088 | ULTRA SHRT ETF |
| CLOROX CO DEL | 2059 | 207625 | COM |
| INVESCO ACTIVELY MANAGED EXC | 4369 | 207178 | TOTAL RETURN |
| CARDINAL HEALTH INC | 1003 | 206028 | COM |
| BOEING CO | 941 | 204310 | COM |
| COSTCO WHSL CORP NEW | 235 | 202670 | COM |
| DUKE ENERGY CORP NEW | 1720 | 201601 | COM NEW |
| AT&T INC | 8072 | 200509 | COM |
| AMCOR PLC | 16338 | 136259 | ORD |
| NUVEEN MUN VALUE FD INC | 12845 | 116376 | COM |
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