Institutions / IVC Wealth Advisors LLC
IVC Wealth Advisors LLC
CIK 1842811 · Institution · as of Dec 31, 2025
Portfolio value
$229.93M
Positions
179
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 179 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $22.65M | 9.9% |
| Apple Inc. | $15.27M | 6.6% |
| Putnam ETF Trust | $14.21M | 6.2% |
| J P Morgan Exchange Traded F | $11.61M | 5.0% |
| Janus Detroit Str Tr | $8.28M | 3.6% |
| iShares Tr | $7.86M | 3.4% |
| J P Morgan Exchange Traded F | $7.83M | 3.4% |
| Janus Detroit Str Tr | $6.09M | 2.6% |
| Vanguard Index Fds | $5.85M | 2.5% |
| Vanguard Index Fds | $5.38M | 2.3% |
| NVIDIA Corp | $4.78M | 2.1% |
| iShares Tr | $4.41M | 1.9% |
| Vanguard Scottsdale Fds | $3.74M | 1.6% |
| Schwab Strategic Tr | $3.26M | 1.4% |
| iShares Tr | $3.23M | 1.4% |
| Meta Platforms Inc | $3.02M | 1.3% |
| Vanguard Index Fds | $2.58M | 1.1% |
| Truist Financial Corp | $2.36M | 1.0% |
| Caterpillar Inc | $2.29M | 1.0% |
| Merck & Co., Inc. | $2.28M | 1.0% |
| Johnson & Johnson | $2.15M | 0.9% |
| Allstate Corp | $2.14M | 0.9% |
| Microsoft Corp | $2.14M | 0.9% |
| Visa Inc | $1.91M | 0.8% |
| International Business Machines Corp | $1.81M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.