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IVC Wealth Advisors LLC

All holdings · as of Dec 31, 2025

179 positions

CompanyClassValueShares% of portfolio
Knife River Corp—$305.0K4,3360.1%
ISHARES INC—$305.6K4,5460.1%
VANGUARD WORLD FD—$308.8K1,4620.1%
Devon Energy Corp—$310.6K8,4790.1%
SCHWAB STRATEGIC TR—$314.9K11,8870.1%
SPDR SERIES TRUST—$324.2K2,8550.1%
VANGUARD SCOTTSDALE FDS—$327.2K5,5720.1%
VANGUARD WORLD FD—$329.4K1,7010.1%
VANGUARD SCOTTSDALE FDS—$329.8K4,1370.1%
ISHARES TR—$336.8K3,0640.1%
Akamai Technologies Inc—$342.1K3,9210.1%
VANGUARD WORLD FD—$344.7K8750.1%
AUTOZONE INC—$352.7K1040.2%
SCHWAB STRATEGIC TR—$360.2K7,9110.2%
iShares MSCI UAE ETF—$364.0K2,4480.2%
CoStar Group Inc—$367.4K5,4640.2%
Everus Construction Group, Inc.—$371.5K4,3420.2%
PIMCO ETF TR—$380.0K4,0820.2%
Warren E. Buffett—$384.5K7650.2%
NATIONAL FUEL GAS CO—$384.8K4,8060.2%
FIDELITY WISE ORIGIN BITCOIN—$385.5K5,0570.2%
SPDR GOLD TR—$389.2K9820.2%
Snowflake Inc.—$395.5K1,8030.2%
US BANCORP \DE—$399.3K7,4830.2%
DYCOM INDUSTRIES INC—$400.4K1,1850.2%
MICROCHIP TECHNOLOGY INC—$406.9K6,3850.2%
JFrog Ltd—$412.7K6,6080.2%
Marathon Petroleum Corp—$418.8K2,5750.2%
AbbVie Inc.—$421.3K1,8440.2%
Johnson Controls International plc—$421.8K3,5220.2%
GSK PLC—$425.4K8,6750.2%
NUCOR CORP—$436.5K2,6760.2%
The PNC Financial Services Group, Inc.—$443.6K2,1250.2%
PACER FDS TR—$445.1K11,5060.2%
VANGUARD INDEX FDS—$449.8K5,0830.2%
THE GOLDMAN SACHS GROUP, INC.—$454.4K5170.2%
ConocoPhillips—$460.9K4,9230.2%
CHEVRON CORP—$464.4K3,0470.2%
SCHWAB STRATEGIC TR—$464.9K22,2540.2%
IQVIA HOLDINGS INC.—$477.9K2,1200.2%
Blackstone Inc—$478.6K3,1050.2%
AMGEN INC—$490.6K1,4990.2%
STRYKER CORP—$497.9K1,4160.2%
Public Storage—$499.0K1,9230.2%
SOUTHERN CO—$500.6K5,7410.2%
VANGUARD SCOTTSDALE FDS—$513.8K8,5740.2%
Solventum Corp—$517.3K6,5280.2%
VANGUARD WORLD FD—$533.9K4,2400.2%
SCHWAB STRATEGIC TR—$546.3K16,7480.2%
RTX Corp—$547.2K2,9830.2%
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