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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $230M AUM 174 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 57 Added 63 Reduced 15 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AKAM AKAMAI TECHNOLOGIES INC Technology 3,734.0 $429K 0.19% -187.0 -4.8% $114.85 +25.1%
42 DVN DEVON ENERGY CORP NEW Energy 8,436.0 $424K 0.18% -43.0 -0.5% $50.32 -12.0%
43 GS GOLDMAN SACHS GROUP INC Financial Services 496.0 $420K 0.18% -21.0 -4.1% $845.99 +18.6%
44 ABBV ABBVIE INC Healthcare 1,825.0 $397K 0.17% -19.0 -1.0% $217.49 +0.4%
45 DY DYCOM INDS INC Industrials 1,132.0 $384K 0.17% -53.0 -4.5% $338.82 +61.7%
46 SCHC SCHWAB STRATEGIC TR 7,827.0 $366K 0.16% -84.0 -1.1% $46.74 +9.0%
47 BERKSHIRE HATHAWAY INC DEL 761.0 $365K 0.16% -4.0 -0.5% $479.20
48 FDX FEDEX CORP Industrials 1,008.0 $359K 0.16% -46.0 -4.4% $356.03 +15.0%
49 PAYX PAYCHEX INC Industrials 3,845.0 $354K 0.15% -3K -46.2% $92.13 +3.8%
50 ICOW PACER FDS TR 8,308.0 $353K 0.15% -3K -27.8% $42.44 +6.1%
51 TIP ISHARES TR 2,822.0 $311K 0.14% -242.0 -7.9% $110.36 +0.7%
52 GNRC GENERAC HLDGS INC Industrials 1,555.0 $304K 0.13% -125.0 -7.4% $195.33 +44.4%
53 RGLD ROYAL GOLD INC Basic Materials 1,151.0 $293K 0.13% -149.0 -11.5% $254.49 -12.5%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 5,684.0 $285K 0.12% -800.0 -12.3% $50.20 -4.4%
55 IEMG ISHARES INC 3,842.0 $268K 0.12% -704.0 -15.5% $69.76 +19.8%
56 TJX TJX COS INC NEW Consumer Cyclical 1,566.0 $250K 0.11% -105.0 -6.3% $159.71 -3.1%
57 FTSL FIRST TR EXCHANGE-TRADED FD 5,517.0 $247K 0.11% -409.0 -6.9% $44.80 +0.4%
58 USRT ISHARES TR 3,971.0 $235K 0.10% -42.0 -1.1% $59.19 +10.9%
59 CALF PACER FDS TR 5,186.0 $233K 0.10% -1K -20.2% $44.87 +10.6%
60 USHY ISHARES TR 6,118.0 $225K 0.10% -59.0 -1.0% $36.84 +0.7%
Page 3 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 15.6%
Industrials 11.5%
Healthcare 9.8%
Consumer Cyclical 6.5%
Energy 6.5%
Basic Materials 5.8%
Communication Services 5.5%
Consumer Defensive 2.7%
Utilities 2.3%