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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTWV VANGUARD SCOTTSDALE FDS 4,329.0 $724K 0.31% -65.0 -1.5% $167.20 +13.5%
62 VHT VANGUARD WORLD FD 2,617.0 $713K 0.31% $272.33 +3.5%
63 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,521.0 $703K 0.30% +1K +3.7% $23.81 +60.5%
64 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,629.0 $699K 0.30% -324.0 -3.6% $80.95 -2.2%
65 AMD ADVANCED MICRO DEVICES INC Technology 3,362.0 $684K 0.30% +17.0 +0.5% $203.43 +154.7%
66 MMM 3M CO Industrials 4,588.0 $666K 0.29% -293.0 -6.0% $145.22 +5.3%
67 CCI CROWN CASTLE INC Real Estate 8,157.0 $663K 0.29% -483.0 -5.6% $81.31 +12.0%
68 VGT VANGUARD WORLD FD 941.0 $657K 0.28% $697.72 -83.0%
69 COP CONOCOPHILLIPS Energy 4,918.0 $649K 0.28% $131.99 -12.9%
70 BNDX VANGUARD CHARLOTTE FDS 13,335.0 $641K 0.28% -1K -7.9% $48.05 +0.4%
71 CVX CHEVRON CORPORATION Energy 3,077.0 $637K 0.28% +30.0 +1.0% $206.90 -11.5%
72 BK BANK NEW YORK MELLON CORP Financial Services 5,342.0 $634K 0.28% -315.0 -5.6% $118.63 +18.5%
73 VMBS VANGUARD SCOTTSDALE FDS 13,487.0 $633K 0.28% -4K -21.0% $46.95 -0.2%
74 MPC MARATHON PETE CORP Energy 2,547.0 $622K 0.27% -28.0 -1.1% $244.18 +2.9%
75 GOOGL ALPHABET INC Communication Services 2,111.0 $607K 0.26% +65.0 +3.2% $287.56 +35.7%
76 RTX RTX CORPORATION Industrials 3,026.0 $584K 0.25% +43.0 +1.4% $192.92 -7.2%
77 CRWD CROWDSTRIKE HLDGS INC Technology 1,480.0 $578K 0.25% -14.0 -0.9% $390.41 +71.9%
78 GOOG ALPHABET INC Communication Services 2,010.0 $577K 0.25% +115.0 +6.1% $286.86 +34.6%
79 MS MORGAN STANLEY Financial Services 3,470.0 $571K 0.25% -42.0 -1.2% $164.57 +23.8%
80 MBB ISHARES TR 5,791.0 $550K 0.24% $94.95 -0.3%
Page 4 of 9  ·  173 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%