IVC Wealth Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
IVC Wealth Advisors LLC 13F Holdings
CIK 0001842811 · Silverdale, PA
As of Sep 30, 2025, IVC Wealth Advisors LLC reported
183 positions worth $223.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 46,777 | $22.4M | 10.03% |
| APPLE INC | AAPL | Technology | 58,643 |
|
4.9M6.67% |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | — | 307,662 |
3.1M | 5.87% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 194,071 |
1.1M | 4.95% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 148,477 | $7.8M | 3.47% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 149,654 | $7.6M | 3.40% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 128,969 | $7.4M | 3.32% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 22,798 | $6.7M | 2.99% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 125,390 | $5.7M | 2.56% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 29,362 | $5.1M | 2.29% |
| NVIDIA CORP | NVDA | Technology | 25,170 | $4.7M | 2.10% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 104,001 | $4.1M | 1.84% |
| VANGUARD SCOTTSDALE FDS | — | — | 15,466 | $3.6M | 1.62% |
| META PLATFORMS INC | META | Communication Services | 4,461 | $3.3M | 1.46% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 61,268 | $3.2M | 1.45% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 107,463 | $3.1M | 1.40% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 11,476 | $2.4M | 1.07% |
| TRUIST FINANCIAL CORP | TFC | Financial Services | 49,668 | $2.3M | 1.01% |
| MICROSOFT CORP | MSFT | Technology | 4,186 | $2.2M | 0.97% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 10,547 | $2.0M | 0.87% |
| ALLSTATE CORP | ALL | Financial Services | 9,082 |
.9M | 0.87% |
| CATERPILLAR INC | CAT | Industrials | 3,992 |
.9M | 0.85% |
| AUTONATION INC | AN | Consumer Cyclical | 8,638 |
.9M | 0.84% |
| VISA INC-CLASS A SHARES | V | Financial Services | 5,373 |
.8M | 0.82% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 6,126 |
.7M | 0.77% |