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Ivc Wealth Advisors LLC
CIK:0001842811
Investment Adviser
$224M AUM
183 holdings
Silverdale, PA, USA
IVC Wealth Advisors LLC is an investment adviser registered with the Securities and Exchange Commission, offering advisory accounts and services.
Latest 13F Filing Activity
Ivc Wealth Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 183 equity positions with a total 13F market value of $224M. The fund increased holdings in Apple Inc., Putnam Etf Trust, Vanguard Index FDS among other positions. Ivc Wealth Advisors LLC reduced exposure to Pacer FDS TR, Schwab Strategic TR, Lyondellbasell Industries N among others.
Top Buys
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 10.03% | $22.4M | 46,777 | $256.31 | $479.61 | +$2.0M |
A AAPL | APPLE INC | 6.67% | $14.9M | 58,643 | $133.12 | $254.63 | +$2.7M |
P PVAL | PUTNAM ETF TRUST | 5.87% | $13.1M | 307,662 | $39.26 | $42.72 | +$2.3M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.95% | $11.1M | 194,071 | $55.14 | $57.10 | +$429.1K |
U USIG | ISHARES TR | 3.47% | $7.8M | 148,477 | $53.51 | $52.22 | +$727.3K |
Industry Allocation
ELECTRONIC COMPUTERS
+6.7%
SEMICONDUCTORS & RELATED DEVICES
+3.7%
SERVICES-PREPACKAGED SOFTWARE
+3.1%
PHARMACEUTICAL PREPARATIONS
+2.4%
NATIONAL COMMERCIAL BANKS
+2.3%
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