CIK 1842811
IVC Wealth Advisors LLC
Institutional 13F holdings & portfolio
Holdings
179
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| AAPL | APPLE INC | 56K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 312K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 203K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 164K | $1M+ | SH |
| USIG | ISHARES TR | 152K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 135K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 133K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 26K | $1M+ | SH |
| HEFA | ISHARES TR | 107K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 110K | $1M+ | SH |
| IGSB | ISHARES TR | 61K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 48K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| MRK | MERCK & CO INC | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| ALL | ALLSTATE CORP | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 6K | $1M+ | SH |
| AN | AUTONATION INC | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| NEM | NEWMONT CORP | 14K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 25K | $1M+ | SH |
| ADBE | ADOBE INC | 3K | $1M+ | SH |
| AME | AMETEK INC | 6K | $1M+ | SH |
| CZNC | CITIZENS & NORTHN CORP | 58K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| RAL | RALLIANT CORP | 22K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| NFLX | NETFLIX INC | 12K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $1M+ | SH |
| COWZ | PACER FDS TR | 17K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 3K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| RIO | RIO TINTO PLC | 11K | $500K+ | SH |