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 101–150 of 179
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| FROG | JFROG LTD | 7K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 6K | $100K–$500K | SH |
| DY | DYCOM INDS INC | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 982 | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 5K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO | 5K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 765 | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 4K | $100K–$500K | SH |
| ECG | EVERUS CONSTR GROUP | 4K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 5K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 104 | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 875 | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| ONEY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 8K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| KNF | KNIFE RIVER CORP | 4K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| PAGP | PLAINS GP HLDGS L P | 15K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 1K | $100K–$500K | SH |
| CALF | PACER FDS TR | 6K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 788 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| SON | SONOCO PRODS CO | 6K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 773 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |