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CIK: 0001842811
Total reported value
$256.4M
$256.4M
183 檔
27.0%
According to the latest 13F quarterly dataset, IVC Wealth Advisors LLC managed an equity portfolio of $256.4M at the end of Q3 2025, spanning 183 distinct U.S. exchange-listed positions.
In Q3 2025, IVC Wealth Advisors LLC displayed an active expansion posture, initiating 15 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.03% | +0.40% | +0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.67% | +0.04% | -1.99% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 5.87% | -0.14% | +13.77% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.95% | -0.49% | +3.57% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.47% | -0.22% | +8.70% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.40% | -0.31% | +9.23% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.32% | -0.01% | +9.06% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.99% | -0.02% | -0.41% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.56% | -0.05% | +37.69% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.29% | -0.09% | +1.80% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.05% | +3.58% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.84% | +0.06% | +1.36% | |
| 13 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.62% | +0.18% | -1.72% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.12% | +2.50% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.45% | -0.05% | +2.87% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.40% | +0.03% | -25.19% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.07% | — | +3.31% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 1.01% | -0.02% | +0.15% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.06% | +4.62% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.08% | -2.82% | |
| 21 | ALL | Allstate CORP | Stock-Financials | 0.87% | +0.01% | -2.21% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.39% | -0.35% | |
| 23 | AN | Autonation Inc | Stock-Consumer Disc | 0.84% | -0.10% | -4.80% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.04% | +2.42% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.02% | +0.51% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.05% | -2.41% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.02% | -1.06% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 0.64% | -0.08% | +0.14% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.15% | -0.27% | |
| 30 | PRU | Prudential Financial Inc | Stock-Financials | 0.56% | -0.07% | +0.14% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.05% | +2.56% | |
| 32 | CZNC | Citizens & Northern CORP | Stock-Other | 0.55% | -0.05% | -7.60% | |
| 33 | UVSP | Univest Financial CORP | Stock-Other | 0.54% | +0.04% | — | |
| 34 | NEM | Newmont CORP | Stock-Materials | 0.54% | -0.14% | +1.91% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | — | +2.25% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.18% | +4.80% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.20% | +3.52% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.50% | -0.07% | -12.13% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | -0.07% | +3.12% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.49% | -0.09% | -8.97% | |
| 41 | AME | Ametek Inc | Stock-Industrials | 0.49% | +0.01% | +0.02% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | +3.46% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.10% | -3.55% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | -0.14% | -48.86% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.06% | +2.28% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.02% | +10.50% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.14% | -2.12% | |
| 48 | CCI | Crown Castle Inc | Stock-Real Estate | 0.40% | -0.07% | +3.53% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.03% | -4.59% | |
| 50 | RAL | Ralliant CORP | Stock-Tech | 0.39% | +0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PVAL | Putnam Focused Lrg Cap Value | +2.1% | +13.77% | Add |
| 2 | JMBS | Janus Henderson Mortg Backed | +1.9% | +37.69% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +3.58% | Add |
| 4 | USIG | Ishares Broad Usd Investment | +0.5% | +8.70% | Add |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +9.06% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.4% | +0.33% | Trim |
| 7 | VOT | Vanguard Mid-cap Growth ETF | +0.3% | -0.41% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +2.56% | Add |
| 9 | HPE | Hewlett Packard Enterprise | +0.2% | +8.85% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +4.62% | Add |
| 11 | NEM | Newmont CORP | +0.2% | +1.91% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +2.25% | Add |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +1.36% | Add |
| 14 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +1.80% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +2.50% | Add |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.23% | Add |
| 17 | VBR | Vanguard Small-cap Value ETF | +0.1% | +3.31% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -0.35% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | +10.50% | Add |
| 20 | AN | Autonation Inc | +0.1% | -4.80% | Trim |
| 21 | ETN | Eaton Corporation plc | +0.1% | -1.06% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +3.46% | Add |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +2.87% | Add |
| 24 | VTWG | Vanguard Russell 2000 Growth | 0% | -1.72% | Trim |
| 25 | VTWV | Vanguard Russell 2000 Value | -0.3% | -14.55% | Trim |
| 26 | UNH | Unitedhealth Group Inc | -0.3% | -55.72% | Trim |
| 27 | VMBS | Vanguard Mortgage-backed Sec | -0.4% | -28.39% | Trim |
| 28 | PAYX | Paychex Inc | -0.4% | -12.13% | Trim |
| 29 | AAPL | Apple Inc | -0.5% | -1.99% | Trim |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | -0.7% | -48.86% | Trim |
| 31 | SCHV | Schwab US Large-cap Value | -2.3% | -25.19% | Trim |
| 32 | RAL | Ralliant CORP | — | NEW | New buy |
| 33 | LYB | LyondellBasell Industries N.V. | — | EXIT | Sold out |
| 34 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 35 | FLRT | Pacer Aristotle Pacific Floa | — | EXIT | Sold out |
| 36 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 37 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 39 | DOW | Dow Inc | — | EXIT | Sold out |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | DY | Dycom Industries Inc | — | NEW | New buy |
| 42 | ECG | Everus Construction Group | — | NEW | New buy |
| 43 | CRSP | CRISPR Therapeutics AG | — | NEW | New buy |
| 44 | EEFT | Euronet Worldwide Inc | — | EXIT | Sold out |
| 45 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 46 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 47 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 48 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 49 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 50 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
According to official SEC Form 13F filings, IVC Wealth Advisors LLC reported a total U.S. public equity portfolio value of $256.4M across 183 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AAPL, PVAL) accounted for 27.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RAL
市值: $873.2K
Top Position Liquidated / Trimmed
LYB
前期市值: $783.2K
During Q3 2025, IVC Wealth Advisors LLC's top holdings by market value included VUG (10.0%)、AAPL (6.7%)、PVAL (5.9%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q3 2025, IVC Wealth Advisors LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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