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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $256M AUM 177 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 41 Added 78 Reduced 8 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGIT VANGUARD SCOTTSDALE FDS 9,117.0 $538K 0.21% +473.0 +5.5% $58.98 -1.8%
22 SCHH SCHWAB STRATEGIC TR 20,560.0 $487K 0.19% +199.0 +1.0% $23.68 -1.0%
23 SCHC SCHWAB STRATEGIC TR 8,440.0 $406K 0.16% +613.0 +7.8% $48.12 +7.3%
24 BX BLACKSTONE INC Financial Services 3,243.0 $382K 0.15% +39.0 +1.2% $117.67 +15.7%
25 FNDE SCHWAB STRATEGIC TR 9,150.0 $363K 0.14% +2K +32.6% $39.68 +8.6%
26 VOX VANGUARD WORLD FD 1,903.0 $350K 0.14% +201.0 +11.8% $183.92 +2.7%
27 AZO AUTOZONE INC Consumer Cyclical 108.0 $345K 0.14% +1.0 +0.9% $3195.94 -6.7%
28 VGSH VANGUARD SCOTTSDALE FDS 5,927.0 $345K 0.14% +283.0 +5.0% $58.20 -0.5%
29 ED CONSOLIDATED EDISON INC Utilities 3,074.0 $340K 0.13% +463.0 +17.7% $110.63 -3.0%
30 VCSH VANGUARD SCOTTSDALE FDS 4,285.0 $339K 0.13% +116.0 +2.8% $79.03 -1.1%
31 IAGG ISHARES TR 6,686.0 $338K 0.13% +2K +56.4% $50.60 -1.7%
32 DE DEERE & CO Industrials 532.0 $337K 0.13% +71.0 +15.4% $633.83 +9.4%
33 SCHP SCHWAB STRATEGIC TR 12,720.0 $337K 0.13% +853.0 +7.2% $26.50 -2.5%
34 IEMG ISHARES INC 3,942.0 $327K 0.13% +100.0 +2.6% $82.85 +1.0%
35 HD HOME DEPOT INC Consumer Cyclical 854.0 $301K 0.12% +68.0 +8.7% $352.77 -9.0%
36 CRSP CRISPR THERAPEUTICS AG Healthcare 5,305.0 $289K 0.11% +250.0 +5.0% $54.54 +2.3%
37 VEEV VEEVA SYS INC Healthcare 1,595.0 $283K 0.11% +150.0 +10.4% $177.47 +55.0%
38 VFH VANGUARD WORLD FD 2,150.0 $283K 0.11% +400.0 +22.9% $131.60 +7.9%
39 DUK DUKE ENERGY CORP NEW Utilities 2,130.0 $270K 0.10% +173.0 +8.8% $126.58 -5.0%
40 USHY ISHARES TR 6,284.0 $233K 0.09% +166.0 +2.7% $37.02 -1.1%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 15.7%
Industrials 13.3%
Healthcare 9.3%
Consumer Cyclical 5.8%
Basic Materials 5.6%
Energy 4.8%
Communication Services 3.8%
Consumer Defensive 2.0%
Utilities 1.9%