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Portfolio (Quarterly) Guide ↗

IVC Wealth Advisors LLC

· CIK 0001842811
13F Portfolio $230M AUM 179 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 1,844.0 $421K 0.18% NEW $228.49 -4.5%
102 MPC MARATHON PETE CORP Energy 2,575.0 $419K 0.18% NEW $162.63 +53.6%
103 FROG JFROG LTD Technology 6,608.0 $413K 0.18% NEW $62.46 +21.1%
104 MCHP MICROCHIP TECHNOLOGY INC. Technology 6,385.0 $407K 0.18% NEW $63.72 +51.9%
105 DY DYCOM INDS INC Industrials 1,185.0 $400K 0.17% NEW $337.90 +50.8%
106 USB US BANCORP DEL Financial Services 7,483.0 $399K 0.17% NEW $53.36 +2.0%
107 SNOW SNOWFLAKE INC Technology 1,803.0 $396K 0.17% NEW $219.36 +14.7%
108 GLD SPDR GOLD TR Financial Services 982.0 $389K 0.17% NEW $396.31 +4.9%
109 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,057.0 $385K 0.17% NEW $76.23 -17.1%
110 NFG NATIONAL FUEL GAS CO Energy 4,806.0 $385K 0.17% NEW $80.06 -2.6%
111 BERKSHIRE HATHAWAY INC DEL 765.0 $385K 0.17% NEW $502.65
112 BOND PIMCO ETF TR 4,082.0 $380K 0.17% NEW $93.08 -1.0%
113 ECG EVERUS CONSTR GROUP Industrials 4,342.0 $372K 0.16% NEW $85.56 +70.8%
114 CSGP COSTAR GROUP INC Real Estate 5,464.0 $367K 0.16% NEW $67.24 -51.8%
115 ITOT ISHARES TR 2,448.0 $364K 0.16% NEW $148.69 +11.2%
116 SCHC SCHWAB STRATEGIC TR 7,911.0 $360K 0.16% NEW $45.53 +11.4%
117 AZO AUTOZONE INC Consumer Cyclical 104.0 $353K 0.15% NEW $3391.50 -12.2%
118 VCR VANGUARD WORLD FD 875.0 $345K 0.15% NEW $393.92 +2.6%
119 AKAM AKAMAI TECHNOLOGIES INC Technology 3,921.0 $342K 0.15% NEW $87.25 +67.8%
120 TIP ISHARES TR 3,064.0 $337K 0.15% NEW $109.91 +1.2%
Page 6 of 9  ·  179 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 34.7%
Financial Services 16.7%
Industrials 11.1%
Healthcare 9.8%
Consumer Cyclical 6.8%
Communication Services 5.6%
Energy 4.6%
Basic Materials 4.4%
Consumer Defensive 2.5%
Utilities 2.2%