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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PRU PRUDENTIAL FINL INC Financial Services 9,897.0 $1.1M 0.42% -2K -13.8% $107.92 +13.1%
22 CRWD CROWDSTRIKE HLDGS INC Technology 1,387.0 $1.1M 0.41% -93.0 -6.3% $190.78 +11.7%
23 RIO RIO TINTO PLC Basic Materials 10,827.0 $1.0M 0.40% -228.0 -2.1% $94.93 +8.8%
24 KO COCA COLA CO Consumer Defensive 12,035.0 $978K 0.38% -128.0 -1.1% $81.27 +8.4%
25 MSI MOTOROLA SOLUTIONS INC Technology 2,197.0 $912K 0.36% -103.0 -4.5% $415.29 +12.7%
26 VTWV VANGUARD SCOTTSDALE FDS 4,194.0 $820K 0.32% -135.0 -3.1% $195.42 +1.4%
27 MMM 3M CO Industrials 4,343.0 $703K 0.27% -245.0 -5.3% $161.90 +4.1%
28 ECG EVERUS CONSTR GROUP Industrials 4,217.0 $700K 0.27% -130.0 -3.0% $165.95 -29.4%
29 GOOG ALPHABET INC 1,975.0 $698K 0.27% -35.0 -1.7% $353.33
30 MS MORGAN STANLEY Financial Services 3,315.0 $693K 0.27% -155.0 -4.5% $209.04 +4.1%
31 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 8,324.0 $676K 0.26% -305.0 -3.5% $81.16 -9.2%
32 EOG EOG RES INC Energy 5,194.0 $674K 0.26% -131.0 -2.5% $129.74 +11.9%
33 PEP PEPSICO INC Consumer Defensive 4,842.0 $656K 0.26% -167.0 -3.3% $135.40 +1.6%
34 VMBS VANGUARD SCOTTSDALE FDS 13,142.0 $615K 0.24% -345.0 -2.6% $46.81 -1.9%
35 VDE VANGUARD WORLD FD 3,940.0 $592K 0.23% -300.0 -7.1% $150.13 +20.3%
36 BNDX VANGUARD CHARLOTTE FDS 12,048.0 $583K 0.23% -1K -9.7% $48.43 -2.0%
37 CCI CROWN CASTLE INC Real Estate 7,540.0 $571K 0.22% -617.0 -7.6% $75.73 +0.1%
38 RTX RTX CORPORATION Industrials 3,003.0 $570K 0.22% -23.0 -0.8% $189.73 +5.8%
39 DY DYCOM INDS INC Industrials 1,115.0 $564K 0.22% -17.0 -1.5% $505.59 -40.6%
40 AMGN AMGEN INC Healthcare 1,547.0 $560K 0.22% -13.0 -0.8% $362.08 +20.8%
Page 2 of 4  ·  78 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%