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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FROG JFROG LTD Technology 6,103.0 $555K 0.22% -505.0 -7.6% $90.88 -3.6%
42 COWZ PACER FDS TR 8,707.0 $542K 0.21% -4K -31.6% $62.20 +14.6%
43 SO SOUTHERN CO Utilities 5,626.0 $538K 0.21% -34.0 -0.6% $95.71 -7.9%
44 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,875.0 $536K 0.21% -510.0 -8.0% $91.20 -18.7%
45 PNC PNC FINL SVCS GROUP INC Financial Services 2,110.0 $520K 0.20% -44.0 -2.0% $246.22 -0.3%
46 GS GOLDMAN SACHS GROUP INC Financial Services 492.0 $498K 0.19% -4.0 -0.8% $1011.37 +2.7%
47 USB US BANCORP Financial Services 7,738.0 $467K 0.18% -52.0 -0.7% $60.40 +4.9%
48 GLW CORNING INC Technology 1,819.0 $465K 0.18% -402.0 -18.1% $255.43 -39.6%
49 MDT MEDTRONIC PLC Healthcare 5,922.0 $463K 0.18% -174.0 -2.9% $78.23 +20.4%
50 GSK GSK PLC Healthcare 8,739.0 $458K 0.18% -258.0 -2.9% $52.42 -4.8%
51 GNRC GENERAC HLDGS INC Industrials 1,540.0 $451K 0.18% -15.0 -1.0% $292.81 -36.0%
52 ABBV ABBVIE INC Healthcare 1,767.0 $445K 0.17% -58.0 -3.2% $251.64 +1.9%
53 VNQ VANGUARD INDEX FDS 4,322.0 $417K 0.16% -605.0 -12.3% $96.43 -0.4%
54 NFG NATIONAL FUEL GAS CO Energy 4,724.0 $365K 0.14% -72.0 -1.5% $77.21 +7.9%
55 VWO VANGUARD INTL EQUITY INDEX F 6,088.0 $363K 0.14% -220.0 -3.5% $59.69 +2.9%
56 CRM SALESFORCE INC Technology 2,286.0 $358K 0.14% -232.0 -9.2% $156.66 +65.5%
57 PLTR PALANTIR TECHNOLOGIES INC Technology 3,035.0 $354K 0.14% -75.0 -2.4% $116.67 +49.4%
58 DVN DEVON ENERGY CORP NEW Energy 8,355.0 $345K 0.14% -81.0 -1.0% $41.32 +16.3%
59 KNF KNIFE RIVER CORP Basic Materials 4,103.0 $343K 0.13% -254.0 -5.8% $83.65 -26.1%
60 AEP AMERICAN ELEC PWR CO INC Utilities 2,493.0 $341K 0.13% -37.0 -1.5% $136.81 -9.0%
Page 3 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%