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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 3 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RALLIANT CORP 22,212.0 $1.1M 0.49% NEW $50.91
42 WM WASTE MGMT INC DEL Industrials 5,104.0 $1.1M 0.49% NEW $219.72 -1.9%
43 NFLX NETFLIX INC Communication Services 11,555.0 $1.1M 0.47% NEW $93.76 -7.9%
44 AMZN AMAZON COM INC Consumer Cyclical 4,380.0 $1.0M 0.44% NEW $230.82 +18.7%
45 COWZ PACER FDS TR 16,605.0 $999K 0.43% NEW $60.17 +7.4%
46 WFC WELLS FARGO CO NEW Financial Services 10,691.0 $996K 0.43% NEW $93.20 -18.3%
47 XOM EXXON MOBIL CORP Energy 8,214.0 $988K 0.43% NEW $120.34 +22.9%
48 MSI MOTOROLA SOLUTIONS INC Technology 2,556.0 $980K 0.43% NEW $383.32 +7.4%
49 VOO VANGUARD INDEX FDS 1,432.0 $898K 0.39% NEW $627.13 +10.6%
50 RIO RIO TINTO PLC Basic Materials 10,963.0 $877K 0.38% NEW $80.03 +33.0%
51 KO COCA COLA CO Consumer Defensive 12,242.0 $856K 0.37% NEW $69.91 +15.0%
52 ADI ANALOG DEVICES INC Technology 2,983.0 $809K 0.35% NEW $271.24 +54.5%
53 VMBS VANGUARD SCOTTSDALE FDS 17,071.0 $804K 0.35% NEW $47.08 -0.5%
54 PAYX PAYCHEX INC Industrials 7,149.0 $802K 0.35% NEW $112.18 -14.9%
55 MMM 3M CO Industrials 4,881.0 $781K 0.34% NEW $160.09 -4.5%
56 SPY SPDR S&P 500 ETF TR Financial Services 1,134.0 $773K 0.34% NEW $681.96 +10.7%
57 CCI CROWN CASTLE INC Real Estate 8,640.0 $768K 0.33% NEW $88.87 +2.5%
58 VHT VANGUARD WORLD FD 2,617.0 $753K 0.33% NEW $287.85 -2.1%
59 INTC INTEL CORP Technology 20,410.0 $753K 0.33% NEW $36.90 +227.6%
60 VCIT VANGUARD SCOTTSDALE FDS 8,950.0 $750K 0.33% NEW $83.75 -1.2%
Page 3 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%