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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 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 3,583.0 $1.2M 0.46% $327.29 +9.6%
42 WM WASTE MGMT INC DEL Industrials 5,135.0 $1.1M 0.45% $222.89 -1.7%
43 FPS FORGENT POWER SOLUTIONS INC Industrials 20,464.0 $1.1M 0.45% NEW $55.86 -43.9%
44 TSLA TESLA INC Consumer Cyclical 2,705.0 $1.1M 0.44% $420.60 -15.8%
45 AMZN AMAZON COM INC Consumer Cyclical 4,762.0 $1.1M 0.44% +78.0 +1.7% $238.34 +8.5%
46 ADI ANALOG DEVICES INC Technology 2,843.0 $1.1M 0.44% -73.0 -2.5% $397.13 -8.8%
47 PRU PRUDENTIAL FINL INC Financial Services 9,897.0 $1.1M 0.42% -2K -13.8% $107.92 +13.1%
48 CRWD CROWDSTRIKE HLDGS INC Technology 1,387.0 $1.1M 0.41% -93.0 -6.3% $190.78 +11.7%
49 RIO RIO TINTO PLC Basic Materials 10,827.0 $1.0M 0.40% -228.0 -2.1% $94.93 +8.8%
50 VOO VANGUARD INDEX FDS 1,430.0 $982K 0.38% $686.81 +3.1%
51 KO COCA COLA CO Consumer Defensive 12,035.0 $978K 0.38% -128.0 -1.1% $81.27 +8.4%
52 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 21,937.0 $960K 0.37% $43.75 -3.2%
53 NFLX NETFLIX INC. Communication Services 13,398.0 $957K 0.37% +217.0 +1.6% $71.40 +9.6%
54 XOM EXXON MOBIL CORP Energy 6,894.0 $943K 0.37% $136.72 +16.6%
55 MSI MOTOROLA SOLUTIONS INC Technology 2,197.0 $912K 0.36% -103.0 -4.5% $415.29 +12.7%
56 VGT VANGUARD WORLD FD 7,423.0 $887K 0.35% +6K +688.8% $119.52 +1.5%
57 WFC WELLS FARGO & CO Financial Services 10,658.0 $881K 0.34% $82.64 +8.9%
58 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,134.0 $847K 0.33% $746.48 +3.2%
59 VHT VANGUARD WORLD FD 2,767.0 $827K 0.32% +150.0 +5.7% $299.01 +7.6%
60 VTWV VANGUARD SCOTTSDALE FDS 4,194.0 $820K 0.32% -135.0 -3.1% $195.42 +1.4%
Page 3 of 9  ·  177 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%