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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GSK GSK PLC Healthcare 8,739.0 $458K 0.18% -258.0 -2.9% $52.42 -4.8%
102 SNOW SNOWFLAKE INC Technology 1,799.0 $458K 0.18% $254.50 +32.5%
103 GNRC GENERAC HLDGS INC Industrials 1,540.0 $451K 0.18% -15.0 -1.0% $292.81 -36.0%
104 SYK STRYKER CORPORATION Healthcare 1,421.0 $447K 0.17% $314.79 -3.7%
105 ABBV ABBVIE INC Healthcare 1,767.0 $445K 0.17% -58.0 -3.2% $251.64 +1.9%
106 AKAM AKAMAI TECHNOLOGIES INC Technology 3,742.0 $442K 0.17% $118.21 -11.0%
107 VNQ VANGUARD INDEX FDS 4,322.0 $417K 0.16% -605.0 -12.3% $96.43 -0.4%
108 IQVIA HLDGS INC 2,110.0 $408K 0.16% $193.22
109 SCHC SCHWAB STRATEGIC TR 8,440.0 $406K 0.16% +613.0 +7.8% $48.12 +7.3%
110 PAGP PLAINS GP HLDGS L P Energy 16,099.0 $391K 0.15% $24.27 +14.9%
111 BX BLACKSTONE INC Financial Services 3,243.0 $382K 0.15% +39.0 +1.2% $117.67 +15.7%
112 ONEY SPDR SERIES TRUST 2,855.0 $366K 0.14% $128.10 +4.9%
113 NFG NATIONAL FUEL GAS CO Energy 4,724.0 $365K 0.14% -72.0 -1.5% $77.21 +7.9%
114 VWO VANGUARD INTL EQUITY INDEX F 6,088.0 $363K 0.14% -220.0 -3.5% $59.69 +2.9%
115 FNDE SCHWAB STRATEGIC TR 9,150.0 $363K 0.14% +2K +32.6% $39.68 +8.6%
116 GLD SPDR GOLD TR Financial Services 982.0 $362K 0.14% $368.38 +10.4%
117 IYW ISHARES TR 1,420.0 $358K 0.14% $252.23 +0.4%
118 CRM SALESFORCE INC Technology 2,286.0 $358K 0.14% -232.0 -9.2% $156.66 +65.5%
119 PLTR PALANTIR TECHNOLOGIES INC Technology 3,035.0 $354K 0.14% -75.0 -2.4% $116.67 +49.4%
120 VOX VANGUARD WORLD FD 1,903.0 $350K 0.14% +201.0 +11.8% $183.92 +2.7%
Page 6 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%