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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DVN DEVON ENERGY CORP NEW Energy 8,355.0 $345K 0.14% -81.0 -1.0% $41.32 +16.3%
122 AZO AUTOZONE INC Consumer Cyclical 108.0 $345K 0.14% +1.0 +0.9% $3195.94 -6.7%
123 VGSH VANGUARD SCOTTSDALE FDS 5,927.0 $345K 0.14% +283.0 +5.0% $58.20 -0.5%
124 KNF KNIFE RIVER CORP Basic Materials 4,103.0 $343K 0.13% -254.0 -5.8% $83.65 -26.1%
125 AEP AMERICAN ELEC PWR CO INC Utilities 2,493.0 $341K 0.13% -37.0 -1.5% $136.81 -9.0%
126 ED CONSOLIDATED EDISON INC Utilities 3,074.0 $340K 0.13% +463.0 +17.7% $110.63 -3.0%
127 SON SONOCO PRODS CO Consumer Cyclical 6,015.0 $339K 0.13% -820.0 -12.0% $56.35 -7.8%
128 VCSH VANGUARD SCOTTSDALE FDS 4,285.0 $339K 0.13% +116.0 +2.8% $79.03 -1.1%
129 IAGG ISHARES TR 6,686.0 $338K 0.13% +2K +56.4% $50.60 -1.7%
130 DE DEERE & CO Industrials 532.0 $337K 0.13% +71.0 +15.4% $633.83 +9.4%
131 SCHP SCHWAB STRATEGIC TR 12,720.0 $337K 0.13% +853.0 +7.2% $26.50 -2.5%
132 VCR VANGUARD WORLD FD 840.0 $333K 0.13% -35.0 -4.0% $396.61 -2.3%
133 C CITIGROUP INC Financial Services 2,371.0 $332K 0.13% -26.0 -1.1% $139.96 -1.6%
134 SBUX STARBUCKS CORP Consumer Cyclical 3,236.0 $331K 0.13% $102.20 +2.2%
135 VDC VANGUARD WORLD FD 1,464.0 $330K 0.13% $225.45 +1.3%
136 IEMG ISHARES INC 3,942.0 $327K 0.13% +100.0 +2.6% $82.85 +1.0%
137 HD HOME DEPOT INC Consumer Cyclical 854.0 $301K 0.12% +68.0 +8.7% $352.77 -9.0%
138 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,201.0 $300K 0.12% $57.62 +16.0%
139 CRSP CRISPR THERAPEUTICS AG Healthcare 5,305.0 $289K 0.11% +250.0 +5.0% $54.54 +2.3%
140 FDX FEDEX CORP Industrials 917.0 $287K 0.11% -91.0 -9.0% $313.11 +3.0%
Page 7 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%