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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 9 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LIN LINDE PLC Basic Materials 436.0 $226K 0.09% $518.94 -8.0%
162 FTSL FIRST TR EXCHANGE-TRADED FD 5,010.0 $224K 0.09% -507.0 -9.2% $44.75 +0.5%
163 MU MICRON TECHNOLOGY INC Technology 194.0 $224K 0.09% NEW $1154.29 -11.9%
164 ICOW PACER FDS TR 5,208.0 $217K 0.09% -3K -37.3% $41.63 +7.1%
165 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 229.0 $214K 0.08% -11.0 -4.6% $935.56 -2.1%
166 ORCL ORACLE CORP Technology 1,461.0 $214K 0.08% -13.0 -0.9% $146.55 +8.4%
167 IYJ ISHARES TR 1,280.0 $213K 0.08% NEW $166.65 -3.3%
168 PAYX PAYCHEX INC Industrials 2,152.0 $212K 0.08% -2K -44.0% $98.35 +23.8%
169 GNMA ISHARES TR 4,750.0 $210K 0.08% $44.23 -1.9%
170 QQQ INVESCO QQQ TR Financial Services 284.0 $209K 0.08% NEW $736.40 -2.4%
171 VTEB VANGUARD MUN BD FDS 4,071.0 $206K 0.08% NEW $50.58 -3.4%
172 PG PROCTER & GAMBLE CO Consumer Defensive 1,402.0 $206K 0.08% -585.0 -29.4% $146.64 -0.1%
173 BA BOEING CO Industrials 940.0 $203K 0.08% NEW $216.47 -1.9%
174 J P MORGAN EXCHANGE TRADED F 4,015.0 $203K 0.08% $50.57
175 AXP AMERICAN EXPRESS CO Financial Services 596.0 $202K 0.08% NEW $338.25 -3.6%
176 GILD GILEAD SCIENCES INC Healthcare 1,586.0 $200K 0.08% $126.34 +19.5%
177 NUV NUVEEN MUN VALUE FD INC Financial Services 12,845.0 $118K 0.05% $9.22 -3.8%
Page 9 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%