What does IVC Wealth Advisors LLC hold?

IVC Wealth Advisors LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1842811.

What is IVC Wealth Advisors LLC's AUM?

IVC Wealth Advisors LLC reported approximately $249.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $455.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source IVC Wealth Advisors LLC's holdings?

All IVC Wealth Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1842811. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is IVC Wealth Advisors LLC's 13F data updated on 13F Pro?

IVC Wealth Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

IVC Wealth Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1842811

Institutional-grade research for retail investors

Sector Allocation

Other56.5%$140.9M
Technology20.3%$50.6M
Financials6.4%$15.9M
Healthcare5.0%$12.3M
Industrials3.4%$8.5M
Energy2.4%$6.0M
Consumer Discretionary2.1%$5.3M
Utilities1.6%$3.9M
Materials1.1%$2.8M
Consumer Staples0.7%$1.7M

AUM History

13fpro.ai/research/fund/ivc-wealth-advisors-llc-1842811

Conviction and streaks

Concentrating · top 10 = 47.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.9% weight · held 11 quarters

$Conviction hold6.7% weight · held 7 quarters

$AAPLConviction hold6.5% weight · held 11 quarters

$Conviction hold5.1% weight · held 11 quarters

$Conviction hold3.9% weight · held 11 quarters

$Accumulating+706% shares · 10 quarters running

$Accumulating+725% shares · 10 quarters running

$Accumulating+121% shares · 10 quarters running

$GOOGAccumulating+59% shares · 9 quarters running

$Accumulating+1924% shares · 8 quarters running

$CZNCTrimming-54% shares · 10 quarters running

$PEGTrimming-43% shares · 10 quarters running

$Trimming-63% shares · 10 quarters running

$EOGTrimming-49% shares · 9 quarters running

$MMMTrimming-42% shares · 9 quarters running

Largest positions — Q3 2026

VANGUARD
$24.7M
PUTNAM
$16.8M
AAPL
$16.1M
J
$12.6M
JANUS
$9.6M
J
$9.6M
ISHARES
$8.2M
JANUS
$7.3M
VANGUARD
$6.7M
VANGUARD
$6.7M
ISHARES
$6.4M
NVDA
$5.8M
VANGUARD
$4.2M
ISHARES
$3.6M
SCHWAB
$3.4M
VANGUARD
$3.2M
META
$3.1M
MRK
$2.9M
CAT
$2.7M
JNJ
$2.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ivc-wealth-advisors-llc-1842811

IVC Wealth Advisors LLC 13F holdings — Q3 2026

$249.2M portfolio (-2.8% QoQ) · 166 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio

1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$24.7M
9.9% of stocks
-0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
2
PUTNAM ETF TRUST - FOCUSED LAR CAP
$16.8M
6.7% of stocks
+0.0%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Apple Inc.
$AAPL
$16.1M
6.5% of stocks
-12%This quarter-1.1%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
4
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$12.6M
5.1% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
JANUS DETROIT STR TR - HENDRSON AAA CL
$9.6M
3.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
6
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
$9.6M
3.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES TR - USD INV GRDE ETF
$8.2M
3.3% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
JANUS DETROIT STR TR - HENDERSON MTG
$7.3M
2.9% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$6.7M
2.7% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$6.7M
2.7% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$24.7M	9.9%	-0.0%	—	—	—	—
2	PUTNAM ETF TRUST - FOCUSED LAR CAP	$16.8M	6.7%	+0.0%	—	—	—	—
3	Apple Inc.$AAPL	$16.1M	6.5%	-12%	-1.1%	11+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	$12.6M	5.1%	+0.7%	—	—	—	—
5	JANUS DETROIT STR TR - HENDRSON AAA CL	$9.6M	3.9%	+4%	—	—	—	—
6	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$9.6M	3.9%	+3%	—	—	—	—
7	ISHARES TR - USD INV GRDE ETF	$8.2M	3.3%	+4%	—	—	—	—
8	JANUS DETROIT STR TR - HENDERSON MTG	$7.3M	2.9%	+10%	—	—	—	—
9	VANGUARD INDEX FDS - MRNGSTR MD CP GR	$6.7M	2.7%	+2%	—	—	—	—
10	VANGUARD INDEX FDS - MRNGSTR MD CP VA	$6.7M	2.7%	+0.4%	—	—	—	—

All holdings — IVC Wealth Advisors LLC (Q3 2026)

Sort

166 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - HDG MSCI EAFEetf/fund	—	$6.4M	2.6%	138K	+3%	—	—	13F
12	$NVDA	NVIDIA CORP	Technology	$5.8M	2.3%	25K	-1%	11+ qtrs	86.0	13F
13	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000GRWetf/fund	—	$4.2M	1.7%	16K	-0.4%	—	—	13F
14	—	ISHARES TR - ISHS 1-5YR INVSetf/fund	—	$3.6M	1.4%	70K	+3%	—	—	13F
15	—	SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund	—	$3.4M	1.4%	101K	-3%	—	—	13F
16	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$3.2M	1.3%	14K	+2%	—	—	13F
17	$META	Meta Platforms, Inc.	Technology	$3.1M	1.2%	4,243	-10%	11+ qtrs	78.0	13F
18	$MRK	Merck & Co., Inc.	Healthcare	$2.9M	1.2%	20K	-5%	11+ qtrs	60.0	13F
19	$CAT	CATERPILLAR INC	Industrials	$2.7M	1.1%	3,319	-13%	11+ qtrsTrimmed 3 qtrs in a row	66.6	13F
20	$JNJ	JOHNSON & JOHNSON	Healthcare	$2.5M	1.0%	9,606	-6%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	$MSFT	MICROSOFT CORP	Technology	$2.4M	1.0%	4,735	+2%	11+ qtrsAdded 7 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	$TFC	TRUIST FINANCIAL CORP	Financials	$2.2M	0.9%	48K	+0.3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$INTC	INTEL CORP	Technology	$2.1M	0.9%	18K	-3%	11+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	$ALL	ALLSTATE CORP	Financials	$2.0M	0.8%	8,979	-6%	11+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.0M	0.8%	3,197	-0.9%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$V	VISA INC.	Financials	$1.9M	0.8%	5,281	-5%
27	$RAL	Ralliant Corp	Technology	$1.8M	0.7%	26K	-4%
28	$HPE	Hewlett Packard Enterprise Co	Technology	$1.7M	0.7%	26K	-5%
29	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.7M	0.7%	16K	-9%
30	$SOLS	Solstice Advanced Materials Inc.	Healthcare	$1.5M	0.6%	27K	-3%
31	$ETN	Eaton Corp plc	Industrials	$1.4M	0.6%	3,353	-15%
32	$NEM	NEWMONT Corp /DE/	Materials	$1.4M	0.6%	12K	-7%
33	$CRWD	CrowdStrike Holdings, Inc.	Technology	$1.4M	0.6%	5,330	+284%
34	$AME	AMETEK INC/	Industrials	$1.4M	0.6%	5,531	—
35	$AVGO	Broadcom Inc.	Technology	$1.3M	0.5%	3,718	-0.5%
36	$CZNC	CITIZENS & NORTHERN CORP	Financials	$1.2M	0.5%	49K	-11%
37	$AN	AUTONATION, INC.	Consumer Discretionary	$1.2M	0.5%	7,682	-10%
38	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.2M	0.5%	4,800	+0.8%
39	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.2M	0.5%	5,309	-12%
40	$RSG	REPUBLIC SERVICES, INC.	Utilities	$1.1M	0.5%	5,312	-7%
41	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.0M	0.4%	6,316	-8%
42	$WM	WASTE MANAGEMENT INC	Utilities	$993K	0.4%	4,872	-5%
43	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$990K	0.4%	1,412	-1%
44	$JPM	JPMORGAN CHASE & CO	Financials	$979K	0.4%	2,959	-17%
45	$KO	COCA COLA CO	Consumer Staples	$978K	0.4%	11K	-6%
46	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$977K	0.4%	8,601	-13%
47	$TSLA	Tesla, Inc.	Consumer Discretionary	$962K	0.4%	2,711	+0.2%
48	$MCD	MCDONALDS CORP	Consumer Discretionary	$946K	0.4%	4,095	-8%
49	$ADI	ANALOG DEVICES INC	Technology	$919K	0.4%	2,317	-19%
50	—	VANGUARD WORLD FD - INF TECH ETF	—	$899K	0.4%	7,153	-4%
51	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$875K	0.3%	2,767	—
52	$MSI	Motorola Solutions, Inc.	Technology	$868K	0.3%	1,947	-11%
53	$SPY	SPDR S&P 500 ETF TRUST	—	$865K	0.3%	1,134	—
54	$RIO	RIO TINTO PLC	Materials	$863K	0.3%	9,161	-15%
55	$WFC	WELLS FARGO & COMPANY/MN	Financials	$860K	0.3%	11K	+0.8%
56	$LNG	Cheniere Energy, Inc.	Energy	$851K	0.3%	3,164	-5%
57	$FPS	Forgent Power Solutions, Inc.	Technology	$825K	0.3%	22K	+8%
58	$LLY	ELI LILLY & Co	Healthcare	$805K	0.3%	696	-48%
59	$UVSP	UNIVEST FINANCIAL Corp	Financials	$798K	0.3%	19K	-11%
60	$BNY	Bank of New York Mellon Corp	Financials	$770K	0.3%	5,321	-0.3%
61	$MPC	Marathon Petroleum Corp	Energy	$752K	0.3%	1,902	-26%
62	$GOOGL	Alphabet Inc.	Technology	$742K	0.3%	2,156	+0.6%
63	$GOOG	Alphabet Inc.	Technology	$713K	0.3%	2,093	+6%
64	$HONA	Honeywell Aerospace Inc.	Industrials	$708K	0.3%	4,566	+301%
65	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$700K	0.3%	8,939	-3%
66	$ADBE	ADOBE INC.	Technology	$698K	0.3%	2,907	-19%
67	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL	—	$678K	0.3%	3,673	-12%
68	—	VANGUARD WORLD FD - ENERGY ETF	—	$678K	0.3%	3,940	—
69	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$664K	0.3%	14K	+18%
70	$AMGN	AMGEN INC	Healthcare	$646K	0.3%	1,532	-1.0%
71	$MS	MORGAN STANLEY	Financials	$627K	0.3%	3,332	+0.5%
72	$SNOW	Snowflake Inc.	Technology	$611K	0.3%	1,800	+0.1%
73	$PLTR	Palantir Technologies Inc.	Technology	$600K	0.2%	3,209	+6%
74	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$596K	0.2%	13K	+2%
75	$FROG	JFrog Ltd	Technology	$593K	0.2%	6,110	+0.1%
76	$CVX	CHEVRON CORP	Energy	$590K	0.2%	2,888	-7%
77	$STX	Seagate Technology Holdings plc	Technology	$586K	0.2%	635	+0.5%
78	$EOG	EOG RESOURCES INC	Energy	$581K	0.2%	4,218	-19%
79	$CRM	Salesforce, Inc.	Technology	$569K	0.2%	2,480	+8%
80	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$562K	0.2%	16K	+3%
81	—	ISHARES TR - MBS ETF	—	$557K	0.2%	6,217	-0.6%
82	$MMM	3M CO	Healthcare	$551K	0.2%	3,356	-23%
83	$COP	CONOCOPHILLIPS	Energy	$549K	0.2%	4,388	-11%
84	—	PACER FDS TR - US CASH COWS 100	—	$547K	0.2%	8,197	-6%
85	$PSA	Public Storage	Real Estate	$539K	0.2%	1,907	+0.2%
86	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	—	$538K	0.2%	11K	+28%
87	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$530K	0.2%	2,453	+3%
88	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$511K	0.2%	9,019	-1%
89	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	Utilities	$506K	0.2%	7,520	-10%
90	$PEP	PEPSICO INC	Consumer Staples	$501K	0.2%	3,954	-18%
91	$JCI	Johnson Controls International plc	Industrials	$491K	0.2%	3,304	-6%
92	$RTX	RTX Corp	Industrials	$482K	0.2%	2,598	-13%
93	$ABBV	AbbVie Inc.	Healthcare	$461K	0.2%	1,761	-0.3%
94	$IQV	IQVIA HOLDINGS INC.	Healthcare	$460K	0.2%	1,710	-19%
95	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$457K	0.2%	21K	+0.9%
96	$VEEV	VEEVA SYSTEMS INC	Technology	$457K	0.2%	1,600	+0.3%
97	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$450K	0.2%	2,024	-4%
98	$GS	GOLDMAN SACHS GROUP INC	Financials	$449K	0.2%	499	+1%
99	$MCHP	MICROCHIP TECHNOLOGY INC	Technology	$446K	0.2%	5,735	-2%
100	$MDT	Medtronic plc	Healthcare	$443K	0.2%	5,137	-13%
101	$USB	US BANCORP DE	Financials	$441K	0.2%	7,641	-1%
102	$GSK	GSK plc	Healthcare	$429K	0.2%	8,912	+2%
103	$SO	SOUTHERN CO	Utilities	$423K	0.2%	5,104	-9%
104	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$421K	0.2%	7,313	+23%
105	$PAGP	PLAINS GP HOLDINGS LP	Energy	$407K	0.2%	16K	-2%
106	$ECG	Everus Construction Group, Inc.	Industrials	$407K	0.2%	3,464	-18%
107	$GLD	SPDR GOLD TRUST	Financials	$399K	0.2%	1,047	+7%
108	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$387K	0.2%	4,320	-0.0%
109	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETF	—	$386K	0.1%	9,211	+0.7%
110	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$381K	0.1%	4,927	+15%
111	—	ISHARES TR - U.S. TECH ETF	—	$376K	0.1%	1,420	—
112	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$367K	0.1%	5,057	—
113	—	ISHARES TR - CORE INTL AGGR	—	$366K	0.1%	7,444	+11%
114	$BX	Blackstone Inc.	Financials	$364K	0.1%	3,243	—
115	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$363K	0.1%	6,117	+0.5%
116	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$363K	0.1%	1,903	—
117	$DE	DEERE & CO	Industrials	$357K	0.1%	532	—
118	$PSX	Phillips 66	Energy	$356K	0.1%	1,394	-15%
119	—	SPDR SERIES TRUST - ST STR R1K YLD	—	$351K	0.1%	2,855	—
120	$MU	MICRON TECHNOLOGY INC	Technology	$341K	0.1%	320	+65%
121	$CCI	CROWN CASTLE INC.	Real Estate	$336K	0.1%	5,045	-33%
122	$NFG	NATIONAL FUEL GAS CO	Energy	$328K	0.1%	4,324	-8%
123	$NFLX	NETFLIX INC	Communication Services	$327K	0.1%	4,694	-65%
124	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$324K	0.1%	13K	+1%
125	—	VANGUARD WORLD FD - CONSUM STP ETF	—	$320K	0.1%	1,465	+0.1%
126	—	ISHARES TR - NATIONAL MUN ETF	—	$319K	0.1%	3,154	+24%
127	$GNRC	GENERAC HOLDINGS INC.	Technology	$319K	0.1%	1,540	—
128	—	ISHARES INC - CORE MSCI EMKT	—	$318K	0.1%	3,915	-0.7%
129	$SYK	STRYKER CORP	Healthcare	$312K	0.1%	1,134	-20%
130	$AKAM	AKAMAI TECHNOLOGIES INC	Industrials	$311K	0.1%	2,929	-22%
131	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$311K	0.1%	4,979	-4%
132	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$306K	0.1%	840	—
133	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$301K	0.1%	5,967	+49%
134	$AZO	AUTOZONE INC	Consumer Discretionary	$300K	0.1%	106	-2%
135	$DY	DYCOM INDUSTRIES INC	Energy	$297K	0.1%	1,105	-0.9%
136	$RGLD	ROYAL GOLD INC	Financials	$288K	0.1%	1,222	+5%
137	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$287K	0.1%	2,419	-3%
138	$NUE	NUCOR CORP	Materials	$286K	0.1%	1,225	-54%
139	$ED	CONSOLIDATED EDISON INC	Utilities	$283K	0.1%	2,770	-10%
140	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$280K	0.1%	2,150	—
141	$C	CITIGROUP INC	Financials	$278K	0.1%	2,144	-10%
142	$ASML	ASML HOLDING NV	Technology	$275K	0.1%	152	+10%
143	$DVN	DEVON ENERGY CORP/DE	Energy	$273K	0.1%	5,925	-29%
144	$CRSP	CRISPR Therapeutics AG	Healthcare	$271K	0.1%	4,905	-8%
145	$SBUX	STARBUCKS CORP	Consumer Discretionary	$269K	0.1%	2,858	-12%
146	$WMT	Walmart Inc.	Consumer Staples	$265K	0.1%	2,553	+8%
147	$DUK	Duke Energy CORP	Utilities	$264K	0.1%	2,318	+9%
148	$FDX	FEDEX CORP	Industrials	$262K	0.1%	918	+0.1%
149	—	ISHARES TR - TIPS BD ETF	—	$258K	0.1%	2,483	+3%
150	$IVZ	Invesco Ltd.	Financials	$254K	0.1%	3,334	—

What changed in Q3 2026

Against the previous quarter's 13F: 2 new, 60 added to, 87 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

$ABTABBOTT LABORATORIES$241K
first bought this quarter
$NOWServiceNow, Inc.$211K
first bought this quarter

Added to (60)

$CRWDCrowdStrike Holdings, Inc.+284%
now $1.4M · held 11+ qtrs
JANUS DETROIT STR TR - HENDERSON MTG+10%
now $7.3M
$HONAHoneywell Aerospace Inc.+301%
now $708K · held 2 qtrs, 2 adds in a row
JANUS DETROIT STR TR - HENDRSON AAA CL+4%
now $9.6M
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM+3%
now $9.6M
ISHARES TR - USD INV GRDE ETF+4%
now $8.2M

+54 more in the Excel export

Trimmed (87)

$AAPLApple Inc.-12%
now $16.1M · held 11+ qtrs, 2 trims in a row
$LLYELI LILLY & Co-48%
now $805K · held 11+ qtrs
$NFLXNETFLIX INC-65%
now $327K · held 11+ qtrs
$CATCATERPILLAR INC-13%
now $2.7M · held 11+ qtrs, 3 trims in a row
$NUENUCOR CORP-54%
now $286K · held 11+ qtrs
$METAMeta Platforms, Inc.-10%
now $3.1M · held 11+ qtrs

+81 more in the Excel export

Sold out (13)

$GLWCORNING INC /NYwas $465K
held 2 qtrs
$SONSONOCO PRODUCTS COwas $339K
held 10+ qtrs
$TRVTRAVELERS COMPANIES, INC.was $252K
held 4 qtrs
$KALUKAISER ALUMINUM CORPwas $249K
held 1 qtr
$LINLINDE PLCwas $226K
$COSTCOSTCO WHOLESALE CORP /NEWwas $214K

+7 more in the Excel export

Firm AUM (Form ADV): $455.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F IVC Wealth Advisors LLC has filed, 23 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of IVC Wealth Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+0.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 11% over the last 4

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

IVC Wealth Advisors LLC disclosed 166 positions worth $249.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 13 — including a new stake in $ABT and a full exit from $GLW. The portfolio is most concentrated in Other (56.5% of disclosed assets). All figures are sourced directly from IVC Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1842811.

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AI-Powered Hedge Fund Analysis: IVC Wealth Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For IVC Wealth Advisors LLC (SEC CIK: 1842811), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in IVC Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.