IVC Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1842811
Institutional-grade research for retail investors
13F Reported Value
ⓘ$256.4M
Holdings
177
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
IVC Wealth Advisors LLC disclosed 177 positions worth $256.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 7 — including a new stake in $FPS and a full exit from $VZ. The portfolio is most concentrated in Other (54.5% of disclosed assets). All figures are sourced directly from IVC Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1842811.
AI Fund Analysis
StableVANGUARD INDEX FDS - GROWT
9.2% weight
Held 10 quarters
PUTNAM ETF TRUST - FOCUSED
6.3% weight
Held 6 quarters
$AAPL6.2% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
4.9% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
3.6% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
JANUS DETROIT STR TR - HEN
9 quarters accumulating
ISHARES TR - USD INV GRDE
9 quarters accumulating
$GOOG8 quarters accumulating
JANUS DETROIT STR TR - HEN
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - GROWTH ETF
—Quality
$23.6M274,451 shPUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$16.2M318,688 sh- 76.1#112
Quality
$15.9M54,919 sh J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$12.6M223,038 shJ P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
—Quality
$9.3M151,657 shJANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$9.2M182,973 shISHARES TR - USD INV GRDE ETF
—Quality
$8.3M162,344 shJANUS DETROIT STR TR - HENDERSON MTG
—Quality
$7.1M156,958 shVANGUARD INDEX FDS - MCAP GR IDXVIP
—Quality
$6.9M22,659 shVANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$6.8M34,251 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - GROWTH ETF | — | $23.6M | 274,451 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $16.2M | 318,688 |
| Apple Inc.$AAPL | 76.1#112 | $15.9M | 54,919 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $12.6M | 223,038 |
| J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $9.3M | 151,657 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $9.2M | 182,973 |
| ISHARES TR - USD INV GRDE ETF | — | $8.3M | 162,344 |
| JANUS DETROIT STR TR - HENDERSON MTG | — | $7.1M | 156,958 |
| VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $6.9M | 22,659 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $6.8M | 34,251 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IVC Wealth Advisors LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$139.8M
Technology
$47.3M
Financials
$17.4M
Healthcare
$13.9M
Industrials
$13.4M
Energy
$6.0M
Consumer Discretionary
$5.6M
Utilities
$4.5M
Full Holdings — IVC Wealth Advisors LLC (Q2 2026)
All 177 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - GROWTH ETF | $23.6M | 9.2% | +490% | — |
| 2 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $16.2M | 6.3% | -1% | — |
| 3 | $AAPL | Apple Inc. | $15.9M | 6.2% | -2% | 76.1 |
| 4 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $12.6M | 4.9% | +2% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $9.3M | 3.6% | +0% | — |
| 6 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $9.2M | 3.6% | +2% | — |
| 7 | — | ISHARES TR - USD INV GRDE ETF | $8.3M | 3.3% | +4% | — |
| 8 | — | JANUS DETROIT STR TR - HENDERSON MTG | $7.1M | 2.8% | +10% | — |
| 9 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $6.9M | 2.7% | -7% | — |
| 10 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $6.8M | 2.6% | +0% | — |
| 11 | — | ISHARES TR - HDG MSCI EAFE | $6.2M | 2.4% | +3% | — |
| 12 |  $NVDA | NVIDIA CORP | $5.1M | 2.0% | -0% | 90.2 |
| 13 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $4.7M | 1.8% | -2% | — |
| 14 |  $CAT | CATERPILLAR INC | $4.0M | 1.6% | -2% | 67.8 |
| 15 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $3.6M | 1.4% | -1% | — |
| 16 | — | ISHARES TR - ISHS 1-5YR INVS | $3.6M | 1.4% | +8% | — |
| 17 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.3M | 1.3% | -1% | — |
| 18 |  $MRK | Merck & Co., Inc. | $2.7M | 1.1% | -0% | 70.9 |
| 19 |  $META | Meta Platforms, Inc. | $2.7M | 1.0% | +2% | 80.9 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 1.0% | -1% | 72.8 |
| 21 |  $INTC | INTEL CORP | $2.6M | 1.0% | -5% | 41.5 |
| 22 |  $SOLS | Solstice Advanced Materials Inc. | $2.5M | 1.0% | +1% | — |
| 23 |  $TFC | TRUIST FINANCIAL CORP | $2.4M | 0.9% | -0% | — |
| 24 |  $ALL | ALLSTATE CORP | $2.3M | 0.9% | -2% | 76.6 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.8% | -1% | 72.3 |
| 26 |  $RAL | Ralliant Corp | $2.0M | 0.8% | +1% | 36.3 |
| 27 |  $V | VISA INC. | $1.9M | 0.8% | +2% | 83.5 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.7% | -4% | 78.8 |
| 29 |  $MSFT | MICROSOFT CORP | $1.7M | 0.7% | +2% | 83.7 |
| 30 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.7% | -2% | 66.7 |
| 31 |  $ETN | Eaton Corp plc | $1.7M | 0.7% | -3% | — |
| 32 |  $LLY | ELI LILLY & Co | $1.6M | 0.6% | +0% | 89.3 |
| 33 |  $AN | AUTONATION, INC. | $1.6M | 0.6% | -1% | 51 |
| 34 |  $AVGO | Broadcom Inc. | $1.4M | 0.6% | +0% | 86.4 |
| 35 |  $AME | AMETEK INC/ | $1.3M | 0.5% | +0% | 74.2 |
| 36 |  $CZNC | CITIZENS & NORTHERN CORP | $1.3M | 0.5% | -3% | — |
| 37 |  $HPE | Hewlett Packard Enterprise Co | $1.3M | 0.5% | -6% | 52.5 |
| 38 |  $NEM | NEWMONT Corp /DE/ | $1.3M | 0.5% | +0% | 88.3 |
| 39 |  $RSG | REPUBLIC SERVICES, INC. | $1.2M | 0.5% | -1% | 72 |
| 40 |  $MCD | MCDONALDS CORP | $1.2M | 0.5% | -2% | 73.9 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.5% | -0% | 35.6 |
| 42 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.5% | -0% | 70.7 |
| 43 |  $FPS | Forgent Power Solutions, Inc. | $1.1M | 0.5% | NEW | — |
| 44 |  $TSLA | Tesla, Inc. | $1.1M | 0.4% | +0% | 50.1 |
| 45 |  $AMZN | AMAZON COM INC | $1.1M | 0.4% | +2% | 74.6 |
| 46 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.4% | -3% | 76.2 |
| 47 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.1M | 0.4% | -14% | 58.6 |
| 48 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.4% | -6% | 55 |
| 49 |  $RIO | RIO TINTO PLC | $1.0M | 0.4% | -2% | — |
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $982,138 | 0.4% | -0% | — |
| 51 |  $KO | COCA COLA CO | $978,084 | 0.4% | -1% | 74 |
| 52 |  $UVSP | UNIVEST FINANCIAL Corp | $959,744 | 0.4% | +0% | 66.2 |
| 53 |  $NFLX | NETFLIX INC | $956,617 | 0.4% | +2% | 86.7 |
| 54 |  $XOM | EXXON MOBIL CORP | $942,558 | 0.4% | -0% | 61.8 |
| 55 |  $MSI | Motorola Solutions, Inc. | $912,392 | 0.4% | -4% | 73.8 |
| 56 | — | VANGUARD WORLD FD - INF TECH ETF | $887,197 | 0.3% | +689% | — |
| 57 |  $WFC | WELLS FARGO & COMPANY/MN | $880,762 | 0.3% | -0% | — |
| 58 |  $SPY | SPDR S&P 500 ETF TRUST | $846,513 | 0.3% | +0% | — |
| 59 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $827,361 | 0.3% | +6% | — |
| 60 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $819,590 | 0.3% | -3% | — |
| 61 |  $LNG | Cheniere Energy, Inc. | $797,435 | 0.3% | +0% | 48.4 |
| 62 |  $__PARK_1390777 | Bank of New York Mellon Corp | $772,073 | 0.3% | -0% | 36.7 |
| 63 | $GOOG | Alphabet Inc. | $765,844 | 0.3% | +2% | 80.2 |
| 64 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $764,347 | 0.3% | +4% | — |
| 65 |  $ADBE | ADOBE INC. | $732,947 | 0.3% | -0% | 80.4 |
| 66 |  $MMM | 3M CO | $703,115 | 0.3% | -5% | 60.7 |
| 67 |  $ECG | Everus Construction Group, Inc. | $699,811 | 0.3% | -3% | 67 |
| 68 |  $GOOGL | Alphabet Inc. | $697,827 | 0.3% | -2% | 80.2 |
| 69 |  $MS | MORGAN STANLEY | $692,968 | 0.3% | -4% | — |
| 70 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $675,595 | 0.3% | -4% | 74.6 |
| 71 |  $EOG | EOG RESOURCES INC | $673,880 | 0.3% | -2% | 71.1 |
| 72 |  $PEP | PEPSICO INC | $655,615 | 0.3% | -3% | 62.7 |
| 73 |  $MPC | Marathon Petroleum Corp | $653,237 | 0.3% | +0% | 50.7 |
| 74 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $615,177 | 0.2% | -3% | — |
| 75 |  $STX | Seagate Technology Holdings plc | $609,880 | 0.2% | +1% | — |
| 76 |  $PSA | Public Storage | $605,744 | 0.2% | -0% | 73.9 |
| 77 |  $NUE | NUCOR CORP | $596,302 | 0.2% | -0% | 58.9 |
| 78 | — | VANGUARD WORLD FD - ENERGY ETF | $591,512 | 0.2% | -7% | — |
| 79 | — | ISHARES TR - MBS ETF | $591,128 | 0.2% | +8% | — |
| 80 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $583,485 | 0.2% | -10% | — |
| 81 |  $CCI | CROWN CASTLE INC. | $571,004 | 0.2% | -8% | 52.9 |
| 82 |  $RTX | RTX Corp | $569,750 | 0.2% | -1% | 70 |
| 83 |  $DY | DYCOM INDUSTRIES INC | $563,733 | 0.2% | -2% | 62.1 |
| 84 |  $AMGN | AMGEN INC | $560,145 | 0.2% | -1% | 79.5 |
| 85 |  $FROG | JFrog Ltd | $554,641 | 0.2% | -8% | — |
| 86 | — | PACER FDS TR - US CASH COWS 100 | $541,575 | 0.2% | -32% | — |
| 87 |  $SO | SOUTHERN CO | $538,464 | 0.2% | -1% | 65.1 |
| 88 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $537,721 | 0.2% | +5% | — |
| 89 |  $MCHP | MICROCHIP TECHNOLOGY INC | $535,800 | 0.2% | -8% | 40 |
| 90 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $519,524 | 0.2% | -2% | 70.9 |
| 91 | — | VANGUARD INDEX FDS - VALUE ETF | $517,584 | 0.2% | NEW | — |
| 92 |  $JCI | Johnson Controls International plc | $514,599 | 0.2% | +0% | — |
| 93 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $512,620 | 0.2% | +0% | — |
| 94 |  $CVX | CHEVRON CORP | $512,530 | 0.2% | +0% | 54.7 |
| 95 |  $COP | CONOCOPHILLIPS | $511,271 | 0.2% | +0% | 74.8 |
| 96 |  $GS | GOLDMAN SACHS GROUP INC | $497,594 | 0.2% | -1% | — |
| 97 | — | SCHWAB STRATEGIC TR - US REIT ETF | $486,861 | 0.2% | +1% | — |
| 98 |  $USB | US BANCORP DE | $467,375 | 0.2% | -1% | 71.4 |
| 99 |  $GLW | CORNING INC /NY | $464,627 | 0.2% | -18% | 72.7 |
| 100 |  $MDT | Medtronic plc | $463,278 | 0.2% | -3% | — |
| 101 |  $GSK | GSK plc | $458,098 | 0.2% | -3% | — |
| 102 |  $SNOW | Snowflake Inc. | $457,846 | 0.2% | -0% | 49.6 |
| 103 |  $GNRC | GENERAC HOLDINGS INC. | $450,927 | 0.2% | -1% | 58.2 |
| 104 |  $SYK | STRYKER CORP | $447,312 | 0.2% | +0% | 69.8 |
| 105 |  $ABBV | AbbVie Inc. | $444,648 | 0.2% | -3% | 59.3 |
| 106 |  $AKAM | AKAMAI TECHNOLOGIES INC | $442,342 | 0.2% | +0% | 62 |
| 107 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $416,770 | 0.2% | -12% | — |
| 108 |  $IQV | IQVIA HOLDINGS INC. | $407,694 | 0.2% | -0% | 59.7 |
| 109 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $406,133 | 0.2% | +8% | — |
| 110 |  $PAGP | PLAINS GP HOLDINGS LP | $390,723 | 0.1% | -0% | 52.9 |
| 111 |  $BX | Blackstone Inc. | $381,604 | 0.1% | +1% | 68 |
| 112 | — | SPDR SERIES TRUST - ST STR R1K YLD | $365,726 | 0.1% | +0% | — |
| 113 |  $NFG | NATIONAL FUEL GAS CO | $364,740 | 0.1% | -2% | 80.4 |
| 114 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $363,393 | 0.1% | -3% | — |
| 115 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $363,072 | 0.1% | +33% | — |
| 116 |  $GLD | SPDR GOLD TRUST | $361,749 | 0.1% | +0% | — |
| 117 | — | ISHARES TR - U.S. TECH ETF | $358,167 | 0.1% | +0% | — |
| 118 |  $CRM | Salesforce, Inc. | $358,125 | 0.1% | -9% | 75.2 |
| 119 |  $PLTR | Palantir Technologies Inc. | $354,093 | 0.1% | -2% | 85.8 |
| 120 | — | VANGUARD WORLD FD - COMM SRVC ETF | $349,998 | 0.1% | +12% | — |
| 121 |  $DVN | DEVON ENERGY CORP/DE | $345,229 | 0.1% | -1% | 70.2 |
| 122 |  $AZO | AUTOZONE INC | $345,162 | 0.1% | +1% | 66.5 |
| 123 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $344,951 | 0.1% | +5% | — |
| 124 |  $KNF | Knife River Corp | $343,216 | 0.1% | -6% | 45.8 |
| 125 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $341,067 | 0.1% | -1% | 75.4 |
| 126 |  $ED | CONSOLIDATED EDISON INC | $340,077 | 0.1% | +18% | 71.6 |
| 127 |  $SON | SONOCO PRODUCTS CO | $338,945 | 0.1% | -12% | 63 |
| 128 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $338,644 | 0.1% | +3% | — |
| 129 | — | ISHARES TR - CORE INTL AGGR | $338,312 | 0.1% | +56% | — |
| 130 |  $DE | DEERE & CO | $337,197 | 0.1% | +15% | 57.4 |
| 131 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $337,081 | 0.1% | +7% | — |
| 132 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $333,152 | 0.1% | -4% | — |
| 133 |  $C | CITIGROUP INC | $331,845 | 0.1% | -1% | 54.8 |
| 134 |  $SBUX | STARBUCKS CORP | $330,733 | 0.1% | -0% | 54.6 |
| 135 | — | VANGUARD WORLD FD - CONSUM STP ETF | $330,059 | 0.1% | +0% | — |
| 136 | — | ISHARES INC - CORE MSCI EMKT | $326,592 | 0.1% | +3% | — |
| 137 |  $HD | HOME DEPOT, INC. | $301,262 | 0.1% | +9% | 69.2 |
| 138 |  $BMY | BRISTOL MYERS SQUIBB CO | $299,682 | 0.1% | +0% | 70.1 |
| 139 |  $CRSP | CRISPR Therapeutics AG | $289,335 | 0.1% | +5% | 4.5 |
| 140 |  $FDX | FEDEX CORP | $287,118 | 0.1% | -9% | 60.3 |
| 141 |  $VEEV | VEEVA SYSTEMS INC | $283,065 | 0.1% | +10% | 77.8 |
| 142 | — | VANGUARD WORLD FD - FINANCIALS ETF | $282,940 | 0.1% | +23% | — |
| 143 |  $PSX | Phillips 66 | $278,622 | 0.1% | -2% | 47.6 |
| 144 |  $ASML | ASML HOLDING NV | $274,543 | 0.1% | NEW | — |
| 145 | — | ISHARES TR - NATIONAL MUN ETF | $274,307 | 0.1% | -1% | — |
| 146 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $270,285 | 0.1% | -8% | — |
| 147 |  $DUK | Duke Energy CORP | $269,615 | 0.1% | +9% | 64 |
| 148 |  $WMT | Walmart Inc. | $268,653 | 0.1% | -5% | 63.2 |
| 149 | — | ISHARES TR - TIPS BD ETF | $263,289 | 0.1% | -15% | — |
| 150 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $258,160 | 0.1% | +0% | — |
| 151 | — | ISHARES TR - CRE U S REIT ETF | $257,494 | 0.1% | -2% | — |
| 152 |  $IVZ | Invesco Ltd. | $252,617 | 0.1% | -22% | — |
| 153 |  $TRV | TRAVELERS COMPANIES, INC. | $252,212 | 0.1% | +0% | 71.5 |
| 154 |  $HONA | Honeywell Aerospace Inc. | $251,810 | 0.1% | NEW | — |
| 155 |  $UNH | UNITEDHEALTH GROUP INC | $250,842 | 0.1% | NEW | 66.8 |
| 156 |  $KALU | KAISER ALUMINUM CORP | $249,037 | 0.1% | NEW | 61 |
| 157 |  $TJX | TJX COMPANIES INC /DE/ | $237,715 | 0.1% | +0% | 70.7 |
| 158 |  $BRK.B | BERKSHIRE HATHAWAY INC | $237,185 | 0.1% | -38% | 64.5 |
| 159 | — | ISHARES TR - BROAD USD HIGH | $232,634 | 0.1% | +3% | — |
| 160 |  $RGLD | ROYAL GOLD INC | $232,346 | 0.1% | +1% | 79.4 |
| 161 |  $LIN | LINDE PLC | $226,258 | 0.1% | -0% | — |
| 162 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $224,198 | 0.1% | -9% | — |
| 163 |  $MU | MICRON TECHNOLOGY INC | $223,932 | 0.1% | NEW | 88.4 |
| 164 | — | PACER FDS TR - DEVELOPED MRKT | $216,809 | 0.1% | -37% | — |
| 165 |  $COST | COSTCO WHOLESALE CORP /NEW | $214,244 | 0.1% | -5% | 67 |
| 166 |  $ORCL | ORACLE CORP | $214,110 | 0.1% | -1% | 67.2 |
| 167 | — | ISHARES TR - US INDUSTRIALS | $213,312 | 0.1% | NEW | — |
| 168 |  $PAYX | PAYCHEX INC | $211,649 | 0.1% | -44% | 75.1 |
| 169 | — | ISHARES TR - GNMA BOND ETF | $210,093 | 0.1% | +0% | — |
| 170 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $209,138 | 0.1% | NEW | — |
| 171 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $205,911 | 0.1% | NEW | — |
| 172 |  $PG | PROCTER & GAMBLE Co | $205,589 | 0.1% | -29% | 72.9 |
| 173 |  $BA | BOEING CO | $203,482 | 0.1% | NEW | 51.8 |
| 174 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $203,039 | 0.1% | +0% | — |
| 175 |  $AXP | AMERICAN EXPRESS CO | $201,597 | 0.1% | NEW | 73.2 |
| 176 |  $GILD | GILEAD SCIENCES, INC. | $200,375 | 0.1% | -0% | 77.8 |
| 177 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $118,431 | 0.1% | +0% | — |
New Positions (12)
$FPS Forgent Power Solutions, Inc.$1.1M VANGUARD INDEX FDS - VALUE ETF$517,584
$ASML ASML HOLDING NV$274,543$HONA Honeywell Aerospace Inc.$251,810$UNH UNITEDHEALTH GROUP INC$250,842$KALU KAISER ALUMINUM CORP$249,037$MU MICRON TECHNOLOGY INC$223,932 ISHARES TR - US INDUSTRIALS$213,312
$QQQ INVESCO QQQ TRUST, SERIES 1$209,138 VANGUARD MUN BD FDS - TAX EXEMPT BD$205,911
$BA BOEING CO$203,482$AXP AMERICAN EXPRESS CO$201,597
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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 a 32-signal AI quality ranking (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.