§ 13F · FUND PROFILE
IVC Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $224M (13F)Positions · 183Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 46K | $20M | 8.8% | ±0% |
| 2 | PVAL | PUTNAM ETF TRUST | 321K | $15M | 6.5% | +3% |
| 3 | AAPL | APPLE INC | 56K | $14M | 6.2% | −1% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 220K | $12M | 5.4% | +8% |
| 5 | JAAA | JANUS DETROIT STR TR | 179K | $9M | 3.9% | +9% |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | 151K | $8M | 3.7% | +12% |
| 7 | USIG | ISHARES TR | 156K | $8M | 3.5% | +3% |
| 8 | JMBS | JANUS DETROIT STR TR | 143K | $6M | 2.8% | +7% |
| 9 | VOE | VANGUARD INDEX FDS | 34K | $6M | 2.7% | +12% |
| 10 | VOT | VANGUARD INDEX FDS | 24K | $6M | 2.7% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IVC SIGNAL
AC read
IVC Wealth Advisors LLC is a Other fund managing $224 million in assets. The fund runs a portfolio of 183 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed