§ 13F · FUND PROFILE
IVC Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205.1T (13F)Positions · 174Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 46K | $22.7T | 9.9% | −1% |
| 2 | AAPL | APPLE INC | 56K | $15.3T | 6.6% | −4% |
| 3 | PVAL | PUTNAM ETF TRUST | 312K | $14.2T | 6.2% | +1% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 203K | $11.6T | 5.0% | +5% |
| 5 | JAAA | JANUS DETROIT STR TR | 164K | $8.3T | 3.6% | +9% |
| 6 | USIG | ISHARES TR | 152K | $7.9T | 3.4% | +2% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 135K | $7.8T | 3.4% | +4% |
| 8 | JMBS | JANUS DETROIT STR TR | 133K | $6.1T | 2.6% | +6% |
| 9 | VOT | VANGUARD INDEX FDS | 21K | $5.9T | 2.5% | −8% |
| 10 | VOE | VANGUARD INDEX FDS | 30K | $5.4T | 2.3% | +3% |
§ 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 $205102.1 trillion in assets. The fund runs a portfolio of 174 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed