IVC Wealth Advisors LLC

13F filer · CIK 0001842811

Reported Jul 14, 2026

13F portfolio value$256MU.S. long equity reported on 13F

Positions124Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026124 positions
AAPLApple Inc.	$15.9M	6.20%	0.00%	Not reported	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.94M	2.71%	Not reported	Not reported	Q4 2020
NVDANvidia Corp	$5.13M	2.00%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$4.05M	1.58%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$2.72M	1.06%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$2.65M	1.03%	Not reported	Not reported	Q4 2020
JNJJohnson & Johnson	$2.58M	1.01%	0.00%	Not reported	Q4 2020
INTCIntel Corp	$2.58M	1.00%	0.00%	Not reported	Q4 2020
SOLSSolstice Advanced Materials Inc.	$2.45M	0.96%	0.02%	Not reported	Q4 2025
TFCTruist Financial Corp	$2.38M	0.93%	0.00%	Not reported	Q4 2020
ALLAllstate Corp	$2.28M	0.89%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$2.01M	0.78%	0.00%	Not reported	Q4 2020
RALRalliant Corp	$2M	0.78%	0.02%	Not reported	Q3 2025
VVisa Inc.	$1.91M	0.75%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$1.87M	0.73%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$1.73M	0.67%	0.00%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$1.69M	0.66%	0.00%	Not reported	Q4 2020
ETNEaton Corp plc	$1.67M	0.65%	0.00%	Not reported	Q4 2020
LLYELI LILLY & Co	$1.61M	0.63%	0.00%	Not reported	Q4 2020
ANAutonation, Inc.	$1.58M	0.62%	0.03%	Not reported	Q4 2020
AVGOBroadcom Inc.	$1.41M	0.55%	0.00%	Not reported	Q1 2024
AMEAmetek Inc/	$1.34M	0.52%	0.00%	Not reported	Q4 2020
CZNCCitizens & Northern Corp	$1.27M	0.50%	0.30%	Not reported	Q4 2020
HPEHewlett Packard Enterprise Co	$1.25M	0.49%	0.00%	Not reported	Q1 2025
NEMNEWMONT Corp	$1.25M	0.49%	0.00%	Not reported	Q3 2023
RSGRepublic Services, Inc.	$1.21M	0.47%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$1.21M	0.47%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$1.17M	0.46%	0.00%	Not reported	Q4 2020
WMWaste Management Inc	$1.14M	0.45%	0.00%	Not reported	Q4 2020
FPSForgent Power Solutions, Inc.	$1.14M	0.45%	Not reported	New	Q2 2026
TSLATesla, Inc.	$1.14M	0.44%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$1.13M	0.44%	0.00%	Not reported	Q4 2020
ADIAnalog Devices Inc	$1.13M	0.44%	0.00%	Not reported	Q4 2020
PRUPrudential Financial Inc	$1.07M	0.42%	0.00%	Not reported	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$1.06M	0.41%	0.00%	Not reported	Q3 2021
RIORio Tinto PLC	$1.03M	0.40%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$978K	0.38%	0.00%	Not reported	Q4 2020
UVSPUNIVEST FINANCIAL Corp	$960K	0.37%	0.08%	Not reported	Q4 2020
NFLXNetflix Inc	$957K	0.37%	0.00%	Not reported	Q3 2022
XOMExxonMobil Holdings Corp	$943K	0.37%	0.00%	Not reported	Q4 2020
MSIMotorola Solutions, Inc.	$912K	0.36%	0.00%	Not reported	Q4 2020
WFCWells Fargo & Company	$881K	0.34%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$847K	0.33%	Not reported	Not reported	Q4 2020
LNGCheniere Energy, Inc.	$797K	0.31%	0.00%	Not reported	Q4 2020
BNYBank of New York Mellon Corp	$772K	0.30%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$766K	0.30%	0.00%	Not reported	Q2 2024
ADBEAdobe Inc.	$733K	0.29%	0.00%	Not reported	Q4 2020
MMM3m Co	$703K	0.27%	0.00%	Not reported	Q1 2021
ECGEverus Construction Group, Inc.	$700K	0.27%	0.01%	Not reported	Q2 2025
GOOGAlphabet Inc.	$698K	0.27%	Not reported	Not reported	Q2 2025

Q4 2025Reported Jan 16, 2026125 positions
AAPLApple Inc.	$15.3M	6.64%	0.00%	-4.2%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.85M	2.54%	Not reported	-8.1%	Q4 2020
NVDANvidia Corp	$4.78M	2.08%	0.00%	+1.9%	Q4 2020
METAMeta Platforms, Inc.	$3.02M	1.31%	Not reported	+2.4%	Q4 2020
TFCTruist Financial Corp	$2.36M	1.03%	0.00%	-3.3%	Q4 2020
CATCaterpillar Inc	$2.29M	1.00%	0.00%	+0.4%	Q4 2020
MRKMerck & Co., Inc.	$2.28M	0.99%	0.00%	+15.5%	Q4 2020
JNJJohnson & Johnson	$2.15M	0.94%	0.00%	-1.4%	Q4 2020
ALLAllstate Corp	$2.14M	0.93%	0.00%	+13.2%	Q4 2020
MSFTMicrosoft Corp	$2.14M	0.93%	0.00%	+5.6%	Q4 2020
VVisa Inc.	$1.91M	0.83%	0.00%	+1.1%	Q4 2020
IBMInternational Business Machines Corp	$1.81M	0.79%	0.00%	-0.2%	Q4 2020
ANAutonation, Inc.	$1.77M	0.77%	0.02%	-0.9%	Q4 2020
LLYELI LILLY & Co	$1.54M	0.67%	0.00%	+1.4%	Q4 2020
NEMNEWMONT Corp	$1.4M	0.61%	0.00%	-1.5%	Q3 2023
MCDMcdonalds Corp	$1.38M	0.60%	0.00%	+1.9%	Q4 2020
PRUPrudential Financial Inc	$1.33M	0.58%	0.00%	-2.8%	Q4 2020
CSCOCisco Systems, Inc.	$1.33M	0.58%	0.00%	+0.3%	Q4 2020
ETNEaton Corp plc	$1.31M	0.57%	0.00%	+0.7%	Q4 2020
RSGRepublic Services, Inc.	$1.28M	0.56%	0.00%	-2.9%	Q4 2020
AVGOBroadcom Inc.	$1.27M	0.55%	0.00%	-2.6%	Q1 2024
TSLATesla, Inc.	$1.21M	0.53%	0.00%	+0.2%	Q1 2022
SOLSSolstice Advanced Materials Inc.	$1.2M	0.52%	0.02%	New	Q4 2025
ADBEAdobe Inc.	$1.19M	0.52%	0.00%	+9.2%	Q4 2020
AMEAmetek Inc/	$1.19M	0.52%	0.00%	0.0%	Q4 2020
CZNCCitizens & Northern Corp	$1.17M	0.51%	0.33%	-6.1%	Q4 2020
JPMJPMorgan Chase & Co	$1.14M	0.50%	0.00%	+2.7%	Q4 2020
RALRalliant Corp	$1.13M	0.49%	0.02%	+11.2%	Q3 2025
WMWaste Management Inc	$1.12M	0.49%	0.00%	+6.4%	Q4 2020
NFLXNetflix Inc	$1.08M	0.47%	0.00%	+17.7%	Q3 2022
AMZNAmazon Com Inc	$1.01M	0.44%	0.00%	+4.0%	Q4 2020
WFCWells Fargo & Company	$996K	0.43%	0.00%	+0.1%	Q4 2020
XOMExxonMobil Holdings Corp	$988K	0.43%	0.00%	+0.4%	Q4 2020
MSIMotorola Solutions, Inc.	$980K	0.43%	0.00%	+5.8%	Q4 2020
RIORio Tinto PLC	$877K	0.38%	0.00%	+1.2%	Q2 2023
KOCoca Cola Co	$856K	0.37%	0.00%	+2.3%	Q4 2020
ADIAnalog Devices Inc	$809K	0.35%	0.00%	-0.3%	Q4 2020
PAYXPaychex Inc	$802K	0.35%	0.00%	-18.7%	Q4 2020
MMM3m Co	$781K	0.34%	0.00%	-1.3%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$773K	0.34%	Not reported	Not reported	Q4 2020
CCICrown Castle Inc.	$768K	0.33%	0.00%	-7.2%	Q1 2024
INTCIntel Corp	$753K	0.33%	0.00%	-0.1%	Q4 2020
UVSPUNIVEST FINANCIAL Corp	$734K	0.32%	0.08%	-44.1%	Q4 2020
PEPPepsico Inc	$731K	0.32%	0.00%	+8.2%	Q4 2020
PEGPublic Service Enterprise Group Inc	$719K	0.31%	0.00%	-2.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$716K	0.31%	0.00%	-1.1%	Q1 2022
CRWDCrowdStrike Holdings, Inc.	$700K	0.30%	0.00%	-0.7%	Q3 2021
HPEHewlett Packard Enterprise Co	$684K	0.30%	0.00%	+4.8%	Q1 2025
LNGCheniere Energy, Inc.	$676K	0.29%	0.00%	+0.1%	Q4 2020
BNYBank of New York Mellon Corp	$657K	0.29%	0.00%	-3.6%	Q4 2020

Q3 2025Reported Oct 9, 2025131 positions
AAPLApple Inc.	$14.9M	6.67%	0.00%	-2.0%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.7M	2.99%	Not reported	-0.4%	Q4 2020
NVDANvidia Corp	$4.7M	2.10%	0.00%	+3.6%	Q4 2020
METAMeta Platforms, Inc.	$3.28M	1.46%	Not reported	+2.5%	Q4 2020
TFCTruist Financial Corp	$2.27M	1.01%	0.00%	+0.2%	Q4 2020
MSFTMicrosoft Corp	$2.17M	0.97%	0.00%	+4.6%	Q4 2020
JNJJohnson & Johnson	$1.96M	0.87%	0.00%	-2.8%	Q4 2020
ALLAllstate Corp	$1.95M	0.87%	0.00%	-2.2%	Q4 2020
CATCaterpillar Inc	$1.9M	0.85%	0.00%	-0.4%	Q4 2020
ANAutonation, Inc.	$1.89M	0.84%	0.02%	-4.8%	Q4 2020
VVisa Inc.	$1.83M	0.82%	0.00%	+2.4%	Q4 2020
IBMInternational Business Machines Corp	$1.73M	0.77%	0.00%	+0.5%	Q4 2020
MRKMerck & Co., Inc.	$1.57M	0.70%	0.00%	-2.4%	Q4 2020
ETNEaton Corp plc	$1.53M	0.68%	0.00%	-1.1%	Q4 2020
RSGRepublic Services, Inc.	$1.43M	0.64%	0.00%	+0.1%	Q4 2020
MCDMcdonalds Corp	$1.35M	0.60%	0.00%	-0.3%	Q4 2020
PRUPrudential Financial Inc	$1.26M	0.56%	0.00%	+0.1%	Q4 2020
AVGOBroadcom Inc.	$1.24M	0.56%	0.00%	+2.6%	Q1 2024
CZNCCitizens & Northern Corp	$1.23M	0.55%	0.40%	-7.6%	Q4 2020
UVSPUNIVEST FINANCIAL Corp	$1.2M	0.54%	0.14%	Not reported	Q4 2020
NEMNEWMONT Corp	$1.2M	0.54%	0.00%	+1.9%	Q3 2023
TSLATesla, Inc.	$1.19M	0.53%	0.00%	+2.3%	Q1 2022
NFLXNetflix Inc	$1.18M	0.53%	0.00%	+4.8%	Q3 2022
CSCOCisco Systems, Inc.	$1.18M	0.53%	0.00%	+3.5%	Q4 2020
PAYXPaychex Inc	$1.11M	0.50%	0.00%	-12.1%	Q4 2020
MSIMotorola Solutions, Inc.	$1.1M	0.49%	0.00%	+3.1%	Q4 2020
ADBEAdobe Inc.	$1.1M	0.49%	0.00%	-9.0%	Q4 2020
AMEAmetek Inc/	$1.09M	0.49%	0.00%	0.0%	Q4 2020
JPMJPMorgan Chase & Co	$1.09M	0.49%	0.00%	+3.5%	Q4 2020
LLYELI LILLY & Co	$1.08M	0.48%	0.00%	-3.6%	Q4 2020
WMWaste Management Inc	$1.06M	0.47%	0.00%	+2.3%	Q4 2020
AMZNAmazon Com Inc	$924K	0.41%	0.00%	+10.5%	Q4 2020
XOMExxonMobil Holdings Corp	$922K	0.41%	0.00%	-2.1%	Q4 2020
CCICrown Castle Inc.	$898K	0.40%	0.00%	+3.5%	Q1 2024
WFCWells Fargo & Company	$895K	0.40%	0.00%	-4.6%	Q4 2020
RALRalliant Corp	$873K	0.39%	0.02%	New	Q3 2025
LNGCheniere Energy, Inc.	$816K	0.36%	0.00%	-7.5%	Q4 2020
KMBKimberly Clark Corp	$795K	0.36%	0.00%	0.0%	Q4 2020
KOCoca Cola Co	$794K	0.35%	0.00%	+1.5%	Q4 2020
MMM3m Co	$767K	0.34%	0.00%	-6.1%	Q1 2021
PEGPublic Service Enterprise Group Inc	$763K	0.34%	0.00%	-15.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$755K	0.34%	Not reported	+0.1%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$738K	0.33%	0.00%	+2.5%	Q3 2021
ADIAnalog Devices Inc	$735K	0.33%	0.00%	-2.2%	Q4 2020
RIORio Tinto PLC	$715K	0.32%	0.00%	+5.5%	Q2 2023
PLTRPalantir Technologies Inc.	$699K	0.31%	0.00%	+4.2%	Q4 2024
INTCIntel Corp	$685K	0.31%	0.00%	-4.2%	Q4 2020
HPEHewlett Packard Enterprise Co	$668K	0.30%	0.00%	+8.9%	Q1 2025
PEPPepsico Inc	$661K	0.30%	0.00%	-8.1%	Q4 2020
BNYBank of New York Mellon Corp	$640K	0.29%	0.00%	-6.0%	Q4 2020

Q2 2025Reported Jul 22, 2025126 positions
AAPLApple Inc.	$12.3M	5.99%	0.00%	+0.3%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.51M	3.17%	Not reported	+11.4%	Q4 2020
NVDANvidia Corp	$3.84M	1.87%	0.00%	+5.8%	Q4 2020
METAMeta Platforms, Inc.	$3.21M	1.57%	Not reported	-0.4%	Q4 2020
TFCTruist Financial Corp	$2.13M	1.04%	0.00%	-2.9%	Q4 2020
MSFTMicrosoft Corp	$1.99M	0.97%	0.00%	+3.5%	Q4 2020
ALLAllstate Corp	$1.87M	0.91%	0.00%	+0.4%	Q4 2020
VVisa Inc.	$1.86M	0.91%	0.00%	-0.1%	Q4 2020
ANAutonation, Inc.	$1.8M	0.88%	0.02%	+0.9%	Q4 2020
IBMInternational Business Machines Corp	$1.8M	0.88%	0.00%	-0.7%	Q4 2020
JNJJohnson & Johnson	$1.66M	0.81%	0.00%	+0.4%	Q4 2020
CATCaterpillar Inc	$1.56M	0.76%	0.00%	-5.8%	Q4 2020
RSGRepublic Services, Inc.	$1.53M	0.75%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$1.52M	0.74%	0.00%	-1.0%	Q4 2020
ETNEaton Corp plc	$1.48M	0.72%	0.00%	-1.8%	Q4 2020
PAYXPaychex Inc	$1.46M	0.71%	0.00%	-7.7%	Q4 2020
ADBEAdobe Inc.	$1.33M	0.65%	0.00%	-4.2%	Q4 2020
PRUPrudential Financial Inc	$1.3M	0.63%	0.00%	-0.7%	Q4 2020
MCDMcdonalds Corp	$1.3M	0.63%	0.00%	+1.3%	Q4 2020
CZNCCitizens & Northern Corp	$1.27M	0.62%	0.43%	-9.2%	Q4 2020
NFLXNetflix Inc	$1.25M	0.61%	0.00%	-7.6%	Q3 2022
UVSPUNIVEST FINANCIAL Corp	$1.2M	0.59%	0.14%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$1.15M	0.56%	0.00%	-1.3%	Q4 2020
LLYELI LILLY & Co	$1.14M	0.56%	0.00%	+2.0%	Q4 2020
WMWaste Management Inc	$1.07M	0.52%	0.00%	+1.6%	Q4 2020
AMEAmetek Inc/	$1.05M	0.51%	0.00%	+2.7%	Q4 2020
AVGOBroadcom Inc.	$1.01M	0.49%	0.00%	+6.4%	Q1 2024
MSIMotorola Solutions, Inc.	$985K	0.48%	0.00%	+1.3%	Q4 2020
JPMJPMorgan Chase & Co	$965K	0.47%	0.00%	+1.6%	Q4 2020
CCICrown Castle Inc.	$923K	0.45%	0.00%	+3.4%	Q1 2024
LNGCheniere Energy, Inc.	$915K	0.45%	0.00%	-3.5%	Q4 2020
PEGPublic Service Enterprise Group Inc	$913K	0.45%	0.00%	-0.4%	Q4 2020
XOMExxonMobil Holdings Corp	$901K	0.44%	0.00%	-0.5%	Q4 2020
WFCWells Fargo & Company	$897K	0.44%	0.00%	-12.2%	Q4 2020
AMZNAmazon Com Inc	$836K	0.41%	0.00%	+16.3%	Q4 2020
KOCoca Cola Co	$834K	0.41%	0.00%	+1.0%	Q4 2020
TSLATesla, Inc.	$834K	0.41%	0.00%	+0.4%	Q1 2022
KMBKimberly Clark Corp	$824K	0.40%	0.00%	-2.3%	Q4 2020
NEMNEWMONT Corp	$813K	0.40%	0.00%	+1.3%	Q3 2023
MMM3m Co	$802K	0.39%	0.00%	-1.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$747K	0.36%	0.00%	+3.1%	Q3 2021
ADIAnalog Devices Inc	$728K	0.35%	0.00%	-0.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$700K	0.34%	Not reported	+0.1%	Q4 2020
PEPPepsico Inc	$676K	0.33%	0.00%	+2.1%	Q4 2020
EOGEog Resources Inc	$671K	0.33%	0.00%	-2.8%	Q4 2020
RIORio Tinto PLC	$599K	0.29%	0.00%	-0.6%	Q2 2023
BNYBank of New York Mellon Corp	$569K	0.28%	0.00%	-1.4%	Q4 2020
CRMSalesforce, Inc.	$559K	0.27%	0.00%	-0.3%	Q3 2021
SYKStryker Corp	$556K	0.27%	0.00%	-0.2%	Q4 2020
PSAPublic Storage	$544K	0.27%	0.00%	+8.2%	Q2 2021

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