Ivc Wealth Advisors LLC Top Holdings and 13F Report (2026) About Ivc Wealth Advisors LLCInvestment ActivityIvc Wealth Advisors LLC has $249.21 million in total holdings as of September 30, 2026.Ivc Wealth Advisors LLC owns shares of 166 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 5.77% of the portfolio was sold this quarter.This quarter, Ivc Wealth Advisors LLC has purchased 177 new stocks and bought additional shares in 60 stocks.Ivc Wealth Advisors LLC sold shares of 86 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Growth ETF $24,729,195Putnam Focused Large Cap Value ETF $16,775,900Apple $16,140,805JPMorgan Equity Premium Income ETF $12,624,071Janus Henderson AAA CLO ETF $9,637,073 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,028,006 Holding002824100 - Abbott Laboratories $241,244 Holding81762P102 - ServiceNow $211,066 Holding Largest Purchases this Quarter CrowdStrike 3,943 shares (about $1.04M)EXXONMOBIL HOLDINGS CORP 6,316 shares (about $1.03M)Janus Henderson Mortgage-Backed Securities ETF 15,388 shares (about $650.30K)HONEYWELL AEROSPACE INC 3,427 shares (about $531.08K)Janus Henderson AAA CLO ETF 7,974 shares (about $402.45K) Largest Sales this Quarter Apple 6,451 shares (about $2.15M)Eli Lilly and Company 645 shares (about $746.32K)Netflix 8,704 shares (about $605.63K)Caterpillar 483 shares (about $391.59K)Nucor 1,452 shares (about $339.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIvc Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$24,729,195$1,622 ▼0.0%274,4339.9%ETFPVALPutnam Focused Large Cap Value ETF$16,775,900$6,525 ▲0.0%318,8126.7%ETFAAPLApple$16,140,805$2,148,311 ▼-11.7%48,4686.5%TechnologyJEPIJPMorgan Equity Premium Income ETF$12,624,071$84,892 ▲0.7%224,5485.1%ETFJAAAJanus Henderson AAA CLO ETF$9,637,073$402,447 ▲4.4%190,9473.9%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$9,592,445$301,950 ▲3.3%156,5863.8%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$8,193,754$285,976 ▲3.6%168,2153.3%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$7,283,354$650,298 ▲9.8%172,3462.9%ETFVOTVanguard Mid-Cap Growth ETF$6,729,829$111,000 ▲1.7%23,0392.7%ETFVOEVanguard Mid-Cap Value ETF$6,726,444$29,330 ▲0.4%34,4012.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$6,379,125$203,745 ▲3.3%137,5112.6%ETFNVDANVIDIA$5,781,668$77,192 ▼-1.3%25,3162.3%TechnologyVTWGVanguard Russell 2000 Growth ETF$4,232,022$19,022 ▼-0.4%16,2411.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,600,800$115,626 ▲3.3%70,2871.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,360,088$118,351 ▼-3.4%100,8731.3%ETFVBRVanguard Small-Cap Value ETF$3,158,393$56,833 ▲1.8%13,6711.3%ETFMETAMeta Platforms$3,076,830$338,647 ▼-9.9%4,2431.2%Communication ServicesMRKMerck & Co., Inc.$2,919,180$152,578 ▼-5.0%20,0891.2%HealthcareCATCaterpillar$2,690,872$391,591 ▼-12.7%3,3191.1%IndustrialsJNJJohnson & Johnson$2,543,025$148,515 ▼-5.5%9,6061.0%HealthcareMSFTMicrosoft$2,428,368$49,234 ▲2.1%4,7351.0%TechnologyTFCTruist Financial$2,218,134$6,389 ▲0.3%47,9080.9%FinanceINTCIntel$2,144,422$72,859 ▼-3.3%17,8360.9%TechnologyALLAllstate$1,992,014$136,661 ▼-6.4%8,9790.8%FinanceAMDAdvanced Micro Devices$1,955,797$17,129 ▼-0.9%3,1970.8%TechnologyVVisa$1,897,653$103,489 ▼-5.2%5,2810.8%FinanceRALLIANT CORP$1,806,305$71,107 ▼-3.8%26,1140.7%COMHPEHewlett Packard Enterprise$1,690,785$82,674 ▼-4.7%26,4640.7%TechnologyCSCOCisco Systems$1,679,136$158,539 ▼-8.6%15,6010.7%TechnologySOLSTICE ADVANCED MATLS INC$1,509,207$50,463 ▼-3.2%26,7970.6%COM SHSETNEaton$1,440,943$247,105 ▼-14.6%3,3530.6%IndustrialsNEMNewmont$1,438,059$107,036 ▼-6.9%12,4680.6%MaterialsCRWDCrowdStrike$1,411,118$1,043,910 ▲284.3%5,3300.6%TechnologyAMEAMETEK$1,370,2160.0%5,5310.5%TechnologyAVGOBroadcom$1,305,724$6,321 ▼-0.5%3,7180.5%TechnologyCZNCCitizens & Northern$1,222,152$144,140 ▼-10.5%48,8470.5%FinanceANAutoNation$1,209,454$127,212 ▼-9.5%7,6820.5%Consumer DiscretionaryAMZNAmazon.com$1,195,920$9,468 ▲0.8%4,8000.5%Consumer DiscretionaryIBMInternational Business Machines$1,167,608$152,631 ▼-11.6%5,3090.5%TechnologyRSGRepublic Services$1,114,829$79,541 ▼-6.7%5,3120.4%IndustrialsEXXONMOBIL HOLDINGS CORP$1,028,006$1,028,006 ▲New Holding6,3160.4%COM SHSWMWaste Management$993,423$53,627 ▼-5.1%4,8720.4%IndustrialsVOOVanguard S&P 500 ETF$989,614$12,615 ▼-1.3%1,4120.4%ETFJPMJPMorgan Chase & Co.$978,903$206,433 ▼-17.4%2,9590.4%FinanceKOCoca-Cola$977,955$58,018 ▼-5.6%11,3610.4%Consumer StaplesPRUPrudential Financial$976,867$147,194 ▼-13.1%8,6010.4%FinanceTSLATesla$961,890$2,129 ▲0.2%2,7110.4%Consumer DiscretionaryMCDMcDonald's$945,773$85,685 ▼-8.3%4,0950.4%Consumer DiscretionaryADIAnalog Devices$919,291$208,695 ▼-18.5%2,3170.4%TechnologyVGTVanguard Information Technology ETF$898,918$33,931 ▼-3.6%7,1530.4%ETFVHTVanguard Health Care ETF$874,5930.0%2,7670.4%ETFMSIMotorola Solutions$868,304$111,493 ▼-11.4%1,9470.3%TechnologySPYSPDR S&P 500 ETF Trust$864,6730.0%1,1340.3%ETFRIORio Tinto$862,691$156,887 ▼-15.4%9,1610.3%MaterialsWFCWells Fargo & Company$860,043$6,884 ▲0.8%10,7440.3%FinanceCHENIERE ENERGY INC$851,129$46,269 ▼-5.2%3,1640.3%COM NEWFORGENT POWER SOLUTIONS INC$825,028$58,856 ▲7.7%22,0360.3%COM SHS CL ALLYEli Lilly and Company$805,328$746,317 ▼-48.1%6960.3%HealthcareUVSPUnivest Corporation of Pennsylvania$798,249$100,729 ▼-11.2%19,4790.3%FinanceBANK OF NY MELLON CORP$769,576$2,603 ▼-0.3%5,3210.3%COMMPCMarathon Petroleum$752,089$258,209 ▼-25.6%1,9020.3%EnergyGOOGLAlphabet$741,836$4,473 ▲0.6%2,1560.3%Communication ServicesGOOGAlphabet$713,169$40,207 ▲6.0%2,0930.3%Communication ServicesHONEYWELL AEROSPACE INC$707,593$531,082 ▲300.9%4,5660.3%COMVCITVanguard Intermediate-Term Corporate Bond ETF$700,013$24,198 ▼-3.3%8,9390.3%ETFADBEAdobe$697,506$160,280 ▼-18.7%2,9070.3%TechnologyVTWVVanguard Russell 2000 Value ETF$678,433$96,233 ▼-12.4%3,6730.3%ETFVDEVanguard Energy ETF$678,3100.0%3,9400.3%ETFBNDXVanguard Total International Bond ETF$664,195$99,505 ▲17.6%14,1710.3%ETFAMGNAmgen$645,890$6,324 ▼-1.0%1,5320.3%HealthcareMSMorgan Stanley$626,683$3,197 ▲0.5%3,3320.3%FinanceSNOWSnowflake$611,208$340 ▲0.1%1,8000.2%TechnologyPALANTIR TECHNOLOGIES INC$600,243$32,547 ▲5.7%3,2090.2%CL AVMBSVanguard Mortgage-Backed Securities ETF$596,027$12,390 ▲2.1%13,4210.2%ETFFROGJFrog$592,914$679 ▲0.1%6,1100.2%TechnologyCVXChevron$589,758$41,659 ▼-6.6%2,8880.2%EnergySTXSeagate Technology$585,686$2,767 ▲0.5%6350.2%TechnologyEOGEOG Resources$581,087$134,457 ▼-18.8%4,2180.2%EnergyCRMSalesforce$569,334$44,537 ▲8.5%2,4800.2%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$562,289$18,036 ▲3.3%15,6500.2%ETFMBBiShares MBS ETF$557,168$3,316 ▼-0.6%6,2170.2%ETFMMM3M$550,826$161,998 ▼-22.7%3,3560.2%IndustrialsCOPConocoPhillips$549,187$66,333 ▼-10.8%4,3880.2%EnergyCOWZPacer US Cash Cows 100 ETF$547,232$34,048 ▼-5.9%8,1970.2%ETFPSAPublic Storage$539,376$1,131 ▲0.2%1,9070.2%Real EstateSCHCSchwab International Small-Cap Equity ETF$537,888$118,083 ▲28.1%10,8140.2%ETFVTVVanguard Value ETF$530,044$16,854 ▲3.3%2,4530.2%ETFVGITVanguard Intermediate-Term Treasury ETF$511,017$5,553 ▼-1.1%9,0190.2%ETFPEGPublic Service Enterprise Group$506,400$54,142 ▼-9.7%7,5200.2%UtilitiesPEPPepsiCo$501,058$112,529 ▼-18.3%3,9540.2%Consumer StaplesJCIJohnson Controls International$491,140$32,406 ▼-6.2%3,3040.2%IndustrialsRTXRTX$482,340$75,192 ▼-13.5%2,5980.2%IndustrialsABBVAbbVie$460,660$1,570 ▼-0.3%1,7610.2%HealthcareIQVIQVIA$459,734$107,540 ▼-19.0%1,7100.2%HealthcareSCHHSchwab U.S. REIT ETF$457,242$4,099 ▲0.9%20,7460.2%ETFVEEVVeeva Systems$456,720$1,427 ▲0.3%1,6000.2%HealthcarePNCThe PNC Financial Services Group$449,854$19,114 ▼-4.1%2,0240.2%FinanceGSThe Goldman Sachs Group$449,280$6,303 ▲1.4%4990.2%FinanceMCHPMicrochip Technology$446,011$10,888 ▼-2.4%5,7350.2%TechnologyMDTMedtronic$443,272$67,738 ▼-13.3%5,1370.2%HealthcareShowing largest 100 holdings. 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