Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
IVC Wealth Advisors LLC (CIK 1842811) reported $230.3M across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($20.3M, 8.82%), PVAL ($14.9M, 6.47%), AAPL ($14.2M, 6.16%), JEPI ($12.4M, 5.40%), JAAA ($9.0M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $20.3M | 8.82% | 46,499 | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $14.9M | 6.47% | 321,032 | Added |
| 3 | AAPL | APPLE INC | $14.2M | 6.16% | 55,873 | Trimmed |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.4M | 5.40% | 219,531 | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $9.0M | 3.91% | 178,808 | Added |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.4M | 3.65% | 151,495 | Added |
| 7 | USIG | ISHARES TR | $8.0M | 3.47% | 155,854 | Added |
| 8 | JMBS | JANUS DETROIT STR TR | $6.5M | 2.80% | 142,840 | Added |
| 9 | VOE | VANGUARD INDEX FDS | $6.3M | 2.73% | 34,087 | Added |
| 10 | VOT | VANGUARD INDEX FDS | $6.3M | 2.73% | 24,393 | Added |
| 11 | HEFA | ISHARES TR | $5.5M | 2.38% | 128,985 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.5M | 1.95% | 25,779 | Added |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | $3.8M | 1.65% | 16,594 | Added |
| 14 | IGSB | ISHARES TR | $3.3M | 1.44% | 63,068 | Added |
| 15 | SCHV | SCHWAB STRATEGIC TR | $3.2M | 1.39% | 105,235 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $2.9M | 1.27% | 13,507 | Added |
| 17 | CAT | CATERPILLAR INC | $2.7M | 1.19% | 3,862 | Trimmed |
| 18 | META | META PLATFORMS INC | $2.6M | 1.15% | 4,627 | Added |
| 19 | MRK | MERCK & CO INC | $2.5M | 1.11% | 21,194 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.09% | 10,230 | Trimmed |
| 21 | TFC | TRUIST FINL CORP | $2.2M | 0.95% | 47,827 | Trimmed |
| 22 | SOLSTICE ADVANCED MATLS INC | $2.1M | 0.90% | 27,351 | Added | |
| 23 | ALL | ALLSTATE CORP | $2.0M | 0.88% | 9,790 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.7M | 0.73% | 4,539 | Added |
| 25 | AN | AUTONATION INC | $1.7M | 0.72% | 8,545 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31