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 $256.4M across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($23.6M, 9.22%), PVAL ($16.2M, 6.33%), AAPL ($15.9M, 6.20%), JEPI ($12.6M, 4.91%), JEPQ ($9.3M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $23.6M | 9.22% | 274,451 | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $16.2M | 6.33% | 318,688 | Trimmed |
| 3 | AAPL | APPLE INC | $15.9M | 6.20% | 54,919 | Trimmed |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.6M | 4.91% | 223,038 | Added |
| 5 | JEPQ | J P MORGAN EXCHANGE TRADED F | $9.3M | 3.64% | 151,657 | Added |
| 6 | JAAA | JANUS DETROIT STR TR | $9.2M | 3.60% | 182,973 | Added |
| 7 | USIG | ISHARES TR | $8.3M | 3.25% | 162,344 | Added |
| 8 | JMBS | JANUS DETROIT STR TR | $7.1M | 2.75% | 156,958 | Added |
| 9 | VOT | VANGUARD INDEX FDS | $6.9M | 2.71% | 22,659 | Trimmed |
| 10 | VOE | VANGUARD INDEX FDS | $6.8M | 2.64% | 34,251 | Added |
| 11 | HEFA | ISHARES TR | $6.2M | 2.44% | 133,119 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $5.1M | 2.00% | 25,654 | Trimmed |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | $4.7M | 1.83% | 16,314 | Trimmed |
| 14 | CAT | CATERPILLAR INC | $4.0M | 1.58% | 3,802 | Trimmed |
| 15 | SCHV | SCHWAB STRATEGIC TR | $3.6M | 1.42% | 104,426 | Trimmed |
| 16 | IGSB | ISHARES TR | $3.6M | 1.39% | 68,030 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $3.3M | 1.27% | 13,425 | Trimmed |
| 18 | MRK | MERCK & CO INC | $2.7M | 1.06% | 21,139 | Trimmed |
| 19 | META | META PLATFORMS INC | $2.7M | 1.03% | 4,710 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.01% | 10,167 | Trimmed |
| 21 | INTC | INTEL CORP | $2.6M | 1.00% | 18,442 | Trimmed |
| 22 | SOLS | SOLSTICE ADVANCED MATLS INC | $2.5M | 0.96% | 27,693 | Added |
| 23 | TFC | TRUIST FINL CORP | $2.4M | 0.93% | 47,770 | Trimmed |
| 24 | ALL | ALLSTATE CORP | $2.3M | 0.89% | 9,595 | Trimmed |
| 25 | CSCO | CISCO SYS INC | $2.0M | 0.78% | 17,074 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30