Investor
IVC Wealth Advisors LLC
CIK 0001842811 · filed 2026-04-16 · SEC filing
13F book
$230.3M
Positions
173
9 new · 15 sold
Largest name
8.8%
Vanguard Growth Etf
Est. mark
−$2.99M
Price effect on 164 names still held. Flow $3.38M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 46.5K | $20.3M | 8.8% | −$2.37M | Added−$2.34M |
| Putnam Etf Trust | — | 321K | $14.9M | 6.5% | $258.8K | Added$685.7K |
| Apple Inc. | AAPL | 55.9K | $14.2M | 6.2% | −$1.01M | Cut−$1.09M |
| J P Morgan Exchange Traded F | — | 219.5K | $12.4M | 5.4% | −$113.6K | Added$832.6K |
| Janus Detroit Str Tr | — | 178.8K | $9.01M | 3.9% | −$34.4K | Added$723.9K |
| J P Morgan Exchange Traded F | — | 151.5K | $8.41M | 3.7% | −$350.4K | Added$579.2K |
| Ishares Tr | — | 155.9K | $7.98M | 3.5% | −$82.1K | Added$120.6K |
| Janus Detroit Str Tr | — | 142.8K | $6.45M | 2.8% | −$68K | Added$362.9K |
| Vanguard Index Fds | — | 34.1K | $6.28M | 2.7% | $209.5K | Added$903.6K |
| Vanguard Index Fds | — | 24.4K | $6.28M | 2.7% | −$456.6K | Added$426.4K |
| Ishares Tr | — | 129K | $5.48M | 2.4% | $121K | Added$1.07M |
| Nvidia Corp | NVDA | 25.8K | $4.5M | 2.0% | −$310.3K | Added−$287.5K |
| Vanguard Scottsdale Fds | — | 16.6K | $3.8M | 1.7% | −$109.9K | Added$65.3K |
| Ishares Tr | — | 63.1K | $3.31M | 1.4% | −$19.5K | Added$87.5K |
| Schwab Strategic Tr | — | 105.2K | $3.21M | 1.4% | $93.7K | Cut−$49K |
| Vanguard Index Fds | — | 13.5K | $2.93M | 1.3% | $66.5K | Added$353.4K |
| Caterpillar Inc | CAT | 3.86K | $2.74M | 1.2% | $523.8K | Cut$441.4K |
| Meta Platforms, Inc. | META | 4.63K | $2.65M | 1.1% | −$401.9K | Added−$369.3K |
| Merck & Co., Inc. | MRK | 21.2K | $2.55M | 1.1% | $318.5K | Cut$269.8K |
| Johnson & Johnson | JNJ | 10.2K | $2.5M | 1.1% | $383.4K | Cut$348.6K |
| Truist Finl Corp | — | 47.8K | $2.2M | 1.0% | −$155K | Cut−$164.7K |
| Solstice Advanced Matls Inc | — | 27.4K | $2.08M | 0.9% | $680.3K | Added$884.7K |
| Allstate Corp | — | 9.79K | $2.03M | 0.9% | −$7.89K | Cut−$109.9K |
| Microsoft Corp | MSFT | 4.54K | $1.68M | 0.7% | −$501.7K | Added−$457.3K |
| Autonation, Inc. | AN | 8.54K | $1.67M | 0.7% | −$95.9K | Cut−$99K |
| Visa Inc. | V | 5.43K | $1.64M | 0.7% | −$263.2K | Added−$262.9K |
| International Business Machs | — | 6.1K | $1.48M | 0.6% | −$328.3K | Cut−$332.2K |
| Eaton Corp Plc | ETN | 4.06K | $1.45M | 0.6% | $159.2K | Cut$140.7K |
| Newmont Corp | — | 13.4K | $1.45M | 0.6% | $112.5K | Cut$52.1K |
| Mcdonalds Corp | MCD | 4.56K | $1.42M | 0.6% | $23.5K | Added$37.5K |
| Cisco Sys Inc | — | 17.3K | $1.34M | 0.6% | $9.66K | Added$12.1K |
| Netflix Inc | NFLX | 13.2K | $1.27M | 0.5% | $27.6K | Added$184K |
| Citizens & Northn Corp | — | 56.6K | $1.26M | 0.5% | $122.7K | Cut$90K |
| Republic Svcs Inc | — | 5.77K | $1.26M | 0.5% | $40.9K | Cut−$17K |
| Eli Lilly & Co | LLY | 1.34K | $1.23M | 0.5% | −$207.4K | Cut−$306.3K |
| Waste Mgmt Inc Del | — | 5.16K | $1.19M | 0.5% | $51.3K | Added$64.2K |
| Ametek Inc/ | AME | 5.53K | $1.19M | 0.5% | $50.2K | Cut−$1.16K |
| Exxon Mobil Corp | — | 6.91K | $1.17M | 0.5% | $340.5K | Cut$183.1K |
| Broadcom Inc. | AVGO | 3.73K | $1.15M | 0.5% | −$134.3K | Added−$116.1K |
| Prudential Finl Inc | — | 11.5K | $1.12M | 0.5% | −$174.5K | Cut−$209.2K |
| Ralliant Corp | RAL | 26.8K | $1.12M | 0.5% | −$207K | Added−$15.2K |
| Jpmorgan Chase & Co. | — | 3.6K | $1.06M | 0.5% | −$99K | Added−$79.3K |
| Rio Tinto Plc | — | 11.1K | $1.03M | 0.4% | $145.4K | Added$154K |
| Tesla, Inc. | TSLA | 2.7K | $1.01M | 0.4% | −$209.6K | Added−$203.6K |
| Motorola Solutions, Inc. | MSI | 2.3K | $998.1K | 0.4% | $116.5K | Cut$18.4K |
| Amazon Com Inc | AMZN | 4.68K | $975.5K | 0.4% | −$98.8K | Added−$35.5K |
| Cheniere Energy, Inc. | LNG | 3.33K | $944.1K | 0.4% | $297.4K | Cut$268.2K |
| Analog Devices Inc | ADI | 2.92K | $927.8K | 0.4% | $136.8K | Cut$118.6K |
| Coca Cola Co | KO | 12.2K | $925K | 0.4% | $74.7K | Cut$69.2K |
| Adobe Inc. | ADBE | 3.58K | $871K | 0.4% | −$364.8K | Added−$323.2K |
| Intel Corp | INTC | 19.5K | $860.1K | 0.4% | $140.9K | Cut$107K |
| Vanguard Index Fds | — | 1.43K | $855.7K | 0.4% | −$42.4K | Held |
| Wells Fargo Co New | — | 10.7K | $850.5K | 0.4% | −$145.2K | Cut−$145.9K |
| Pacer Fds Tr | — | 12.7K | $796.6K | 0.3% | $30.4K | Cut−$202.5K |
| Pepsico Inc | PEP | 5.01K | $777.9K | 0.3% | $59K | Cut$46.6K |
| Eog Res Inc | — | 5.33K | $769.8K | 0.3% | $210.7K | Cut$202.7K |
| Univest Financial Corporatio | — | 21.9K | $751.6K | 0.3% | $33.3K | Cut$17.3K |
| Spdr S&P 500 Etf Tr | — | 1.13K | $737.7K | 0.3% | −$35.6K | Held |
| Vanguard World Fd | — | 4.24K | $733.7K | 0.3% | $199.8K | Held |
| Vanguard Scottsdale Fds | — | 8.86K | $733K | 0.3% | −$8.86K | Cut−$16.6K |
| Vanguard Scottsdale Fds | — | 4.33K | $723.8K | 0.3% | $31.6K | Cut$21.2K |
| Vanguard World Fd | — | 2.62K | $712.7K | 0.3% | −$40.6K | Held |
| Hewlett Packard Enterprise C | — | 29.5K | $702.9K | 0.3% | −$5.98K | Added$19K |
| Public Svc Enterprise Grp In | — | 8.63K | $698.6K | 0.3% | $5.67K | Cut−$20.3K |
| Advanced Micro Devices Inc | AMD | 3.36K | $683.9K | 0.3% | −$35.9K | Added−$32.4K |
| 3M CO | MMM | 4.59K | $666.3K | 0.3% | −$68.2K | Cut−$115.1K |
| Crown Castle Inc. | CCI | 8.16K | $663.2K | 0.3% | −$61.7K | Cut−$104.6K |
| Vanguard World Fd | — | 941 | $656.6K | 0.3% | −$52.8K | Cut−$55.8K |
| Conocophillips | COP | 4.92K | $649.1K | 0.3% | $188.7K | Cut$188.3K |
| Vanguard Charlotte Fds | — | 13.3K | $640.7K | 0.3% | −$3.6K | Cut−$58.6K |
| Chevron Corp New | CVX | 3.08K | $636.6K | 0.3% | $166K | Added$172.2K |
| Bank New York Mellon Corp | — | 5.34K | $633.7K | 0.3% | $13.6K | Cut−$23K |
| Vanguard Scottsdale Fds | — | 13.5K | $633.2K | 0.3% | −$1.75K | Cut−$170.5K |
| Marathon Pete Corp | — | 2.55K | $621.9K | 0.3% | $207.7K | Cut$203.2K |
| Alphabet Inc | — | 2.11K | $607K | 0.3% | −$52.1K | Added−$33.4K |
| RTX Corp | RTX | 3.03K | $583.8K | 0.3% | $28.3K | Added$36.6K |
| Crowdstrike Hldgs Inc | — | 1.48K | $577.8K | 0.3% | −$116K | Cut−$122.5K |
| Alphabet Inc | — | 2.01K | $576.6K | 0.3% | −$51.1K | Added−$18.1K |
| Morgan Stanley | — | 3.47K | $571.1K | 0.2% | −$45K | Cut−$52.4K |
| Ishares Tr | — | 5.79K | $549.9K | 0.2% | −$1.56K | Added$1.01K |
| Amgen Inc | AMGN | 1.56K | $549K | 0.2% | $37K | Added$58.4K |
| Southern Co | — | 5.66K | $546.3K | 0.2% | $52.8K | Cut$45.7K |
| Medtronic Plc | MDT | 6.1K | $528.2K | 0.2% | −$54.4K | Added−$26.6K |
| Public Storage Oper Co | — | 1.91K | $517.4K | 0.2% | $21.7K | Cut$18.4K |
| Vanguard Scottsdale Fds | — | 8.64K | $514.8K | 0.2% | −$3.26K | Added$910 |
| Everus Constr Group | — | 4.35K | $513.2K | 0.2% | $141.1K | Added$141.7K |
| Gsk Plc | — | 9K | $496.5K | 0.2% | $53.4K | Added$71.1K |
| Salesforce, Inc. | CRM | 2.52K | $470K | 0.2% | −$177.8K | Added−$131.8K |
| Stryker Corp | SYK | 1.42K | $465K | 0.2% | −$32.5K | Cut−$32.9K |
| Johnson Ctls Intl Plc | — | 3.52K | $461.2K | 0.2% | $39.4K | Held |
| Palantir Technologies Inc. | PLTR | 3.11K | $454.9K | 0.2% | −$97.9K | Cut−$136.1K |
| Nucor Corp | NUE | 2.68K | $452.9K | 0.2% | $16K | Added$16.4K |
| National Fuel Gas Co | NFG | 4.8K | $450.6K | 0.2% | $66.7K | Cut$65.9K |
| Pnc Finl Svcs Group Inc | — | 2.15K | $448.2K | 0.2% | −$1.36K | Added$4.67K |
| Schwab Strategic Tr | — | 15.1K | $441.3K | 0.2% | −$52.9K | Cut−$105K |
| Schwab Strategic Tr | — | 20.4K | $437.6K | 0.2% | $12.2K | Cut−$27.3K |
| Vanguard Index Fds | — | 4.93K | $437K | 0.2% | $1.03K | Cut−$12.8K |
| Akamai Technologies Inc | AKAM | 3.73K | $428.9K | 0.2% | $103.1K | Cut$86.7K |
| Devon Energy Corp New | — | 8.44K | $424.5K | 0.2% | $115.5K | Cut$113.9K |
| Spdr Gold Tr | — | 982 | $422.5K | 0.2% | $33.4K | Held |
| Goldman Sachs Group Inc | — | 496 | $419.6K | 0.2% | −$16.4K | Cut−$34.8K |
| Microchip Technology Inc. | — | 6.38K | $412.5K | 0.2% | $5.68K | Held |
| Us Bancorp Del | — | 7.79K | $405.2K | 0.2% | −$10.1K | Added$5.87K |
| AbbVie Inc. | ABBV | 1.82K | $396.9K | 0.2% | −$20.1K | Cut−$24.4K |
| Plains Gp Hldgs L P | — | 16.1K | $391K | 0.2% | $79.1K | Added$96.6K |
| Dycom Inds Inc | — | 1.13K | $383.5K | 0.2% | $1.04K | Cut−$16.9K |
| Sonoco Prods Co | — | 6.83K | $369.7K | 0.2% | $64.6K | Added$99.8K |
| Blackstone Inc. | BX | 3.2K | $368.4K | 0.2% | −$121.6K | Added−$110.2K |
| Schwab Strategic Tr | — | 7.83K | $365.8K | 0.2% | $9.47K | Cut$5.65K |
| Berkshire Hathaway Inc Del | — | 761 | $364.7K | 0.2% | −$17.8K | Cut−$19.9K |
| Autozone Inc | AZO | 107 | $361.4K | 0.2% | −$1.43K | Added$8.71K |
| Iqvia Hldgs Inc | — | 2.12K | $360.9K | 0.2% | −$116.1K | Cut−$117K |
| Fedex Corp | FDX | 1.01K | $358.9K | 0.2% | $67.7K | Cut$54.4K |
| Knife River Corp | KNF | 4.36K | $355.7K | 0.2% | $49K | Added$50.7K |
| Paychex Inc | PAYX | 3.85K | $354.2K | 0.2% | −$77.1K | Cut−$447.8K |
| Pacer Fds Tr | — | 8.31K | $352.6K | 0.2% | $31.2K | Cut−$92.5K |
| Spdr Series Trust | — | 2.85K | $342.7K | 0.1% | $18.5K | Held |
| Vanguard Intl Equity Index F | — | 6.31K | $340.9K | 0.1% | $1.58K | Added$48K |
| American Elec Pwr Co Inc | — | 2.53K | $331.6K | 0.1% | $36.9K | Added$62K |
| Vanguard Scottsdale Fds | — | 4.17K | $330.5K | 0.1% | −$1.9K | Added$634 |
| Vanguard Scottsdale Fds | — | 5.64K | $330.4K | 0.1% | −$1.06K | Added$3.16K |
| Vanguard World Fd | — | 1.46K | $328.6K | 0.1% | $19.5K | Added$19.7K |
| Schwab Us Tips Etf | — | 11.9K | $315.8K | 0.1% | $1.42K | Cut$894 |
| Bristol-Myers Squibb Co | — | 5.2K | $315.1K | 0.1% | $34.9K | Cut$34.8K |
| Vanguard World Fd | — | 875 | $314.2K | 0.1% | −$30.5K | Held |
| Ishares Tr | — | 2.82K | $311.4K | 0.1% | $1.27K | Cut−$25.3K |
| Jfrog Ltd | FROG | 6.61K | $310.1K | 0.1% | −$102.6K | Held |
| Walmart Inc. | WMT | 2.5K | $310.1K | 0.1% | $30.2K | Added$48.4K |
| Vanguard World Fd | — | 1.7K | $306.1K | 0.1% | −$23.5K | Added−$23.3K |
| Phillips 66 | PSX | 1.68K | $305.4K | 0.1% | $89.1K | Cut$88.2K |
| Generac Hldgs Inc | — | 1.55K | $303.7K | 0.1% | $91.7K | Cut$74.6K |
| Corning Inc | — | 2.22K | $302K | 0.1% | — | New |
| Invesco Exchange Traded Fd T | — | 4.29K | $299.1K | 0.1% | $13.7K | Held |
| Fidelity Wise Origin Bitcoin | — | 5.06K | $298.5K | 0.1% | −$87K | Held |
| Consolidated Edison Inc | ED | 2.61K | $295.5K | 0.1% | $36.2K | Held |
| Royal Gold Inc | RGLD | 1.15K | $292.9K | 0.1% | $37.1K | Cut$3.94K |
| Starbucks Corp | SBUX | 3.24K | $290.5K | 0.1% | $17.2K | Added$21.5K |
| Invesco Exchange Traded Fd T | — | 1.5K | $288.8K | 0.1% | $542 | Held |
| Procter And Gamble Co | PG | 1.99K | $287K | 0.1% | $2.24K | Cut$1.39K |
| Verizon Communications Inc | VZ | 5.68K | $285.4K | 0.1% | $53.8K | Cut$21.3K |
| Ishares Tr | — | 2.56K | $271.9K | 0.1% | −$2.46K | Added−$2.35K |
| Citigroup Inc | — | 2.4K | $271.8K | 0.1% | −$7.78K | Added−$5.06K |
| Snowflake Inc. | SNOW | 1.8K | $271.5K | 0.1% | −$123.4K | Cut−$124K |
| Ishares Inc | — | 3.84K | $268K | 0.1% | $9.73K | Cut−$37.6K |
| Schwab Strategic Tr | — | 6.9K | $264K | 0.1% | — | New |
| Deere & Co | DE | 461 | $259.8K | 0.1% | $44.6K | Added$48K |
| Home Depot, Inc. | HD | 786 | $258.6K | 0.1% | −$11.8K | Added−$7.49K |
| Ishares Tr | — | 1.42K | $257.6K | 0.1% | −$25.9K | Held |
| Duke Energy Corp New | — | 1.96K | $256.3K | 0.1% | $23.6K | Added$54.6K |
| Vanguard World Fd | — | 818 | $255.4K | 0.1% | $11.3K | Cut$10.1K |
| Veeva Sys Inc | — | 1.45K | $253.8K | 0.1% | — | New |
| Tjx Cos Inc New | — | 1.57K | $250.1K | 0.1% | $9.54K | Cut−$6.59K |
| First Tr Exchange-Traded Fd | — | 5.52K | $247.2K | 0.1% | −$5.96K | Cut−$24.7K |
| Seagate Technology Hldngs Pl | — | 628 | $246K | 0.1% | — | New |
| Crispr Therapeutics Ag | CRSP | 5.05K | $240.5K | 0.1% | −$23.8K | Added−$15.4K |
| Costco Whsl Corp New | — | 240 | $239.2K | 0.1% | $31.5K | Added$36.5K |
| Ishares Tr | — | 3.97K | $235K | 0.1% | $8.86K | Cut$6.46K |
| At&T Inc | — | 8.06K | $233.5K | 0.1% | $33.4K | Cut$33K |
| Pacer Fds Tr | — | 5.19K | $232.7K | 0.1% | $2.59K | Cut−$55.6K |
| Ishares Tr | — | 6.12K | $225.4K | 0.1% | −$3.4K | Cut−$5.6K |
| Travelers Companies, Inc. | TRV | 763 | $222.6K | 0.1% | $1.22K | Added$4.72K |
| Gilead Sciences, Inc. | GILD | 1.59K | $221.2K | 0.1% | — | New |
| Linde Plc | LIN | 438 | $217.1K | 0.1% | — | New |
| Oracle Corp | — | 1.47K | $216.8K | 0.1% | −$63.8K | Added−$43.2K |
| Ishares Tr | — | 4.28K | $213.9K | 0.1% | — | New |
| Vanguard World Fd | — | 1.75K | $211.4K | 0.1% | −$22.2K | Held |
| Ishares Tr | — | 4.75K | $210.6K | 0.1% | −$997 | Held |
| Enbridge Inc | — | 3.88K | $209.8K | 0.1% | — | New |
| Clorox Co Del | — | 2K | $207.3K | 0.1% | $5.6K | Cut−$348 |
| J P Morgan Exchange Traded F | — | 4.01K | $203.2K | 0.1% | $81 | Cut−$5.89K |
| Pfizer Inc | PFE | 7.23K | $203.1K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 726 | $202.8K | 0.1% | −$53.6K | Cut−$75.4K |
| Nuveen Mun Value Fd Inc | — | 12.8K | $115.5K | 0.1% | −$899 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.