StockDriftsStockDriftsTop 50 IVC Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.22% | 274.5K | $23.6M | -1.63%(-4.54K) | $42.04(+112.12%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 6.33% | 318.7K | $16.2M | -0.73%(-2.34K) | $38.74(+40.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.2% | 54.9K | $15.9M | -1.71%(-954) | $121.97(+150.38%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.91% | 223.0K | $12.6M | +1.60%(+3.51K) | $55.45(+4.38%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.64% | 151.7K | $9.3M | +0.11%(+162) | $54.72(+10.85%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.6% | 183.0K | $9.2M | +2.33%(+4.17K) | $50.71(-0.19%) | 2026-06-30 | |
| USIG | ISHARES TR | 3.25% | 162.3K | $8.3M | +4.16%(+6.49K) | $53.30(-5.66%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 2.75% | 157.0K | $7.1M | +9.88%(+14.12K) | $45.19(-1.85%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 2.71% | 22.7K | $6.9M | -7.11%(-1.73K) | $230.12(+36.60%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 2.64% | 34.3K | $6.8M | +0.48%(+164) | $149.48(+40.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.35% | +49.51% | +7.10% | +40.88% |
| Top 20 Holdings Unweighted | +14.31% | +49.38% | +5.47% | +30.53% |
IVC Wealth Advisors LLC reports $256.39M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.2%), PVAL (6.3%) and AAPL (6.2%). The top 20 holdings account for 60.28% of reported assets. Its disclosed equity book has returned +49.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IVC Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842811). View IVC Wealth Advisors LLC’s 13F filings on SEC