IVC Wealth Advisors LLC
IVC Wealth Advisors LLC reported 177 positions worth $256.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VUG (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $23.6M | 9.22% | 274,451 | — | — | |
| ▸ 2 | PVAL | SH | $16.2M | 6.33% | 318,688 | — | — | |
| ▸ 3 | AAPL | SH | $15.9M | 6.20% | 54,919 | — | — | |
| ▸ 4 | JEPI | SH | $12.6M | 4.91% | 223,038 | — | — | |
| ▸ 5 | JEPQ | SH | $9.3M | 3.64% | 151,657 | — | — | |
| ▸ 6 | JAAA | SH | $9.2M | 3.60% | 182,973 | — | — | |
| ▸ 7 | USIG | SH | $8.3M | 3.25% | 162,344 | — | — | |
| ▸ 8 | JMBS | SH | $7.1M | 2.75% | 156,958 | — | — | |
| ▸ 9 | VOT | SH | $6.9M | 2.71% | 22,659 | — | — | |
| ▸ 10 | VOE | SH | $6.8M | 2.64% | 34,251 | — | — |
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Frequently Asked Questions
What stocks does IVC Wealth Advisors LLC hold as of Q2 2026?
IVC Wealth Advisors LLC reported 177 positions worth $256.4M in its Q2 2026 13F filing. Largest positions: VUG (9.2%), PVAL (6.3%), AAPL (6.2%), JEPI (4.9%) and JEPQ (3.6%).
What did IVC Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did IVC Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.