Ivc Wealth Advisors LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $221 Million distributed in 183 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.4M, Apple Inc. with a value of $14.9M, Putnam ETF Tr Putnam Focused L with a value of $13.1M, J P Morgan Exchange Traded Fd with a value of $11.1M, and Ishares Tr Broad Usd Inbd Etfv with a value of $7.75M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $203M to 221M.
Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $108 Million
Technology: $35.2 Million
Financial Services: $15.3 Million
Industrials: $11.2 Million
Healthcare: $8.34 Million
Consumer Cyclical: $7.37 Million
Communication Services: $6.35 Million
Energy: $5.57 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
