Ivc Wealth Advisors LLC Portfolio Holdings

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.67B
$1.89 Million 0.86% of portfolio
8,638
Q3 2025 Reduced 4.8%
$7.91B
$450,000 0.2% of portfolio
4,877
Q3 2025 Reduced 2.01%
$8.73B
$385,000 0.17% of portfolio
1,320
Q2 2025 New
$5.13B
$323,000 0.15% of portfolio
4,994
Q3 2025 Added 8.19%
$4.77B
$326,000 0.15% of portfolio
6,900
Q2 2025 Added 0.36%
$3.95B
$294,000 0.13% of portfolio
6,842
Q3 2025 Added 3.65%
$3.32B
$276,000 0.13% of portfolio
15,162
Q3 2025 Added 6.11%
$6.22B
$222,000 0.1% of portfolio
1,822
Q3 2025 Reduced 1.62%
$3.35B
$214,000 0.1% of portfolio
7,344
Q3 2025 Added 10.72%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $221 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email