Ivc Wealth Advisors LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $222 Million distributed in 179 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 $15M, Putnam ETF Tr Putnam Focused L with a value of $13.6M, J P Morgan Exchange Traded Fd with a value of $11.5M, and Janus Detroit Str Tr Janus Hen with a value of $8.29M.
Examining the 13F form we can see an increase of $1.08M in the current position value, from $221M to 222M.
Below you can find more details about Ivc Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $111 Million
Technology: $35.4 Million
Financial Services: $15.1 Million
Industrials: $10.9 Million
Healthcare: $9.42 Million
Consumer Cyclical: $6.99 Million
Communication Services: $5.64 Million
Energy: $4.94 Million
Other: $9.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
