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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.8B
$816,000 0.37% of portfolio
3,474
Q3 2025 Reduced 7.51%
$306B
$793,000 0.36% of portfolio
11,969
Q3 2025 Added 1.48%
$35.1B
$794,000 0.36% of portfolio
6,391
Q3 2025 Added 0.02%
$41.3B
$763,000 0.35% of portfolio
9,147
Q3 2025 Reduced 15.7%
$91.4B
$767,000 0.35% of portfolio
4,946
Q3 2025 Reduced 6.08%
$0
$755,000 0.34% of portfolio
1,134
Q3 2025 Added 0.09%
$115B
$737,000 0.33% of portfolio
1,504
Q3 2025 Added 2.52%
$118B
$735,000 0.33% of portfolio
2,992
Q3 2025 Reduced 2.19%
$342B
$698,000 0.32% of portfolio
3,831
Q3 2025 Added 4.24%
$114B
$715,000 0.32% of portfolio
10,834
Q3 2025 Added 5.52%
$0
$716,000 0.32% of portfolio
8,519
Q3 2025 Added 43.1%
$0
$717,000 0.32% of portfolio
961
Q3 2025 Reduced 0.1%
$143B
$685,000 0.31% of portfolio
20,431
Q3 2025 Reduced 4.19%
$0
$683,000 0.31% of portfolio
2,632
Q3 2025 Added 3.95%
$204B
$661,000 0.3% of portfolio
4,708
Q3 2025 Reduced 8.05%
$0
$652,000 0.3% of portfolio
13,194
Q3 2025 Added 40.5%
$0
$662,000 0.3% of portfolio
4,252
Q3 2025 Reduced 14.55%
$89.3B
$639,000 0.29% of portfolio
5,870
Q3 2025 Reduced 6.03%
$64.7B
$622,000 0.28% of portfolio
5,552
Q3 2025 Reduced 1.02%
$0
$573,000 0.26% of portfolio
4,560
Q3 2025 Reduced 8.98%
$0
$551,000 0.25% of portfolio
17,271
Q3 2025 Reduced 1.7%
$128B
$555,000 0.25% of portfolio
5,829
Q3 2025 Added 0.14%
$388B
$547,000 0.25% of portfolio
3,381
Q3 2025 Reduced 0.7%
$0
$525,000 0.24% of portfolio
5,519
Q3 2025 Added 46.01%
$136B
$520,000 0.24% of portfolio
1,407
Q3 2025 Added 0.14%
$98.6B
$528,000 0.24% of portfolio
5,576
Q3 2025 Added 1.31%
$48.1B
$534,000 0.24% of portfolio
1,850
Q3 2025 Reduced 0.16%
$98.1B
$511,000 0.23% of portfolio
2,991
Q3 2025 Added 5.13%
$237B
$509,000 0.23% of portfolio
2,150
Q3 2025 Added 4.88%
$130B
$512,000 0.23% of portfolio
1,442
Q3 2025 Added 1.26%
$99.7B
$497,000 0.23% of portfolio
2,579
Q3 2025 Added 0.62%
$0
$481,000 0.22% of portfolio
8,025
Q3 2025 Added 50.53%
$258B
$491,000 0.22% of portfolio
2,938
Q3 2025 Added 0.82%
$1.65T
$495,000 0.22% of portfolio
2,040
Q3 2025 Added 21.43%
$27.7B
$494,000 0.22% of portfolio
5,860
Q3 2025 Reduced 9.25%
$0
$474,000 0.21% of portfolio
22,020
Q3 2025 Added 11.94%
$0
$469,000 0.21% of portfolio
5,131
Q3 2025 Reduced 0.93%
$55.8B
$457,000 0.21% of portfolio
3,306
Q3 2025 Added 0.49%
$113B
$472,000 0.21% of portfolio
4,999
Q3 2025 Reduced 9.98%
$303B
$461,000 0.21% of portfolio
2,972
Q3 2025 Added 10.07%
$7.41B
$450,000 0.2% of portfolio
4,877
Q3 2025 Reduced 2.01%
$1.74T
$431,000 0.2% of portfolio
1,770
Q3 2025 Added 11.88%
$0
$431,000 0.2% of portfolio
9,850
Q3 2025 Reduced 15.03%
$265B
$436,000 0.2% of portfolio
548
Q3 2025 Added 1.48%
$73.2B
$441,000 0.2% of portfolio
103
Q3 2025 Added 4.04%
$183B
$419,000 0.19% of portfolio
1,488
Q3 2025 Added 2.98%
$0
$425,000 0.19% of portfolio
695
Q3 2025 New
$0
$430,000 0.19% of portfolio
11,811
Q3 2025 Reduced 21.66%
$41B
$408,000 0.18% of portfolio
2,150
Q3 2025 Reduced 1.6%

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
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