IVC Wealth Advisors LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$223.8B
Holdings
183
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (183 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 46,777 | $22.4B | 10.03% | |
| 2 | AAPLAPPLE INC | 58,643 | $14.9B | 6.67% | |
| 3 | PVALPUTNAM ETF TRUST | 307,662 | $13.1B | 5.87% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 194,071 | $11.1B | 4.95% | |
| 5 | USIGISHARES TR | 148,477 | $7.8B | 3.47% | |
| 6 | JAAAJANUS DETROIT STR TR | 149,654 | $7.6B | 3.40% | |
| 7 | JEPQJ P MORGAN EXCHANGE TRADED F | 128,969 | $7.4B | 3.32% | |
| 8 | VOTVANGUARD INDEX FDS | 22,798 | $6.7B | 2.99% | |
| 9 | JMBSJANUS DETROIT STR TR | 125,390 | $5.7B | 2.56% | |
| 10 | VOEVANGUARD INDEX FDS | 29,362 | $5.1B | 2.29% | |
| 11 | NVDANVIDIA CORPORATION | 25,170 | $4.7B | 2.10% | |
| 12 | HEFAISHARES TR | 104,001 | $4.1B | 1.84% | |
| 13 | VTWGVANGUARD SCOTTSDALE FDS | 15,466 | $3.6B | 1.62% | |
| 14 | METAMETA PLATFORMS INC | 4,461 | $3.3B | 1.46% | |
| 15 | IGSBISHARES TR | 61,268 | $3.2B | 1.45% | |
| 16 | SCHVSCHWAB STRATEGIC TR | 107,463 | $3.1B | 1.40% | |
| 17 | VBRVANGUARD INDEX FDS | 11,476 | $2.4B | 1.07% | |
| 18 | TFCTRUIST FINL CORP | 49,668 | $2.3B | 1.01% | |
| 19 | MSFTMICROSOFT CORP | 4,186 | $2.2B | 0.97% | |
| 20 | JNJJOHNSON & JOHNSON | 10,547 | $2.0B | 0.87% | |
| 21 | ALSALLSTATE CORP | 9,082 | $1.9B | 0.87% | |
| 22 | CATCATERPILLAR INC | 3,992 | $1.9B | 0.85% | |
| 23 | ANAUTONATION INC | 8,638 | $1.9B | 0.84% | |
| 24 | VVISA INC | 5,373 | $1.8B | 0.82% | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 6,126 | $1.7B | 0.77% | |
| 26 | MRKMERCK & CO INC | 18,744 | $1.6B | 0.70% | |
| 27 | ETNEATON CORP PLC | 4,094 | $1.5B | 0.68% | |
| 28 | RSGREPUBLIC SVCS INC | 6,220 | $1.4B | 0.64% | |
| 29 | MCDMCDONALDS CORP | 4,430 | $1.3B | 0.60% | |
| 30 | PRUPRUDENTIAL FINL INC | 12,125 | $1.3B | 0.56% | |
| 31 | AVGOBROADCOM INC | 3,767 | $1.2B | 0.56% | |
| 32 | CZNCCITIZENS & NORTHN CORP | 61,964 | $1.2B | 0.55% | |
| 33 | UVSPUNIVEST FINANCIAL CORPORATIO | 40,107 | $1.2B | 0.54% | |
| 34 | NEMNEWMONT CORP | 14,213 | $1.2B | 0.54% | |
| 35 | TSLATESLA INC | 2,684 | $1.2B | 0.53% | |
| 36 | NFLXNETFLIX INC | 982 | $1.2B | 0.53% | |
| 37 | CSCOCISCO SYS INC | 17,191 | $1.2B | 0.53% | |
| 38 | PAYXPAYCHEX INC | 8,790 | $1.1B | 0.50% | |
| 39 | MSIMOTOROLA SOLUTIONS INC | 2,415 | $1.1B | 0.49% | |
| 40 | ADBEADOBE INC | 3,126 | $1.1B | 0.49% | |
| 41 | AMEAMETEK INC | 5,779 | $1.1B | 0.49% | |
| 42 | JPMJPMORGAN CHASE & CO. | 3,442 | $1.1B | 0.49% | |
| 43 | LLYELI LILLY & CO | 1,411 | $1.1B | 0.48% | |
| 44 | COWZPACER FDS TR | 18,626 | $1.1B | 0.48% | |
| 45 | WMWASTE MGMT INC DEL | 4,796 | $1.1B | 0.47% | |
| 46 | AMZNAMAZON COM INC | 4,210 | $924.4M | 0.41% | |
| 47 | XOMEXXON MOBIL CORP | 8,179 | $922.1M | 0.41% | |
| 48 | 8CWCROWN CASTLE INC | 9,305 | $897.8M | 0.40% | |
| 49 | WFCWELLS FARGO CO NEW | 10,679 | $895.1M | 0.40% | |
| 50 | RALRALLIANT CORP | 19,968 | $873.2M | 0.39% | |
| 51 | VMBSVANGUARD SCOTTSDALE FDS | 18,580 | $872.5M | 0.39% | |
| 52 | LNGCHENIERE ENERGY INC | 3,474 | $816.4M | 0.36% | |
| 53 | KMBKIMBERLY-CLARK CORP | 6,391 | $794.7M | 0.36% | |
| 54 | KOCOCA COLA CO | 11,969 | $793.8M | 0.35% | |
| 55 | MMM3M CO | 4,946 | $767.5M | 0.34% | |
| 56 | PEGPUBLIC SVC ENTERPRISE GRP IN | 9,147 | $763.4M | 0.34% | |
| 57 | SPYSPDR S&P 500 ETF TR | 1,134 | $755.3M | 0.34% | |
| 58 | CRWDCROWDSTRIKE HLDGS INC | 1,504 | $737.5M | 0.33% | |
| 59 | ADIANALOG DEVICES INC | 2,992 | $735.1M | 0.33% | |
| 60 | VGTVANGUARD WORLD FD | 961 | $717.5M | 0.32% | |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 8,519 | $716.5M | 0.32% | |
| 62 | RIORIO TINTO PLC | 10,834 | $715.2M | 0.32% | |
| 63 | PLTRPALANTIR TECHNOLOGIES INC | 3,831 | $698.9M | 0.31% | |
| 64 | INTCINTEL CORP | 20,431 | $685.5M | 0.31% | |
| 65 | VHTVANGUARD WORLD FD | 2,632 | $683.3M | 0.31% | |
| 66 | HPEHEWLETT PACKARD ENTERPRISE C | 27,182 | $667.6M | 0.30% | |
| 67 | VTWVVANGUARD SCOTTSDALE FDS | 4,252 | $662.7M | 0.30% | |
| 68 | PEPPEPSICO INC | 4,708 | $661.2M | 0.30% | |
| 69 | BNDXVANGUARD CHARLOTTE FDS | 13,194 | $652.6M | 0.29% | |
| 70 | BKBANK NEW YORK MELLON CORP | 5,870 | $639.6M | 0.29% | |
| 71 | EOGEOG RES INC | 5,552 | $622.5M | 0.28% | |
| 72 | VDEVANGUARD WORLD FD | 4,560 | $573.9M | 0.26% | |
| 73 | MDTMEDTRONIC PLC | 5,829 | $555.2M | 0.25% | |
| 74 | SCHGSCHWAB STRATEGIC TR | 17,271 | $551.1M | 0.25% | |
| 75 | AMDADVANCED MICRO DEVICES INC | 3,381 | $547.0M | 0.24% | |
| 76 | PSAPUBLIC STORAGE OPER CO | 1,850 | $534.4M | 0.24% | |
| 77 | SOSOUTHERN CO | 5,576 | $528.4M | 0.24% | |
| 78 | MBBISHARES TR | 5,519 | $525.1M | 0.23% | |
| 79 | SYKSTRYKER CORPORATION | 1,407 | $520.1M | 0.23% | |
| 80 | GQ9SPDR GOLD TR | 1,442 | $512.6M | 0.23% | |
| 81 | BXBLACKSTONE INC | 2,991 | $511.0M | 0.23% | |
| 82 | CRMSALESFORCE INC | 2,150 | $509.6M | 0.23% | |
| 83 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,057 | $504.7M | 0.23% | |
| 84 | MPCMARATHON PETE CORP | 2,579 | $497.1M | 0.22% | |
| 85 | GOOGLALPHABET INC | 2,040 | $495.9M | 0.22% | |
| 86 | CSGPCOSTAR GROUP INC | 5,860 | $494.4M | 0.22% | |
| 87 | RTXRTX CORPORATION | 2,938 | $491.6M | 0.22% | |
| 88 | SOLVSOLVENTUM CORP | 6,652 | $485.6M | 0.22% | |
| 89 | VGITVANGUARD SCOTTSDALE FDS | 8,025 | $481.7M | 0.22% | |
| 90 | SCHHSCHWAB STRATEGIC TR | 22,020 | $475.0M | 0.21% | |
| 91 | COPCONOCOPHILLIPS | 4,999 | $472.9M | 0.21% | |
| 92 | VNQVANGUARD INDEX FDS | 5,131 | $469.1M | 0.21% | |
| 93 | CVXCHEVRON CORP NEW | 2,972 | $461.5M | 0.21% | |
| 94 | RBLXROBLOX CORP | 3,306 | $457.9M | 0.20% | |
| 95 | NFGNATIONAL FUEL GAS CO | 4,877 | $450.5M | 0.20% | |
| 96 | AZOAUTOZONE INC | 103 | $441.9M | 0.20% | |
| 97 | GSGOLDMAN SACHS GROUP INC | 548 | $436.4M | 0.20% | |
| 98 | CALFPACER FDS TR | 9,850 | $431.2M | 0.19% | |
| 99 | GOOGALPHABET INC | 1,770 | $431.1M | 0.19% | |
| 100 | ICOWPACER FDS TR | 11,811 | $430.2M | 0.19% |
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