IVC Wealth Advisors LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$229.9B
Holdings
179
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (179 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 46,428 | $22.6B | 9.85% | |
| 2 | AAPLAPPLE INC | 56,186 | $15.3B | 6.64% | |
| 3 | PVALPUTNAM ETF TRUST | 311,832 | $14.2B | 6.18% | |
| 4 | JEPIJ P MORGAN EXCHANGE TRADED F | 202,838 | $11.6B | 5.05% | |
| 5 | JAAAJANUS DETROIT STR TR | 163,754 | $8.3B | 3.60% | |
| 6 | USIGISHARES TR | 151,898 | $7.9B | 3.42% | |
| 7 | JEPQJ P MORGAN EXCHANGE TRADED F | 134,752 | $7.8B | 3.41% | |
| 8 | JMBSJANUS DETROIT STR TR | 133,304 | $6.1B | 2.65% | |
| 9 | VOTVANGUARD INDEX FDS | 20,962 | $5.9B | 2.54% | |
| 10 | VOEVANGUARD INDEX FDS | 30,320 | $5.4B | 2.34% | |
| 11 | NVDANVIDIA CORPORATION | 25,648 | $4.8B | 2.08% | |
| 12 | HEFAISHARES TR | 106,609 | $4.4B | 1.92% | |
| 13 | VTWGVANGUARD SCOTTSDALE FDS | 15,829 | $3.7B | 1.62% | |
| 14 | SCHVSCHWAB STRATEGIC TR | 110,052 | $3.3B | 1.42% | |
| 15 | IGSBISHARES TR | 61,032 | $3.2B | 1.40% | |
| 16 | METAMETA PLATFORMS INC | 4,570 | $3.0B | 1.31% | |
| 17 | VBRVANGUARD INDEX FDS | 12,186 | $2.6B | 1.12% | |
| 18 | TFCTRUIST FINL CORP | 48,024 | $2.4B | 1.03% | |
| 19 | CATCATERPILLAR INC | 4,006 | $2.3B | 1.00% | |
| 20 | MRKMERCK & CO INC | 21,657 | $2.3B | 0.99% | |
| 21 | JNJJOHNSON & JOHNSON | 10,398 | $2.2B | 0.94% | |
| 22 | ALSALLSTATE CORP | 10,280 | $2.1B | 0.93% | |
| 23 | MSFTMICROSOFT CORP | 4,419 | $2.1B | 0.93% | |
| 24 | VVISA INC | 5,434 | $1.9B | 0.83% | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 6,113 | $1.8B | 0.79% | |
| 26 | ANAUTONATION INC | 8,560 | $1.8B | 0.77% | |
| 27 | LLYELI LILLY & CO | 1,431 | $1.5B | 0.67% | |
| 28 | NEMNEWMONT CORP | 14,001 | $1.4B | 0.61% | |
| 29 | MCDMCDONALDS CORP | 4,515 | $1.4B | 0.60% | |
| 30 | PRUPRUDENTIAL FINL INC | 11,790 | $1.3B | 0.58% | |
| 31 | CSCOCISCO SYS INC | 17,246 | $1.3B | 0.58% | |
| 32 | ETNEATON CORP PLC | 4,122 | $1.3B | 0.57% | |
| 33 | RSGREPUBLIC SVCS INC | 6,039 | $1.3B | 0.56% | |
| 34 | AVGOBROADCOM INC | 3,671 | $1.3B | 0.55% | |
| 35 | TSLATESLA INC | 2,688 | $1.2B | 0.53% | |
| 36 | SOLSSOLSTICE ADVANCED MATLS INC | 24,667 | $1.2B | 0.52% | |
| 37 | ADBEADOBE INC | 3,412 | $1.2B | 0.52% | |
| 38 | AMEAMETEK INC | 5,780 | $1.2B | 0.52% | |
| 39 | CZNCCITIZENS & NORTHN CORP | 58,189 | $1.2B | 0.51% | |
| 40 | JPMJPMORGAN CHASE & CO. | 3,534 | $1.1B | 0.49% | |
| 41 | RALRALLIANT CORP | 22,212 | $1.1B | 0.49% | |
| 42 | WMWASTE MGMT INC DEL | 5,104 | $1.1B | 0.49% | |
| 43 | NFLXNETFLIX INC | 11,555 | $1.1B | 0.47% | |
| 44 | AMZNAMAZON COM INC | 4,380 | $1.0B | 0.44% | |
| 45 | COWZPACER FDS TR | 16,605 | $999.0M | 0.43% | |
| 46 | WFCWELLS FARGO CO NEW | 10,691 | $996.0M | 0.43% | |
| 47 | XOMEXXON MOBIL CORP | 8,214 | $988.0M | 0.43% | |
| 48 | MSIMOTOROLA SOLUTIONS INC | 2,556 | $979.0M | 0.43% | |
| 49 | VOOVANGUARD INDEX FDS | 1,432 | $898.0M | 0.39% | |
| 50 | RIORIO TINTO PLC | 10,963 | $877.0M | 0.38% | |
| 51 | KOCOCA COLA CO | 12,242 | $855.0M | 0.37% | |
| 52 | ADIANALOG DEVICES INC | 2,983 | $809.0M | 0.35% | |
| 53 | VMBSVANGUARD SCOTTSDALE FDS | 17,071 | $803.0M | 0.35% | |
| 54 | PAYXPAYCHEX INC | 7,149 | $802.0M | 0.35% | |
| 55 | MMM3M CO | 4,881 | $781.0M | 0.34% | |
| 56 | SPYSPDR S&P 500 ETF TR | 1,134 | $773.0M | 0.34% | |
| 57 | 8CWCROWN CASTLE INC | 8,640 | $767.0M | 0.33% | |
| 58 | VHTVANGUARD WORLD FD | 2,617 | $753.0M | 0.33% | |
| 59 | INTCINTEL CORP | 20,410 | $753.0M | 0.33% | |
| 60 | VCITVANGUARD SCOTTSDALE FDS | 8,950 | $749.0M | 0.33% | |
| 61 | UVSPUNIVEST FINANCIAL CORPORATIO | 22,427 | $734.0M | 0.32% | |
| 62 | PEPPEPSICO INC | 5,095 | $731.0M | 0.32% | |
| 63 | PEGPUBLIC SVC ENTERPRISE GRP IN | 8,953 | $718.0M | 0.31% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 3,345 | $716.0M | 0.31% | |
| 65 | VGTVANGUARD WORLD FD | 945 | $712.0M | 0.31% | |
| 66 | VTWVVANGUARD SCOTTSDALE FDS | 4,394 | $702.0M | 0.31% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 1,494 | $700.0M | 0.30% | |
| 68 | BNDXVANGUARD CHARLOTTE FDS | 14,474 | $699.0M | 0.30% | |
| 69 | HPEHEWLETT PACKARD ENTERPRISE C | 28,473 | $683.0M | 0.30% | |
| 70 | LNGCHENIERE ENERGY INC | 3,477 | $675.0M | 0.29% | |
| 71 | BKBANK NEW YORK MELLON CORP | 5,657 | $656.0M | 0.29% | |
| 72 | GOOGLALPHABET INC | 2,046 | $640.0M | 0.28% | |
| 73 | DWDMORGAN STANLEY | 3,512 | $623.0M | 0.27% | |
| 74 | CRMSALESFORCE INC | 2,272 | $601.0M | 0.26% | |
| 75 | GOOGALPHABET INC | 1,895 | $594.0M | 0.26% | |
| 76 | PLTRPALANTIR TECHNOLOGIES INC | 3,325 | $591.0M | 0.26% | |
| 77 | EOGEOG RES INC | 5,401 | $567.0M | 0.25% | |
| 78 | MDTMEDTRONIC PLC | 5,776 | $554.0M | 0.24% | |
| 79 | MBBISHARES TR | 5,764 | $548.0M | 0.24% | |
| 80 | RTXRTX CORPORATION | 2,983 | $547.0M | 0.24% | |
| 81 | SCHGSCHWAB STRATEGIC TR | 16,748 | $546.0M | 0.24% | |
| 82 | VDEVANGUARD WORLD FD | 4,240 | $533.0M | 0.23% | |
| 83 | SOLVSOLVENTUM CORP | 6,528 | $517.0M | 0.22% | |
| 84 | VGITVANGUARD SCOTTSDALE FDS | 8,574 | $513.0M | 0.22% | |
| 85 | SOSOUTHERN CO | 5,741 | $500.0M | 0.22% | |
| 86 | PSAPUBLIC STORAGE OPER CO | 1,923 | $499.0M | 0.22% | |
| 87 | SYKSTRYKER CORPORATION | 1,416 | $497.0M | 0.22% | |
| 88 | AMGNAMGEN INC | 1,499 | $490.0M | 0.21% | |
| 89 | BXBLACKSTONE INC | 3,105 | $478.0M | 0.21% | |
| 90 | IQVIQVIA HLDGS INC | 2,120 | $477.0M | 0.21% | |
| 91 | CVXCHEVRON CORP NEW | 3,047 | $464.0M | 0.20% | |
| 92 | SCHHSCHWAB STRATEGIC TR | 22,254 | $464.0M | 0.20% | |
| 93 | COPCONOCOPHILLIPS | 4,923 | $460.0M | 0.20% | |
| 94 | GSGOLDMAN SACHS GROUP INC | 517 | $454.0M | 0.20% | |
| 95 | VNQVANGUARD INDEX FDS | 5,083 | $449.0M | 0.20% | |
| 96 | ICOWPACER FDS TR | 11,506 | $445.0M | 0.19% | |
| 97 | PNCPNC FINL SVCS GROUP INC | 2,125 | $443.0M | 0.19% | |
| 98 | NUENUCOR CORP | 2,676 | $436.0M | 0.19% | |
| 99 | GSKGSK PLC | 8,675 | $425.0M | 0.18% | |
| 100 | JCIJOHNSON CTLS INTL PLC | 3,522 | $421.0M | 0.18% |
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