IVC Wealth Advisors LLC

Registered adviser

CIK

1842811

Location

SILVERDALE, PA

Portfolio Value

Small $231,388,229

Diversification

Diversified

Filing Date

Global Rank

#5,921 / 8,818 ▼ 41 · as of Jun 2026

Top Industry

Consumer Electronics 15.0%

Period ended 28 days ago

Filed Oct 23, 2026 · 5d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 301127

Roster of Oct 1, 2026

Regulatory AUM

$454,979,896

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$454,979,896	Individuals and high net worth (96%)
Apr 2025 to Jan 2026	$405,220,178	Individuals and high net worth (94%)
Feb 2024 to Mar 2025	$357,951,896	Individuals and high net worth (87%)
May 2023 to Jan 2024	$318,287,898	Individuals and high net worth (85%)
Feb 2023 to Apr 2023	$318,287,898	Individuals and high net worth (85%)
Feb 2022 to Jan 2023	$345,393,755	Individuals and high net worth (87%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.9%, 16.6 effective positions, active share 66.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.7 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 66.9%; sector active share 39.3% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

165 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

18.5%

+1.0 pts

Top 5

51.3%

+2.5 pts

Top 10

62.5%

+2.5 pts

HHI

663

Diversified+59

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.6%	$124,025,360	55
Technology	19.3%	$44,749,387	25
Financial Services	6.3%	$14,670,459	17
Industrials	5.3%	$12,309,415	15
Healthcare	4.6%	$10,744,031	15
Energy	2.5%	$5,715,276	10
Consumer Cyclical	2.3%	$5,340,046	8
Communication Services	2.1%	$4,858,550	4
Basic Materials	2.0%	$4,591,918	6
Utilities	0.8%	$1,763,852	5
Consumer Defensive	0.8%	$1,744,311	3
Real Estate	0.4%	$875,624	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+15,388	172,346	$7,283,341
JAAA	Janus Henderson AAA CLO ETF	+7,974	190,947	$9,637,095
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	+5,871	168,215	$8,193,752
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+4,929	156,586	$9,592,458
HEFA	iShares Currency Hedged MSCI EAFE ETF	+4,392	137,511	$6,379,135
CRWD	CrowdStrike Holdings, Inc.	+3,943	5,330	$1,411,117
HONA	Honeywell Aerospace Inc.	+3,427	4,566	$707,593
SCHC	Schwab International Small-Cap Equity ETF	+2,374	10,814	$537,888
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+2,257	70,287	$3,600,803
BNDX	Vanguard Total International Bond ETF	+2,123	14,171	$664,194
JPST	JPMorgan Ultra-Short Income ETF	+1,952	5,967	$300,557
FPS	Forgent Power Solutions, Inc.	+1,572	22,036	$825,027
JEPI	JPMorgan Equity Premium Income ETF	+1,510	224,548	$12,624,088
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+1,386	7,313	$420,936
IAGG	iShares Core International Aggregate Bond ETF	+758	7,444	$366,244
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+642	4,927	$380,610
MUB	iShares National Muni Bond ETF	+605	3,154	$318,869
SCHG	Schwab U.S. Large-Cap Growth ETF	+502	15,650	$562,304
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	+380	23,039	$6,729,691
USHY	iShares Broad USD High Yield Corporate Bond ETF	+372	6,656	$237,752
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+279	13,421	$596,026
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+246	13,671	$3,158,411
CRM	Salesforce, Inc.	+194	2,480	$569,333
DUK	Duke Energy CORP	+188	2,318	$264,275
SCHH	Schwab U.S. REIT ETF	+186	20,746	$457,241
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−8,704	4,694	$326,608
AAPL	Apple Inc.	−6,451	48,468	$16,140,813
CZNC	Citizens & Northern Corp	−5,761	48,847	$1,222,151
SCHV	Schwab U.S. Large-Cap Value ETF	−3,553	100,873	$3,360,079
CCI	Crown Castle Inc.	−2,495	5,045	$336,249
UVSP	UNIVEST FINANCIAL Corp	−2,458	19,479	$798,249
DVN	Devon Energy Corp	−2,430	5,925	$272,787
RIO	Rio Tinto PLC	−1,666	9,161	$862,691
CSCO	Cisco Systems, Inc.	−1,473	15,601	$1,679,135
NUE	Nucor Corp	−1,452	1,225	$286,343
PRU	Prudential Financial Inc	−1,296	8,601	$976,901
HPE	Hewlett Packard Enterprise Co	−1,294	26,464	$1,690,784
MRK	Merck & Co., Inc.	−1,050	20,089	$2,919,132
RAL	Ralliant Corp	−1,028	26,114	$1,806,305
MMM	3M Co	−987	3,356	$550,887
EOG	Eog Resources Inc	−976	4,218	$581,071
NEM	NEWMONT Corp	−928	12,468	$1,438,059
SOLS	Solstice Advanced Materials Inc.	−896	26,797	$1,509,207
PEP	Pepsico Inc	−888	3,954	$501,050
AKAM	Akamai Technologies Inc	−813	2,929	$311,499
AN	Autonation, Inc.	−808	7,682	$1,209,454
PEG	Public Service Enterprise Group Inc	−804	7,520	$506,396
MDT	Medtronic plc	−785	5,137	$443,271
ECG	Everus Construction Group, Inc.	−753	3,464	$407,089
IBM	International Business Machines Corp	−694	5,309	$1,167,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	2,441	$241,244
NOW	ServiceNow, Inc.	1,575	$211,065
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
GLW	Corning Inc	1,819	$464,627
SON	Sonoco Products Co	6,015	$338,945
TRV	Travelers Companies, Inc.	764	$252,211
KALU	Kaiser Aluminum Corp	1,273	$249,036
LIN	Linde PLC	436	$226,257
COST	Costco Wholesale Corp	229	$214,222
IYJ	iShares U.S. Industrials ETF	1,280	$213,312
PAYX	Paychex Inc	2,152	$211,606
—		4,750	$210,092
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	4,071	$205,911
PG	PROCTER & GAMBLE Co	1,402	$205,589
BA	Boeing Co	940	$203,481
AXP	American Express Co	596	$201,597
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

165 tracked positions · $231,388,229 total · filing declares 166 positions · $249,208,846 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 165 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Reduced	274,433	-18	$24,729,157	+4.6%	10.69%
AAPL	Apple Inc. Technology	Reduced	48,468	-6,451	$16,140,813	+1.6%	6.98%
JEPI	JPMorgan Equity Premium Income ETF	Added	224,548	+1,510	$12,624,088	+0.2%	5.46%
JAAA	Janus Henderson AAA CLO ETF	Added	190,947	+7,974	$9,637,095	+4.3%	4.16%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	156,586	+4,929	$9,592,458	+2.9%	4.15%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Added	168,215	+5,871	$8,193,752	−1.6%	3.54%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	172,346	+15,388	$7,283,341	+3.1%	3.15%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	23,039	+380	$6,729,691	−3.0%	2.91%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	34,401	+150	$6,726,427	−0.6%	2.91%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	137,511	+4,392	$6,379,135	+2.1%	2.76%
NVDA	Nvidia Corp Technology	Reduced	25,316	-338	$5,781,668	+12.6%	2.50%
VTWG	VANGUARD RUSSELL 2000 GROWTH INDEX FUND	Reduced	16,241	-73	$4,232,079	−9.8%	1.83%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	70,287	+2,257	$3,600,803	+1.0%	1.56%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	100,873	-3,553	$3,360,079	−7.6%	1.45%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	13,671	+246	$3,158,411	−3.2%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	4,243	-467	$3,076,938	+16.0%	1.33%
MRK	Merck & Co., Inc. Healthcare	Reduced	20,089	-1,050	$2,919,132	+7.5%	1.26%
CAT	Caterpillar Inc Industrials	Reduced	3,319	-483	$2,691,012	−33.5%	1.16%
JNJ	Johnson & Johnson Healthcare	Reduced	9,606	-561	$2,543,092	−1.5%	1.10%
MSFT	Microsoft Corp Technology	Added	4,735	+96	$2,428,581	+40.3%	1.05%
TFC	Truist Financial Corp Financial Services	Added	47,908	+138	$2,218,140	−6.8%	0.96%
INTC	Intel Corp Technology	Reduced	17,836	-606	$2,144,422	−16.7%	0.93%
ALL	Allstate Corp Financial Services	Reduced	8,979	-616	$1,992,080	−12.7%	0.86%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,197	-28	$1,955,796	+4.4%	0.85%
V	Visa Inc. Financial Services	Reduced	5,281	-288	$1,897,621	−0.7%	0.82%
RAL	Ralliant Corp Technology	Reduced	26,114	-1,028	$1,806,305	−9.6%	0.78%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	26,464	-1,294	$1,690,784	+35.0%	0.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,601	-1,473	$1,679,135	−16.3%	0.73%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Reduced	26,797	-896	$1,509,207	−38.5%	0.65%
ETN	Eaton Corp plc Industrials	Reduced	3,353	-575	$1,440,817	−13.9%	0.62%
NEM	NEWMONT Corp Basic Materials	Reduced	12,468	-928	$1,438,059	+14.9%	0.62%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,330	+3,943	$1,411,117	+33.3%	0.61%
AME	Ametek Inc Industrials	Held	5,531	0	$1,370,194	+2.4%	0.59%
AVGO	Broadcom Inc. Technology	Reduced	3,718	-18	$1,305,724	−7.5%	0.56%
CZNC	Citizens & Northern Corp Financial Services	Reduced	48,847	-5,761	$1,222,151	−4.0%	0.53%
AN	Autonation, Inc. Consumer Cyclical	Reduced	7,682	-808	$1,209,454	−23.3%	0.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,800	+38	$1,195,920	+5.4%	0.52%
IBM	International Business Machines Corp Technology	Reduced	5,309	-694	$1,167,608	−30.8%	0.50%
RSG	Republic Services, Inc. Industrials	Reduced	5,312	-379	$1,114,829	−8.1%	0.48%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,316	-578	$1,027,929	+9.1%	0.44%
WM	Waste Management Inc Industrials	Reduced	4,872	-263	$993,498	−13.2%	0.43%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,412	-18	$989,614	+0.8%	0.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,959	-624	$978,925	−16.5%	0.42%
KO	Coca Cola Co Consumer Defensive	Reduced	11,361	-674	$977,954	−0.0%	0.42%
PRU	Prudential Financial Inc Financial Services	Reduced	8,601	-1,296	$976,901	−8.5%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,711	+6	$961,889	−15.5%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,095	-371	$945,699	−21.7%	0.41%
ADI	Analog Devices Inc Technology	Reduced	2,317	-526	$919,177	−18.6%	0.40%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	7,153	-270	$898,917	+1.3%	0.39%
VHT	VANGUARD HEALTH CARE INDEX FUND	Held	2,767	0	$874,593	+5.7%	0.38%

Showing the top 50 of 165 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.