IVC Wealth Advisors LLC

CIK

1842811

Location

SILVERDALE, PA

Portfolio Value

Small $101,074,539

Diversification

Diversified

Filing Date

Global Rank

#5,661 / 8,603 ▲ 134 · as of Mar 2026

Top Industry

Consumer Electronics 14.2%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.2%

SPY

+76.5%

Annualised alpha

-4.6%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

117 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.0%

−0.8 pts

Top 5

26.3%

−0.6 pts

Top 10

36.7%

−0.6 pts

HHI

312

Diversified−23

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.7%	$34,100,395	24
Financial Services	14.6%	$14,738,497	18
Industrials	11.2%	$11,284,347	13
Healthcare	10.2%	$10,311,654	14
Consumer Cyclical	6.5%	$6,596,620	9
Basic Materials	5.8%	$5,883,146	7
Energy	5.3%	$5,402,922	10
Communication Services	5.0%	$5,040,516	5
Consumer Defensive	2.7%	$2,746,326	6
Utilities	2.3%	$2,330,948	6
Unclassified	1.4%	$1,458,543	3
Real Estate	1.2%	$1,180,625	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RAL	Ralliant Corp	+4,611	26,823	$1,115,568
SOLS	Solstice Advanced Materials Inc.	+2,684	27,351	$2,083,052
NFLX	Netflix Inc	+1,626	13,181	$1,267,353
HPE	Hewlett Packard Enterprise Co	+1,048	29,521	$702,895
PAGP	Plains Gp Holdings LP	+722	16,105	$391,029
SON	Sonoco Products Co	+650	6,835	$369,705
GSK	GSK plc	+322	8,997	$496,544
MDT	Medtronic plc	+320	6,096	$528,218
USB	US Bancorp De	+307	7,790	$405,157
AMZN	Amazon Com Inc	+304	4,684	$975,536
CRM	Salesforce, Inc.	+246	2,518	$470,035
DUK	Duke Energy CORP	+237	1,957	$256,249
AEP	American Electric Power Co Inc	+192	2,530	$331,632
CRSP	CRISPR Therapeutics AG	+175	5,055	$240,466
ADBE	Adobe Inc.	+171	3,583	$870,955
WMT	Walmart Inc.	+146	2,495	$310,078
ORCL	Oracle Corp	+140	1,474	$216,840
NVDA	Nvidia Corp	+131	25,779	$4,495,857
MSFT	Microsoft Corp	+120	4,539	$1,680,201
BX	Blackstone Inc.	+99	3,204	$368,427
RIO	Rio Tinto PLC	+92	11,055	$1,031,320
JPM	Jpmorgan Chase & Co	+67	3,601	$1,059,270
GOOGL	Alphabet Inc.	+65	2,111	$607,039
AMGN	Amgen Inc	+61	1,560	$548,886
AVGO	Broadcom Inc.	+59	3,730	$1,154,472
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PAYX	Paychex Inc	−3,304	3,845	$354,201
CZNC	Citizens & Northern Corp	−1,625	56,564	$1,263,639
INTC	Intel Corp	−919	19,491	$860,137
VZ	Verizon Communications Inc	−800	5,684	$285,336
NEM	NEWMONT Corp /DE/	−605	13,396	$1,450,117
ALL	Allstate Corp	−490	9,790	$2,029,858
UVSP	UNIVEST FINANCIAL Corp	−490	21,937	$751,561
CCI	Crown Castle Inc.	−483	8,157	$663,245
MRK	Merck & Co., Inc.	−463	21,194	$2,549,426
PEG	Public Service Enterprise Group Inc	−324	8,629	$698,517
BNY	Bank of New York Mellon Corp	−315	5,342	$633,721
AAPL	Apple Inc.	−313	55,873	$14,180,008
PRU	Prudential Financial Inc	−308	11,482	$1,121,676
MMM	3M Co	−293	4,588	$666,315
RSG	Republic Services, Inc.	−273	5,766	$1,262,869
MSI	Motorola Solutions, Inc.	−256	2,300	$998,131
AME	Ametek Inc/	−250	5,530	$1,185,410
PLTR	Palantir Technologies Inc.	−215	3,110	$454,930
TFC	Truist Financial Corp	−197	47,827	$2,198,607
AKAM	Akamai Technologies Inc	−187	3,734	$428,849
JNJ	Johnson & Johnson	−168	10,230	$2,500,621
LNG	Cheniere Energy, Inc.	−150	3,327	$944,069
RGLD	Royal Gold Inc	−149	1,151	$292,917
CAT	Caterpillar Inc	−144	3,862	$2,736,072
GNRC	Generac Holdings Inc.	−125	1,555	$303,738
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	2,221	$301,989
VEEV	Veeva Systems Inc	1,445	$253,828
STX	Seagate Technology Holdings plc	628	$246,025
GILD	Gilead Sciences, Inc.	1,587	$221,180
LIN	Linde PLC	438	$217,142
ENB	Enbridge Inc	3,875	$209,792
PFE	Pfizer Inc	7,233	$203,102
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SOLV	Solventum Corp	6,528	$517,278
CSGP	Costar Group, Inc.	5,464	$367,399
ACN	Accenture plc	927	$248,714
BSX	Boston Scientific Corp	2,539	$242,093
AXP	American Express Co	633	$234,178
IP	International Paper Co /New/	5,865	$231,022
UNH	Unitedhealth Group Inc	648	$213,911
CAH	Cardinal Health Inc	1,003	$206,116
BA	Boeing Co	941	$204,309
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 positions · $101,074,539 total · as of Mar 31, 2026

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

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	55,873	-313	$14,180,008	−7.2%	14.03%
NVDA	Nvidia Corp Technology	Added	25,779	+131	$4,495,857	−6.0%	4.45%
CAT	Caterpillar Inc Industrials	Reduced	3,862	-144	$2,736,072	+19.2%	2.71%
META	Meta Platforms, Inc. Communication Services	Added	4,627	+57	$2,647,245	−12.2%	2.62%
MRK	Merck & Co., Inc. Healthcare	Reduced	21,194	-463	$2,549,426	+11.8%	2.52%
JNJ	Johnson & Johnson Healthcare	Reduced	10,230	-168	$2,500,621	+16.2%	2.47%
TFC	Truist Financial Corp Financial Services	Reduced	47,827	-197	$2,198,607	−7.0%	2.18%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	27,351	+2,684	$2,083,052	+73.8%	2.06%
ALL	Allstate Corp Financial Services	Reduced	9,790	-490	$2,029,858	−5.1%	2.01%
MSFT	Microsoft Corp Technology	Added	4,539	+120	$1,680,201	−21.4%	1.66%
AN	Autonation, Inc. Consumer Cyclical	Reduced	8,545	-15	$1,668,496	−5.6%	1.65%
V	Visa Inc. Financial Services	Added	5,435	+1	$1,642,674	−13.8%	1.63%
IBM	International Business Machines Corp Technology	Reduced	6,100	-13	$1,478,579	−18.3%	1.46%
ETN	Eaton Corp plc Industrials	Reduced	4,064	-58	$1,453,570	+10.7%	1.44%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	13,396	-605	$1,450,117	+3.7%	1.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,560	+45	$1,417,202	+2.7%	1.40%
CSCO	Cisco Systems, Inc. Technology	Added	17,277	+31	$1,340,522	+0.9%	1.33%
NFLX	Netflix Inc Communication Services	Added	13,181	+1,626	$1,267,353	+17.0%	1.25%
CZNC	Citizens & Northern Corp Financial Services	Reduced	56,564	-1,625	$1,263,639	+7.7%	1.25%
RSG	Republic Services, Inc. Industrials	Reduced	5,766	-273	$1,262,869	−1.3%	1.25%
LLY	ELI LILLY & Co Healthcare	Reduced	1,339	-92	$1,231,572	−19.9%	1.22%
WM	Waste Management Inc Industrials	Added	5,160	+56	$1,185,716	+5.7%	1.17%
AME	Ametek Inc/ Industrials	Reduced	5,530	-250	$1,185,410	−0.1%	1.17%
AVGO	Broadcom Inc. Technology	Added	3,730	+59	$1,154,472	−9.1%	1.14%
PRU	Prudential Financial Inc Financial Services	Reduced	11,482	-308	$1,121,676	−15.7%	1.11%
RAL	Ralliant Corp Technology	Added	26,823	+4,611	$1,115,568	−1.3%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,601	+67	$1,059,270	−7.0%	1.05%
RIO	Rio Tinto PLC Basic Materials	Added	11,055	+92	$1,031,320	+17.5%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,704	+16	$1,005,212	−16.8%	0.99%
MSI	Motorola Solutions, Inc. Technology	Reduced	2,300	-256	$998,131	+1.9%	0.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,684	+304	$975,536	−3.5%	0.97%
LNG	Cheniere Energy, Inc. Energy	Reduced	3,327	-150	$944,069	+39.7%	0.93%
ADI	Analog Devices Inc Technology	Reduced	2,916	-67	$927,696	+14.7%	0.92%
KO	Coca Cola Co Consumer Defensive	Reduced	12,163	-79	$924,996	+8.1%	0.92%
ADBE	Adobe Inc. Technology	Added	3,583	+171	$870,955	−27.1%	0.86%
INTC	Intel Corp Technology	Reduced	19,491	-919	$860,137	+14.2%	0.85%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	10,683	-8	$850,473	−14.6%	0.84%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,009	-86	$777,847	+6.4%	0.77%
EOG	Eog Resources Inc Energy	Reduced	5,325	-76	$769,835	+35.7%	0.76%
UVSP	UNIVEST FINANCIAL Corp Financial Services	Reduced	21,937	-490	$751,561	+2.4%	0.74%
SPY	Spdr S&P 500 ETF Trust	Held	1,134	0	$737,485	−4.6%	0.73%
HPE	Hewlett Packard Enterprise Co Technology	Added	29,521	+1,048	$702,895	+2.8%	0.70%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	8,629	-324	$698,517	−2.8%	0.69%
AMD	Advanced Micro Devices Inc Technology	Added	3,362	+17	$683,931	−4.5%	0.68%
MMM	3M Co Industrials	Reduced	4,588	-293	$666,315	−14.7%	0.66%
CCI	Crown Castle Inc. Real Estate	Reduced	8,157	-483	$663,245	−13.6%	0.66%
COP	Conocophillips Energy	Reduced	4,918	-5	$649,176	+40.9%	0.64%
CVX	Chevron Corp Energy	Added	3,077	+30	$636,631	+37.1%	0.63%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	5,342	-315	$633,721	−3.5%	0.63%
MPC	Marathon Petroleum Corp Energy	Reduced	2,547	-28	$621,926	+48.5%	0.62%