IVC Wealth Advisors LLC - Portfolio overview

IVC Wealth Advisors LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 8.61%
2. PVAL - PUTNAM ETF TRUST, 6.31%
3. AAPL - APPLE INC, 6.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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