IVC Wealth Advisors LLC
•CIK: 1842811•Filing: Q4 2025
IVC Wealth Advisors LLC manages $230M across a diversified portfolio of 179 positions. The strategy exhibits a notable tilt toward growth and income generation, highlighted by significant allocations to VUG ($22.7M) and AAPL ($15.3M). Further concentration is evident in income-focused assets, with substantial holdings in JEPI ($11.6M) and JEPQ ($7.8M). This structure suggests a mandate balancing capital appreciation with consistent yield generation.
Total AUM
$229.9M
QoQ Performance
+2.8%
Positions
139
Top 10 Concentration
45.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
AAPL
PVAL
JEPI
VUG9.9%
AAPL6.6%
PVAL6.2%
JEPI5.0%
JAAA3.6%
USIG3.4%
JEPQ3.4%
JMBS2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.4%
Technology15.1%
Healthcare3.4%
Financial2.9%
Industrial2.1%
Consumer2.0%
Energy1.1%
ETF0.8%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW10 new positions
↑88 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023