IVC Wealth Advisors LLC

IVC Wealth Advisors LLC reported 177 holdings worth US$256M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

IVC Wealth Advisors LLC reported 177 holdings worth US$256M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Caterpillar, Inc. Filed Jul 14, 2026 (Form 13F).

Holdings
177
Value as reported
US$256M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc54,919US$15.9M6.2%
Nvidia Corporation25,654US$5.13M2.0%
Caterpillar, Inc.3,802US$4.05M1.6%
Merck & Company, Inc.21,139US$2.72M1.1%
Meta Platforms, Inc.4,710US$2.65M1.0%
Johnson & Johnson10,167US$2.58M1.0%
Intel Corporation18,442US$2.58M1.0%
Solstice Advanced Materials Inc.27,693US$2.45M0.96%
Truist Financial Corporation47,770US$2.38M0.93%
Allstate Corporation (the)9,595US$2.28M0.89%
Cisco Systems, Inc.17,074US$2.01M0.78%
Ralliant Corporation27,142US$2M0.78%
Visa Inc.5,569US$1.91M0.75%
Advanced Micro Devices Inc3,225US$1.87M0.73%
Microsoft Corp.4,639US$1.73M0.67%
International Business Machines Corporation6,003US$1.69M0.66%
Eli Lilly And Company1,341US$1.61M0.63%
Autonation, Inc.8,490US$1.58M0.62%
Alphabet Inc (google) Class C4,096US$1.46M0.57%
Broadcom Inc.3,736US$1.41M0.55%
Ametek, Inc.5,531US$1.34M0.52%
Citizens & Northern Corp54,608US$1.27M0.50%
Hewlett Packard Enterprise Company27,758US$1.25M0.49%
Newmont Corporation13,396US$1.25M0.49%
Republic Services, Inc.5,691US$1.21M0.47%
Mcdonald's Corporation4,466US$1.21M0.47%
Jp Morgan Chase & Co.3,583US$1.17M0.46%
Waste Management, Inc.5,135US$1.14M0.45%
Forgent Power Solutions, Inc.20,464US$1.14M0.45%
Tesla, Inc.2,705US$1.14M0.44%
Amazon.com, Inc.4,762US$1.13M0.44%
Analog Devices, Inc.2,843US$1.13M0.44%
Prudential Financial, Inc.9,897US$1.07M0.42%
Crowdstrike Holdings, Inc.1,387US$1.06M0.41%
Rio Tinto Plc10,827US$1.03M0.40%
Coca-cola Company (the)12,035US$978K0.38%
Univest Financial Corporation21,937US$960K0.37%
Netflix, Inc.13,398US$957K0.37%
Exxon Mobil Corporation6,894US$943K0.37%
Motorola Solutions, Inc.2,197US$912K0.36%
Wells Fargo & Company10,658US$881K0.34%
Cheniere Energy, Inc.3,336US$797K0.31%
The Bank Of New York Mellon Corporation5,339US$772K0.30%
Adobe Inc.3,575US$733K0.29%
3m Company4,343US$703K0.27%
Everus Construction Group, Inc.4,217US$700K0.27%
Morgan Stanley3,315US$693K0.27%
Public Service Enterprise Group Incorporated8,324US$676K0.26%
Eog Resources, Inc.5,194US$674K0.26%
Pepsico, Inc.4,842US$656K0.26%
Marathon Petroleum Corporation2,555US$653K0.25%
Public Storage1,903US$606K0.24%
Nucor Corporation2,677US$596K0.23%
Crown Castle Inc.7,540US$571K0.22%
Rtx Corporation3,003US$570K0.22%
Dycom Industries, Inc.1,115US$564K0.22%
Amgen Inc.1,547US$560K0.22%
Southern Company (the)5,626US$538K0.21%
Microchip Technology Incorporated5,875US$536K0.21%
Pnc Financial Services Group, Inc. (the)2,110US$520K0.20%
Chevron Corporation3,092US$513K0.20%
Conocophillips4,918US$511K0.20%
Goldman Sachs Group, Inc. (the)492US$498K0.19%
U.s. Bancorp7,738US$467K0.18%
Corning Incorporated1,819US$465K0.18%
Gsk Plc8,739US$458K0.18%
Snowflake Inc.1,799US$458K0.18%
Generac Holdings Inc.1,540US$451K0.18%
Stryker Corporation1,421US$447K0.17%
Abbvie Inc.1,767US$445K0.17%
Akamai Technologies, Inc.3,742US$442K0.17%
Iqvia Holdings, Inc.2,110US$408K0.16%
Plains Gp Holdings, L.p.16,099US$391K0.15%
Blackstone Inc.3,243US$382K0.15%
National Fuel Gas Company4,724US$365K0.14%
Salesforce, Inc.2,286US$358K0.14%
Palantir Technologies Inc.3,035US$354K0.14%
Devon Energy Corporation8,355US$345K0.13%
Autozone, Inc.108US$345K0.13%
Knife Riv Holding Co.4,103US$343K0.13%
American Electric Power Company, Inc.2,493US$341K0.13%
Consolidated Edison, Inc.3,074US$340K0.13%
Sonoco Products Company6,015US$339K0.13%
Deere & Company532US$337K0.13%
Citigroup, Inc.2,371US$332K0.13%
Starbucks Corporation3,236US$331K0.13%
Home Depot, Inc. (the)854US$301K0.12%
Bristol-myers Squibb Company5,201US$300K0.12%
Fedex Corporation917US$287K0.11%
Veeva Systems Inc.1,595US$283K0.11%
Phillips 661,648US$279K0.11%
Asml Holding Nv138US$275K0.11%
Duke Energy Corporation (holding Company)2,130US$270K0.11%
Walmart Inc.2,372US$269K0.10%
The Travelers Companies, Inc.764US$252K0.10%
Unitedhealth Group Incorporated604US$251K0.10%
Kaiser Aluminum Corporation1,273US$249K0.10%
Tjx Companies, Inc. (the)1,569US$238K0.09%
Berkshire Hathaway Inc.474US$237K0.09%
Royal Gold, Inc.1,164US$232K0.09%

Every holding of IVC Wealth Advisors LLC

Source

View original at SEC

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