IVC Wealth Advisors LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$229.9B
Holdings
179
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (179 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ABBVABBVIE INC | 1,844 | $421.0M | 0.18% | |
| 102 | MPCMARATHON PETE CORP | 2,575 | $418.0M | 0.18% | |
| 103 | FROGJFROG LTD | 6,608 | $412.0M | 0.18% | |
| 104 | MCHPMICROCHIP TECHNOLOGY INC. | 6,385 | $406.0M | 0.18% | |
| 105 | DYDYCOM INDS INC | 1,185 | $400.0M | 0.17% | |
| 106 | USBUS BANCORP DEL | 7,483 | $399.0M | 0.17% | |
| 107 | SNOWSNOWFLAKE INC | 1,803 | $395.0M | 0.17% | |
| 108 | GQ9SPDR GOLD TR | 982 | $389.0M | 0.17% | |
| 109 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,057 | $385.0M | 0.17% | |
| 110 | NFGNATIONAL FUEL GAS CO | 4,806 | $384.0M | 0.17% | |
| 111 | BRK/BBERKSHIRE HATHAWAY INC DEL | 765 | $384.0M | 0.17% | |
| 112 | BONDPIMCO ETF TR | 4,082 | $379.0M | 0.16% | |
| 113 | ECGEVERUS CONSTR GROUP | 4,342 | $371.0M | 0.16% | |
| 114 | CSGPCOSTAR GROUP INC | 5,464 | $367.0M | 0.16% | |
| 115 | ITOTISHARES TR | 2,448 | $363.0M | 0.16% | |
| 116 | SCHCSCHWAB STRATEGIC TR | 7,911 | $360.0M | 0.16% | |
| 117 | AZOAUTOZONE INC | 104 | $352.0M | 0.15% | |
| 118 | VCRVANGUARD WORLD FD | 875 | $344.0M | 0.15% | |
| 119 | AKAMAKAMAI TECHNOLOGIES INC | 3,921 | $342.0M | 0.15% | |
| 120 | TIPISHARES TR | 3,064 | $336.0M | 0.15% | |
| 121 | VOXVANGUARD WORLD FD | 1,701 | $329.0M | 0.14% | |
| 122 | VCSHVANGUARD SCOTTSDALE FDS | 4,137 | $329.0M | 0.14% | |
| 123 | VGSHVANGUARD SCOTTSDALE FDS | 5,572 | $327.0M | 0.14% | |
| 124 | ONEYSPDR SERIES TRUST | 2,855 | $324.0M | 0.14% | |
| 125 | SCHPSCHWAB STRATEGIC TR | 11,887 | $314.0M | 0.14% | |
| 126 | DVNDEVON ENERGY CORP NEW | 8,479 | $310.0M | 0.13% | |
| 127 | VDCVANGUARD WORLD FD | 1,462 | $308.0M | 0.13% | |
| 128 | KNFKNIFE RIVER CORP | 4,336 | $305.0M | 0.13% | |
| 129 | IEMGISHARES INC | 4,546 | $305.0M | 0.13% | |
| 130 | FDXFEDEX CORP | 1,054 | $304.0M | 0.13% | |
| 131 | PAGPPLAINS GP HLDGS L P | 15,383 | $294.0M | 0.13% | |
| 132 | VWOVANGUARD INTL EQUITY INDEX F | 5,450 | $292.0M | 0.13% | |
| 133 | RGLDROYAL GOLD INC | 1,300 | $288.0M | 0.13% | |
| 134 | RSPINVESCO EXCHANGE TRADED FD T | 1,505 | $288.0M | 0.13% | |
| 135 | CALFPACER FDS TR | 6,498 | $288.0M | 0.13% | |
| 136 | PGPROCTER AND GAMBLE CO | 1,993 | $285.0M | 0.12% | |
| 137 | PWVINVESCO EXCHANGE TRADED FD T | 4,290 | $285.0M | 0.12% | |
| 138 | IYWISHARES TR | 1,420 | $283.0M | 0.12% | |
| 139 | BMYBRISTOL-MYERS SQUIBB CO | 5,197 | $280.0M | 0.12% | |
| 140 | CEGCONSTELLATION ENERGY CORP | 788 | $278.0M | 0.12% | |
| 141 | TRVCCITIGROUP INC | 2,373 | $276.0M | 0.12% | |
| 142 | MUBISHARES TR | 2,561 | $274.0M | 0.12% | |
| 143 | FTSLFIRST TR EXCHANGE-TRADED FD | 5,926 | $271.0M | 0.12% | |
| 144 | AEPAMERICAN ELEC PWR CO INC | 2,338 | $269.0M | 0.12% | |
| 145 | SONSONOCO PRODS CO | 6,185 | $269.0M | 0.12% | |
| 146 | SBUXSTARBUCKS CORP | 3,194 | $268.0M | 0.12% | |
| 147 | HDHOME DEPOT INC | 773 | $266.0M | 0.12% | |
| 148 | BACVERIZON COMMUNICATIONS INC | 6,484 | $264.0M | 0.11% | |
| 149 | WMTWALMART INC | 2,349 | $261.0M | 0.11% | |
| 150 | ORCLORACLE CORP | 1,334 | $260.0M | 0.11% | |
| 151 | EDCONSOLIDATED EDISON INC | 2,611 | $259.0M | 0.11% | |
| 152 | TJXTJX COS INC NEW | 1,671 | $256.0M | 0.11% | |
| 153 | CRSPCRISPR THERAPEUTICS AG | 4,880 | $255.0M | 0.11% | |
| 154 | ACNACCENTURE PLC IRELAND | 927 | $248.0M | 0.11% | |
| 155 | VISVANGUARD WORLD FD | 822 | $245.0M | 0.11% | |
| 156 | BSXBOSTON SCIENTIFIC CORP | 2,539 | $242.0M | 0.11% | |
| 157 | AXPAMERICAN EXPRESS CO | 633 | $234.0M | 0.10% | |
| 158 | VFHVANGUARD WORLD FD | 1,750 | $233.0M | 0.10% | |
| 159 | IPINTERNATIONAL PAPER CO | 5,865 | $231.0M | 0.10% | |
| 160 | USHYISHARES TR | 6,177 | $230.0M | 0.10% | |
| 161 | GNRCGENERAC HLDGS INC | 1,680 | $229.0M | 0.10% | |
| 162 | USRTISHARES TR | 4,013 | $228.0M | 0.10% | |
| 163 | IVVISHARES TR | 325 | $222.0M | 0.10% | |
| 164 | PSXPHILLIPS 66 | 1,683 | $217.0M | 0.09% | |
| 165 | TRVTRAVELERS COMPANIES INC | 751 | $217.0M | 0.09% | |
| 166 | AZNASTRAZENECA PLC | 2,343 | $215.0M | 0.09% | |
| 167 | UNHUNITEDHEALTH GROUP INC | 648 | $214.0M | 0.09% | |
| 168 | DEDEERE & CO | 455 | $211.0M | 0.09% | |
| 169 | GNMAISHARES TR | 4,750 | $211.0M | 0.09% | |
| 170 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,133 | $209.0M | 0.09% | |
| 171 | CLXCLOROX CO DEL | 2,059 | $207.0M | 0.09% | |
| 172 | GTOINVESCO ACTIVELY MANAGED EXC | 4,369 | $207.0M | 0.09% | |
| 173 | CAHCARDINAL HEALTH INC | 1,003 | $206.0M | 0.09% | |
| 174 | BABOEING CO | 941 | $204.0M | 0.09% | |
| 175 | COSTCOSTCO WHSL CORP NEW | 235 | $202.0M | 0.09% | |
| 176 | DUKDUKE ENERGY CORP NEW | 1,720 | $201.0M | 0.09% | |
| 177 | TAT&T INC | 8,072 | $200.0M | 0.09% | |
| 178 | AMCRAMCOR PLC | 16,338 | $136.0M | 0.06% | |
| 179 | NUVNUVEEN MUN VALUE FD INC | 12,845 | $116.0M | 0.05% |
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