account_balance
Investment manager · 13F filer · SEC CIK 1842811
IVC Wealth Advisors LLC
Reported value$249Mas of Sep 30, 2026
Positions166 2 new, 13 sold out
Top 10 weight47.5%VUG alone is 10%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
9.9%
PVALPutnam ETF Trust
6.7%
AAPLApple Inc.
6.5%Trimmed −12%
JEPIJ P Morgan Exchange Traded F
5.1%
JAAAJanus Detroit STR Tr
3.9%Added +4%
JEPQJ P Morgan Exchange Traded F
3.8%Added +3%
USIGiShares Tr
3.3%Added +4%
JMBSJanus Detroit STR Tr
2.9%Added +10%
VOTVanguard Index FDS
2.7%
VOEVanguard Index FDS
2.7%
HEFAiShares Tr
2.6%Added +3%
NVDANVIDIA Corp
2.3%
VUGVanguard Index FDS
9.9%
PVALPutnam ETF Trust
6.7%
AAPLApple Inc.
6.5%
JEPIJ P Morgan Exchange Traded F
5.1%
JAAAJanus Detroit STR Tr
3.9%+4%
JEPQJ P Morgan Exchange Traded F
3.8%
USIGiShares Tr
3.3%
JMBSJanus Detroit STR Tr
2.9%
VOT2.7%
VOE2.7%
HEFA2.6%
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 9.9% Held
PVAL Putnam ETF Trust 6.7% Held
AAPL Apple Inc. 6.5% Trimmed −12%JEPI J P Morgan Exchange Traded F 5.1% Held
JAAA Janus Detroit STR Tr 3.9% Added +4%
JEPQ J P Morgan Exchange Traded F 3.8% Added +3%
USIG iShares Tr 3.3% Added +4%
JMBS Janus Detroit STR Tr 2.9% Added +10%
VOT Vanguard Index FDS 2.7% Held
VOE Vanguard Index FDS 2.7% Held
HEFA iShares Tr 2.6% Added +3%
NVDA NVIDIA Corp 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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