IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2025-07-22

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$455.0m
Staff8 · 7 in investment roles
Main clients (by assets)High net worth individuals 62%, Individuals 34%, Companies 3%
Form ADV · 2026-01-16SEC adviser record

$205.1m reported value +10.3% vs Q1 2025

174positions

43.9%in top 10

16 new 71 added 78 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,625	$20.4m9.97%	9.97%	Reduced -1.7k	-1,732 -3.6%
2	APPLE INC COM AAPL	AAPL	59,834	$12.3m5.99%	5.99%	Added +154	+154 0.3%
3	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	270,420	$10.9m5.30%	5.30%	Added +87.8k	+87,824 48.1%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	187,376	$10.7m5.19%	5.19%	Reduced -3.0k	-3,033 -1.6%
5	ISHARES TR USD INV GRDE ETF USIG	USIG	136,590	$7.0m3.43%	3.43%	Added +29.6k	+29,558 27.6%
6	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	137,003	$7.0m3.39%	3.39%	Added +15.9k	+15,918 13.2%
7	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	22,891	$6.5m3.17%	3.17%	Added +2.3k	+2,333 11.3%
8	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	118,255	$6.4m3.14%	3.14%	Added +17.5k	+17,469 17.3%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	28,844	$4.7m2.31%	2.31%	Added +4.0k	+4,000 16.1%
10	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	91,069	$4.1m2.00%	2.00%	Added +62.0k	+62,022 213.5%
11	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	143,641	$4.0m1.94%	1.94%	Reduced -115.0k	-115,042 -44.5%
12	ISHARES TR HDG MSCI EAFE HEFA	HEFA	102,602	$3.9m1.90%	1.90%	Added +16.7k	+16,679 19.4%
13	NVIDIA CORPORATION COM NVDA	NVDA	24,299	$3.8m1.87%	1.87%	Added +1.3k	+1,322 5.8%
14	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	15,736	$3.3m1.60%	1.60%	Reduced -832	-832 -5.0%
15	META PLATFORMS INC CL A META	META	4,352	$3.2m1.57%	1.57%	Reduced -16	-16 -0.4%
16	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	59,559	$3.1m1.53%	1.53%	Added +9.0k	+8,977 17.8%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	11,108	$2.2m1.06%	1.06%	Added +1.4k	+1,405 14.5%
18	TRUIST FINL CORP COM TFC	TFC	49,594	$2.1m1.04%	1.04%	Reduced -1.5k	-1,504 -2.9%
19	PACER FDS TR US CASH COWS 100 COWZ	COWZ	36,420	$2.0m0.98%	0.98%	Reduced -4.2k	-4,233 -10.4%
20	MICROSOFT CORP COM MSFT	MSFT	4,001	$2.0m0.97%	0.97%	Added +134	+134 3.5%
21	ALLSTATE CORP COM ALL	ALL	9,287	$1.9m0.91%	0.91%	Added +35	+35 0.4%
22	VISA INC COM CL A V	V	5,246	$1.9m0.91%	0.91%	Reduced -5	-5 -0.1%
23	AUTONATION INC COM AN	AN	9,074	$1.8m0.88%	0.88%	Added +78	+78 0.9%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,095	$1.8m0.88%	0.88%	Reduced -45	-45 -0.7%
25	JOHNSON & JOHNSON COM JNJ	JNJ	10,853	$1.7m0.81%	0.81%	Added +48	+48 0.4%
26	CATERPILLAR INC COM CAT	CAT	4,006	$1.6m0.76%	0.76%	Reduced -247	-247 -5.8%
27	REPUBLIC SVCS INC COM RSG	RSG	6,211	$1.5m0.75%	0.75%	Unchanged
28	MERCK & CO INC COM MRK	MRK	19,206	$1.5m0.74%	0.74%	Reduced -193	-193 -1.0%
29	EATON CORP PLC SHS ETN	ETN	4,138	$1.5m0.72%	0.72%	Reduced -76	-76 -1.8%
30	PAYCHEX INC COM PAYX	PAYX	10,003	$1.5m0.71%	0.71%	Reduced -838	-838 -7.7%
31	ADOBE INC COM ADBE	ADBE	3,434	$1.3m0.65%	0.65%	Reduced -151	-151 -4.2%
32	PRUDENTIAL FINL INC COM PRU	PRU	12,108	$1.3m0.63%	0.63%	Reduced -79	-79 -0.7%
33	MCDONALDS CORP COM MCD	MCD	4,442	$1.3m0.63%	0.63%	Added +55	+55 1.2%
34	CITIZENS & NORTHN CORP COM CZNC	CZNC	67,062	$1.3m0.62%	0.62%	Reduced -6.8k	-6,825 -9.2%
35	NETFLIX INC COM NFLX	NFLX	937	$1.3m0.61%	0.61%	Reduced -77	-77 -7.6%
36	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	40,107	$1.2m0.59%	0.59%	Unchanged
37	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	25,945	$1.2m0.59%	0.59%	Reduced -5.0k	-4,971 -16.1%
38	CISCO SYS INC COM CSCO	CSCO	16,607	$1.2m0.56%	0.56%	Reduced -213	-213 -1.3%
39	ELI LILLY & CO COM LLY	LLY	1,463	$1.1m0.56%	0.56%	Added +29	+29 2.0%
40	WASTE MGMT INC DEL COM WM	WM	4,689	$1.1m0.52%	0.52%	Added +75	+75 1.6%
41	AMETEK INC COM AME	AME	5,778	$1.0m0.51%	0.51%	Added +150	+150 2.7%
42	BROADCOM INC COM AVGO	AVGO	3,673	$1.0m0.49%	0.49%	Added +221	+221 6.4%
43	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,342	$984.7k0.48%	0.48%	Added +31	+31 1.3%
44	JPMORGAN CHASE & CO COM JPM	JPM	3,327	$964.5k0.47%	0.47%	Added +53	+53 1.6%
45	CROWN CASTLE INC COM CCI	CCI	8,988	$923.3k0.45%	0.45%	Added +298	+298 3.4%
46	CHENIERE ENERGY INC COM NEW LNG	LNG	3,756	$914.7k0.45%	0.45%	Reduced -136	-136 -3.5%
47	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	10,851	$913.4k0.45%	0.45%	Reduced -44	-44 -0.4%
48	EXXON MOBIL CORP COM XOM	XOM	8,356	$900.8k0.44%	0.44%	Reduced -41	-41 -0.5%
49	WELLS FARGO CO NEW COM WFC	WFC	11,193	$896.8k0.44%	0.44%	Reduced -1.6k	-1,559 -12.2%
50	AMAZON COM INC COM AMZN	AMZN	3,810	$835.9k0.41%	0.41%	Added +534	+534 16.3%
51	COCA COLA CO COM KO	KO	11,795	$834.5k0.41%	0.41%	Added +116	+116 1.0%
52	TESLA INC COM TSLA	TSLA	2,625	$833.9k0.41%	0.41%	Added +10	+10 0.4%
53	KIMBERLY-CLARK CORP COM KMB	KMB	6,390	$823.9k0.40%	0.40%	Reduced -150	-150 -2.3%
54	NEWMONT CORP COM NEM	NEM	13,947	$812.6k0.40%	0.40%	Added +173	+173 1.3%
55	3M CO COM MMM	MMM	5,266	$801.6k0.39%	0.39%	Reduced -84	-84 -1.6%
56	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,467	$747.2k0.36%	0.36%	Added +44	+44 3.1%
57	ANALOG DEVICES INC COM ADI	ADI	3,059	$728.1k0.35%	0.35%	Reduced -19	-19 -0.6%
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,133	$699.8k0.34%	0.34%	Added +1	+1 0.1%
59	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,976	$692.1k0.34%	0.34%	Reduced -2.9k	-2,862 -36.5%
60	PEPSICO INC COM PEP	PEP	5,120	$676.1k0.33%	0.33%	Added +105	+105 2.1%
61	EOG RES INC COM EOG	EOG	5,609	$670.9k0.33%	0.33%	Reduced -164	-164 -2.8%
62	VANGUARD WORLD FD INF TECH ETF VGT	VGT	962	$638.1k0.31%	0.31%	Added +100	+100 11.6%
63	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,532	$628.8k0.31%	0.31%	Added +95	+95 3.9%
64	RIO TINTO PLC SPONSORED ADR RIO	RIO	10,267	$598.9k0.29%	0.29%	Reduced -64	-64 -0.6%
65	VANGUARD WORLD FD ENERGY ETF VDE	VDE	5,010	$596.8k0.29%	0.29%	Reduced -350	-350 -6.5%
66	BANK NEW YORK MELLON CORP COM BNY	BNY	6,247	$569.2k0.28%	0.28%	Reduced -88	-88 -1.4%
67	SALESFORCE INC COM CRM	CRM	2,050	$559.0k0.27%	0.27%	Reduced -7	-7 -0.3%
68	STRYKER CORPORATION COM SYK	SYK	1,405	$556.0k0.27%	0.27%	Reduced -3	-3 -0.2%
69	PUBLIC STORAGE COM PSA	PSA	1,853	$543.7k0.27%	0.27%	Added +141	+141 8.2%
70	SOLVENTUM CORP COM SHS SOLV	SOLV	6,903	$523.5k0.26%	0.26%	Reduced -316	-316 -4.4%
71	COSTAR GROUP INC COM CSGP	CSGP	6,457	$519.1k0.25%	0.25%	Reduced -363	-363 -5.3%
72	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	17,569	$513.2k0.25%	0.25%	Reduced -974	-974 -5.2%
73	PACER FDS TR DEVELOPED MRKT ICOW	ICOW	15,077	$513.1k0.25%	0.25%	Added +1.3k	+1,338 9.7%
74	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	24,972	$510.7k0.25%	0.25%	Added +13.6k	+13,591 119.4%
75	MEDTRONIC PLC SHS MDT	MDT	5,821	$507.4k0.25%	0.25%	Added +217	+217 3.9%
76	SOUTHERN CO COM SO	SO	5,504	$505.4k0.25%	0.25%	Reduced -212	-212 -3.7%
77	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,675	$501.0k0.24%	0.24%	New
78	CONOCOPHILLIPS COM COP	COP	5,553	$498.3k0.24%	0.24%	Reduced -58	-58 -1.0%
79	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	5,953	$493.6k0.24%	0.24%	Added +69	+69 1.2%
80	ISHARES TR TIPS BD ETF TIP	TIP	4,471	$492.0k0.24%	0.24%	Reduced -513	-513 -10.3%
81	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,405	$483.2k0.24%	0.24%	Added +176	+176 5.5%
82	INTEL CORP COM INTC	INTC	21,325	$477.7k0.23%	0.23%	Added +1.2k	+1,232 6.1%
83	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	5,057	$475.3k0.23%	0.23%	Added +55	+55 1.1%
84	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	9,391	$464.9k0.23%	0.23%	Reduced -41	-41 -0.4%
85	PACER FDS TR PACER US SMALL CALF	CALF	11,593	$461.6k0.23%	0.23%	Reduced -690	-690 -5.6%
86	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,179	$461.2k0.22%	0.22%	Added +477	+477 10.1%
87	UNITEDHEALTH GROUP INC COM UNH	UNH	1,452	$452.8k0.22%	0.22%	Reduced -114	-114 -7.3%
88	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	9,600	$440.5k0.21%	0.21%	Reduced -880	-880 -8.4%
89	SPDR GOLD TR GOLD SHS GLD	GLD	1,424	$434.1k0.21%	0.21%	Reduced -88	-88 -5.8%
90	MARATHON PETE CORP COM MPC	MPC	2,563	$425.7k0.21%	0.21%	Reduced -72	-72 -2.7%
91	BLACKSTONE INC COM BX	BX	2,845	$425.6k0.21%	0.21%	Added +50	+50 1.8%
92	RTX CORPORATION COM RTX	RTX	2,914	$425.5k0.21%	0.21%	Added +16	+16 0.6%
93	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	7,324	$423.8k0.21%	0.21%	Reduced -3.8k	-3,801 -34.2%
94	NATIONAL FUEL GAS CO COM NFG	NFG	4,977	$421.6k0.21%	0.21%	Reduced -505	-505 -9.2%
95	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	19,671	$416.2k0.20%	0.20%	Added +859	+859 4.6%
96	AMGEN INC COM AMGN	AMGN	1,445	$403.6k0.20%	0.20%	Added +310	+310 27.3%
97	SNOWFLAKE INC CL A SNOW	SNOW	1,779	$398.1k0.19%	0.19%	Unchanged
98	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	5,635	$396.5k0.19%	0.19%	Added +405	+405 7.7%
99	JOHNSON CTLS INTL PLC SHS JCI	JCI	3,728	$393.8k0.19%	0.19%	Reduced -340	-340 -8.4%
100	CHEVRON CORP NEW COM CVX	CVX	2,700	$386.6k0.19%	0.19%	Added +264	+264 10.8%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
PACER FDS TR FLRT	FLRT	13,956	$657.2k14.0k shares
DOW INC DOW	DOW	11,537	$402.9k11.5k shares
DOCUSIGN INC DOCU	DOCU	2,497	$203.3k2.5k shares
SCHWAB STRATEGIC TR SCHP	SCHP	7,443	$200.1k7.4k shares