IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2026-01-16

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

Kindwealth
Others nearbySilverdale, PA

$229.9m reported value +2.8% vs Q3 2025

179positions

45.7%in top 10

10 new 88 added 73 reduced 14 sold out vs Q3 2025

Holdings, Q4 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	46,428	$22.7m9.85%	9.85%	Reduced -349	-349 -0.8%
2	APPLE INC COM AAPL	AAPL	56,186	$15.3m6.64%	6.64%	Reduced -2.5k	-2,457 -4.2%
3	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	311,832	$14.2m6.18%	6.18%	Added +4.2k	+4,170 1.4%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	202,838	$11.6m5.05%	5.05%	Added +8.8k	+8,767 4.5%
5	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	163,754	$8.3m3.60%	3.60%	Added +14.1k	+14,100 9.4%
6	ISHARES TR USD INV GRDE ETF USIG	USIG	151,898	$7.9m3.42%	3.42%	Added +3.4k	+3,421 2.3%
7	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	134,752	$7.8m3.41%	3.41%	Added +5.8k	+5,783 4.5%
8	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	133,304	$6.1m2.65%	2.65%	Added +7.9k	+7,914 6.3%
9	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	20,962	$5.9m2.54%	2.54%	Reduced -1.8k	-1,836 -8.1%
10	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	30,320	$5.4m2.34%	2.34%	Added +958	+958 3.3%
11	NVIDIA CORPORATION COM NVDA	NVDA	25,648	$4.8m2.08%	2.08%	Added +478	+478 1.9%
12	ISHARES TR HDG MSCI EAFE HEFA	HEFA	106,609	$4.4m1.92%	1.92%	Added +2.6k	+2,608 2.5%
13	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	15,829	$3.7m1.62%	1.62%	Added +363	+363 2.4%
14	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	110,052	$3.3m1.42%	1.42%	Added +2.6k	+2,589 2.4%
15	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	61,032	$3.2m1.40%	1.40%	Reduced -236	-236 -0.4%
16	META PLATFORMS INC CL A META	META	4,570	$3.0m1.31%	1.31%	Added +109	+109 2.4%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	12,186	$2.6m1.12%	1.12%	Added +710	+710 6.2%
18	TRUIST FINL CORP COM TFC	TFC	48,024	$2.4m1.03%	1.03%	Reduced -1.6k	-1,644 -3.3%
19	CATERPILLAR INC COM CAT	CAT	4,006	$2.3m1.00%	1.00%	Added +14	+14 0.3%
20	MERCK & CO INC COM MRK	MRK	21,657	$2.3m0.99%	0.99%	Added +2.9k	+2,913 15.5%
21	JOHNSON & JOHNSON COM JNJ	JNJ	10,398	$2.2m0.94%	0.94%	Reduced -149	-149 -1.4%
22	ALLSTATE CORP COM ALL	ALL	10,280	$2.1m0.93%	0.93%	Added +1.2k	+1,198 13.2%
23	MICROSOFT CORP COM MSFT	MSFT	4,419	$2.1m0.93%	0.93%	Added +233	+233 5.6%
24	VISA INC COM CL A V	V	5,434	$1.9m0.83%	0.83%	Added +61	+61 1.1%
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,113	$1.8m0.79%	0.79%	Reduced -13	-13 -0.2%
26	AUTONATION INC COM AN	AN	8,560	$1.8m0.77%	0.77%	Reduced -78	-78 -0.9%
27	ELI LILLY & CO COM LLY	LLY	1,431	$1.5m0.67%	0.67%	Added +20	+20 1.4%
28	NEWMONT CORP COM NEM	NEM	14,001	$1.4m0.61%	0.61%	Reduced -212	-212 -1.5%
29	MCDONALDS CORP COM MCD	MCD	4,515	$1.4m0.60%	0.60%	Added +85	+85 1.9%
30	PRUDENTIAL FINL INC COM PRU	PRU	11,790	$1.3m0.58%	0.58%	Reduced -335	-335 -2.8%
31	CISCO SYS INC COM CSCO	CSCO	17,246	$1.3m0.58%	0.58%	Added +55	+55 0.3%
32	EATON CORP PLC SHS ETN	ETN	4,122	$1.3m0.57%	0.57%	Added +28	+28 0.7%
33	REPUBLIC SVCS INC COM RSG	RSG	6,039	$1.3m0.56%	0.56%	Reduced -181	-181 -2.9%
34	BROADCOM INC COM AVGO	AVGO	3,671	$1.3m0.55%	0.55%	Reduced -96	-96 -2.5%
35	TESLA INC COM TSLA	TSLA	2,688	$1.2m0.53%	0.53%	Added +4	+4 0.1%
36	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	24,667	$1.2m0.52%	0.52%	New
37	ADOBE INC COM ADBE	ADBE	3,412	$1.2m0.52%	0.52%	Added +286	+286 9.2%
38	AMETEK INC COM AME	AME	5,780	$1.2m0.52%	0.52%	Added +1	+1 0.0%
39	CITIZENS & NORTHN CORP COM CZNC	CZNC	58,189	$1.2m0.51%	0.51%	Reduced -3.8k	-3,775 -6.1%
40	JPMORGAN CHASE & CO COM JPM	JPM	3,534	$1.1m0.50%	0.50%	Added +92	+92 2.7%
41	RALLIANT CORP COM RAL	RAL	22,212	$1.1m0.49%	0.49%	Added +2.2k	+2,244 11.2%
42	WASTE MGMT INC DEL COM WM	WM	5,104	$1.1m0.49%	0.49%	Added +308	+308 6.4%
43	NETFLIX INC COM NFLX	NFLX	11,555	$1.1m0.47%	0.47%	Added +1.7k	+1,735 17.7%
44	AMAZON COM INC COM AMZN	AMZN	4,380	$1.0m0.44%	0.44%	Added +170	+170 4.0%
45	PACER FDS TR US CASH COWS 100 COWZ	COWZ	16,605	$999.1k0.43%	0.43%	Reduced -2.0k	-2,021 -10.8%
46	WELLS FARGO CO NEW COM WFC	WFC	10,691	$996.4k0.43%	0.43%	Added +12	+12 0.1%
47	EXXON MOBIL CORP COM XOM	XOM	8,214	$988.5k0.43%	0.43%	Added +35	+35 0.4%
48	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,556	$979.8k0.43%	0.43%	Added +141	+141 5.8%
49	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,432	$898.0k0.39%	0.39%	Added +737	+737 106.0%
50	RIO TINTO PLC SPONSORED ADR RIO	RIO	10,963	$877.4k0.38%	0.38%	Added +129	+129 1.2%
51	COCA COLA CO COM KO	KO	12,242	$855.8k0.37%	0.37%	Added +273	+273 2.3%
52	ANALOG DEVICES INC COM ADI	ADI	2,983	$809.1k0.35%	0.35%	Reduced -9	-9 -0.3%
53	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	17,071	$803.7k0.35%	0.35%	Reduced -1.5k	-1,509 -8.1%
54	PAYCHEX INC COM PAYX	PAYX	7,149	$802.0k0.35%	0.35%	Reduced -1.6k	-1,641 -18.7%
55	3M CO COM MMM	MMM	4,881	$781.4k0.34%	0.34%	Reduced -65	-65 -1.3%
56	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,134	$773.3k0.34%	0.34%	Unchanged
57	CROWN CASTLE INC COM CCI	CCI	8,640	$767.8k0.33%	0.33%	Reduced -665	-665 -7.2%
58	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,617	$753.3k0.33%	0.33%	Reduced -15	-15 -0.6%
59	INTEL CORP COM INTC	INTC	20,410	$753.1k0.33%	0.33%	Reduced -21	-21 -0.1%
60	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	8,950	$749.6k0.33%	0.33%	Added +431	+431 5.1%
61	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	22,427	$734.3k0.32%	0.32%	Reduced -17.7k	-17,680 -44.1%
62	PEPSICO INC COM PEP	PEP	5,095	$731.2k0.32%	0.32%	Added +387	+387 8.2%
63	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	8,953	$718.9k0.31%	0.31%	Reduced -194	-194 -2.1%
64	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,345	$716.4k0.31%	0.31%	Reduced -36	-36 -1.1%
65	VANGUARD WORLD FD INF TECH ETF VGT	VGT	945	$712.3k0.31%	0.31%	Reduced -16	-16 -1.7%
66	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,394	$702.7k0.31%	0.31%	Added +142	+142 3.3%
67	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,494	$700.3k0.30%	0.30%	Reduced -10	-10 -0.7%
68	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	14,474	$699.4k0.30%	0.30%	Added +1.3k	+1,280 9.7%
69	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	28,473	$683.9k0.30%	0.30%	Added +1.3k	+1,291 4.8%
70	CHENIERE ENERGY INC COM NEW LNG	LNG	3,477	$675.8k0.29%	0.29%	Added +3	+3 0.1%
71	BANK NEW YORK MELLON CORP COM BNY	BNY	5,657	$656.7k0.29%	0.29%	Reduced -213	-213 -3.6%
72	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,046	$640.4k0.28%	0.28%	Added +6	+6 0.3%
73	MORGAN STANLEY COM NEW MS	MS	3,512	$623.5k0.27%	0.27%	Added +944	+944 36.8%
74	SALESFORCE INC COM CRM	CRM	2,272	$601.9k0.26%	0.26%	Added +122	+122 5.7%
75	ALPHABET INC CAP STK CL C GOOG	GOOG	1,895	$594.7k0.26%	0.26%	Added +125	+125 7.1%
76	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,325	$591.0k0.26%	0.26%	Reduced -506	-506 -13.2%
77	EOG RES INC COM EOG	EOG	5,401	$567.1k0.25%	0.25%	Reduced -151	-151 -2.7%
78	MEDTRONIC PLC SHS MDT	MDT	5,776	$554.8k0.24%	0.24%	Reduced -53	-53 -0.9%
79	ISHARES TR MBS ETF MBB	MBB	5,764	$548.8k0.24%	0.24%	Added +245	+245 4.4%
80	RTX CORPORATION COM RTX	RTX	2,983	$547.2k0.24%	0.24%	Added +45	+45 1.5%
81	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	16,748	$546.3k0.24%	0.24%	Reduced -523	-523 -3.0%
82	VANGUARD WORLD FD ENERGY ETF VDE	VDE	4,240	$533.9k0.23%	0.23%	Reduced -320	-320 -7.0%
83	SOLVENTUM CORP COM SHS SOLV	SOLV	6,528	$517.3k0.22%	0.22%	Reduced -124	-124 -1.9%
84	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	8,574	$513.8k0.22%	0.22%	Added +549	+549 6.8%
85	SOUTHERN CO COM SO	SO	5,741	$500.6k0.22%	0.22%	Added +165	+165 3.0%
86	PUBLIC STORAGE COM PSA	PSA	1,923	$499.0k0.22%	0.22%	Added +73	+73 4.0%
87	STRYKER CORPORATION COM SYK	SYK	1,416	$497.9k0.22%	0.22%	Added +9	+9 0.6%
88	AMGEN INC COM AMGN	AMGN	1,499	$490.6k0.21%	0.21%	Added +11	+11 0.7%
89	BLACKSTONE INC COM BX	BX	3,105	$478.6k0.21%	0.21%	Added +114	+114 3.8%
90	IQVIA HLDGS INC COM IQV	IQV	2,120	$477.9k0.21%	0.21%	Reduced -30	-30 -1.4%
91	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	22,254	$464.9k0.20%	0.20%	Added +234	+234 1.1%
92	CHEVRON CORP NEW COM CVX	CVX	3,047	$464.4k0.20%	0.20%	Added +75	+75 2.5%
93	CONOCOPHILLIPS COM COP	COP	4,923	$460.9k0.20%	0.20%	Reduced -76	-76 -1.5%
94	GOLDMAN SACHS GROUP INC COM GS	GS	517	$454.4k0.20%	0.20%	Reduced -31	-31 -5.7%
95	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,083	$449.8k0.20%	0.20%	Reduced -48	-48 -0.9%
96	PACER FDS TR DEVELOPED MRKT ICOW	ICOW	11,506	$445.1k0.19%	0.19%	Reduced -305	-305 -2.6%
97	PNC FINL SVCS GROUP INC COM PNC	PNC	2,125	$443.6k0.19%	0.19%	Added +688	+688 47.9%
98	NUCOR CORP COM NUE	NUE	2,676	$436.5k0.19%	0.19%	Added +22	+22 0.8%
99	GSK PLC SPONSORED ADR GSK	GSK	8,675	$425.4k0.19%	0.19%	New
100	JOHNSON CTLS INTL PLC SHS JCI	JCI	3,522	$421.8k0.18%	0.18%	Reduced -152	-152 -4.1%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
KIMBERLY-CLARK CORP KMB	KMB	6,391	$794.7k6.4k shares
ROBLOX CORP RBLX	RBLX	3,306	$457.9k3.3k shares
SPDR SER TR MDYG	MDYG	3,240	$296.7k3.2k shares
HESS MIDSTREAM LP HESM	HESM	8,446	$291.8k8.4k shares
SPDR INDEX SHS FDS SPDW	SPDW	6,374	$272.7k6.4k shares
PACER FDS TR COWG	COWG	7,500	$272.2k7.5k shares
PFIZER INC PFE	PFE	9,105	$232.0k9.1k shares
ENBRIDGE INC ENB	ENB	4,595	$231.9k4.6k shares
FISERV INC FISV	FISV	1,734	$223.6k1.7k shares
TELEFLEX INCORPORATED TFX	TFX	1,822	$222.9k1.8k shares
WHEATON PRECIOUS METALS CORP WPM	WPM	1,938	$216.7k1.9k shares
TENABLE HLDGS INC TENB	TENB	7,344	$214.2k7.3k shares
LINDE PLC LIN	LIN	438	$208.1k438 shares
GOLD ROYALTY CORP GROY	GROY	10,115	$39.0k10.1k shares