IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2026-04-16

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

$230.3m reported value +0.2% vs Q4 2025

173positions

46.1%in top 10

9 new 67 added 79 reduced 15 sold out vs Q4 2025

Holdings, Q1 2026

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	46,499	$20.3m8.82%	8.82%	Added +71	+71 0.1%
2	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	321,032	$14.9m6.47%	6.47%	Added +9.2k	+9,200 3.0%
3	APPLE INC COM AAPL	AAPL	55,873	$14.2m6.16%	6.16%	Reduced -313	-313 -0.6%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	219,531	$12.4m5.40%	5.40%	Added +16.7k	+16,693 8.2%
5	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	178,808	$9.0m3.91%	3.91%	Added +15.1k	+15,054 9.2%
6	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	151,495	$8.4m3.65%	3.65%	Added +16.7k	+16,743 12.4%
7	ISHARES TR USD INV GRDE ETF USIG	USIG	155,854	$8.0m3.47%	3.47%	Added +4.0k	+3,956 2.6%
8	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	142,840	$6.5m2.80%	2.80%	Added +9.5k	+9,536 7.2%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	34,087	$6.3m2.73%	2.73%	Added +3.8k	+3,767 12.4%
10	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	24,393	$6.3m2.73%	2.73%	Added +3.4k	+3,431 16.4%
11	ISHARES TR HDG MSCI EAFE HEFA	HEFA	128,985	$5.5m2.38%	2.38%	Added +22.4k	+22,376 21.0%
12	NVIDIA CORPORATION COM NVDA	NVDA	25,779	$4.5m1.95%	1.95%	Added +131	+131 0.5%
13	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	16,594	$3.8m1.65%	1.65%	Added +765	+765 4.8%
14	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	63,068	$3.3m1.44%	1.44%	Added +2.0k	+2,036 3.3%
15	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	105,235	$3.2m1.39%	1.39%	Reduced -4.8k	-4,817 -4.4%
16	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	13,507	$2.9m1.27%	1.27%	Added +1.3k	+1,321 10.8%
17	CATERPILLAR INC COM CAT	CAT	3,862	$2.7m1.19%	1.19%	Reduced -144	-144 -3.6%
18	META PLATFORMS INC CL A META	META	4,627	$2.6m1.15%	1.15%	Added +57	+57 1.2%
19	MERCK & CO INC COM MRK	MRK	21,194	$2.5m1.11%	1.11%	Reduced -463	-463 -2.1%
20	JOHNSON & JOHNSON COM JNJ	JNJ	10,230	$2.5m1.09%	1.09%	Reduced -168	-168 -1.6%
21	TRUIST FINL CORP COM TFC	TFC	47,827	$2.2m0.95%	0.95%	Reduced -197	-197 -0.4%
22	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	27,351	$2.1m0.90%	0.90%	Added +2.7k	+2,684 10.9%
23	ALLSTATE CORP COM ALL	ALL	9,790	$2.0m0.88%	0.88%	Reduced -490	-490 -4.8%
24	MICROSOFT CORP COM MSFT	MSFT	4,539	$1.7m0.73%	0.73%	Added +120	+120 2.7%
25	AUTONATION INC COM AN	AN	8,545	$1.7m0.72%	0.72%	Reduced -15	-15 -0.2%
26	VISA INC COM CL A V	V	5,435	$1.6m0.71%	0.71%	Added +1	+1 0.0%
27	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,100	$1.5m0.64%	0.64%	Reduced -13	-13 -0.2%
28	EATON CORP PLC SHS ETN	ETN	4,064	$1.5m0.63%	0.63%	Reduced -58	-58 -1.4%
29	NEWMONT CORP COM NEM	NEM	13,396	$1.5m0.63%	0.63%	Reduced -605	-605 -4.3%
30	MCDONALDS CORP COM MCD	MCD	4,560	$1.4m0.62%	0.62%	Added +45	+45 1.0%
31	CISCO SYS INC COM CSCO	CSCO	17,277	$1.3m0.58%	0.58%	Added +31	+31 0.2%
32	NETFLIX INC COM NFLX	NFLX	13,181	$1.3m0.55%	0.55%	Added +1.6k	+1,626 14.1%
33	CITIZENS & NORTHN CORP COM CZNC	CZNC	56,564	$1.3m0.55%	0.55%	Reduced -1.6k	-1,625 -2.8%
34	REPUBLIC SVCS INC COM RSG	RSG	5,766	$1.3m0.55%	0.55%	Reduced -273	-273 -4.5%
35	ELI LILLY & CO COM LLY	LLY	1,339	$1.2m0.53%	0.53%	Reduced -92	-92 -6.4%
36	WASTE MGMT INC DEL COM WM	WM	5,160	$1.2m0.51%	0.51%	Added +56	+56 1.1%
37	AMETEK INC COM AME	AME	5,530	$1.2m0.51%	0.51%	Reduced -250	-250 -4.3%
38	EXXON MOBIL CORP COM XOM	XOM	6,906	$1.2m0.51%	0.51%	Reduced -1.3k	-1,308 -15.9%
39	BROADCOM INC COM AVGO	AVGO	3,730	$1.2m0.50%	0.50%	Added +59	+59 1.6%
40	PRUDENTIAL FINL INC COM PRU	PRU	11,482	$1.1m0.49%	0.49%	Reduced -308	-308 -2.6%
41	RALLIANT CORP COM RAL	RAL	26,823	$1.1m0.48%	0.48%	Added +4.6k	+4,611 20.8%
42	JPMORGAN CHASE & CO COM JPM	JPM	3,601	$1.1m0.46%	0.46%	Added +67	+67 1.9%
43	RIO TINTO PLC SPONSORED ADR RIO	RIO	11,055	$1.0m0.45%	0.45%	Added +92	+92 0.8%
44	TESLA INC COM TSLA	TSLA	2,704	$1.0m0.44%	0.44%	Added +16	+16 0.6%
45	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,300	$998.1k0.43%	0.43%	Reduced -256	-256 -10.0%
46	AMAZON COM INC COM AMZN	AMZN	4,684	$975.5k0.42%	0.42%	Added +304	+304 6.9%
47	CHENIERE ENERGY INC COM NEW LNG	LNG	3,327	$944.1k0.41%	0.41%	Reduced -150	-150 -4.3%
48	ANALOG DEVICES INC COM ADI	ADI	2,916	$927.8k0.40%	0.40%	Reduced -67	-67 -2.2%
49	COCA COLA CO COM KO	KO	12,163	$925.0k0.40%	0.40%	Reduced -79	-79 -0.7%
50	ADOBE INC COM ADBE	ADBE	3,583	$871.0k0.38%	0.38%	Added +171	+171 5.0%
51	INTEL CORP COM INTC	INTC	19,491	$860.1k0.37%	0.37%	Reduced -919	-919 -4.5%
52	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,432	$855.7k0.37%	0.37%	Unchanged
53	WELLS FARGO CO NEW COM WFC	WFC	10,683	$850.5k0.37%	0.37%	Reduced -8	-8 -0.1%
54	PACER FDS TR US CASH COWS 100 COWZ	COWZ	12,734	$796.6k0.35%	0.35%	Reduced -3.9k	-3,871 -23.3%
55	PEPSICO INC COM PEP	PEP	5,009	$777.9k0.34%	0.34%	Reduced -86	-86 -1.7%
56	EOG RES INC COM EOG	EOG	5,325	$769.8k0.33%	0.33%	Reduced -76	-76 -1.4%
57	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	21,937	$751.6k0.33%	0.33%	Reduced -490	-490 -2.2%
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,134	$737.7k0.32%	0.32%	Unchanged
59	VANGUARD WORLD FD ENERGY ETF VDE	VDE	4,240	$733.7k0.32%	0.32%	Unchanged
60	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	8,858	$733.0k0.32%	0.32%	Reduced -92	-92 -1.0%
61	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,329	$723.8k0.31%	0.31%	Reduced -65	-65 -1.5%
62	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,617	$712.7k0.31%	0.31%	Unchanged
63	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	29,521	$702.9k0.31%	0.31%	Added +1.0k	+1,048 3.7%
64	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	8,629	$698.6k0.30%	0.30%	Reduced -324	-324 -3.6%
65	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,362	$683.9k0.30%	0.30%	Added +17	+17 0.5%
66	3M CO COM MMM	MMM	4,588	$666.3k0.29%	0.29%	Reduced -293	-293 -6.0%
67	CROWN CASTLE INC COM CCI	CCI	8,157	$663.2k0.29%	0.29%	Reduced -483	-483 -5.6%
68	VANGUARD WORLD FD INF TECH ETF VGT	VGT	941	$656.6k0.29%	0.29%	Reduced -4	-4 -0.4%
69	CONOCOPHILLIPS COM COP	COP	4,918	$649.1k0.28%	0.28%	Reduced -5	-5 -0.1%
70	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	13,335	$640.7k0.28%	0.28%	Reduced -1.1k	-1,139 -7.9%
71	CHEVRON CORP NEW COM CVX	CVX	3,077	$636.6k0.28%	0.28%	Added +30	+30 1.0%
72	BANK NEW YORK MELLON CORP COM BNY	BNY	5,342	$633.7k0.28%	0.28%	Reduced -315	-315 -5.6%
73	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	13,487	$633.2k0.27%	0.27%	Reduced -3.6k	-3,584 -21.0%
74	MARATHON PETE CORP COM MPC	MPC	2,547	$621.9k0.27%	0.27%	Reduced -28	-28 -1.1%
75	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,111	$607.0k0.26%	0.26%	Added +65	+65 3.2%
76	RTX CORPORATION COM RTX	RTX	3,026	$583.8k0.25%	0.25%	Added +43	+43 1.4%
77	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,480	$577.8k0.25%	0.25%	Reduced -14	-14 -0.9%
78	ALPHABET INC CAP STK CL C GOOG	GOOG	2,010	$576.6k0.25%	0.25%	Added +115	+115 6.1%
79	MORGAN STANLEY COM NEW MS	MS	3,470	$571.1k0.25%	0.25%	Reduced -42	-42 -1.2%
80	ISHARES TR MBS ETF MBB	MBB	5,791	$549.9k0.24%	0.24%	Added +27	+27 0.5%
81	AMGEN INC COM AMGN	AMGN	1,560	$549.0k0.24%	0.24%	Added +61	+61 4.1%
82	SOUTHERN CO COM SO	SO	5,660	$546.3k0.24%	0.24%	Reduced -81	-81 -1.4%
83	MEDTRONIC PLC SHS MDT	MDT	6,096	$528.2k0.23%	0.23%	Added +320	+320 5.5%
84	PUBLIC STORAGE COM PSA	PSA	1,910	$517.4k0.22%	0.22%	Reduced -13	-13 -0.7%
85	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	8,644	$514.8k0.22%	0.22%	Added +70	+70 0.8%
86	EVERUS CONSTR GROUP COM ECG	ECG	4,347	$513.2k0.22%	0.22%	Added +5	+5 0.1%
87	GSK PLC SPONSORED ADR GSK	GSK	8,997	$496.5k0.22%	0.22%	Added +322	+322 3.7%
88	SALESFORCE INC COM CRM	CRM	2,518	$470.0k0.20%	0.20%	Added +246	+246 10.8%
89	STRYKER CORPORATION COM SYK	SYK	1,415	$465.0k0.20%	0.20%	Reduced -1	-1 -0.1%
90	JOHNSON CTLS INTL PLC SHS JCI	JCI	3,522	$461.2k0.20%	0.20%	Unchanged
91	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,110	$454.9k0.20%	0.20%	Reduced -215	-215 -6.5%
92	NUCOR CORP COM NUE	NUE	2,678	$452.9k0.20%	0.20%	Added +2	+2 0.1%
93	NATIONAL FUEL GAS CO COM NFG	NFG	4,796	$450.6k0.20%	0.20%	Reduced -10	-10 -0.2%
94	PNC FINL SVCS GROUP INC COM PNC	PNC	2,154	$448.2k0.19%	0.19%	Added +29	+29 1.4%
95	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	15,148	$441.3k0.19%	0.19%	Reduced -1.6k	-1,600 -9.6%
96	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	20,361	$437.6k0.19%	0.19%	Reduced -1.9k	-1,893 -8.5%
97	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,927	$437.0k0.19%	0.19%	Reduced -156	-156 -3.1%
98	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	3,734	$428.9k0.19%	0.19%	Reduced -187	-187 -4.8%
99	DEVON ENERGY CORP NEW COM DVN	DVN	8,436	$424.5k0.18%	0.18%	Reduced -43	-43 -0.5%
100	SPDR GOLD TR GOLD SHS GLD	GLD	982	$422.5k0.18%	0.18%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SOLVENTUM CORP SOLV	SOLV	6,528	$517.3k6.5k shares
PIMCO ETF TR BOND	BOND	4,082	$380.0k4.1k shares
COSTAR GROUP INC CSGP	CSGP	5,464	$367.4k5.5k shares
ISHARES TR ITOT	ITOT	2,448	$364.0k2.4k shares
ACCENTURE PLC IRELAND ACN	ACN	927	$248.7k927 shares
BOSTON SCIENTIFIC CORP BSX	BSX	2,539	$242.1k2.5k shares
AMERICAN EXPRESS CO AXP	AXP	633	$234.2k633 shares
INTERNATIONAL PAPER CO IP	IP	5,865	$231.0k5.9k shares
ISHARES TR IVV	IVV	325	$222.6k325 shares
ASTRAZENECA PLC		1,172	$215.4k1.2k shares
UNITEDHEALTH GROUP INC UNH	UNH	648	$214.1k648 shares
INVESCO ACTIVELY MANAGED EXC GTO	GTO	4,369	$207.2k4.4k shares
CARDINAL HEALTH INC CAH	CAH	1,003	$206.0k1.0k shares
BOEING CO BA	BA	941	$204.3k941 shares
AMCOR PLC AMCR	AMCR	16,338	$136.3k16.3k shares