IVC Wealth Advisors LLC

SILVERDALE, PA · CIK 1842811 · 13F filing filed 2026-07-14

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

$256.4m reported value +11.3% vs Q1 2026

177positions

45.3%in top 10

12 new 54 added 98 reduced 8 sold out vs Q1 2026

Holdings, Q2 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	274,451	$23.6m9.22%	9.22%	Reduced -4.5k	-4,543 -1.6%
2	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	318,688	$16.2m6.33%	6.33%	Reduced -2.3k	-2,344 -0.7%
3	APPLE INC COM AAPL	AAPL	54,919	$15.9m6.20%	6.20%	Reduced -954	-954 -1.7%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	223,038	$12.6m4.91%	4.91%	Added +3.5k	+3,507 1.6%
5	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	151,657	$9.3m3.64%	3.64%	Added +162	+162 0.1%
6	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	182,973	$9.2m3.60%	3.60%	Added +4.2k	+4,165 2.3%
7	ISHARES TR USD INV GRDE ETF USIG	USIG	162,344	$8.3m3.25%	3.25%	Added +6.5k	+6,490 4.2%
8	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	156,958	$7.1m2.75%	2.75%	Added +14.1k	+14,118 9.9%
9	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	22,659	$6.9m2.71%	2.71%	Reduced -1.7k	-1,734 -7.1%
10	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	34,251	$6.8m2.64%	2.64%	Added +164	+164 0.5%
11	ISHARES TR HDG MSCI EAFE HEFA	HEFA	133,119	$6.2m2.44%	2.44%	Added +4.1k	+4,134 3.2%
12	NVIDIA CORPORATION COM NVDA	NVDA	25,654	$5.1m2.00%	2.00%	Reduced -125	-125 -0.5%
13	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	16,314	$4.7m1.83%	1.83%	Reduced -280	-280 -1.7%
14	CATERPILLAR INC COM CAT	CAT	3,802	$4.0m1.58%	1.58%	Reduced -60	-60 -1.6%
15	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	104,426	$3.6m1.42%	1.42%	Reduced -809	-809 -0.8%
16	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	68,030	$3.6m1.39%	1.39%	Added +5.0k	+4,962 7.9%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	13,425	$3.3m1.27%	1.27%	Reduced -82	-82 -0.6%
18	MERCK & CO INC COM MRK	MRK	21,139	$2.7m1.06%	1.06%	Reduced -55	-55 -0.3%
19	META PLATFORMS INC CL A META	META	4,710	$2.7m1.03%	1.03%	Added +83	+83 1.8%
20	JOHNSON & JOHNSON COM JNJ	JNJ	10,167	$2.6m1.01%	1.01%	Reduced -63	-63 -0.6%
21	INTEL CORP COM INTC	INTC	18,442	$2.6m1.00%	1.00%	Reduced -1.0k	-1,049 -5.4%
22	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	27,693	$2.5m0.96%	0.96%	Added +342	+342 1.2%
23	TRUIST FINL CORP COM TFC	TFC	47,770	$2.4m0.93%	0.93%	Reduced -57	-57 -0.1%
24	ALLSTATE CORP COM ALL	ALL	9,595	$2.3m0.89%	0.89%	Reduced -195	-195 -2.0%
25	CISCO SYS INC COM CSCO	CSCO	17,074	$2.0m0.78%	0.78%	Reduced -203	-203 -1.2%
26	RALLIANT CORP COM RAL	RAL	27,142	$2.0m0.78%	0.78%	Added +319	+319 1.2%
27	VISA INC COM CL A V	V	5,569	$1.9m0.75%	0.75%	Added +134	+134 2.5%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,225	$1.9m0.73%	0.73%	Reduced -137	-137 -4.1%
29	MICROSOFT CORP COM MSFT	MSFT	4,639	$1.7m0.67%	0.67%	Added +100	+100 2.2%
30	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,003	$1.7m0.66%	0.66%	Reduced -97	-97 -1.6%
31	EATON CORP PLC SHS ETN	ETN	3,928	$1.7m0.65%	0.65%	Reduced -136	-136 -3.4%
32	ELI LILLY & CO COM LLY	LLY	1,341	$1.6m0.63%	0.63%	Added +2	+2 0.1%
33	AUTONATION INC COM AN	AN	8,490	$1.6m0.62%	0.62%	Reduced -55	-55 -0.6%
34	BROADCOM INC COM AVGO	AVGO	3,736	$1.4m0.55%	0.55%	Added +6	+6 0.2%
35	AMETEK INC COM AME	AME	5,531	$1.3m0.52%	0.52%	Added +1	+1 0.0%
36	CITIZENS & NORTHN CORP COM CZNC	CZNC	54,608	$1.3m0.50%	0.50%	Reduced -2.0k	-1,956 -3.5%
37	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	27,758	$1.3m0.49%	0.49%	Reduced -1.8k	-1,763 -6.0%
38	NEWMONT CORP COM NEM	NEM	13,396	$1.3m0.49%	0.49%	Unchanged
39	REPUBLIC SVCS INC COM RSG	RSG	5,691	$1.2m0.47%	0.47%	Reduced -75	-75 -1.3%
40	MCDONALDS CORP COM MCD	MCD	4,466	$1.2m0.47%	0.47%	Reduced -94	-94 -2.1%
41	JPMORGAN CHASE & CO COM JPM	JPM	3,583	$1.2m0.46%	0.46%	Reduced -18	-18 -0.5%
42	WASTE MGMT INC DEL COM WM	WM	5,135	$1.1m0.45%	0.45%	Reduced -25	-25 -0.5%
43	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	20,464	$1.1m0.45%	0.45%	New
44	TESLA INC COM TSLA	TSLA	2,705	$1.1m0.44%	0.44%	Added +1	+1 0.0%
45	AMAZON COM INC COM AMZN	AMZN	4,762	$1.1m0.44%	0.44%	Added +78	+78 1.7%
46	ANALOG DEVICES INC COM ADI	ADI	2,843	$1.1m0.44%	0.44%	Reduced -73	-73 -2.5%
47	PRUDENTIAL FINL INC COM PRU	PRU	9,897	$1.1m0.42%	0.42%	Reduced -1.6k	-1,585 -13.8%
48	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,387	$1.1m0.41%	0.41%	Reduced -93	-93 -6.3%
49	RIO TINTO PLC SPONSORED ADR RIO	RIO	10,827	$1.0m0.40%	0.40%	Reduced -228	-228 -2.1%
50	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,430	$982.1k0.38%	0.38%	Reduced -2	-2 -0.1%
51	COCA COLA CO COM KO	KO	12,035	$978.1k0.38%	0.38%	Reduced -128	-128 -1.1%
52	UNIVEST FINANCIAL CORPORATIO COM UVSP	UVSP	21,937	$959.7k0.37%	0.37%	Unchanged
53	NETFLIX INC COM NFLX	NFLX	13,398	$956.6k0.37%	0.37%	Added +217	+217 1.6%
54	EXXON MOBIL CORP COM XOM	XOM	6,894	$942.6k0.37%	0.37%	Reduced -12	-12 -0.2%
55	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	2,197	$912.4k0.36%	0.36%	Reduced -103	-103 -4.5%
56	VANGUARD WORLD FD INF TECH ETF VGT	VGT	7,423	$887.2k0.35%	0.35%	Reduced -105	-105 -1.4%
57	WELLS FARGO CO NEW COM WFC	WFC	10,658	$880.8k0.34%	0.34%	Reduced -25	-25 -0.2%
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,134	$846.5k0.33%	0.33%	Unchanged
59	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,767	$827.4k0.32%	0.32%	Added +150	+150 5.7%
60	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,194	$819.6k0.32%	0.32%	Reduced -135	-135 -3.1%
61	CHENIERE ENERGY INC COM NEW LNG	LNG	3,336	$797.4k0.31%	0.31%	Added +9	+9 0.3%
62	BANK NEW YORK MELLON CORP COM BNY	BNY	5,339	$772.1k0.30%	0.30%	Reduced -3	-3 -0.1%
63	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,143	$765.8k0.30%	0.30%	Added +32	+32 1.5%
64	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	9,248	$764.3k0.30%	0.30%	Added +390	+390 4.4%
65	ADOBE INC COM ADBE	ADBE	3,575	$732.9k0.29%	0.29%	Reduced -8	-8 -0.2%
66	3M CO COM MMM	MMM	4,343	$703.1k0.27%	0.27%	Reduced -245	-245 -5.3%
67	EVERUS CONSTR GROUP COM ECG	ECG	4,217	$699.8k0.27%	0.27%	Reduced -130	-130 -3.0%
68	ALPHABET INC CAP STK CL C GOOG	GOOG	1,975	$697.8k0.27%	0.27%	Reduced -35	-35 -1.7%
69	MORGAN STANLEY COM NEW MS	MS	3,315	$693.0k0.27%	0.27%	Reduced -155	-155 -4.5%
70	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	8,324	$675.6k0.26%	0.26%	Reduced -305	-305 -3.5%
71	EOG RES INC COM EOG	EOG	5,194	$673.9k0.26%	0.26%	Reduced -131	-131 -2.5%
72	PEPSICO INC COM PEP	PEP	4,842	$655.6k0.26%	0.26%	Reduced -167	-167 -3.3%
73	MARATHON PETE CORP COM MPC	MPC	2,555	$653.2k0.25%	0.25%	Added +8	+8 0.3%
74	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	13,142	$615.2k0.24%	0.24%	Reduced -345	-345 -2.6%
75	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	632	$609.9k0.24%	0.24%	Added +4	+4 0.6%
76	PUBLIC STORAGE COM PSA	PSA	1,903	$605.7k0.24%	0.24%	Reduced -7	-7 -0.4%
77	NUCOR CORP COM NUE	NUE	2,677	$596.3k0.23%	0.23%	Reduced -1	-1 -0.0%
78	VANGUARD WORLD FD ENERGY ETF VDE	VDE	3,940	$591.5k0.23%	0.23%	Reduced -300	-300 -7.1%
79	ISHARES TR MBS ETF MBB	MBB	6,254	$591.1k0.23%	0.23%	Added +463	+463 8.0%
80	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	12,048	$583.5k0.23%	0.23%	Reduced -1.3k	-1,287 -9.7%
81	CROWN CASTLE INC COM CCI	CCI	7,540	$571.0k0.22%	0.22%	Reduced -617	-617 -7.6%
82	RTX CORPORATION COM RTX	RTX	3,003	$569.8k0.22%	0.22%	Reduced -23	-23 -0.8%
83	DYCOM INDS INC COM DY	DY	1,115	$563.7k0.22%	0.22%	Reduced -17	-17 -1.5%
84	AMGEN INC COM AMGN	AMGN	1,547	$560.1k0.22%	0.22%	Reduced -13	-13 -0.8%
85	JFROG LTD ORD SHS FROG	FROG	6,103	$554.6k0.22%	0.22%	Reduced -505	-505 -7.6%
86	PACER FDS TR US CASH COWS 100 COWZ	COWZ	8,707	$541.6k0.21%	0.21%	Reduced -4.0k	-4,027 -31.6%
87	SOUTHERN CO COM SO	SO	5,626	$538.5k0.21%	0.21%	Reduced -34	-34 -0.6%
88	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	9,117	$537.7k0.21%	0.21%	Added +473	+473 5.5%
89	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	5,875	$535.8k0.21%	0.21%	Reduced -510	-510 -8.0%
90	PNC FINL SVCS GROUP INC COM PNC	PNC	2,110	$519.5k0.20%	0.20%	Reduced -44	-44 -2.0%
91	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,375	$517.6k0.20%	0.20%	New
92	JOHNSON CTLS INTL PLC SHS JCI	JCI	3,522	$514.6k0.20%	0.20%	Unchanged
93	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	15,148	$512.6k0.20%	0.20%	Unchanged
94	CHEVRON CORP NEW COM CVX	CVX	3,092	$512.5k0.20%	0.20%	Added +15	+15 0.5%
95	CONOCOPHILLIPS COM COP	COP	4,918	$511.3k0.20%	0.20%	Unchanged
96	GOLDMAN SACHS GROUP INC COM GS	GS	492	$497.6k0.19%	0.19%	Reduced -4	-4 -0.8%
97	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	20,560	$486.9k0.19%	0.19%	Added +199	+199 1.0%
98	US BANCORP DEL COM NEW USB	USB	7,738	$467.4k0.18%	0.18%	Reduced -52	-52 -0.7%
99	CORNING INC COM GLW	GLW	1,819	$464.6k0.18%	0.18%	Reduced -402	-402 -18.1%
100	MEDTRONIC PLC SHS MDT	MDT	5,922	$463.3k0.18%	0.18%	Reduced -174	-174 -2.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCHANGE TRADED FD T RSP	RSP	1,505	$288.8k1.5k shares
VERIZON COMMUNICATIONS INC VZ	VZ	5,684	$285.4k5.7k shares
AT&T INC T	T	8,056	$233.5k8.1k shares
PACER FDS TR CALF	CALF	5,186	$232.7k5.2k shares
ENBRIDGE INC ENB	ENB	3,875	$209.8k3.9k shares
CLOROX CO DEL CLX	CLX	2,000	$207.3k2.0k shares
PFIZER INC PFE	PFE	7,233	$203.1k7.2k shares
CONSTELLATION ENERGY CORP CEG	CEG	726	$202.8k726 shares