Notify me when IVC Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 179 | $229,929,231 | +$10,493,364 | -$7,817,786 | +$2,675,578 | VUG, AAPL, PVAL, JEPI, JAAA | 13F-HR | 16 Jan 2026, 14:06 |
| Q3 2025 | 183 | $223,754,307 | +$13,440,878 | -$7,699,818 | +$5,741,060 | VUG, AAPL, PVAL, JEPI, USIG | 13F-HR | 09 Oct 2025, 15:22 |
| Q2 2025 | 174 | $205,102,077 | +$18,173,278 | -$8,919,980 | +$9,253,298 | VUG, AAPL, PVAL, JEPI, USIG | 13F-HR | 22 Jul 2025, 17:05 |
| Q1 2025 | 162 | $185,915,440 | +$25,681,880 | -$13,650,247 | +$12,031,633 | VUG, AAPL, JEPI, PVAL, SCHV | 13F-HR | 08 Apr 2025, 16:04 |
| Q4 2024 | 151 | $178,748,437 | +$13,406,971 | -$11,444,399 | +$1,962,572 | VUG, AAPL, JEPI, COWZ, SCHV | 13F-HR | 17 Jan 2025, 16:27 |
| Q3 2024 | 163 | $182,717,932 | +$6,462,699 | -$13,745,284 | -$7,282,585 | VUG, AAPL, JEPI, SCHV, COWZ | 13F-HR | 24 Oct 2024, 17:06 |
| Q2 2024 | 165 | $178,819,611 | +$12,586,663 | -$5,402,361 | +$7,184,302 | VUG, AAPL, JEPI, SCHV, COWZ | 13F-HR | 16 Jul 2024, 13:58 |
| Q1 2024 | 163 | $173,287,845 | +$8,554,322 | -$6,090,589 | +$2,463,733 | VUG, AAPL, JEPI, SCHV, COWZ | 13F-HR | 19 Apr 2024, 10:31 |
| Q4 2023 | 161 | $160,834,544 | +$14,552,714 | -$18,024,160 | -$3,471,446 | VUG, AAPL, JEPI, SCHV, COWZ | 13F-HR | 10 Jan 2024, 15:28 |
| Q3 2023 | 154 | $149,549,166 | +$4,337,422 | -$5,461,476 | -$1,124,054 | VUG, AAPL, SCHV, JEPI, USIG | 13F-HR | 05 Oct 2023, 16:34 |
| Q2 2023 | 160 | $157,898,597 | +$13,770,578 | -$4,667,440 | +$9,103,138 | VUG, AAPL, SCHV, JEPI, USIG | 13F-HR | 13 Jul 2023, 15:59 |
| Q1 2023 | 142 | $141,131,598 | +$5,286,789 | -$9,774,103 | -$4,487,314 | VUG, AAPL, SCHV, JEPI, CZNC | 13F-HR | 13 Apr 2023, 13:57 |
| Q4 2022 | 156 | $129,399,329 | +$8,069,642 | -$3,383,823 | +$4,685,819 | SCHV, VUG, AAPL, CZNC, IGSB | 13F-HR | 17 Jan 2023, 12:14 |
| Q3 2022 | 141 | $124,236,000 | +$4,127,687 | -$2,762,711 | +$1,364,976 | VUG, SCHV, AAPL, CZNC, IGSB | 13F-HR | 12 Oct 2022, 14:13 |
| Q2 2022 | 139 | $129,231,000 | +$9,164,943 | -$12,094,568 | -$2,929,625 | SCHV, VUG, AAPL, CZNC, IGSB | 13F-HR | 11 Jul 2022, 16:54 |
| Q1 2022 | 146 | $152,184,000 | +$10,902,884 | -$6,460,470 | +$4,442,414 | SCHV, AAPL, VUG, TIP, FTSL | Restatement | 27 Apr 2022, 17:14 |
| Q4 2021 | 135 | $155,176,000 | +$6,806,473 | -$6,665,387 | +$141,086 | SCHV, AAPL, VUG, TIP, CZNC | 13F-HR | 13 Jan 2022, 11:04 |
| Q3 2021 | 142 | $145,121,000 | +$6,644,829 | -$2,855,646 | +$3,789,183 | SCHV, VUG, AAPL, TIP, CZNC | 13F-HR | 08 Oct 2021, 14:06 |
| Q2 2021 | 131 | $142,269,000 | +$12,614,138 | -$3,632,375 | +$8,981,763 | SCHV, VUG, AAPL, TIP, CZNC | 13F-HR | 13 Jul 2021, 16:01 |
| Q1 2021 | 126 | $126,979,000 | +$21,908,753 | -$5,368,587 | +$16,540,166 | SCHV, VUG, AAPL, TIP, CZNC | 13F-HR | 20 Apr 2021, 12:25 |
| Q4 2020 | 112 | $104,818,000 | $0 | $0 | $0 | AAPL, VUG, SCHV, CZNC, TFC | 13F-HR | 01 Feb 2021, 10:57 |