IVC Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Silverdale, PA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$229,929
Net value change ($000)
+6,175 (2.8%)
New positions
9
Sold out positions
14
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SOLS 1,198 NEW
PVAL 1,067 8.1%
MRK 707 44.9%
JAAA 684 9.0%
JEPI 529 4.8%
VOO 472 110.8%
LLY 461 42.8%
GSK 425 NEW
JEPQ 414 5.6%
CAT 390 20.5%
Top Reduces (Value $000, Stocks/ETFs)
VOT -847 -12.6%
KMB -795 -100.0%
UVSP -470 -39.0%
RBLX -458 -100.0%
PAYX -312 -28.0%
MDYG -297 -100.0%
HESM -292 -100.0%
SPDW -273 -100.0%
COWG -272 -100.0%
META -260 -7.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type