IVC Wealth Advisors LLC
All 13F Filings
- Location
- Silverdale, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 249,209
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 166 | 249,209 | 13F-HR | IVC Wealth Advisors LLC |
| Q2 2026 | 7/14/2026 | 177 | 256,391 | 13F-HR | IVC Wealth Advisors LLC |
| Q1 2026 | 4/16/2026 | 173 | 230,321 | 13F-HR | IVC Wealth Advisors LLC |
| Q4 2025 | 1/16/2026 | 179 | 229,929 | 13F-HR | IVC Wealth Advisors LLC |
| Q3 2025 | 10/9/2025 | 183 | 223,754 | 13F-HR | IVC Wealth Advisors LLC |
| Q2 2025 | 7/22/2025 | 174 | 205,102 | 13F-HR | IVC Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.4 K | 50.3% | 0 | 7.77 K | -7.77 K |
| ETFs | 123.6 K | 49.6% | 811 | 0 | 811 |
| Debt | 203 | 0.1% | 0 | 231 | -231 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
249,209
Holdings
166
QoQ value change ($000)
-7,182
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.