IVC Wealth Advisors LLC
All 13F Filings
- Location
- Silverdale, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 229,929
- 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 |
|---|---|---|---|---|---|
| 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 | 182.1 K | 79.2% | 4.286 K | 0 | 4.286 K |
| ETFs | 47.13 K | 20.5% | 1.686 K | 0 | 1.686 K |
| Debt | 484 | 0.2% | 192 | 0 | 192 |
| Other | 231 | 0.1% | 13 | 0 | 13 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
229,929
Holdings
179
QoQ value change ($000)
6,175
(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.