IVC Wealth Advisors LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 166 separate positions held by the firm.
The portfolio is heavily weighted toward technology and healthcare giants, with Apple Inc. holding the largest position at 48,468 shares. Other major technology holdings include Microsoft Corporation (4,735 shares), NVIDIA Corporation (25,316 shares), and Advanced Micro Devices Inc. (3,197 shares). The filing also shows significant exposure to consumer staples and energy companies, including Walmart Inc. (2,553 shares), Coca-Cola Co. (11,361 shares), and ExxonMobil Holdings Corp. (6,316 shares).
In addition to individual stocks, the report includes numerous exchange-traded funds (ETFs). Significant ETF holdings include the Vanguard Morningstar Large Cap Growth ETF (274,433 shares), the Schwab Strategic Trust US Large Cap Value ETF (100,873 shares), and the Vanguard Morningstar Small Cap Value ETF (34,401 shares).
The filing was submitted on October 23, 2026, by Registered Service Associate Julie MacDade on behalf of the firm, which is located in Silverdale, Pennsylvania.
