IVC Wealth Advisors LLC: 13F holdings
CIK 18428112026Q2
| Positions | 177 |
|---|---|
| Reported value | $256.4m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 274,451 | $23.6m | 9.2% |
| PVAL PUTNAM ETF TRUST | 318,688 | $16.2m | 6.3% |
| AAPL APPLE INC | 54,919 | $15.9m | 6.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 223,038 | $12.6m | 4.9% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 151,657 | $9.3m | 3.6% |
| JAAA JANUS DETROIT STR TR | 182,973 | $9.2m | 3.6% |
| USIG ISHARES TR | 162,344 | $8.3m | 3.2% |
| JMBS JANUS DETROIT STR TR | 156,958 | $7.1m | 2.8% |
| VOT VANGUARD INDEX FDS | 22,659 | $6.9m | 2.7% |
| VOE VANGUARD INDEX FDS | 34,251 | $6.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842811")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.