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IVC Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1842811 · latest 13F-HR filed 2026-07-14

Backtest portfolio

IVC Wealth Advisors LLC manages $256.4M in 13F-reported U.S. long-equity assets across 177 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VUG (9.22%), PVAL (6.33%), AAPL (6.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 8; 88 existing positions rose in reported value and 38 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$256.4M

Long-equity book

Holdings
177

Distinct positions

Period
2026-06-30

Filed 2026-07-14

Q/Q Activity
+12 / −8 / ↑88 / ↓38

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VUG9.2% · +490%PVAL6.3% · -1%AAPL6.2% · -2%JEPI4.9% · +2%JEPQ3.6% · +0%JAAA3.6% · +2%USIG3.2% · +4%JMBS2.8% · +10%VOT2.7% · -7%VOE2.6% · +0%HEFA2.4% · +3%NVDA2.0% · -0%VTWG1.8% · -2%CAT1.6% · -2%SCHV1.4% · -1%IGSB1.4% · +8%VBR1.3% · -1%MRK1.1% · -0%META1.0% · +2%JNJ1.0% · -1%INTC1.0% · -5%SOLS1.0% · +1%TFC0.9% · -0%ALL0.9% · -2%CSCO0.8% · -1%RAL0.8% · +1%V0.7% · +2%AMD0.7% · -4%MSFT0.7% · +2%IBM0.7% · -2%ETN0.7% · -3%LLY0.6% · +0%AN0.6% · -1%AVGO0.6% · +0%AME0.5% · 0%CZNC0.5% · -4%HPE0.5% · -6%NEM0.5% · 0%RSG0.5% · -1%MCD0.5% · -2%JPM0.5% · -0%WM0.4% · -0%FPS0.4% · newTSLA0.4% · 0%AMZN0.4% · +2%ADI0.4% · -2%PRU0.4% · -14%CRWD0.4% · -6%RIO0.4% · -2%VOO0.4% · -0%KO0.4% · -1%UVSP0.4% · 0%NFLX0.4% · +2%XOM0.4% · -0%MSI0.4% · -4%VGT0.3% · +689%WFC0.3% · -0%SPY0.3% · 0%VHT0.3% · +6%VTWV0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jan 16, 2026.

Assets Under Management
$455.0M
Discretionary
$441.8M
Employees
8
Accounts
1,275
Address
163 E. MAIN STREET
SILVERDALE, PA 18962
Phone
(215) 392-6631
Website
Name Title / Status Ownership Type
GOTWALS, DAVID, WILLIAM ControlVICE PRESIDENT
since Aug 2014
10–25%Individual
JOYCE, RONALD, JACK ControlVICE PRESIDENT & TREASURER
since Aug 2014
10–25%Individual
LANDES, ERIC, VAUGHN ControlPRESIDENT & MAYOR
since Aug 2014
50–75%Individual
MCCOLGAN, PAUL, JOSEPH ControlCHIEF COMPLIANCE OFFICER
since Aug 2019
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Mar 11, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 8, 2019 filing
  • AddedMCCOLGAN, PAUL, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedGOTWALS, DAVID, WILLIAM · title VICE PRESIDENT & CHIEF COMPLIANCE OFFICER → VICE PRESIDENT
Mar 11, 2019 filing (earliest on record)
  • ListedGOTWALS, DAVID, WILLIAM · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · 10–25% · control person
  • ListedJOYCE, RONALD, JACK · VICE PRESIDENT & TREASURER · 10–25% · control person
  • ListedLANDES, ERIC, VAUGHN · PRESIDENT & MAYOR · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 88 →

Top Trims

Show all 38 →

New Positions

Show all 12 →

Exited Positions

Show all 8 →

IVC Wealth Advisors LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VUG 922908736 $23.6M 9.22% 274,451 SH
2 PUTNAM ETF TRUST PVAL 746729300 $16.2M 6.33% 318,688 SH
3 APPLE INC AAPL 037833100 $15.9M 6.20% 54,919 SH
4 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $12.6M 4.91% 223,038 SH
5 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $9.3M 3.64% 151,657 SH
6 JANUS DETROIT STR TR JAAA 47103U845 $9.2M 3.60% 182,973 SH
7 ISHARES TR USIG 464288620 $8.3M 3.25% 162,344 SH
8 JANUS DETROIT STR TR JMBS 47103U852 $7.1M 2.75% 156,958 SH
9 VANGUARD INDEX FDS VOT 922908538 $6.9M 2.71% 22,659 SH
10 VANGUARD INDEX FDS VOE 922908512 $6.8M 2.64% 34,251 SH
11 ISHARES TR HEFA 46434V803 $6.2M 2.44% 133,119 SH
12 NVIDIA CORPORATION NVDA 67066G104 $5.1M 2.00% 25,654 SH
13 VANGUARD SCOTTSDALE FDS VTWG 92206C623 $4.7M 1.83% 16,314 SH
14 CATERPILLAR INC CAT 149123101 $4.0M 1.58% 3,802 SH
15 SCHWAB STRATEGIC TR SCHV 808524409 $3.6M 1.42% 104,426 SH
16 ISHARES TR IGSB 464288646 $3.6M 1.39% 68,030 SH
17 VANGUARD INDEX FDS VBR 922908611 $3.3M 1.27% 13,425 SH
18 MERCK & CO INC MRK 58933Y105 $2.7M 1.06% 21,139 SH
19 META PLATFORMS INC META 30303M102 $2.7M 1.03% 4,710 SH
20 JOHNSON & JOHNSON JNJ 478160104 $2.6M 1.01% 10,167 SH
21 INTEL CORP INTC 458140100 $2.6M 1.00% 18,442 SH
22 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $2.5M 0.96% 27,693 SH
23 TRUIST FINL CORP TFC 89832Q109 $2.4M 0.93% 47,770 SH
24 ALLSTATE CORP ALL 020002101 $2.3M 0.89% 9,595 SH
25 CISCO SYS INC CSCO 17275R102 $2.0M 0.78% 17,074 SH
26 RALLIANT CORP RAL 750940108 $2.0M 0.78% 27,142 SH
27 VISA INC V 92826C839 $1.9M 0.75% 5,569 SH
28 ADVANCED MICRO DEVICES INC AMD 007903107 $1.9M 0.73% 3,225 SH
29 MICROSOFT CORP MSFT 594918104 $1.7M 0.67% 4,639 SH
30 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.7M 0.66% 6,003 SH
31 EATON CORP PLC ETN G29183103 $1.7M 0.65% 3,928 SH
32 ELI LILLY & CO LLY 532457108 $1.6M 0.63% 1,341 SH
33 AUTONATION INC AN 05329W102 $1.6M 0.62% 8,490 SH
34 BROADCOM INC AVGO 11135F101 $1.4M 0.55% 3,736 SH
35 AMETEK INC AME 031100100 $1.3M 0.52% 5,531 SH
36 CITIZENS & NORTHN CORP CZNC 172922106 $1.3M 0.50% 54,608 SH
37 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $1.3M 0.49% 27,758 SH
38 NEWMONT CORP NEM 651639106 $1.3M 0.49% 13,396 SH
39 REPUBLIC SVCS INC RSG 760759100 $1.2M 0.47% 5,691 SH
40 MCDONALDS CORP MCD 580135101 $1.2M 0.47% 4,466 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.46% 3,583 SH
42 WASTE MGMT INC DEL WM 94106L109 $1.1M 0.45% 5,135 SH
43 FORGENT POWER SOLUTIONS INC FPS 34631F102 $1.1M 0.45% 20,464 SH
44 TESLA INC TSLA 88160R101 $1.1M 0.44% 2,705 SH
45 AMAZON COM INC AMZN 023135106 $1.1M 0.44% 4,762 SH
46 ANALOG DEVICES INC ADI 032654105 $1.1M 0.44% 2,843 SH
47 PRUDENTIAL FINL INC PRU 744320102 $1.1M 0.42% 9,897 SH
48 CROWDSTRIKE HLDGS INC CRWD 22788C105 $1.1M 0.41% 1,387 SH
49 RIO TINTO PLC RIO 767204100 $1.0M 0.40% 10,827 SH
50 VANGUARD INDEX FDS VOO 922908363 $982.1K 0.38% 1,430 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $256.4M 177 0001842811-26-000003
2026-03-31 2026-04-16 $230.3M 173 0001842811-26-000002
2025-12-31 2026-01-16 $229.9M 179 0001842811-26-000001
Filer Information
Address
163 E MAIN ST
PO BOX 539
SILVERDALE, PA 18962-0539
Phone
(215) 392-6631
Filing Manager
IVC Wealth Advisors LLC
SILVERDALE, PA
Signatory
Julie MacDade
Registered Service Associate