Arkolith/Funds/IVC Wealth Advisors LLC

IVC Wealth Advisors LLC

CIK 1842811Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

IVC Wealth Advisors LLC holds a focused book of 177 reported positions worth $256.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Forgent Power Solutions Inc and trimmed Putnam Focused LRG Cap Value. Their largest long position is Vanguard Growth ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

IVC Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
11
bought for the first time
+8 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.3%
+13.6%/yr · since Oct '24
Their reported book
+22.2%
held from quarter-end
S&P 500
+34.3%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
IVC Wealth Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.1 points over this window.

Growth of $10,000 cloning IVC Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

45% mapped to company sectors

ETFs / funds
46%
Information Technology
19%
No sector on file yet
8%
Financials
7%
Industrials
5%
Health Care
4%
Materials
3%
Consumer Discretionary
3%

+5 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as IVC Wealth Advisors LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Prospect Hill Management, LLC8 / 80$240.2M
Draper Asset Management, LLC9 / 80$171.5M
Integrated Financial Solutions, Inc.18 / 80$152.1M
Skandinaviska Enskilda Banken AB (publ)15 / 80$2.1B
Hoey Investments, Inc44 / 80$610.0M
Ketron Financial15 / 80$252.6M
9823 Capital, L.P.8 / 80$115.3M

Ranked by the share of each fund's own book sitting in the names it shares with IVC Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

177 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$23.6M274.5K
9.2%
+490%
Added · +228K sh
2Putnam ETF Trust
FOCUSED LAR CAP
$16.2M318.7K
6.3%
−0.7%
Reduced · −2K sh
3Apple Inc
COM
$15.9M54.9K
6.2%
−1.7%
Reduced · −954 sh
4J P Morgan Exchange Traded F
EQUITY PREMIUM
$12.6M223.0K
4.9%
+1.6%
Added · +4K sh
5J P Morgan Exchange Traded F
NASDAQ EQT PREM
$9.3M151.7K
3.6%
+0.1%
Added · +162 sh
6Janus Detroit STR TR
HENDRSON AAA CL
$9.2M183.0K
3.6%
+2.3%
Added · +4K sh
7Ishares TR
USD INV GRDE ETF
$8.3M162.3K
3.2%
+4.2%
Added · +6K sh
8Janus Detroit STR TR
HENDERSON MTG
$7.1M157.0K
2.8%
+9.9%
Added · +14K sh
9Vanguard Index FDS
MCAP GR IDXVIP
$6.9M22.7K
2.7%
−7.1%
Reduced · −2K sh
10Vanguard Index FDS
MCAP VL IDXVIP
$6.8M34.3K
2.6%
+0.5%
Added · +164 sh
11Ishares TR
HDG MSCI EAFE
$6.2M133.1K
2.4%
+3.2%
Added · +4K sh
12Nvidia Corporation
COM
$5.1M25.7K
2.0%
−0.5%
Reduced · −125 sh
13Vanguard Scottsdale FDS
VNG RUS2000GRW
$4.7M16.3K
1.8%
−1.7%
Reduced · −280 sh
14Caterpillar Inc
COM
$4.0M3.8K
1.6%
−1.6%
Reduced · −60 sh
15Schwab Strategic TR
US LCAP VA ETF
$3.6M104.4K
1.4%
−0.8%
Reduced · −809 sh
16Ishares TR
ISHS 1-5YR INVS
$3.6M68.0K
1.4%
+7.9%
Added · +5K sh
17Vanguard Index FDS
SM CP VAL ETF
$3.3M13.4K
1.3%
−0.6%
Reduced · −82 sh
18Merck & Co Inc
COM
$2.7M21.1K
1.1%
−0.3%
Reduced · −55 sh
19Meta Platforms Inc
CL A
$2.7M4.7K
1.0%
+1.8%
Added · +83 sh
20Johnson & Johnson
COM
$2.6M10.2K
1.0%
−0.6%
Reduced · −63 sh
21Intel Corp
COM
$2.6M18.4K
1.0%
−5.4%
Reduced · −1K sh
22Solstice Advanced Matls Inc
COM SHS
$2.5M27.7K
1.0%
+1.3%
Added · +342 sh
23Truist Finl Corp
COM
$2.4M47.8K
0.9%
−0.1%
Reduced · −57 sh
24Allstate Corp
COM
$2.3M9.6K
0.9%
−2.0%
Reduced · −195 sh
25Cisco Sys Inc
COM
$2.0M17.1K
0.8%
−1.2%
Reduced · −203 sh
26Ralliant Corp
COM
$2.0M27.1K
0.8%
+1.2%
Added · +319 sh
27Visa Inc
COM CL A
$1.9M5.6K
0.7%
+2.5%
Added · +134 sh
28Advanced Micro Devices Inc
COM
$1.9M3.2K
0.7%
−4.1%
Reduced · −137 sh
29Microsoft Corp
COM
$1.7M4.6K
0.7%
+2.2%
Added · +100 sh
30International Business Machs
COM
$1.7M6.0K
0.7%
−1.6%
Reduced · −97 sh
31Eaton Corp PLC
SHS
$1.7M3.9K
0.7%
−3.3%
Reduced · −136 sh
32Eli Lilly & Co
COM
$1.6M1.3K
0.6%
+0.1%
Added · +2 sh
33Autonation Inc
COM
$1.6M8.5K
0.6%
−0.6%
Reduced · −55 sh
34Broadcom Inc
COM
$1.4M3.7K
0.6%
+0.2%
Added · +6 sh
35Ametek Inc
COM
$1.3M5.5K
0.5%
~0%
Added · +1 sh
36Citizens & Northn Corp
COM
$1.3M54.6K
0.5%
−3.5%
Reduced · −2K sh
37Hewlett Packard Enterprise C
COM
$1.3M27.8K
0.5%
−6.0%
Reduced · −2K sh
38Newmont Corp
COM
$1.3M13.4K
0.5%
Held
39Republic Svcs Inc
COM
$1.2M5.7K
0.5%
−1.3%
Reduced · −75 sh
40McDonalds Corp
COM
$1.2M4.5K
0.5%
−2.1%
Reduced · −94 sh
41JPMorgan Chase & Co
COM
$1.2M3.6K
0.5%
−0.5%
Reduced · −18 sh
42Waste Mgmt Inc Del
COM
$1.1M5.1K
0.4%
−0.5%
Reduced · −25 sh
43Forgent Power Solutions Inc
COM SHS CL A
$1.1M20.5K
0.4%
New
New position
44Tesla Inc
COM
$1.1M2.7K
0.4%
~0%
Added · +1 sh
45Amazon Com Inc
COM
$1.1M4.8K
0.4%
+1.7%
Added · +78 sh
46Analog Devices Inc
COM
$1.1M2.8K
0.4%
−2.5%
Reduced · −73 sh
47Prudential Finl Inc
COM
$1.1M9.9K
0.4%
−14%
Reduced · −2K sh
48Crowdstrike Hldgs Inc
CL A
$1.1M1.4K
0.4%
−6.3%
Reduced · −93 sh
49Rio Tinto PLC
SPONSORED ADR
$1.0M10.8K
0.4%
−2.1%
Reduced · −228 sh
50Vanguard Index FDS
S&P 500 ETF SHS
$982K1.4K
0.4%
−0.1%
Reduced · −2 sh
Showing 50 of 177 positions
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Filing history

As-of date vs the date the SEC received each filing

$256.4M · Q2 2026Q3 2024 · $182.7MQ2 2026 · $256.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d177$256.4M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d173$230.3M13F-HR
Q4 2025Dec 31, 2025Jan 16, 202616d179$229.9M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d183$223.8M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d174$205.1M13F-HR
Q1 2025Mar 31, 2025Apr 8, 20258d162$185.9M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202517d151$178.7M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202424d163$182.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.