Ivc Wealth Advisors Llc Activity Analysis: Q2 2026 Portfolio Changes
A detailed analysis of Ivc Wealth Advisors Llc's portfolio changes during the second quarter of 2026, highlighting significant additions and adjustments.
As part of our commitment to providing transparent financial insights for investors, we analyze holdings data from institutions like Ivc Wealth Advisors Llc. This report focuses on observable purchases and sales during the period leading up to June 30, 2026.
Portfolio Overview: Q2 Changes for Ivc Wealth Advisors Llc
Ivc Wealth Advisors Llc managed a substantial portfolio valued at $251 million as of June 30, 2026. The analysis reveals that the firm made several notable adjustments to its holdings during this quarter.
Significant Purchases Observed by Ivc Wealth Advisors Llc
The data indicates active buying in various sectors and funds. Notably, Vanguard's VUG ETF saw a significant increase of 490.23% in its change percentage from the prior period, suggesting strong confidence in this sector-based fund.
- VUG (Vanguard Index Funds) experienced a massive increase of over 490% in its change percentage, indicating substantial new investment interest from Ivc Wealth Advisors Llc.
- The firm also increased its position in Vanguard's VANGUARD WORLD FD (VGT) by a considerable percentage (688.84%), reflecting renewed focus on global equities.
- Investment in Vanguard's VANGUARD INDEX FDS (VTV) increased by a full 100% from the previous period, highlighting its importance to Ivc Wealth Advisors Llc.
- The firm purchased shares of IShares Trust (IAGG) with a change percentage indicating significant new interest.
- Additionally, Ivc Wealth Advisors Llc showed buying activity in Pacer Fund TR's PACER FDS TR (COWZ) despite a negative change in shares count.
- Other purchases included IShares Trust's HEFA ETF, Vanguard's VTEB fund, and various other exchange-traded funds like JEPQ and PVAL.
No Disclosed Significant Sales by Ivc Wealth Advisors Llc This Quarter
Interestingly, the data does not show any significant sales activities for Ivc Wealth Advisors Llc during this period. The change percentages observed are either positive or very minor negative adjustments.
- The only position with a substantial decrease was Putnam ETF Trust's PVAL fund, which saw its shares reduced by 0.73% and allocation percentage drop to 6.33%, down from the previous period.
- Several holdings showed minor share decreases or no change in allocation percentage, but these were not indicative of major selling activity as per the disclosed data.
Detailed Holdings Changes for Ivc Wealth Advisors Llc
The following table provides a detailed breakdown of the changes observed across specific holdings:
| Symbol | Holding Name | Change in Shares (%) | Portfolio Allocation Change |
|---|---|---|---|
| VUG | VANGUARD INDEX FDS (VUG) | +490.23% | Increase to 9.22% allocation |
| JMBS | JANUS DETROIT STR TR (JMBS) | +9.88% | Increase to 2.75% allocation |
| USIG | ISHARES TR (USIG) | +4.16% | Increase to 3.25% allocation |
| VGT | VANGUARD WORLD FD (VGT) | +688.84% | Increase to 0.35% allocation |
| IGSB | ISHARES TR (IGSB) | +7.87% | Increase to 1.39% allocation |
| JAAA | JANUS DETROIT STR TR (JAAA) | +2.33% | Increase to 3.6% allocation |
| HEFA | ISHARES TR (HEFA) | +3.21% | Increase to 2.44% allocation |
| VTEB | VANGUARD MUN BD FDS (VTEB) | +100.0% | Increase to 0.08% allocation |
| COWZ | PACER FDS TR (COWZ) | -31.62% | Decrease, but new position established at 0.21% |
| JEPI | J P MORGAN EXCHANGE TRADED F (JEPI) | +1.6% | Increase to 4.91% allocation |
| PVAL | PUTNAM ETF TRUST (PVAL) | -0.73% | Decrease from prior period, now at 6.33% |
Ivc Wealth Advisors Llc Portfolio Strategy Insights
The observed changes suggest a dynamic portfolio strategy focused on growth and specific sectors.
- There is clear evidence of large purchases, particularly in Vanguard's sector-specific funds like VUG (up to $490% change) and IVC Wealth Advisors' own holdings count indicates active management with over 170 distinct positions.
- The allocation shifts also point towards a focus on certain sectors through their respective ETFs, although the exact sector breakdown requires combining information from multiple holding names.
Conclusion: Ivc Wealth Advisors Llc's Q2 Activity Summary
In summary, during this quarter, Ivc Wealth Advisors Llc demonstrated significant buying activity in several Vanguard and Janus funds. The portfolio saw substantial increases in holdings like VUG, JMBS, USIG, IAGG, and minor adjustments elsewhere.
No major selling activities were disclosed during this period for the institution's portfolio as of June 30th.