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Julie MacDade

Ivc Wealth Advisors Llc

Assets Managed
$256.391M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.32%(2Q avg: 5.75%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Ivc Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Ivc Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.391M in assets, with a quarterly growth rate of 11.32% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Julie MacDade, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 490.23%
9.23%
$23.641M
274,451 shares@ $86.15 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Decreased -0.73%
6.34%
$16.237M
318,688 shares@ $50.95 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.7%
6.2%
$15.891M
54,919 shares@ $289.36 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 1.6%
4.92%
$12.597M
223,038 shares@ $56.49 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 0.11%
3.64%
$9.321M
151,657 shares@ $61.46 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 2.33%
3.61%
$9.238M
182,973 shares@ $50.5 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
Increased 4.17%
3.25%
$8.327M
162,344 shares@ $51.3 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 9.89%
2.76%
$7.062M
156,958 shares@ $45.0 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Decreased -7.1%
2.71%
$6.94M
22,659 shares@ $306.3 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.49%
2.64%
$6.768M
34,251 shares@ $197.6 avg price

1-10 of 177