Long-term investor
Ivc Wealth Advisors LLC @ivcwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842811).
Record
- Tracked since 2025-06-30 (454 days), 101 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +13.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 9.2% · long · since 2025-06-30
- 746729300 · 6.3% · long · since 2025-06-30
- AAPL · 6.2% · long · since 2025-06-30
- 46641Q332 · 4.9% · long · since 2025-06-30
- 46654Q203 · 3.6% · long · since 2025-06-30
- 47103U845 · 3.6% · long · since 2025-06-30
- 464288620 · 3.2% · long · since 2025-06-30
- 47103U852 · 2.8% · long · since 2025-06-30
- 922908538 · 2.7% · long · since 2025-06-30
- 922908512 · 2.6% · long · since 2025-06-30
- 46434V803 · 2.4% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30