IVC Wealth Advisors LLC
RIA/Wealth
IVC Wealth Advisors LLC is a RIA/Wealth based in Silverdale, PA led by David William Gotwals, reporting $405.2M in AUM as of Q3 2025 with 51% ETF concentration.
PresidentDavid William Gotwals
- Portfolio Value
- $223.8M
- Positions
- 183
- Top Holding
- VUG at 10.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in IVC Wealth Advisors LLC's portfolio (45.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.4M | 10.03% | +$72.9K Bought | — 46.8K shares | |
Consumer Electronics Technology | $14.9M | 6.67% | -$303.3K Sold | 0.00% 58.6K shares | |
ETF ETF | $13.1M | 5.87% | +$1.6M Bought | — 307.7K shares | |
ETF ETF | $11.1M | 4.95% | +$382.3K Bought | — 194.1K shares | |
ETF ETF | $7.8M | 3.47% | +$620.7K Bought | — 148.5K shares | |
ETF ETF | $7.6M | 3.40% | +$642.4K Bought | — 149.7K shares | |
ETF ETF | $7.4M | 3.32% | +$616.3K Bought | — 129.0K shares | |
Unknown Unknown | $6.7M | 2.99% | -$27.3K Sold | — 22.8K shares | |
ETF ETF | $5.7M | 2.56% | +$1.6M Bought | — 125.4K shares | |
ETF ETF | $5.1M | 2.29% | +$90.4K Bought | — 29.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in IVC Wealth Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for IVC Wealth Advisors LLC
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