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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

AAPL holding history

Apple Inc. in every 13F filed by IVC Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
54,919
Value
$15.9M
% of portfolio
6.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,919$15.9M6.2%−954−1.7%ReducedHolders
Q1 202655,873$14.2M6.2%−313−0.6%ReducedHolders
Q4 202556,186$15.3M6.6%−2,457−4.2%ReducedHolders
Q3 202558,643$14.9M6.7%−1,191−2.0%ReducedHolders
Q2 202559,834$12.3M6.0%+154+0.3%AddedHolders
Q1 202559,680$13.3M7.1%−2,029−3.3%ReducedHolders
Q4 202461,709$15.5M8.6%−1,811−2.9%ReducedHolders
Q3 202463,520$14.8M8.1%−4,407−6.5%ReducedHolders
Q2 202467,927$14.3M8.0%−1,200−1.7%ReducedHolders
Q1 202469,127$11.9M6.8%−1,531−2.2%ReducedHolders
Q4 202370,658$13.6M8.5%−1,614−2.2%ReducedHolders
Q3 202372,272$12.4M8.3%−218−0.3%ReducedHolders
Q2 202372,490$14.1M8.9%−1,660−2.2%ReducedHolders
Q1 202374,150$12.2M8.7%−926−1.2%ReducedHolders
Q4 202275,076$9.75M7.2%−1,028−1.4%ReducedHolders
Q3 202276,104$10.5M8.5%−517−0.7%ReducedHolders
Q2 202276,621$10.5M8.1%−2,486−3.1%ReducedHolders
Q1 202279,107$13.8M9.1%−888−1.1%ReducedHolders
Q4 202179,995$14.2M9.2%−6,214−7.2%ReducedHolders
Q3 202186,209$12.2M8.4%+2,359+2.8%AddedHolders
Q2 202183,850$11.5M8.1%−1,529−1.8%ReducedHolders
Q1 202185,379$10.4M8.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.