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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
47,770
Value
$2.38M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of TFC by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,770$2.38M0.9%−57−0.1%ReducedHolders
Q1 202647,827$2.20M1.0%−197−0.4%ReducedHolders
Q4 202548,024$2.36M1.0%−1,644−3.3%ReducedHolders
Q3 202549,668$2.27M1.0%+74+0.1%AddedHolders
Q2 202549,594$2.13M1.0%−1,504−2.9%ReducedHolders
Q1 202551,098$2.10M1.1%−175−0.3%ReducedHolders
Q4 202451,273$2.22M1.2%−566−1.1%ReducedHolders
Q3 202451,839$2.22M1.2%−310−0.6%ReducedHolders
Q2 202452,149$2.03M1.1%+1,688+3.3%AddedHolders
Q1 202450,461$1.97M1.1%−1,593−3.1%ReducedHolders
Q4 202352,054$1.92M1.2%+978+1.9%AddedHolders
Q3 202351,076$1.46M1.0%+1,660+3.4%AddedHolders
Q2 202349,416$1.50M0.9%+724+1.5%AddedHolders
Q1 202348,692$1.66M1.2%+481+1.0%AddedHolders
Q4 202248,211$2.07M1.5%−327−0.7%ReducedHolders
Q3 202248,538$2.11M1.7%+2,509+5.5%AddedHolders
Q2 202246,029$2.18M1.7%−275−0.6%ReducedHolders
Q1 202246,304$2.63M1.7%−2,207−4.5%ReducedHolders
Q4 202148,511$2.84M1.8%−1,250−2.5%ReducedHolders
Q3 202149,761$2.92M2.0%00.0%UnchangedHolders
Q2 202149,761$2.76M1.9%−119−0.2%ReducedHolders
Q1 202149,880$2.91M2.3%––Holders

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