Institutions / Invera Wealth Advisors, LLC

Invera Wealth Advisors, LLC

CIK 1976780 · Institution · as of Dec 31, 2025

Portfolio value

$158.26M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 90 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$7.00M	129,896	4.4%
Alphabet Inc.	—	$6.82M	21,801	4.3%
Apple Inc.	—	$6.46M	23,768	4.1%
Microsoft Corp	—	$6.04M	12,489	3.8%
iShares Tr	—	$5.52M	235,976	3.5%
iShares Tr	—	$5.52M	95,787	3.5%
JPMorgan Chase & Co	—	$5.18M	16,064	3.3%
iShares Tr	—	$4.93M	106,019	3.1%
iShares MSCI UAE ETF	—	$4.91M	65,321	3.1%
SPDR Index Shs Fds	—	$4.85M	113,192	3.1%
iShares Tr	—	$4.48M	50,090	2.8%
iShares Inc	—	$4.30M	63,992	2.7%
Nushares ETF Tr	—	$3.91M	86,838	2.5%
NVIDIA Corp	—	$3.91M	20,945	2.5%
iShares Tr	—	$3.86M	84,032	2.4%
TJX Cos Inc/The	—	$3.85M	25,037	2.4%
Lam Research Corp	—	$3.42M	20,004	2.2%
Trane Technologies plc	—	$3.24M	8,314	2.0%
Cummins Inc	—	$3.12M	6,104	2.0%
iShares Tr	—	$2.82M	28,271	1.8%
Iqvia Holdings Inc.	—	$2.38M	10,537	1.5%
iShares Tr	—	$2.34M	19,508	1.5%
Warren E. Buffett	—	$2.34M	4,653	1.5%
Nushares ETF Tr	—	$2.33M	59,513	1.5%
iShares Tr	—	$2.03M	42,471	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.