§ 13F · FUND PROFILE
Invera Wealth Advisors, LLC.
AUM · $186M (13F)Positions · 132Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | 140K | $7M | 4.0% | +7% |
| 2 | AAPL | APPLE INC | 23K | $7M | 3.5% | ±0% |
| 3 | ARTY | ISHARES TR | 81K | $6M | 3.3% | +14% |
| 4 | SUSC | ISHARES TR | 258K | $6M | 3.2% | +6% |
| 5 | GOOGL | ALPHABET INC | 17K | $6M | 3.2% | −20% |
| 6 | EMXF | ISHARES TR | 99K | $6M | 3.1% | −7% |
| 7 | DMXF | ISHARES TR | 67K | $6M | 3.1% | +1% |
| 8 | MSFT | MICROSOFT CORP | 14K | $5M | 2.8% | +12% |
| 9 | JPM | JPMORGAN CHASE & CO | 15K | $5M | 2.7% | −3% |
| 10 | NVDA | NVIDIA CORPORATION | 24K | $5M | 2.6% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVERA SIGNAL
AC read
Invera Wealth Advisors, LLC is a Other fund managing $186 million in assets. The fund runs a portfolio of 132 positions.
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