§ 13F · FUND PROFILE
Invera Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162M (13F)Positions · 87Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | 131K | $7M | 4.5% | +1% |
| 2 | GOOGL | ALPHABET INC | 21K | $6M | 3.8% | −5% |
| 3 | AAPL | APPLE INC | 23K | $6M | 3.7% | −5% |
| 4 | SUSC | ISHARES TR | 243K | $6M | 3.6% | +3% |
| 5 | EMXF | ISHARES TR | 107K | $5M | 3.3% | +1% |
| 6 | DMXF | ISHARES TR | 66K | $5M | 3.2% | +2% |
| 7 | JPM | JPMORGAN CHASE & CO | 16K | $5M | 3.0% | −1% |
| 8 | MSFT | MICROSOFT CORP | 12K | $5M | 3.0% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 26K | $5M | 2.9% | +24% |
| 10 | IEFA | ISHARES TR | 48K | $4M | 2.8% | −3% |
§ 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 $162 million in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed