§ 13F · FUND PROFILE
Invera Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153.3T (13F)Positions · 84Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | 130K | $7.0T | 4.4% | +4% |
| 2 | GOOGL | ALPHABET INC | 22K | $6.8T | 4.3% | −9% |
| 3 | AAPL | APPLE INC | 24K | $6.5T | 4.1% | −5% |
| 4 | MSFT | MICROSOFT CORP | 12K | $6.0T | 3.8% | −6% |
| 5 | SUSC | ISHARES TR | 236K | $5.5T | 3.5% | −3% |
| 6 | USXF | ISHARES TR | 96K | $5.5T | 3.5% | −10% |
| 7 | JPM | JPMORGAN CHASE & CO. | 16K | $5.2T | 3.3% | −5% |
| 8 | EMXF | ISHARES TR | 106K | $4.9T | 3.1% | −2% |
| 9 | DMXF | ISHARES TR | 65K | $4.9T | 3.1% | −2% |
| 10 | NZAC | SPDR INDEX SHS FDS | 113K | $4.9T | 3.1% | −5% |
§ 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 $153347.5 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed