Invera Wealth Advisors, LLC — 13F holdings
Invera Wealth Advisors, LLC reported 132 holdings worth $186M in its 13F filing for Q2 2026, filed July 29, 2026.
Largest positions
- IGIB ISHARES TR — $7.45M (4.0%)
- AAPL APPLE INC — $6.55M (3.5%)
- ARTY ISHARES TR — $6.16M (3.3%)
- SUSC ISHARES TR — $5.97M (3.2%)
- GOOGL ALPHABET INC — $5.95M (3.2%)
- EMXF ISHARES TR — $5.74M (3.1%)
- DMXF ISHARES TR — $5.69M (3.1%)
- MSFT MICROSOFT CORP — $5.22M (2.8%)
- JPM JPMorgan Chase & Co. — $5.06M (2.7%)
- NVDA NVIDIA CORPORATION — $4.88M (2.6%)