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

  1. IGIB ISHARES TR — $7.45M (4.0%)
  2. AAPL APPLE INC — $6.55M (3.5%)
  3. ARTY ISHARES TR — $6.16M (3.3%)
  4. SUSC ISHARES TR — $5.97M (3.2%)
  5. GOOGL ALPHABET INC — $5.95M (3.2%)
  6. EMXF ISHARES TR — $5.74M (3.1%)
  7. DMXF ISHARES TR — $5.69M (3.1%)
  8. MSFT MICROSOFT CORP — $5.22M (2.8%)
  9. JPM JPMorgan Chase & Co. — $5.06M (2.7%)
  10. NVDA NVIDIA CORPORATION — $4.88M (2.6%)