Invera Wealth Advisors, LLC Portfolio Holdings

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

Invera Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.9M, Ishares Trust Ishares 5 10 Yea with a value of $6.76M, Apple Inc. with a value of $6.37M, Ishares Esg Advanced Msci Usa with a value of $6.09M, and Alphabet Inc. with a value of $5.85M.

Examining the 13F form we can see an increase of $8.26M in the current position value, from $144M to 152M. Also it can be appreciated an additional of 3 stocks purchases and 1 closed positions.

Invera Wealth Advisors, LLC is based out at Bend, OR

Below you can find more details about Invera Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $51.3 Million
Technology: $27.4 Million
Financial Services: $15.9 Million
Industrials: $10.7 Million
Healthcare: $10.6 Million
Consumer Cyclical: $9.24 Million
Communication Services: $8.97 Million
Energy: $2.78 Million
Other: $4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.9 Million 4.54% of portfolio
13,330
Q3 2025 Reduced 1.73%
$4.3T
$6.37 Million 4.19% of portfolio
25,030
Q3 2025 Reduced 0.67%
$1.65T
$5.85 Million 3.85% of portfolio
24,063
Q3 2025 Reduced 2.15%
$881B
$5.32 Million 3.5% of portfolio
16,860
Q3 2025 Reduced 1.17%
$465B
$4.12 Million 2.71% of portfolio
22,088
Q3 2025 Reduced 1.77%
$170B
$3.91 Million 2.57% of portfolio
27,071
Q3 2025 Reduced 2.03%
$96.9B
$3.71 Million 2.44% of portfolio
8,800
Q3 2025 Reduced 3.02%
$65.2B
$2.73 Million 1.8% of portfolio
6,464
Q3 2025 Reduced 1.73%
$662B
$2.48 Million 1.63% of portfolio
4,931
Q3 2025 Added 0.26%
$41B
$2.12 Million 1.39% of portfolio
11,142
Q3 2025 Reduced 21.65%
$1.37T
$1.89 Million 1.24% of portfolio
2,570
Q3 2025 Reduced 1.31%
$367B
$1.84 Million 1.21% of portfolio
4,539
Q3 2025 Reduced 0.57%
$84.9B
$1.81 Million 1.19% of portfolio
10,763
Q3 2025 Reduced 1.52%
$81.8B
$1.71 Million 1.12% of portfolio
15,518
Q3 2025 Added 0.19%
$57.9B
$1.69 Million 1.11% of portfolio
7,877
Q3 2025 Added 0.08%
$533B
$1.66 Million 1.09% of portfolio
4,850
Q3 2025 Added 0.6%
$79.5B
$1.49 Million 0.98% of portfolio
11,880
Q3 2025 Added 0.82%
$139B
$1.47 Million 0.97% of portfolio
4,469
Q3 2025 Reduced 5.52%
$388B
$1.48 Million 0.97% of portfolio
9,124
Q3 2025 Reduced 4.52%
$140B
$1.46 Million 0.96% of portfolio
3,909
Q3 2025 Reduced 1.73%
$136B
$1.47 Million 0.96% of portfolio
3,442
Q3 2025 Reduced 0.58%
$51.8B
$1.39 Million 0.91% of portfolio
6,104
Q3 2025 Added 0.93%
$228B
$1.22 Million 0.8% of portfolio
9,092
Q1 2025 New
$237B
$1.21 Million 0.79% of portfolio
5,085
Q3 2025 Added 5.26%
$63.4B
$1.13 Million 0.75% of portfolio
2,476
Q3 2025 Reduced 0.8%
$404B
$1.12 Million 0.74% of portfolio
1,214
Q3 2025 Reduced 1.06%
$21.3B
$1.12 Million 0.73% of portfolio
5,863
Q3 2025 Reduced 0.78%
$522B
$1.08 Million 0.71% of portfolio
5,832
Q3 2025 Reduced 0.12%
$123B
$1.07 Million 0.7% of portfolio
3,786
Q3 2025 Reduced 0.16%
$136B
$1.06 Million 0.7% of portfolio
4,472
Q3 2025 Reduced 1.45%
$25.8B
$1.05 Million 0.69% of portfolio
4,234
Q3 2025 Added 0.14%
$59.7B
$1.03 Million 0.68% of portfolio
2,090
Q3 2025 Reduced 1.42%
$99.7B
$1.02 Million 0.67% of portfolio
5,268
Q3 2025 Reduced 0.15%
$100B
$988,000 0.65% of portfolio
3,658
Q3 2025 Reduced 0.73%
$53.4B
$935,000 0.62% of portfolio
12,026
Q3 2025 Added 0.24%
$414B
$919,000 0.6% of portfolio
3,970
Q3 2025 Reduced 0.25%
$57.5B
$903,000 0.59% of portfolio
3,313
Q3 2025 Reduced 0.15%
$26.5B
$897,000 0.59% of portfolio
6,274
Q3 2025 Reduced 0.7%
$303B
$868,000 0.57% of portfolio
5,595
Q2 2025 Reduced 8.79%
$875M
$858,000 0.56% of portfolio
21,908
Q3 2025 Added 31.88%
$159B
$839,000 0.55% of portfolio
1,725
Q3 2025 Added 0.29%
$279B
$798,000 0.53% of portfolio
7,747
Q3 2025 Reduced 0.26%
$300B
$618,000 0.41% of portfolio
1,792
Q3 2025 Added 3.29%
$39.1B
$605,000 0.4% of portfolio
9,186
Q3 2025 Reduced 1.26%
$120B
$575,000 0.38% of portfolio
18,324
Q3 2025 Reduced 3.23%
$128B
$512,000 0.34% of portfolio
5,385
Q3 2025 Reduced 0.26%
$20.8B
$478,000 0.31% of portfolio
3,556
Q3 2025 New
$172B
$456,000 0.3% of portfolio
10,392
Q3 2025 Reduced 3.06%
$168B
$368,000 0.24% of portfolio
4,881
Q3 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $152 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 57 stocks
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