Invera Wealth Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 5 10 Yea with a value of $6.98M, Apple Inc. with a value of $6.36M, Microsoft Corp with a value of $6.34M, Alphabet Inc. with a value of $6.03M, and Ishares Tr Esg Aware Usd Corpo with a value of $5.52M.
Examining the 13F form we can see an decrease of $5.74M in the current position value, from $152M to 146M.
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
$146 Million
ETFs: $49.9 Million
Technology: $25.2 Million
Financial Services: $14.7 Million
Healthcare: $11.3 Million
Industrials: $10.3 Million
Consumer Cyclical: $8.79 Million
Communication Services: $8.44 Million
Consumer Defensive: $2.75 Million
Other: $4.32 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
