Invera Wealth Advisors, LLC Portfolio Holdings

Invera Wealth Advisors, LLC

  • $146 Million
  • Q4 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$875M
$555,000 0.38% of portfolio
17,586
Q4 2025 Reduced 19.73%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $146 Million
  • Prior Value $152 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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