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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$875M
$858,000 0.56% of portfolio
21,908
Q3 2025 Added 31.88%

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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