account_balance
Investment manager · 13F filer · SEC CIK 1976780
Invera Wealth Advisors, LLC
Reported value$194Mas of Sep 30, 2026
Positions135 4 new, 1 sold out
Top 10 weight32.8%AAPL alone is 4%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.9%
MSFTMicrosoft Corp
3.8%Added +2%
IGIBiShares Tr
3.7%
ARTYiShares Tr
3.3%Added +2%
SUSCiShares Tr
3.3%Added +12%
DMXFiShares Tr
3.1%Added +6%
EMXFiShares Tr
3.1%Added +6%
GOOGLAlphabet Inc.
3.0%Added +2%
NVDANVIDIA Corp
2.9%
JPMJPMorgan Chase & Co
2.6%
IEMGiShares Inc
2.5%Added +3%
IEFAiShares Tr
2.5%
AAPLApple Inc.
3.9%
MSFTMicrosoft Corp
3.8%
IGIBiShares Tr
3.7%
ARTYiShares Tr
3.3%+2%
SUSCiShares Tr
3.3%+12%
DMXFiShares Tr
3.1%+6%
EMXFiShares Tr
3.1%
GOOGLAlphabet Inc.
3.0%
NVDANVIDIA Corp
2.9%
JPMJPMorgan Chase & Co
2.6%
IEMGiShares Inc
2.5%
IEFAiShares Tr
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.9% HeldMSFT Microsoft Corp 3.8% Added +2%
IGIB iShares Tr 3.7% Held
ARTY iShares Tr 3.3% Added +2%
SUSC iShares Tr 3.3% Added +12%
DMXF iShares Tr 3.1% Added +6%
EMXF iShares Tr 3.1% Added +6%
GOOGL Alphabet Inc. 3.0% Added +2%NVDA NVIDIA Corp 2.9% HeldJPM JPMorgan Chase & Co 2.6% HeldIEMG iShares Inc 2.5% Added +3%
IEFA iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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