Invera Wealth Advisors, LLC: summary

Invera Wealth Advisors, LLC reported 135 positions with a reported value of $193.70M in its 13F for Q3 2026. Compared with Q2 2026: 4 new positions, 1 exited.

Top positions

• APPLE INC COM
• MICROSOFT CORP COM
• ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
• ISHARES FUTURE AI & TECH ETF
• ISHARES TR
• ISHARES TR
• ISHARES TR
• ALPHABET INC
• NVIDIA CORPORATION
• JPMORGAN CHASE & CO COM