Invera Wealth Advisors, LLC holds a diversified book of 132 reported positions worth $186.4M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Alphabet Inc-CL A. Their largest long position is Ishares 5-10Y Inv Grade Corp at 4% of the reported non-option book.
Invera Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Invera Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 40 / 80 | $1.0B |
| New World Advisors LLC | 39 / 80 | $534.4M |
| Uhlmann Price Securities, LLC | 30 / 80 | $2.4B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 28 / 80 | $658.7M |
| Cypress Funds LLC | 10 / 80 | $253.0M |
| Hoey Investments, Inc | 47 / 80 | $604.1M |
| Lynch Asset Management, Inc. | 24 / 80 | $284.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Invera Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ISHS 5-10YR INVT | $7.5M | 140.2K | 4.0% | ▲+7.0% Added · +9K sh | |
| 2 | Apple Inc COM | $6.6M | 22.6K | 3.5% | ▲+0.2% Added · +39 sh | |
| 3 | Ishares TR FUTU AI TECH ETF | $6.2M | 80.9K | 3.3% | ▲+14% Added · +10K sh | |
| 4 | Ishares TR ESG AWRE USD ETF | $6.0M | 257.7K | 3.2% | ▲+6.0% Added · +15K sh | |
| 5 | Alphabet Inc CAP STK CL A | $6.0M | 16.7K | 3.2% | ▼−20% Reduced · −4K sh | |
| 6 | Ishares TR EGSADVNCDMSCI EM | $5.7M | 99.0K | 3.1% | ▼−7.3% Reduced · −8K sh | |
| 7 | Ishares TR ESG EAFE ETF | $5.7M | 67.3K | 3.1% | ▲+1.2% Added · +826 sh | |
| 8 | Microsoft Corp COM | $5.2M | 14.0K | 2.8% | ▲+12% Added · +1K sh | |
| 9 | JPMorgan Chase & Co COM | $5.1M | 15.5K | 2.7% | ▼−3.1% Reduced · −499 sh | |
| 10 | Nvidia Corporation COM | $4.9M | 24.4K | 2.6% | ▼−5.9% Reduced · −2K sh | |
| 11 | Ishares Inc CORE MSCI EMKT | $4.9M | 58.6K | 2.6% | ▼−4.9% Reduced · −3K sh | |
| 12 | Lam Research Corp COM NEW | $4.7M | 11.0K | 2.5% | ▼−42% Reduced · −8K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $4.7M | 48.4K | 2.5% | ▲+0.1% Added · +49 sh | |
| 14 | Advanced Micro Devices Inc COM | $4.2M | 7.2K | 2.2% | ▼−11% Reduced · −933 sh | |
| 15 | Amazon Com Inc COM | $3.7M | 15.7K | 2.0% | ▲+11% Added · +2K sh | |
| 16 | Ishares TR ESG MSCI USA ETF | $3.4M | 48.2K | 1.8% | ▲+0.7% Added · +342 sh | |
| 17 | Ishares TR CORE US AGGBD ET | $3.2M | 32.4K | 1.7% | ▲+13% Added · +4K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $3.1M | 21.1K | 1.7% | ▲+10% Added · +2K sh | |
| 19 | Exchange Traded Concepts Tru ROBO GLB ETF | $3.1M | 36.3K | 1.7% | ▲+49% Added · +12K sh | |
| 20 | Ishares TR ESG SELE SCR ETF | $3.1M | 58.1K | 1.6% | ▲+7.9% Added · +4K sh | |
| 21 | Trane Technologies PLC SHS | $3.1M | 6.2K | 1.6% | ▼−25% Reduced · −2K sh | |
| 22 | Broadcom Inc COM | $2.8M | 7.5K | 1.5% | ▼−7.2% Reduced · −586 sh | |
| 23 | TJX Cos Inc New COM | $2.7M | 18.1K | 1.5% | ▼−26% Reduced · −6K sh | |
| 24 | Cummins Inc COM | $2.6M | 3.6K | 1.4% | ▼−39% Reduced · −2K sh | |
| 25 | Ge Vernova Inc COM | $2.4M | 2.0K | 1.3% | ▲+7.7% Added · +144 sh | |
| 26 | Visa Inc COM CL A | $2.3M | 6.8K | 1.3% | ▲+46% Added · +2K sh | |
| 27 | Ishares TR ESG AWR US AGRGT | $2.3M | 49.1K | 1.2% | ▲+10.0% Added · +4K sh | |
| 28 | Johnson Controls Internation SHS | $1.9M | 13.1K | 1.0% | ▼−8.6% Reduced · −1K sh | |
| 29 | Ishares TR ESG AWARE MSCI | $1.9M | 34.1K | 1.0% | ▼−1.2% Reduced · −409 sh | |
| 30 | Eli Lilly & Co COM | $1.9M | 1.6K | 1.0% | ▲+97% Added · +767 sh | |
| 31 | Home Depot Inc COM | $1.9M | 5.3K | 1.0% | ▲+21% Added · +904 sh | |
| 32 | Allstate Corp COM | $1.7M | 7.2K | 0.9% | ▲+0.5% Added · +33 sh | |
| 33 | Nushares ETF TR NUVEEN ESG LRGVL | $1.7M | 33.3K | 0.9% | ▼−52% Reduced · −36K sh | |
| 34 | Applied Matls Inc COM | $1.6M | 2.2K | 0.9% | ▲New New position | |
| 35 | NXP Semiconductors N V COM | $1.5M | 5.5K | 0.8% | ▲+0.1% Added · +5 sh | |
| 36 | SPDR Series Trust ST STR SP600SM C | $1.4M | 13.0K | 0.8% | ▲+11% Added · +1K sh | |
| 37 | Nushares ETF TR NUVEEN ESG MIDVL | $1.3M | 30.6K | 0.7% | ▼−47% Reduced · −28K sh | |
| 38 | Meta Platforms Inc CL A | $1.3M | 2.3K | 0.7% | ▼−0.9% Reduced · −22 sh | |
| 39 | Eaton Corp PLC SHS | $1.3M | 3.0K | 0.7% | ▼−17% Reduced · −599 sh | |
| 40 | Johnson & Johnson COM | $1.3M | 5.0K | 0.7% | ▼−12% Reduced · −645 sh | |
| 41 | Ishares TR USD GRN BOND ETF | $1.2M | 25.8K | 0.7% | ▲+2.2% Added · +550 sh | |
| 42 | Abbvie Inc COM | $1.2M | 4.8K | 0.6% | ▲+9.2% Added · +407 sh | |
| 43 | Iqvia Hldgs Inc COM | $1.2M | 6.1K | 0.6% | ▲+3.2% Added · +187 sh | |
| 44 | Marathon Pete Corp COM | $1.2M | 4.6K | 0.6% | ▼−9.9% Reduced · −501 sh | |
| 45 | Chipotle Mexican Grill Inc COM | $1.1M | 32.8K | 0.6% | ▲+74% Added · +14K sh | |
| 46 | Chubb Limited COM | $1.1M | 3.2K | 0.6% | ▼−12% Reduced · −450 sh | |
| 47 | Union Pac Corp COM | $1.1M | 3.9K | 0.6% | ▼−7.0% Reduced · −296 sh | |
| 48 | Edwards Lifesciences Corp COM | $1.0M | 11.6K | 0.6% | ▲+3.8% Added · +427 sh | |
| 49 | Darden Restaurants Inc COM | $1.0M | 5.0K | 0.6% | ▼−4.4% Reduced · −229 sh | |
| 50 | SPDR Series Trust ST STR SP400VAL | $1.0M | 10.7K | 0.5% | ▲+1.7% Added · +178 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 132 | $186.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 98 | $155.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 90 | $158.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 87 | $162.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Oct 29, 2025 | 121d | 84 | $153.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Oct 29, 2025 | 212d | 90 | $154.7M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 47 | $101.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.