Invera Wealth Advisors, LLC

13F filer · CIK 0001976780

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$186MU.S. long equity reported on 13F

Positions9935 new · 4 closed

Net flow last quarter+$6.01MBuys minus sells

Top 10 positions weight24.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202699 positions
AAPLApple Inc.	$6.55M	3.51%	0.00%	+0.2%	Q4 2023
GOOGLAlphabet Inc.	$5.95M	3.19%	0.00%	-19.8%	Q4 2023
MSFTMicrosoft Corp	$5.22M	2.80%	0.00%	+12.0%	Q4 2023
JPMJPMorgan Chase & Co	$5.06M	2.72%	0.00%	-3.1%	Q4 2023
NVDANvidia Corp	$4.88M	2.62%	0.00%	-5.9%	Q4 2023
LRCXLam Research Corp	$4.75M	2.55%	0.00%	-42.1%	Q4 2023
AMDAdvanced Micro Devices Inc	$4.19M	2.25%	0.00%	-11.5%	Q4 2023
AMZNAmazon Com Inc	$3.74M	2.01%	0.00%	+11.2%	Q4 2023
TTTrane Technologies plc	$3.05M	1.64%	0.00%	-24.7%	Q4 2023
AVGOBroadcom Inc.	$2.83M	1.52%	0.00%	-7.3%	Q4 2023
TJXTJX Companies Inc	$2.74M	1.47%	0.00%	-25.6%	Q4 2023
CMICummins Inc	$2.55M	1.37%	0.00%	-39.3%	Q4 2023
GEVGE Vernova Inc.	$2.38M	1.27%	0.00%	+7.7%	Q2 2025
VVisa Inc.	$2.33M	1.25%	0.00%	+46.3%	Q4 2023
JCIJohnson Controls International plc	$1.91M	1.02%	0.00%	-8.6%	Q1 2025
LLYELI LILLY & Co	$1.87M	1.00%	0.00%	+96.6%	Q1 2026
HDHome Depot, Inc.	$1.86M	1.00%	0.00%	+20.7%	Q4 2023
ALLAllstate Corp	$1.71M	0.92%	0.00%	+0.5%	Q4 2023
AMATApplied Materials Inc	$1.6M	0.86%	0.00%	New	Q2 2026
NXPINXP Semiconductors N.V.	$1.55M	0.83%	0.00%	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$1.32M	0.71%	Not reported	-0.9%	Q4 2023
ETNEaton Corp plc	$1.27M	0.68%	0.00%	-16.7%	Q4 2023
JNJJohnson & Johnson	$1.26M	0.67%	0.00%	-11.5%	Q4 2023
ABBVAbbVie Inc.	$1.21M	0.65%	0.00%	+9.2%	Q4 2023
IQVIqvia Holdings Inc.	$1.17M	0.63%	0.00%	+3.2%	Q4 2023
MPCMarathon Petroleum Corp	$1.17M	0.63%	0.00%	-9.9%	Q4 2023
CMGChipotle Mexican Grill Inc	$1.11M	0.60%	0.00%	+74.2%	Q1 2025
CBChubb Ltd	$1.08M	0.58%	0.00%	-12.5%	Q4 2023
UNPUnion Pacific Corp	$1.07M	0.57%	0.00%	-7.0%	Q4 2023
EWEdwards Lifesciences Corp	$1.05M	0.56%	0.00%	+3.8%	Q4 2023
DRIDarden Restaurants Inc	$1.03M	0.55%	0.00%	-4.4%	Q4 2023
CDNSCadence Design Systems Inc	$999K	0.54%	0.00%	+87.0%	Q4 2025
CVXChevron Corp	$980K	0.53%	0.00%	+5.7%	Q4 2023
DXCMDexcom Inc	$950K	0.51%	0.00%	+112.2%	Q4 2025
SNPSSynopsys Inc	$948K	0.51%	0.00%	+80.0%	Q1 2025
MSIMotorola Solutions, Inc.	$937K	0.50%	0.00%	-1.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$931K	0.50%	Not reported	-55.3%	Q4 2023
APDAir Products & Chemicals, Inc.	$882K	0.47%	0.00%	-2.1%	Q4 2023
HCAHCA Healthcare, Inc.	$861K	0.46%	0.00%	-32.7%	Q4 2023
ICEIntercontinental Exchange, Inc.	$853K	0.46%	0.00%	-32.5%	Q4 2023
COSTCostco Wholesale Corp	$833K	0.45%	0.00%	-25.2%	Q4 2023
WMTWalmart Inc.	$773K	0.41%	0.00%	-7.6%	Q4 2023
SPGIS&P Global Inc.	$768K	0.41%	0.00%	+25.9%	Q4 2023
CMECme Group Inc.	$761K	0.41%	0.00%	-1.4%	Q4 2023
ABTAbbott Laboratories	$752K	0.40%	0.00%	+2.5%	Q4 2023
PANWPalo Alto Networks Inc	$682K	0.37%	0.00%	New	Q2 2026
APHAmphenol Corp	$671K	0.36%	0.00%	New	Q2 2026
ADIAnalog Devices Inc	$667K	0.36%	0.00%	-17.2%	Q4 2025
ZTSZoetis Inc.	$639K	0.34%	0.00%	+129.1%	Q1 2026
STZConstellation Brands, Inc.	$626K	0.34%	Not reported	-0.3%	Q3 2025

Q1 2026Reported Apr 22, 202668 positions
GOOGLAlphabet Inc.	$5.97M	3.83%	0.00%	-4.7%	Q4 2023
AAPLApple Inc.	$5.74M	3.68%	0.00%	-4.9%	Q4 2023
JPMJPMorgan Chase & Co	$4.7M	3.01%	0.00%	-0.6%	Q4 2023
MSFTMicrosoft Corp	$4.62M	2.97%	0.00%	0.0%	Q4 2023
NVDANvidia Corp	$4.52M	2.90%	0.00%	+23.8%	Q4 2023
LRCXLam Research Corp	$4.04M	2.59%	0.00%	-5.5%	Q4 2023
TJXTJX Companies Inc	$3.88M	2.49%	0.00%	-3.0%	Q4 2023
TTTrane Technologies plc	$3.44M	2.21%	0.00%	-0.7%	Q4 2023
CMICummins Inc	$3.17M	2.04%	0.00%	-3.4%	Q4 2023
AMZNAmazon Com Inc	$2.94M	1.89%	0.00%	+103.0%	Q4 2023
AVGOBroadcom Inc.	$2.5M	1.61%	0.00%	+99.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$1.99M	1.28%	Not reported	-10.6%	Q4 2023
JCIJohnson Controls International plc	$1.87M	1.20%	0.00%	-1.5%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.66M	1.06%	0.00%	-2.2%	Q4 2023
GEVGE Vernova Inc.	$1.64M	1.05%	0.00%	-7.4%	Q2 2025
ICEIntercontinental Exchange, Inc.	$1.61M	1.04%	0.00%	-0.2%	Q4 2023
HCAHCA Healthcare, Inc.	$1.55M	1.00%	0.00%	-0.3%	Q4 2023
ALLAllstate Corp	$1.48M	0.95%	0.00%	-1.1%	Q4 2023
HDHome Depot, Inc.	$1.44M	0.92%	0.00%	-1.9%	Q4 2023
VVisa Inc.	$1.4M	0.90%	0.00%	+2.2%	Q4 2023
JNJJohnson & Johnson	$1.37M	0.88%	0.00%	-1.4%	Q4 2023
METAMeta Platforms, Inc.	$1.35M	0.87%	Not reported	-1.1%	Q4 2023
ETNEaton Corp plc	$1.28M	0.82%	0.00%	-4.9%	Q4 2023
MPCMarathon Petroleum Corp	$1.24M	0.79%	0.00%	-1.3%	Q4 2023
COSTCostco Wholesale Corp	$1.19M	0.76%	0.00%	+0.1%	Q4 2023
CBChubb Ltd	$1.18M	0.75%	0.00%	-2.6%	Q4 2023
CVXChevron Corp	$1.16M	0.74%	0.00%	Not reported	Q4 2023
NXPINXP Semiconductors N.V.	$1.08M	0.69%	0.00%	-0.3%	Q4 2023
CMECme Group Inc.	$1.03M	0.66%	0.00%	-1.3%	Q4 2023
UNPUnion Pacific Corp	$1.03M	0.66%	0.00%	-0.3%	Q4 2023
DRIDarden Restaurants Inc	$1.02M	0.66%	0.00%	-1.7%	Q4 2023
IQVIqvia Holdings Inc.	$1M	0.64%	0.00%	-44.2%	Q4 2023
MSIMotorola Solutions, Inc.	$998K	0.64%	0.00%	-2.7%	Q4 2023
ABBVAbbVie Inc.	$959K	0.62%	0.00%	+10.5%	Q4 2023
WMTWalmart Inc.	$918K	0.59%	0.00%	-2.1%	Q4 2023
STESTERIS plc	$896K	0.58%	0.00%	+3.0%	Q4 2023
APDAir Products & Chemicals, Inc.	$893K	0.57%	0.00%	-0.3%	Q4 2023
EWEdwards Lifesciences Corp	$891K	0.57%	0.00%	-3.1%	Q4 2023
ABTAbbott Laboratories	$831K	0.53%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$730K	0.47%	0.00%	New	Q1 2026
STZConstellation Brands, Inc.	$678K	0.43%	Not reported	+0.3%	Q3 2025
SPGIS&P Global Inc.	$673K	0.43%	0.00%	-6.9%	Q4 2023
ADIAnalog Devices Inc	$646K	0.41%	0.00%	+9.9%	Q4 2025
CMGChipotle Mexican Grill Inc	$602K	0.39%	0.00%	+7.0%	Q1 2025
FANGDiamondback Energy, Inc.	$595K	0.38%	0.00%	+1.5%	Q4 2023
NEENextera Energy Inc	$551K	0.35%	0.00%	+20.5%	Q2 2024
VZVerizon Communications Inc	$530K	0.34%	0.00%	+0.4%	Q4 2023
ORealty Income Corp	$470K	0.30%	0.00%	-1.3%	Q4 2025
SNPSSynopsys Inc	$468K	0.30%	0.00%	+0.9%	Q1 2025
ZTSZoetis Inc.	$459K	0.29%	0.00%	New	Q1 2026

Q4 2025Reported Jan 23, 202665 positions
GOOGLAlphabet Inc.	$6.82M	4.31%	0.00%	-9.4%	Q4 2023
AAPLApple Inc.	$6.46M	4.08%	0.00%	-5.0%	Q4 2023
MSFTMicrosoft Corp	$6.04M	3.82%	0.00%	-6.3%	Q4 2023
JPMJPMorgan Chase & Co	$5.18M	3.27%	0.00%	-4.7%	Q4 2023
NVDANvidia Corp	$3.91M	2.47%	0.00%	-5.2%	Q4 2023
TJXTJX Companies Inc	$3.85M	2.43%	0.00%	-7.5%	Q4 2023
LRCXLam Research Corp	$3.42M	2.16%	0.00%	-9.5%	Q4 2023
TTTrane Technologies plc	$3.24M	2.04%	0.00%	-5.5%	Q4 2023
CMICummins Inc	$3.12M	1.97%	0.00%	-5.6%	Q4 2023
IQVIqvia Holdings Inc.	$2.38M	1.50%	0.01%	-5.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.34M	1.48%	Not reported	-5.6%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.78M	1.13%	0.00%	-8.7%	Q4 2023
JCIJohnson Controls International plc	$1.74M	1.10%	0.00%	-6.4%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.66M	1.05%	0.00%	-4.5%	Q4 2023
AMZNAmazon Com Inc	$1.6M	1.01%	0.00%	+0.7%	Q4 2023
VVisa Inc.	$1.59M	1.01%	0.00%	-6.4%	Q4 2023
METAMeta Platforms, Inc.	$1.58M	1.00%	Not reported	-6.9%	Q4 2023
HCAHCA Healthcare, Inc.	$1.54M	0.97%	0.00%	-4.4%	Q4 2023
HDHome Depot, Inc.	$1.53M	0.97%	0.00%	-1.8%	Q4 2023
ALLAllstate Corp	$1.51M	0.95%	0.00%	-8.2%	Q4 2023
AVGOBroadcom Inc.	$1.4M	0.89%	0.00%	-9.2%	Q4 2023
GEVGE Vernova Inc.	$1.33M	0.84%	0.00%	-9.3%	Q2 2025
CRMSalesforce, Inc.	$1.3M	0.82%	0.00%	-3.2%	Q4 2023
ETNEaton Corp plc	$1.2M	0.76%	0.00%	-3.8%	Q4 2023
NXPINXP Semiconductors N.V.	$1.2M	0.76%	0.00%	-9.7%	Q4 2023
JNJJohnson & Johnson	$1.18M	0.74%	0.00%	-2.6%	Q4 2023
CBChubb Ltd	$1.16M	0.73%	0.00%	-2.2%	Q4 2023
COSTCostco Wholesale Corp	$1.03M	0.65%	0.00%	-2.1%	Q4 2023
ABTAbbott Laboratories	$1.01M	0.64%	0.00%	-11.0%	Q4 2023
STESTERIS plc	$998K	0.63%	0.00%	-7.1%	Q4 2023
UNPUnion Pacific Corp	$982K	0.62%	0.00%	-5.1%	Q4 2023
EWEdwards Lifesciences Corp	$979K	0.62%	0.00%	-4.5%	Q4 2023
DRIDarden Restaurants Inc	$976K	0.62%	0.00%	-9.5%	Q4 2023
CMECme Group Inc.	$966K	0.61%	0.00%	-3.3%	Q4 2023
ABBVAbbVie Inc.	$911K	0.58%	0.00%	+0.5%	Q4 2023
MSIMotorola Solutions, Inc.	$906K	0.57%	0.00%	-4.5%	Q4 2023
SPGIS&P Global Inc.	$888K	0.56%	0.00%	-1.5%	Q4 2023
CVXChevron Corp	$853K	0.54%	0.00%	Not reported	Q4 2023
WMTWalmart Inc.	$841K	0.53%	0.00%	-2.6%	Q4 2023
MPCMarathon Petroleum Corp	$834K	0.53%	0.00%	-2.7%	Q4 2023
APDAir Products & Chemicals, Inc.	$762K	0.48%	0.00%	-6.9%	Q4 2023
UNHUnitedhealth Group Inc	$735K	0.46%	0.00%	+24.3%	Q4 2023
CMGChipotle Mexican Grill Inc	$651K	0.41%	0.00%	-19.7%	Q1 2025
STZConstellation Brands, Inc.	$622K	0.39%	Not reported	+26.7%	Q3 2025
SNPSSynopsys Inc	$550K	0.35%	0.00%	-44.0%	Q1 2025
MDTMedtronic plc	$512K	0.32%	0.00%	-1.1%	Q4 2023
ADIAnalog Devices Inc	$501K	0.32%	0.00%	New	Q4 2025
IGLBBimergen Energy Corp	$462K	0.29%	Not reported	+106.3%	Q4 2023
CDNSCadence Design Systems Inc	$448K	0.28%	0.00%	New	Q4 2025
FANGDiamondback Energy, Inc.	$446K	0.28%	0.00%	-52.7%	Q4 2023

Q3 2025Reported Oct 29, 202560 positions
MSFTMicrosoft Corp	$6.9M	4.26%	0.00%	-1.7%	Q4 2023
AAPLApple Inc.	$6.37M	3.93%	0.00%	-0.7%	Q4 2023
GOOGLAlphabet Inc.	$5.85M	3.61%	0.00%	-2.2%	Q4 2023
JPMJPMorgan Chase & Co	$5.32M	3.28%	0.00%	-1.2%	Q4 2023
NVDANvidia Corp	$4.12M	2.54%	0.00%	-1.8%	Q4 2023
TJXTJX Companies Inc	$3.91M	2.41%	0.00%	-2.0%	Q4 2023
TTTrane Technologies plc	$3.71M	2.29%	0.00%	-3.0%	Q4 2023
LRCXLam Research Corp	$2.96M	1.82%	0.00%	-3.9%	Q4 2023
CMICummins Inc	$2.73M	1.68%	0.00%	-1.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.48M	1.53%	Not reported	+0.3%	Q4 2023
IQVIqvia Holdings Inc.	$2.12M	1.30%	0.01%	-21.7%	Q4 2023
METAMeta Platforms, Inc.	$1.89M	1.16%	Not reported	-1.3%	Q4 2023
HDHome Depot, Inc.	$1.84M	1.13%	0.00%	-0.6%	Q4 2023
ICEIntercontinental Exchange, Inc.	$1.81M	1.12%	0.00%	-1.5%	Q4 2023
JCIJohnson Controls International plc	$1.71M	1.05%	0.00%	+0.2%	Q1 2025
ALLAllstate Corp	$1.69M	1.04%	0.00%	+0.1%	Q4 2023
VVisa Inc.	$1.66M	1.02%	0.00%	+0.6%	Q4 2023
FISVFiserv Inc	$1.53M	0.94%	0.00%	+0.8%	Q4 2023
AMZNAmazon Com Inc	$1.52M	0.93%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$1.48M	0.91%	0.00%	-4.5%	Q4 2023
AVGOBroadcom Inc.	$1.47M	0.91%	0.00%	-5.5%	Q4 2023
HCAHCA Healthcare, Inc.	$1.47M	0.90%	0.00%	-0.6%	Q4 2023
ETNEaton Corp plc	$1.46M	0.90%	0.00%	-1.7%	Q4 2023
NXPINXP Semiconductors N.V.	$1.39M	0.86%	0.00%	+0.9%	Q4 2023
GEVGE Vernova Inc.	$1.38M	0.85%	0.00%	-4.1%	Q2 2025
ABTAbbott Laboratories	$1.22M	0.75%	0.00%	Not reported	Q4 2023
CRMSalesforce, Inc.	$1.21M	0.74%	0.00%	+5.3%	Q4 2023
MSIMotorola Solutions, Inc.	$1.13M	0.70%	0.00%	-0.8%	Q4 2023
COSTCostco Wholesale Corp	$1.12M	0.69%	0.00%	-1.1%	Q4 2023
DRIDarden Restaurants Inc	$1.12M	0.69%	0.01%	-0.8%	Q4 2023
JNJJohnson & Johnson	$1.08M	0.67%	0.00%	-0.1%	Q4 2023
CBChubb Ltd	$1.07M	0.66%	0.00%	-0.2%	Q4 2023
UNPUnion Pacific Corp	$1.06M	0.65%	0.00%	-1.5%	Q4 2023
STESTERIS plc	$1.05M	0.65%	0.00%	+0.1%	Q4 2023
SNPSSynopsys Inc	$1.03M	0.64%	0.00%	-1.4%	Q1 2025
MPCMarathon Petroleum Corp	$1.02M	0.63%	0.00%	-0.2%	Q4 2023
CMECme Group Inc.	$988K	0.61%	0.00%	-0.7%	Q4 2023
EWEdwards Lifesciences Corp	$935K	0.58%	0.00%	+0.2%	Q4 2023
ABBVAbbVie Inc.	$919K	0.57%	0.00%	-0.3%	Q4 2023
APDAir Products & Chemicals, Inc.	$904K	0.56%	0.00%	-0.2%	Q4 2023
FANGDiamondback Energy, Inc.	$898K	0.55%	0.00%	-0.7%	Q4 2023
CVXChevron Corp	$869K	0.54%	0.00%	Not reported	Q4 2023
CMGChipotle Mexican Grill Inc	$859K	0.53%	0.00%	+31.9%	Q1 2025
SPGIS&P Global Inc.	$840K	0.52%	0.00%	+0.3%	Q4 2023
WMTWalmart Inc.	$798K	0.49%	0.00%	-0.3%	Q4 2023
UNHUnitedhealth Group Inc	$619K	0.38%	0.00%	+3.3%	Q4 2023
FISFidelity National Information Services, Inc.	$606K	0.37%	0.00%	-1.3%	Q3 2024
CMCSAComcast Corp	$576K	0.35%	0.00%	-3.2%	Q4 2023
NOBLNoble International, Ltd.	$572K	0.35%	Not reported	-0.5%	Q4 2023
MDTMedtronic plc	$513K	0.32%	0.00%	-0.3%	Q4 2023

Premium opens every quarter this fund has filed