Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Invera Wealth Advisors, LLC (CIK 1976780) reported $155.8M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IGIB ($7.0M, 4.48%), GOOGL ($6.0M, 3.83%), AAPL ($5.7M, 3.68%), SUSC ($5.6M, 3.61%), EMXF ($5.1M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $7.0M | 4.48% | 131,045 | Added |
| 2 | GOOGL | ALPHABET INC | $6.0M | 3.83% | 20,770 | Trimmed |
| 3 | AAPL | APPLE INC | $5.7M | 3.68% | 22,601 | Trimmed |
| 4 | SUSC | ISHARES TR | $5.6M | 3.61% | 243,091 | Added |
| 5 | EMXF | ISHARES TR | $5.1M | 3.28% | 106,782 | Added |
| 6 | DMXF | ISHARES TR | $5.0M | 3.22% | 66,487 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $4.7M | 3.01% | 15,963 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $4.6M | 2.97% | 12,485 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.5M | 2.90% | 25,919 | Added |
| 10 | IEFA | ISHARES TR | $4.4M | 2.81% | 48,349 | Trimmed |
| 11 | IEMG | ISHARES INC | $4.3M | 2.76% | 61,572 | Trimmed |
| 12 | LRCX | LAM RESEARCH CORP | $4.0M | 2.59% | 18,904 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $3.9M | 2.49% | 24,295 | Trimmed |
| 14 | TT | TRANE TECHNOLOGIES PLC | $3.4M | 2.21% | 8,259 | Trimmed |
| 15 | IRBO | ISHARES TR | $3.3M | 2.11% | 70,702 | New |
| 16 | CMI | CUMMINS INC | $3.2M | 2.04% | 5,894 | Trimmed |
| 17 | NULV | NUSHARES ETF TR | $3.2M | 2.02% | 69,295 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.9M | 1.89% | 14,115 | Added |
| 19 | AGG | ISHARES TR | $2.8M | 1.83% | 28,676 | Added |
| 20 | USXF | ISHARES TR | $2.6M | 1.70% | 47,904 | Trimmed |
| 21 | AVGO | BROADCOM INC | $2.5M | 1.61% | 8,088 | Added |
| 22 | IJR | ISHARES TR | $2.4M | 1.53% | 19,210 | Trimmed |
| 23 | XJR | ISHARES TR | $2.3M | 1.51% | 53,875 | New |
| 24 | NUMV | NUSHARES ETF TR | $2.3M | 1.45% | 58,153 | Trimmed |
| 25 | EAGG | ISHARES TR | $2.1M | 1.36% | 44,651 | Added |
Source: SEC Form 13F filings · as of 2026-03-31