StockDriftsStockDriftsTop 50 Invera Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | 4% | 140.2K | $7.5M | +6.95%(+9.11K) | $50.82(+2.87%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.51% | 22.6K | $6.6M | +0.17%(+39) | $182.02(+68.48%) | 2026-06-30 | |
| ARTY | ISHARES TR | 3.3% | 80.9K | $6.2M | +14.41%(+10.19K) | $48.97(+49.37%) | 2026-06-30 | |
| SUSC | ISHARES TR | 3.2% | 257.7K | $6.0M | +5.99%(+14.57K) | $22.66(+0.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.19% | 16.7K | $6.0M | -19.79%(-4.11K) | $140.02(+151.02%) | 2026-06-30 | |
| EMXF | ISHARES TR | 3.08% | 99.0K | $5.7M | -7.29%(-7.78K) | $34.99(+61.12%) | 2026-06-30 | |
| DMXF | ISHARES TR | 3.05% | 67.3K | $5.7M | +1.24%(+826) | $61.19(+41.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.8% | 14.0K | $5.2M | +12.01%(+1.50K) | $348.05(+44.45%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.72% | 15.5K | $5.1M | -3.13%(-499) | $158.21(+128.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.62% | 24.4K | $4.9M | -5.91%(-1.53K) | $72.21(+205.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +66.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +69.72% |
Invera Wealth Advisors, LLC reports $186.43M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are IGIB (4.0%), AAPL (3.5%) and ARTY (3.3%). The top 20 holdings account for 51.9% of reported assets. Its disclosed equity book has returned +66.38% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Invera Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1976780). View Invera Wealth Advisors, LLC’s 13F filings on SEC