Invera Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Invera Wealth Advisors, LLC held in its portfolio 89 assets valued at $158,258,035 (i.e. $158.26M).
The most valuable assets in the portfolio included: ISHARES TR ($7.00M), ALPHABET INC ($6.82M), and APPLE INC ($6.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Invera Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 129896 | 6998796 | ISHS 5-10YR INVT |
| ALPHABET INC | 21801 | 6823713 | CAP STK CL A |
| APPLE INC | 23768 | 6461568 | COM |
| MICROSOFT CORP | 12489 | 6039930 | COM |
| ISHARES TR | 235976 | 5518228 | ESG AWRE USD ETF |
| ISHARES TR | 95787 | 5515415 | ESG MSCI USA ETF |
| JPMORGAN CHASE & CO. | 16064 | 5176142 | COM |
| ISHARES TR | 106019 | 4933234 | EGSADVNCDMSCI EM |
| ISHARES TR | 65321 | 4909526 | ESG EAFE ETF |
| SPDR INDEX SHS FDS | 113192 | 4854669 | MSCI ACWI CLMTE |
| ISHARES TR | 50090 | 4481051 | CORE MSCI EAFE |
| ISHARES INC | 63992 | 4301542 | CORE MSCI EMKT |
| NUSHARES ETF TR | 86838 | 3912052 | NUVEEN ESG LRGVL |
| NVIDIA CORPORATION | 20945 | 3906243 | COM |
| ISHARES TR | 84032 | 3863791 | ESG AWARE MSCI |
| TJX COS INC NEW | 25037 | 3845934 | COM |
| LAM RESEARCH CORP | 20004 | 3424285 | COM NEW |
| TRANE TECHNOLOGIES PLC | 8314 | 3235809 | SHS |
| CUMMINS INC | 6104 | 3115787 | COM |
| ISHARES TR | 28271 | 2823707 | CORE US AGGBD ET |
| IQVIA HLDGS INC | 10537 | 2375145 | COM |
| ISHARES TR | 19508 | 2344471 | CORE S&P SCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 4653 | 2338830 | CL B NEW |
| NUSHARES ETF TR | 59513 | 2326958 | NUVEEN ESG MIDVL |
| ISHARES TR | 42471 | 2032237 | ESG AWR US AGRGT |
| SPDR SERIES TRUST | 22549 | 1983874 | STATE STREET SPD |
| ADVANCED MICRO DEVICES INC | 8328 | 1783524 | COM |
| JOHNSON CTLS INTL PLC | 14519 | 1738650 | SHS |
| INTERCONTINENTAL EXCHANGE IN | 10279 | 1664787 | COM |
| AMAZON COM INC | 6953 | 1604891 | COM |
| VISA INC | 4542 | 1592925 | COM CL A |
| META PLATFORMS INC | 2392 | 1578935 | CL A |
| HCA HEALTHCARE INC | 3290 | 1535969 | COM |
| HOME DEPOT INC | 4456 | 1533310 | COM |
| ALLSTATE CORP | 7233 | 1505549 | COM |
| BROADCOM INC | 4056 | 1403782 | COM |
| GE VERNOVA INC | 2029 | 1326094 | COM |
| SALESFORCE INC | 4923 | 1304152 | COM |
| EATON CORP PLC | 3761 | 1197916 | SHS |
| NXP SEMICONDUCTORS N V | 5515 | 1197086 | COM |
| JOHNSON & JOHNSON | 5678 | 1175062 | COM |
| CHUBB LIMITED | 3702 | 1155468 | COM |
| ISHARES TR | 23812 | 1141445 | USD GRN BOND ETF |
| COSTCO WHSL CORP NEW | 1189 | 1025322 | COM |
| ABBOTT LABS | 8092 | 1013847 | COM |
| STERIS PLC | 3935 | 997601 | SHS USD |
| UNION PAC CORP | 4245 | 981953 | COM |
| EDWARDS LIFESCIENCES CORP | 11486 | 979182 | COM |
| DARDEN RESTAURANTS INC | 5306 | 976410 | COM |
| CME GROUP INC | 3538 | 966157 | COM |
| ISHARES TR | 1359 | 930833 | CORE S&P500 ETF |
| ABBVIE INC | 3988 | 911218 | COM |
| MOTOROLA SOLUTIONS INC | 2364 | 906168 | COM NEW |
| S&P GLOBAL INC | 1699 | 887880 | COM |
| CHEVRON CORP NEW | 5595 | 852734 | COM |
| WALMART INC | 7548 | 840923 | COM |
| MARATHON PETE CORP | 5127 | 833804 | COM |
| ISHARES TR | 33139 | 763025 | US TREAS BD ETF |
| AIR PRODS & CHEMS INC | 3083 | 761563 | COM |
| UNITEDHEALTH GROUP INC | 2228 | 735485 | COM |
| CHIPOTLE MEXICAN GRILL INC | 17586 | 650682 | COM |
| CONSTELLATION BRANDS INC | 4505 | 621510 | CL A |
| SYNOPSYS INC | 1170 | 549572 | COM |
| MEDTRONIC PLC | 5326 | 511616 | SHS |
| ANALOG DEVICES INC | 1847 | 500906 | COM |
| ISHARES TR | 9148 | 461517 | 10+ YR INVST GRD |
| CADENCE DESIGN SYSTEM INC | 1433 | 447927 | COM |
| ISHARES TR | 7782 | 447154 | CALIF MUN BD ETF |
| DIAMONDBACK ENERGY INC | 2965 | 445728 | COM |
| REALTY INCOME CORP | 7783 | 438728 | COM |
| DEXCOM INC | 6568 | 435918 | COM |
| VERIZON COMMUNICATIONS INC | 10520 | 428480 | COM |
| ISHARES TR | 4398 | 423395 | RUS MID CAP ETF |
| NEXTERA ENERGY INC | 4926 | 395459 | COM |
| GILEAD SCIENCES INC | 3126 | 383685 | COM |
| BEST BUY INC | 5618 | 376013 | COM |
| FIDELITY NATL INFORMATION SV | 5308 | 352770 | COM |
| VANGUARD INDEX FDS | 1040 | 348681 | TOTAL STK MKT |
| MERCK & CO INC | 3190 | 335779 | COM |
| COMCAST CORP NEW | 10714 | 320241 | CL A |
| ENTERGY CORP NEW | 3417 | 315833 | COM |
| SYSCO CORP | 4152 | 305961 | COM |
| ALPHABET INC | 833 | 261395 | CAP STK CL C |
| WORLD GOLD TR | 3061 | 261318 | SPDR GLD MINIS |
| SELECT SECTOR SPDR TR | 1632 | 234959 | STATE STREET TEC |
| FISERV INC | 3212 | 215750 | COM |
| SELECT SECTOR SPDR TR | 1374 | 213135 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 1320 | 204336 | STATE STREET HEA |
| LEXICON PHARMACEUTICALS INC | 20000 | 23000 | COM NEW |
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