Invera Wealth Advisors
Invera Wealth Advisors reported 135 stocks worth $194M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (3.9%), MSFT (3.8%) and IGIB (3.7%). Compared with Q2 2026, the fund opened new positions in EQIX and HONA, added to AAPL, MSFT and IGIB, trimmed JPM, AMD and LRCX and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $7.6M | 3.9% | 23K | +173 (+1%) | 7 of 8 | |
| 2 |  MSFT Microsoft Corp | $7.3M | 3.8% | 14K | +337 (+2%) | 7 of 8 | |
| 3 |  IGIB Ishares TR | $7.1M | 3.7% | 142K | +1,782 (+1%) | 7 of 8 | |
| 4 |  ARTY Ishares Future AI & Tech ETF | $6.5M | 3.4% | 83K | +1,860 (+2%) | 3 of 8 | |
| 5 |  SUSC Ishares TR | $6.3M | 3.3% | 289K | +31K (+12%) | 8 of 8 | |
| 6 |  DMXF Ishares TR | $6M | 3.1% | 71K | +3,884 (+6%) | 8 of 8 | |
| 7 |  EMXF Ishares TR | $6M | 3.1% | 105K | +5,754 (+6%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $5.8M | 3.0% | 17K | +338 (+2%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $5.6M | 2.9% | 24K | No change | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $5.1M | 2.6% | 15K | −86 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $383K | 2,800 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Invera Wealth Advisors 13F FAQ
What does Invera Wealth Advisors own?
Invera Wealth Advisors reported 135 stocks worth $194M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (3.9%), MSFT (3.8%) and IGIB (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Invera Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 97 added to, 22 trimmed and 1 sold out. New positions include EQIX and HONA. It sold all of XOM.
When will Invera Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Invera Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $194M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.