Invera Wealth Advisors, LLC
Invera Wealth Advisors, LLC reported 132 positions worth $186.4M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IGIB (4.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IGIB | SH | $7.5M | 4.00% | 140,153 | — | — | |
| ▸ 2 | AAPL | SH | $6.6M | 3.51% | 22,640 | — | — | |
| ▸ 3 | ARTY | SH | $6.2M | 3.30% | 80,892 | — | — | |
| ▸ 4 | SUSC | SH | $6.0M | 3.20% | 257,659 | — | — | |
| ▸ 5 | GOOGL | SH | $6.0M | 3.19% | 16,659 | — | — | |
| ▸ 6 | EMXF | SH | $5.7M | 3.08% | 98,999 | — | — | |
| ▸ 7 | DMXF | SH | $5.7M | 3.05% | 67,313 | — | — | |
| ▸ 8 | MSFT | SH | $5.2M | 2.80% | 13,984 | — | — | |
| ▸ 9 | JPM | SH | $5.1M | 2.72% | 15,464 | — | — | |
| ▸ 10 | NVDA | SH | $4.9M | 2.62% | 24,388 | — | — |
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Frequently Asked Questions
What stocks does Invera Wealth Advisors, LLC hold as of Q2 2026?
Invera Wealth Advisors, LLC reported 132 positions worth $186.4M in its Q2 2026 13F filing. Largest positions: IGIB (4.0%), AAPL (3.5%), ARTY (3.3%), SUSC (3.2%) and GOOGL (3.2%).
What did Invera Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Invera Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.