Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q3 2024 data
Alera Investment Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Alera Investment Advisors, LLC

•CIK: 1759485•Filing: Q3 2024

**Alera Investment Advisors, LLC** manages $851M across a diversified portfolio of 291 positions. The strategy exhibits a pronounced focus on volatility and covered options, evidenced by top holdings including SPYM at $90.0M and IVW at $57.6M. Significant allocations are also directed toward volatility-related ETFs such as IWF ($41.4M) and SPYV ($37.6M). This concentrated exposure suggests a tactical mandate targeting premium generation within equity volatility structures.

Total AUM
$851.4M
QoQ Performance
+2.4%
Positions
291
Top 10 Concentration
49.2%
Latest Filing
Q3 2024

Top Holdings Allocation

SPYM
IVW
SPYM10.6%
IVW6.8%
IWF4.9%
SPYV4.4%
DYNF4.0%
IVE3.6%
SCHZ3.6%
IWD3.5%

📈 Biggest Buys

SCHZ
SCHWAB US AGGREGATE BOND ETF
+139.2%
3.6% of portfolio
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+27.3%
2.0% of portfolio
NVDA
NVIDIA CORPORATION COM
+33.2%
1.0% of portfolio
AVGO
BROADCOM INC COM
+923.0%
0.3% of portfolio
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+19.5%
1.0% of portfolio

📉 Biggest Sells

SPYM
SPDR PORTFOLIO S&P 500 ETF
-11.6%
10.6% of portfolio
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-12.4%
4.9% of portfolio
IWD
ISHARES RUSSELL 1000 VALUE ETF
-14.1%
3.5% of portfolio
IVW
ISHARES S&P 500 GROWTH ETF
-6.6%
6.8% of portfolio
EMGF
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
-29.5%
0.9% of portfolio

Sector Breakdown

Other85.7%
Technology5.9%
ETF2.4%
Consumer1.6%
Financial1.4%
Healthcare1.4%
Industrial0.6%
Consumer Staples0.3%

🚪 Exited Positionssold since Q2 2024

HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
SOLD
$6.9M
SPIP
SPDR PORTFOLIO TIPS ETF
SOLD
$5.0M
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
SOLD
$723.0K
LRCXEUR
LAM RESEARCH CORP COM
SOLD
$527.1K
BLKCHF
BLACKROCK INC COM
SOLD
$514.9K
+77 more exited positions

Changes from Q2 2024

NEW4 new positions
↑107 increased
↓83 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPYM10.6%
SPDR PORTFOLIO S&P 500 ETF
$90.0M
IVW6.8%
ISHARES S&P 500 GROWTH ETF
$57.6M
IWF4.9%
ISHARES RUSSELL 1000 GROWTH ETF
$41.4M
SPYV4.4%
SPDR PORTFOLIO S&P 500 VALUE ETF
$37.6M
DYNF4.0%
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$33.8M

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