Invera Wealth Advisors, LLC
•CIK: 1976780•Filing: Q4 2025
**Invera Wealth Advisors, LLC** manages $158M across a diversified portfolio of 90 positions. The fund maintains significant exposure to mega-cap technology and financial names, with top holdings including GOOGL ($6.8M), AAPL ($6.5M), and MSFT ($6.0M). Notable allocations also feature IGIB ($7.0M) and SUSC ($5.5M), suggesting a strategy focused on established growth leaders and select sector plays. This concentrated approach signals conviction in core market leaders while maintaining tactical diversification.
Total AUM
$158.3M
QoQ Performance
-5.7%
Positions
70
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IGIB4.4%
GOOGL4.3%
AAPL4.1%
MSFT3.8%
SUSC3.5%
USXF3.5%
JPM3.3%
EMXF3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.8%
Technology21.6%
Financial6.8%
Consumer3.6%
Healthcare3.2%
Industrial1.7%
ETF0.6%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW9 new positions
↑11 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023