Invera Wealth Advisors, LLC: 13F holdings
CIK 19767802026Q2
| Positions | 132 |
|---|---|
| Reported value | $186.4m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IGIB ISHARES TR | 140,153 | $7.5m | 4.0% |
| AAPL APPLE INC | 22,640 | $6.6m | 3.5% |
| IRBO ISHARES TR | 80,892 | $6.2m | 3.3% |
| SUSC ISHARES TR | 257,659 | $6.0m | 3.2% |
| GOOGL ALPHABET INC | 16,659 | $6.0m | 3.2% |
| OGE ISHARES TR | 98,999 | $5.7m | 3.1% |
| ISHARES TR | 67,313 | $5.7m | 3.1% |
| MSFT MICROSOFT CORP | 13,984 | $5.2m | 2.8% |
| JPM JPMORGAN CHASE & CO | 15,464 | $5.1m | 2.7% |
| NVDA NVIDIA CORPORATION | 24,388 | $4.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1976780")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.