Invera Wealth Advisors, LLC
Sector Allocation
- Other39.4%$73.5M
- Technology26.9%$50.1M
- Financials8.9%$16.7M
- Consumer Discretionary7.2%$13.5M
- Healthcare6.8%$12.8M
- Industrials5.5%$10.2M
- Energy1.6%$3.0M
- Consumer Staples1.4%$2.6M
- Materials1.0%$1.9M
- Utilities0.7%$1.3M
AUM History
13fpro.ai/research/fund/invera-wealth-advisors-llc-1976780
Conviction and streaks
Diversifying · top 10 = 31.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$7.5M
AAPL
$6.6M- ISHARES$6.2M
- ISHARES$6.0M
GOOGL
$6.0M- ISHARES$5.7M
- ISHARES$5.7M
MSFT
$5.2MJPM
$5.1MNVDA
$4.9M- ISHARES$4.9M
LRCX
$4.7M- ISHARES$4.7M
AMD
$4.2MAMZN
$3.7M- ISHARES$3.4M
- ISHARES$3.2M
- ISHARES$3.1M
- EXCHANGE$3.1M
- ISHARES$3.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/invera-wealth-advisors-llc-1976780
Invera Wealth Advisors, LLC 13F holdings — Q2 2026
$186.4M portfolio (+19.7% QoQ) · 132 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
- 1
ISHARES TR - ISHS 5-10YR INVT
$7.5M
4.0% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $6.6M
3.5% of stocks
+0.2%This quarter+1.7%Since filed4+ qtrsHeld- 3
ISHARES TR - FUTU AI TECH ETF
$6.2M
3.3% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ESG AWRE USD ETF
$6.0M
3.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
3.2% of stocks
-20%This quarter-6.4%Since filed4+ qtrsHeld- 6
ISHARES TR - EGSADVNCDMSCI EM
$5.7M
3.1% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ESG EAFE ETF
$5.7M
3.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.2M
2.8% of stocks
+12%This quarter+36.4%Since filed4+ qtrsHeld$5.1M
2.7% of stocks
-3%This quarter-3.1%Since filed4+ qtrsHeld$4.9M
2.6% of stocks
-6%This quarter+13.7%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - ISHS 5-10YR INVT | $7.5M | 4.0% | +7% | — | — | — | — | |
| 2 | $6.6M | 3.5% | +0.2% | +1.7% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - FUTU AI TECH ETF | $6.2M | 3.3% | +14% | — | — | — | — | |
| 4 | ISHARES TR - ESG AWRE USD ETF | $6.0M | 3.2% | +6% | — | — | — | — | |
| 5 | $6.0M | 3.2% | -20% | -6.4% | 4+ qtrsTrimmed 3 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - EGSADVNCDMSCI EM | $5.7M | 3.1% | -7% | — | — | — | — | |
| 7 | ISHARES TR - ESG EAFE ETF | $5.7M | 3.0% | +1% | — | — | — | — | |
| 8 | $5.2M | 2.8% | +12% | +36.4% | 4+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.1M | 2.7% | -3% | -3.1% | 4+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $4.9M | 2.6% | -6% | +13.7% | 4+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Invera Wealth Advisors, LLC (Q2 2026)
132 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $4.9M | 2.6% | 59K | -5% | — | — | 13F |
| 12 | LAM RESEARCH CORP | Technology | $4.7M | 2.5% | 11K | -42% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $4.7M | 2.5% | 48K | +0.1% | — | — | 13F |
| 14 | ADVANCED MICRO DEVICES INC | Technology | $4.2M | 2.3% | 7,216 | -11% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $3.7M | 2.0% | 16K | +11% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - ESG MSCI USA ETFetf/fund | — | $3.4M | 1.8% | 48K | +0.7% | — | — | 13F |
| 17 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $3.2M | 1.7% | 32K | +13% | — | — | 13F |
| 18 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $3.1M | 1.7% | 21K | +10% | — | — | 13F |
| 19 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETFetf/fund | — | $3.1M | 1.7% | 36K | +49% | — | — | 13F |
| 20 | — | ISHARES TR - ESG SELE SCR ETFetf/fund | — | $3.1M | 1.6% | 58K | +8% | — | — | 13F |
| 21 | Trane Technologies plc | Technology | $3.1M | 1.6% | 6,216 | -25% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Broadcom Inc. | Technology | $2.8M | 1.5% | 7,502 | -7% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.7M | 1.5% | 18K | -26% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CUMMINS INC | Industrials | $2.6M | 1.4% | 3,578 | -39% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GE Vernova Inc. | Industrials | $2.4M | 1.3% | 2,022 | +8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $V | VISA INC. | Financials | $2.3M | 1.3% | 6,793 | +46% | |||
| 27 | — | ISHARES TR - ESG AWR US AGRGT | — | $2.3M | 1.3% | 49K | +10% | |||
| 28 | $JCI | Johnson Controls International plc | Industrials | $1.9M | 1.0% | 13K | -9% | |||
| 29 | — | ISHARES TR - ESG AWARE MSCI | — | $1.9M | 1.0% | 34K | -1% | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $1.9M | 1.0% | 1,561 | +97% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.9M | 1.0% | 5,275 | +21% | |||
| 32 | $ALL | ALLSTATE CORP | Financials | $1.7M | 0.9% | 7,184 | +0.5% | |||
| 33 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $1.7M | 0.9% | 33K | -52% | |||
| 34 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.6M | 0.9% | 2,219 | New | |||
| 35 | $NXPI | NXP Semiconductors N.V. | Technology | $1.5M | 0.8% | 5,504 | +0.1% | |||
| 36 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.4M | 0.8% | 13K | +11% | |||
| 37 | — | NUSHARES ETF TR - NUVEEN ESG MIDVL | — | $1.3M | 0.7% | 31K | -47% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.7% | 2,345 | -0.9% | |||
| 39 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.7% | 2,979 | -17% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.7% | 4,952 | -12% | |||
| 41 | — | ISHARES TR - USD GRN BOND ETF | — | $1.2M | 0.7% | 26K | +2% | |||
| 42 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.7% | 4,815 | +9% | |||
| 43 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $1.2M | 0.6% | 6,067 | +3% | |||
| 44 | $MPC | Marathon Petroleum Corp | Energy | $1.2M | 0.6% | 4,562 | -10% | |||
| 45 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $1.1M | 0.6% | 33K | +74% | |||
| 46 | $CB | Chubb Ltd | Financials | $1.1M | 0.6% | 3,156 | -12% | |||
| 47 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.6% | 3,937 | -7% | |||
| 48 | $EW | Edwards Lifesciences Corp | Healthcare | $1.0M | 0.6% | 12K | +4% | |||
| 49 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.0M | 0.6% | 4,989 | -4% | |||
| 50 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $1.0M | 0.5% | 11K | +2% | |||
| 51 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $999K | 0.5% | 2,663 | +87% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $980K | 0.5% | 5,911 | +6% | |||
| 53 | $DXCM | DEXCOM INC | Healthcare | $950K | 0.5% | 14K | +112% | |||
| 54 | $SNPS | SYNOPSYS INC | Technology | $948K | 0.5% | 2,126 | +80% | |||
| 55 | $MSI | Motorola Solutions, Inc. | Technology | $937K | 0.5% | 2,257 | -2% | |||
| 56 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $931K | 0.5% | 1,860 | -55% | |||
| 57 | — | ISHARES TR - CORE S&P500 ETF | — | $918K | 0.5% | 1,226 | +0.1% | |||
| 58 | $APD | Air Products & Chemicals, Inc. | Materials | $882K | 0.5% | 3,010 | -2% | |||
| 59 | $HCA | HCA Healthcare, Inc. | Healthcare | $861K | 0.5% | 2,208 | -33% | |||
| 60 | $ICE | Intercontinental Exchange, Inc. | Financials | $853K | 0.5% | 6,930 | -32% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $833K | 0.5% | 890 | -25% | |||
| 62 | — | SPDR INDEX SHS FDS - SST SPDR MSCI | — | $803K | 0.4% | 17K | +7% | |||
| 63 | — | ISHARES TR - US TREAS BD ETF | — | $797K | 0.4% | 35K | — | |||
| 64 | $WMT | Walmart Inc. | Consumer Staples | $773K | 0.4% | 6,829 | -8% | |||
| 65 | $SPGI | S&P Global Inc. | Financials | $768K | 0.4% | 1,992 | +26% | |||
| 66 | $CME | CME GROUP INC. | Financials | $761K | 0.4% | 3,444 | -1% | |||
| 67 | $ABT | ABBOTT LABORATORIES | Healthcare | $752K | 0.4% | 8,292 | +2% | |||
| 68 | $PANW | Palo Alto Networks Inc | Technology | $682K | 0.4% | 1,999 | New | |||
| 69 | $APH | AMPHENOL CORP /DE/ | Technology | $671K | 0.4% | 3,803 | New | |||
| 70 | $ADI | ANALOG DEVICES INC | Technology | $667K | 0.4% | 1,680 | -17% | |||
| 71 | $ZTS | Zoetis Inc. | Healthcare | $639K | 0.3% | 8,894 | +129% | |||
| 72 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $626K | 0.3% | 4,503 | -0.3% | |||
| 73 | $KLAC | KLA CORP | Technology | $584K | 0.3% | 1,935 | New | |||
| 74 | $MA | Mastercard Inc | Financials | $579K | 0.3% | 1,127 | New | |||
| 75 | $SYY | SYSCO CORP | Consumer Discretionary | $567K | 0.3% | 6,782 | +53% | |||
| 76 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $535K | 0.3% | 1,286 | New | |||
| 77 | $LIN | LINDE PLC | Materials | $533K | 0.3% | 1,028 | New | |||
| 78 | $NEE | NEXTERA ENERGY INC | Utilities | $511K | 0.3% | 5,824 | -2% | |||
| 79 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $500K | 0.3% | 12K | +12% | |||
| 80 | — | ISHARES TR - RUS MID CAP ETF | — | $481K | 0.3% | 4,364 | -0.8% | |||
| 81 | $O | REALTY INCOME CORP | Real Estate | $480K | 0.3% | 7,745 | +0.8% | |||
| 82 | $FANG | Diamondback Energy, Inc. | Energy | $467K | 0.3% | 2,659 | -12% | |||
| 83 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $462K | 0.3% | 6,076 | New | |||
| 84 | — | ISHARES TR - CALIF MUN BD ETF | — | $448K | 0.2% | 7,768 | -2% | |||
| 85 | $ECL | ECOLAB INC. | Materials | $439K | 0.2% | 1,577 | New | |||
| 86 | $DE | DEERE & CO | Industrials | $435K | 0.2% | 686 | New | |||
| 87 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $433K | 0.2% | 7,599 | +34% | |||
| 88 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $430K | 0.2% | 316 | New | |||
| 89 | $ANET | Arista Networks, Inc. | Technology | $417K | 0.2% | 2,457 | New | |||
| 90 | $DHR | DANAHER CORP /DE/ | Healthcare | $416K | 0.2% | 2,183 | New | |||
| 91 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $411K | 0.2% | 827 | New | |||
| 92 | $GS | GOLDMAN SACHS GROUP INC | Financials | $411K | 0.2% | 406 | New | |||
| 93 | — | ISHARES TR - 10+ YR INVST GRD | — | $408K | 0.2% | 8,159 | +1% | |||
| 94 | $FIS | Fidelity National Information Services, Inc. | Financials | $397K | 0.2% | 10K | +127% | |||
| 95 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $394K | 0.2% | 4,282 | New | |||
| 96 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $394K | 0.2% | 1,192 | New | |||
| 97 | $TER | TERADYNE, INC | Technology | $387K | 0.2% | 800 | — | |||
| 98 | $AXP | AMERICAN EXPRESS CO | Financials | $386K | 0.2% | 1,140 | New | |||
| 99 | $CTAS | CINTAS CORP | Consumer Discretionary | $385K | 0.2% | 2,263 | New | |||
| 100 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $385K | 0.2% | 1,040 | — | |||
| 101 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $383K | 0.2% | 2,800 | New | |||
| 102 | $SYK | STRYKER CORP | Healthcare | $382K | 0.2% | 1,212 | New | |||
| 103 | $ETR | ENTERGY CORP /DE/ | Utilities | $373K | 0.2% | 3,248 | -5% | |||
| 104 | $MRK | Merck & Co., Inc. | Healthcare | $370K | 0.2% | 2,879 | -10% | |||
| 105 | $UBER | Uber Technologies, Inc | Technology | $361K | 0.2% | 5,007 | New | |||
| 106 | $FLEX | FLEX LTD. | Technology | $355K | 0.2% | 2,191 | New | |||
| 107 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $352K | 0.2% | 11K | New | |||
| 108 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $351K | 0.2% | 4,253 | New | |||
| 109 | $MCK | MCKESSON CORP | Consumer Staples | $349K | 0.2% | 462 | New | |||
| 110 | $BLK | BlackRock, Inc. | Financials | $325K | 0.2% | 338 | New | |||
| 111 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $319K | 0.2% | 802 | New | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $316K | 0.2% | 1,660 | +5% | |||
| 113 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $307K | 0.2% | 493 | New | |||
| 114 | $GLDM | World Gold Trust | Financials | $305K | 0.2% | 3,840 | +7% | |||
| 115 | $GOOG | Alphabet Inc. | Technology | $294K | 0.2% | 833 | — | |||
| 116 | $CSX | CSX CORP | Industrials | $276K | 0.1% | 5,803 | New | |||
| 117 | $PH | Parker-Hannifin Corp | Industrials | $274K | 0.1% | 280 | New | |||
| 118 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $261K | 0.1% | 1,411 | +8% | |||
| 119 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $253K | 0.1% | 183 | — | |||
| 120 | — | ISHARES TR - CORE MSCI TOTAL | — | $252K | 0.1% | 2,645 | +8% | |||
| 121 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $246K | 0.1% | 1,550 | +9% | |||
| 122 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $246K | 0.1% | 6,473 | +5% | |||
| 123 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $234K | 0.1% | 490 | New | |||
| 124 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $226K | 0.1% | 1,786 | -40% | |||
| 125 | $ASML | ASML HOLDING NV | Technology | $221K | 0.1% | 111 | New | |||
| 126 | $TXN | TEXAS INSTRUMENTS INC | Technology | $221K | 0.1% | 740 | New | |||
| 127 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $219K | 0.1% | 1,030 | +3% | |||
| 128 | $CEG | Constellation Energy Corp | Utilities | $218K | 0.1% | 876 | New | |||
| 129 | — | ISHARES TR - U.S. TECH ETF | — | $214K | 0.1% | 850 | New | |||
| 130 | — | ISHARES TR - MSCI INDIA ETF | — | $212K | 0.1% | 4,287 | New | |||
| 131 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $210K | 0.1% | 3,458 | New | |||
| 132 | $LXRX | LEXICON PHARMACEUTICALS, INC. | Healthcare | $48K | 0.0% | 20K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 38 new, 49 added to, 39 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (38)
$AMATAPPLIED MATERIALS INC /DE$1.6M
first bought this quarter
$PANWPalo Alto Networks Inc$682K
first bought this quarter
$APHAMPHENOL CORP /DE/$671K
first bought this quarter
$KLACKLA CORP$584K
first bought this quarter
$MAMastercard Inc$579K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$535K
first bought this quarter
+32 more in the Excel export
Added to (49)
- EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF+49%
now $3.1M
$LLYELI LILLY & Co+97%
now $1.9M · held 2 qtrs, 2 adds in a row
- ISHARES TR - FUTU AI TECH ETF+14%
now $6.2M
$VVISA INC.+46%
now $2.3M · held 4+ qtrs, 2 adds in a row
now $5.2M · held 4+ qtrs
$DXCMDEXCOM INC+112%
now $950K · held 3 qtrs, 3 adds in a row
+43 more in the Excel export
Trimmed (39)
now $4.7M · held 4+ qtrs, 3 trims in a row
- NUSHARES ETF TR - NUVEEN ESG LRGVL-52%
now $1.7M
$CMICUMMINS INC-39%
now $2.6M · held 4+ qtrs, 3 trims in a row
now $6.0M · held 4+ qtrs, 3 trims in a row
- NUSHARES ETF TR - NUVEEN ESG MIDVL-47%
now $1.3M
$BRK.BBERKSHIRE HATHAWAY INC-55%
now $931K · held 4+ qtrs, 3 trims in a row
+33 more in the Excel export
Holdings by quarter
Every 13F Invera Wealth Advisors, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Invera Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Invera Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+6.4%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Invera Wealth Advisors, LLC disclosed 132 positions worth $186.4M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 38 new positions and exited 4 — including a new stake in $AMAT and a full exit from $STE. The portfolio is most concentrated in Other (39.4% of disclosed assets). All figures are sourced directly from Invera Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1976780.
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