Invera Wealth Advisors, LLC
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,433
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 132 | 186,433 | 13F-HR | Invera Wealth Advisors, LLC |
| Q1 2026 | 4/22/2026 | 98 | 155,807 | 13F-HR | Invera Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 90 | 158,258 | 13F-HR | Invera Wealth Advisors, LLC |
| Q3 2025 | 10/29/2025 | 87 | 162,247 | 13F-HR | Invera Wealth Advisors, LLC |
| Q2 2025 | 10/29/2025 | 84 | 153,347 | 13F-HR | Invera Wealth Advisors, LLC |
| Q1 2025 | 10/29/2025 | 90 | 154,740 | 13F-HR/A - RESTATEMENT | Invera Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.6 K | 60.4% | 21.91 K | 0 | 21.91 K |
| ETFs | 72.57 K | 38.9% | 9.578 K | 0 | 9.578 K |
| Debt | 1.226 K | 0.7% | 26 | 0 | 26 |
| Other | 0 | 0.0% | 0 | 896 | -896 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
186,433
Holdings
132
QoQ value change ($000)
30,626
(19.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.