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CIK: 0001976780
Total reported value
$186.4M
$186.4M
98 檔
15.8%
In Q1 2026, Invera Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $186.4M, distributed across 98 disclosed stock positions.
Invera Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 4 holdings and trimming 49 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.48% | -0.48% | +0.88% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | -0.64% | -4.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.17% | -4.91% | |
| 4 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 3.61% | -0.41% | +3.02% | |
| 5 | EMXF | Ishares Esg Adv Msci Em ETF | ETF-Other | 3.28% | -0.20% | +0.72% | |
| 6 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 3.22% | -0.17% | +1.78% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | -0.29% | -0.63% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.17% | -0.03% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | -0.28% | +23.75% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | -0.30% | -3.48% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.76% | -0.16% | -3.78% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.59% | -0.04% | -5.50% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.49% | -1.02% | -2.96% | |
| 14 | TT | Trane Technologies plc | Stock-Industrials | 2.21% | -0.57% | -0.66% | |
| 15 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.11% | +1.19% | — | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 2.04% | -0.67% | -3.44% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 2.02% | -1.13% | -20.20% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.12% | +103.01% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.83% | -0.11% | +1.43% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.70% | +0.10% | -49.99% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | -0.09% | +99.41% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.53% | +0.15% | -1.53% | |
| 23 | XJR | Ishr Esg Ss S&p Smal-cap-usd | ETF-Other | 1.51% | +0.13% | — | |
| 24 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-Other | 1.45% | -0.74% | -2.29% | |
| 25 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.36% | -0.11% | +5.13% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.78% | -10.55% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.18% | -1.49% | |
| 28 | ROBO | Robo Global Robotics And Aut | ETF-Other | 1.07% | +0.60% | — | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +1.19% | -2.15% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.05% | +0.22% | -7.44% | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.04% | -0.02% | -58.91% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 1.04% | -0.58% | -0.18% | |
| 33 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.00% | -0.54% | -0.33% | |
| 34 | ALL | Allstate CORP | Stock-Financials | 0.95% | -0.03% | -1.13% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.08% | -1.91% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.35% | +2.20% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.21% | -1.43% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.16% | -1.05% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | -0.14% | -4.87% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.79% | -0.16% | -1.25% | |
| 41 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.77% | -0.11% | +6.15% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.31% | +0.08% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.75% | -0.17% | -2.59% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.21% | — | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.71% | +0.05% | -1.40% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.69% | +0.14% | -0.29% | |
| 47 | CME | Cme Group Inc | Stock-Financials | 0.66% | -0.25% | -1.30% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | -0.09% | -0.28% | |
| 49 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.66% | -0.11% | -1.66% | |
| 50 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.64% | -0.01% | -44.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | +103.01% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +99.41% | Add |
| 3 | LRCX | Lam Research CORP | +0.4% | -5.50% | Trim |
| 4 | NVDA | Nvidia CORP | +0.4% | +23.75% | Add |
| 5 | MPC | Marathon Petroleum CORP | +0.3% | -1.25% | Trim |
| 6 | GEV | GE Vernova Inc | +0.2% | -7.44% | Trim |
| 7 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 8 | TT | Trane Technologies plc | +0.2% | -0.66% | Trim |
| 9 | EMXF | Ishares Esg Adv Msci Em ETF | +0.2% | +0.72% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.43% | Trim |
| 11 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | +1.78% | Add |
| 12 | SUSC | Ishares Esg Aware Usd Corpor | +0.1% | +3.02% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.08% | Add |
| 14 | NEE | Nextera Energy Inc | +0.1% | +20.46% | Add |
| 15 | FANG | Diamondback Energy Inc | +0.1% | +1.45% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.49% | Trim |
| 17 | ADI | Analog Devices Inc | +0.1% | +9.91% | Add |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | -0.32% | Trim |
| 19 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +5.13% | Add |
| 20 | VZ | Verizon Communications Inc | +0.1% | +0.40% | Add |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +36.62% | Add |
| 22 | MSI | Motorola Solutions Inc | +0.1% | -2.71% | Trim |
| 23 | CMI | Cummins Inc | +0.1% | -3.44% | Trim |
| 24 | ETN | Eaton Corporation plc | +0.1% | -4.87% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | -2.13% | Trim |
| 26 | TJX | Tjx Companies Inc | +0.1% | -2.96% | Trim |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +0.88% | Add |
| 28 | ETR | Entergy CORP | +0.1% | +0.06% | Add |
| 29 | CME | Cme Group Inc | +0.1% | -1.30% | Trim |
| 30 | BGRN | Ishares Usd Green Bond ETF | +0.1% | +6.15% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.53% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | +0.1% | +1.43% | Add |
| 33 | GLDM | Spdr Gold Minishares Trust | 0% | +16.73% | Add |
| 34 | STZ | Constellation Brands Inc-a | 0% | +0.27% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | +0.09% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +10.53% | Add |
| 37 | DRI | Darden Restaurants Inc | 0% | -1.66% | Trim |
| 38 | UNP | Union Pacific CORP | 0% | -0.28% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | -3.78% | Trim |
| 40 | GOVT | Ishares US Treasury Bond ETF | 0% | +5.63% | Add |
| 41 | GILD | Gilead Sciences Inc | 0% | -4.99% | Trim |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -1.40% | Trim |
| 43 | HCA | Hca Healthcare Inc | 0% | -0.33% | Trim |
| 44 | O | Realty Income CORP | 0% | -1.32% | Trim |
| 45 | CB | Chubb Limited | 0% | -2.59% | Trim |
| 46 | SYY | Sysco CORP | 0% | +6.82% | Add |
| 47 | LXRX | Lexicon Pharmaceuticals Inc | 0% | — | Unchanged |
| 48 | CMF | Ishares California Muni Bond | 0% | +1.57% | Add |
| 49 | XLI | Ss Industrial Select Sector | 0% | -5.09% | Trim |
| 50 | ALL | Allstate CORP | — | -1.13% | Trim |
According to official SEC Form 13F filings, Invera Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $186.4M across 98 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGIB, GOOGL, AAPL) accounted for 15.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
ARTY
市值: $3.3M
Top Position Liquidated / Trimmed
CRM
前期市值: $1.3M
During Q1 2026, Invera Wealth Advisors, LLC's top holdings by market value included IGIB (4.5%)、GOOGL (3.8%)、AAPL (3.7%). The largest single position, IGIB, represented 4.5% of total portfolio value.
In Q1 2026, Invera Wealth Advisors, LLC made 96 total portfolio adjustments, initiating 12 new buys, adding to 31 positions, trimming 49 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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