Invera Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Invera Wealth Advisors, LLCInvestment ActivityInvera Wealth Advisors, LLC has $186.43 million in total holdings as of June 30, 2026.Invera Wealth Advisors, LLC owns shares of 132 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 14.06% of the portfolio was purchased this quarter.About 10.29% of the portfolio was sold this quarter.This quarter, Invera Wealth Advisors, LLC has purchased 98 new stocks and bought additional shares in 49 stocks.Invera Wealth Advisors, LLC sold shares of 39 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 5-10 Year Investment Grade Corporate Bond ETF $7,451,935Apple $6,551,110iShares Robotics and Artificial Intelligence Multisector ETF $6,160,735iShares ESG Aware USD Corporate Bond ETF $5,965,167Alphabet $5,953,427 Largest New Holdings this Quarter 038222105 - Applied Materials $1,604,337 Holding697435105 - Palo Alto Networks $681,699 Holding032095101 - Amphenol $670,545 Holding482480100 - KLA $583,809 Holding57636Q104 - Mastercard $578,827 Holding Largest Purchases this Quarter Applied Materials 2,219 shares (about $1.60M)ROBO Global Robotics & Automation ETF 11,934 shares (about $1.02M)Eli Lilly and Company 767 shares (about $919.96K)iShares Robotics and Artificial Intelligence Multisector ETF 10,190 shares (about $776.07K)Visa 2,151 shares (about $737.99K) Largest Sales this Quarter LAM RESEARCH CORP 7,952 shares (about $3.45M)Nuveen ESG Large-Cap Value ETF 35,977 shares (about $1.80M)Cummins 2,316 shares (about $1.65M)Alphabet 4,111 shares (about $1.47M)Nuveen ESG Mid-Cap Value ETF 27,569 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvera Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$7,451,935$484,272 â–²7.0%140,1534.0%ManufacturingAAPLApple$6,551,110$11,285 â–²0.2%22,6403.5%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$6,160,735$776,070 â–²14.4%80,8923.3%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$5,965,167$337,270 â–²6.0%257,6593.2%ManufacturingGOOGLAlphabet$5,953,427$1,469,148 â–¼-19.8%16,6593.2%Computer and TechnologyEMXFiShares ESG Advanced MSCI EM ETF$5,736,467$450,984 â–¼-7.3%98,9993.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$5,694,680$69,880 â–²1.2%67,3133.1%ManufacturingMSFTMicrosoft$5,216,312$559,157 â–²12.0%13,9842.8%Computer and TechnologyJPMJPMorgan Chase & Co.$5,061,831$163,338 â–¼-3.1%15,4642.7%FinanceNVDANVIDIA$4,879,795$306,338 â–¼-5.9%24,3882.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$4,850,531$250,094 â–¼-4.9%58,5532.6%ETFLAM RESEARCH CORP$4,745,830$3,445,840 â–¼-42.1%10,9522.5%COM NEWIEFAiShares Core MSCI EAFE ETF$4,674,279$4,732 â–²0.1%48,3982.5%ETFAMDAdvanced Micro Devices$4,191,847$541,989 â–¼-11.4%7,2162.2%Computer and TechnologyAMZNAmazon.com$3,741,461$377,292 â–²11.2%15,6982.0%Retail/WholesaleUSXFiShares ESG Advanced MSCI USA ETF$3,350,685$23,752 â–²0.7%48,2461.8%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$3,210,119$371,769 â–²13.1%32,4321.7%FinanceIJRiShares Core S&P Small-Cap ETF$3,135,718$286,683 â–²10.1%21,1431.7%ETFROBOROBO Global Robotics & Automation ETF$3,109,972$1,022,266 â–²49.0%36,3061.7%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$3,065,809$224,118 â–²7.9%58,1241.6%ETFTTTrane Technologies$3,053,051$1,003,440 â–¼-24.7%6,2161.6%ConstructionAVGOBroadcom$2,833,881$221,362 â–¼-7.2%7,5021.5%Computer and TechnologyTJXTJX Companies$2,736,848$943,845 â–¼-25.6%18,0651.5%Retail/WholesaleCMICummins$2,551,865$1,651,794 â–¼-39.3%3,5781.4%Auto/Tires/TrucksGE VERNOVA INC$2,375,567$169,180 â–²7.7%2,0221.3%COMVVisa$2,330,610$737,986 â–²46.3%6,7931.3%Business ServicesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,328,021$211,117 â–²10.0%49,1041.2%ETFJCIJohnson Controls International$1,910,827$178,839 â–¼-8.6%13,0781.0%ConstructionESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,908,388$22,875 â–¼-1.2%34,1211.0%ETFLLYEli Lilly and Company$1,872,310$919,963 â–²96.6%1,5611.0%MedicalHDHome Depot$1,860,387$318,823 â–²20.7%5,2751.0%Retail/WholesaleALLAllstate$1,709,361$7,852 â–²0.5%7,1840.9%FinanceNULVNuveen ESG Large-Cap Value ETF$1,665,567$1,798,490 â–¼-51.9%33,3180.9%ETFAMATApplied Materials$1,604,337$1,604,337 â–²New Holding2,2190.9%Computer and TechnologyNXPINXP Semiconductors$1,546,789$1,405 â–²0.1%5,5040.8%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$1,414,829$136,387 â–²10.7%12,9670.8%ETFNUMVNuveen ESG Mid-Cap Value ETF$1,330,098$1,198,976 â–¼-47.4%30,5840.7%ETFMETAMeta Platforms$1,320,915$12,392 â–¼-0.9%2,3450.7%Computer and TechnologyETNEaton$1,269,411$255,246 â–¼-16.7%2,9790.7%IndustrialsJNJJohnson & Johnson$1,257,659$163,811 â–¼-11.5%4,9520.7%MedicalBGRNiShares USD Green Bond ETF$1,226,072$26,110 â–²2.2%25,8270.7%ManufacturingABBVAbbVie$1,211,647$102,418 â–²9.2%4,8150.6%MedicalIQVIQVIA$1,172,266$36,132 â–²3.2%6,0670.6%MedicalMPCMarathon Petroleum$1,166,367$128,091 â–¼-9.9%4,5620.6%EnergyCMGChipotle Mexican Grill$1,114,146$474,436 â–²74.2%32,7690.6%Retail/WholesaleCBChubb$1,075,375$153,333 â–¼-12.5%3,1560.6%FinanceUNPUnion Pacific$1,070,864$80,512 â–¼-7.0%3,9370.6%TransportationEWEdwards Lifesciences$1,045,265$38,626 â–²3.8%11,5550.6%MedicalDRIDarden Restaurants$1,027,784$47,176 â–¼-4.4%4,9890.6%Retail/WholesaleMDYVSPDR S&P 400 Mid Cap Value ETF$1,014,516$16,883 â–²1.7%10,6960.5%ETFCDNSCadence Design Systems$999,477$465,021 â–²87.0%2,6630.5%Computer and TechnologyCVXChevron$979,807$52,380 â–²5.6%5,9110.5%EnergyDXCMDexCom$949,702$502,161 â–²112.2%14,1010.5%MedicalSNPSSynopsys$948,345$421,536 â–²80.0%2,1260.5%Computer and TechnologyMSIMotorola Solutions$937,310$17,857 â–¼-1.9%2,2570.5%Computer and TechnologyBRK.BBerkshire Hathaway$930,725$1,151,897 â–¼-55.3%1,8600.5%FinanceIVViShares Core S&P 500 ETF$918,139$749 â–²0.1%1,2260.5%ETFAPDAir Products and Chemicals$882,472$18,470 â–¼-2.1%3,0100.5%Basic MaterialsHCAHCA Healthcare$860,877$417,572 â–¼-32.7%2,2080.5%MedicalICEIntercontinental Exchange$853,152$410,079 â–¼-32.5%6,9300.5%FinanceCOSTCostco Wholesale$832,568$280,641 â–¼-25.2%8900.4%Retail/WholesaleNZACSPDR MSCI ACWI Climate Paris Aligned ETF$803,400$50,138 â–²6.7%17,4980.4%ETFGOVTiShares U.S. Treasury Bond ETF$797,4370.0%35,0060.4%ETFWALMART INC$773,453$63,199 â–¼-7.6%6,8290.4%COMSPGIS&P Global$767,518$157,973 â–²25.9%1,9920.4%FinanceCMECME Group$760,539$10,600 â–¼-1.4%3,4440.4%FinanceABTAbbott Laboratories$752,416$18,148 â–²2.5%8,2920.4%MedicalPANWPalo Alto Networks$681,699$681,699 â–²New Holding1,9990.4%Computer and TechnologyAPHAmphenol$670,545$670,545 â–²New Holding3,8030.4%Computer and TechnologyADIAnalog Devices$667,246$139,010 â–¼-17.2%1,6800.4%Computer and TechnologyZTSZoetis$639,123$360,162 â–²129.1%8,8940.3%MedicalSTZConstellation Brands$626,322$1,947 â–¼-0.3%4,5030.3%Consumer StaplesKLACKLA$583,809$583,809 â–²New Holding1,9350.3%Computer and TechnologyMAMastercard$578,827$578,827 â–²New Holding1,1270.3%Business ServicesSYYSysco$566,840$196,162 â–²52.9%6,7820.3%Consumer StaplesUNHUnitedHealth Group$534,500$534,500 â–²New Holding1,2860.3%MedicalLINDE PLC$533,470$533,470 â–²New Holding1,0280.3%SHSNEENextEra Energy$511,172$9,655 â–¼-1.9%5,8240.3%UtilitiesVZVerizon Communications$500,459$53,264 â–²11.9%11,8200.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$481,436$3,751 â–¼-0.8%4,3640.3%ETFORealty Income$479,880$4,027 â–²0.8%7,7450.3%FinanceFANGDiamondback Energy$467,399$61,347 â–¼-11.6%2,6590.3%EnergySCIService Corporation International$461,533$461,533 â–²New Holding6,0760.2%Consumer StaplesCMFiShares California Muni Bond ETF$447,748$7,839 â–¼-1.7%7,7680.2%ETFECLEcolab$439,368$439,368 â–²New Holding1,5770.2%Basic MaterialsDEDeere & Company$435,150$435,150 â–²New Holding6860.2%IndustrialsBACBank of America$432,991$109,231 â–²33.7%7,5990.2%FinanceGWWW.W. Grainger$429,886$429,886 â–²New Holding3160.2%IndustrialsARISTA NETWORKS INC$417,395$417,395 â–²New Holding2,4570.2%COM SHSDHRDanaher$415,818$415,818 â–²New Holding2,1830.2%MedicalVRTXVertex Pharmaceuticals$410,796$410,796 â–²New Holding8270.2%MedicalGSThe Goldman Sachs Group$410,616$410,616 â–²New Holding4060.2%FinanceIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$408,276$5,004 â–²1.2%8,1590.2%ETFFISFidelity National Information Services$396,770$222,160 â–²127.2%10,2050.2%Business ServicesORLYO'Reilly Automotive$394,329$394,329 â–²New Holding4,2820.2%Retail/WholesaleHLTHilton Worldwide$393,908$393,908 â–²New Holding1,1920.2%Consumer DiscretionaryTERTeradyne$387,0720.0%8000.2%Computer and TechnologyAXPAmerican Express$385,605$385,605 â–²New Holding1,1400.2%FinanceCTASCintas$384,891$384,891 â–²New Holding2,2630.2%Business ServicesVTIVanguard Total Stock Market ETF$384,8420.0%1,0400.2%ETFShowing largest 100 holdings. View all holdings. 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