AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: Invera Wealth Advisors, LLC
1. Portfolio Overview
Invera Wealth Advisors, LLC manages a portfolio with a total market value of $158.26 million as of December 31, 2025. This represents a significant 83.7% increase in total portfolio value from the prior quarter ($86.15M), indicating a period of substantial capital inflows or strong market performance on existing assets. The portfolio consists of 90 holdings, suggesting a moderately diversified app...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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