Invera Wealth Advisors, LLC

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...