Invera Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001976780
13F-HR · 71 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
50.8%
Invera Wealth Advisors, LLC — $110M AUM allocation strategy
Invera Wealth Advisors, LLC files SEC Form 13F and reports $110M of long US equity value across 71 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.0%, followed by Financials 10.6% and Industrials 9.2%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Invera Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$110M
total across 71 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMZN +7.16K sh · +$1.33M+$NVDA +4.97K sh · +$614K+$AVGO +4.03K sh · +$1.1M
Biggest trims (shares)
−$IQV −4.66K sh · −$1.37M−$AAPL −1.17K sh · −$726K−$LRCX −1.1K sh · +$615K
Exited to nil (held last quarter, gone now)
$CRM ($1.3M last qtr)$UNH ($735K last qtr)$MDT ($512K last qtr)$FISV ($216K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.9%—
- Interactive Media & Services5.5%—
- Technology Hardware, Storage & Peripherals5.2%—
- Building Products4.8%—
- Diversified Banks4.3%—
- Systems Software4.2%—
- Semiconductor Materials & Equipment3.7%—
- Apparel Retail3.5%—
- Other holdings60.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 20.8K | $5.97M | -1.03K | 5.4% |
| $AAPL | Apple Inc | 22.6K | $5.74M | -1.17K | 5.2% |
| $JPM | JP Morgan Chase & Co | 16K | $4.7M | -101 | 4.3% |
| $MSFT | Microsoft Corporation | 12.5K | $4.62M | -4 | 4.2% |
| $NVDA | NVIDIA Corporation | 25.9K | $4.52M | +4.97K | 4.1% |
| $LRCX | Lam Research Corporation | 18.9K | $4.04M | -1.1K | 3.7% |
| $TJX | TJX Companies Inc | 24.3K | $3.88M | -742 | 3.5% |
| $TT | Trane Technologies plc | 8.26K | $3.44M | -55 | 3.1% |
| $CMI | Cummins Inc | 5.89K | $3.17M | -210 | 2.9% |
…and 62 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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