Invera Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio consisting of 135 distinct equity securities.
The portfolio is heavily weighted toward technology and exchange-traded funds (ETFs). The top individual stock holding is Apple Inc., with 22,813 shares. Microsoft Corporation is the second-largest holding, with 14,321 shares. Other notable individual positions include NVIDIA Corporation (24,392 shares), Amazon.com Inc. (15,867 shares), and Johnson & Johnson (4,897 shares).
In addition to individual equities, the filing reveals significant exposure to various exchange-traded funds. The firm holds a substantial position in the iShares Core S&P 500 ETF, with 1,278 shares. It also lists significant holdings in the iShares Core MSCI EAFE ETF (49,364 shares) and the iShares Core S&P Small-Cap ETF (21,023 shares). Other ETFs in the portfolio include the iShares Core MSCI Emerging Markets ETF (60,583 shares) and the iShares 10+ Year Investment Grade Corporate Bond ETF (34,136 shares).
The filing lists Shenandoah Sampson as the Chief Compliance Officer for Invera Wealth Advisors, LLC, located in Bend, Oregon. The report was signed on October 28, 2026.
