Invera Wealth Advisors, LLC 13F Holdings
CIK 0001976780 · BEND, OR
As of Sep 30, 2025, Invera Wealth Advisors, LLC reported 87 positions worth
CIK 0001976780 · BEND, OR
As of Sep 30, 2025, Invera Wealth Advisors, LLC reported 87 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 13,330 | $6.9M | 4.26% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 124,925 | $6.8M | 4.16% |
| APPLE INC | AAPL | Technology | 25,030 | $6.4M | 3.93% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 106,244 | $6.1M | 3.75% |
| ALPHABET INC | GOOGL | Equity | 24,063 | $5.8M | 3.61% |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | SUSC | — | 243,824 | $5.7M | 3.54% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,860 | $5.3M | 3.28% |
| SPDR INDEX SHS FDS | NZAC | — | 119,520 | $5.1M | 3.12% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | — | 66,681 | $5.1M | 3.11% |
| ISHARES TR | EMXF | — | 108,398 | $4.9M | 3.02% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 53,072 | $4.6M | 2.86% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 68,579 | $4.5M | 2.79% |
| NVIDIA CORP | NVDA | Technology | 22,088 | $4.1M | 2.54% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 91,534 | $4.0M | 2.47% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 27,071 | $3.9M | 2.41% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 85,516 | $3.9M | 2.38% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 8,800 | $3.7M | 2.29% |
| LAM RESEARCH CORP | LRCX | Technology | 22,112 | $3.0M | 1.82% |
| CUMMINS INC | CMI | Industrials | 6,464 | $2.7M | 1.68% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 21,001 | $2.5M | 1.54% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,931 | $2.5M | 1.53% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 24,356 | $2.4M | 1.50% |
| NUVEEN ESG MID-CAP VALUE ETF | NUMV | — | 61,796 | $2.4M | 1.47% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 11,142 | $2.1M | 1.30% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 42,633 | $2.0M | 1.26% |