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Portfolio (Quarterly) Guide ↗

Invera Wealth Advisors, LLC

· CIK 0001976780
13F Portfolio $186M AUM 132 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 890.0 $833K 0.45% NEW $935.47 +1.1%
62 NZAC SPDR INDEX SHS FDS 17,498.0 $803K 0.43% NEW $45.91 +2.6%
63 GOVT ISHARES TR 35,006.0 $797K 0.43% NEW $22.78 -1.4%
64 WMT WALMART INC Consumer Defensive 6,829.0 $773K 0.41% NEW $113.26 -9.0%
65 SPGI S&P GLOBAL INC Financial Services 1,992.0 $768K 0.41% NEW $385.30 +14.9%
66 CME CME GROUP INC Financial Services 3,444.0 $761K 0.41% NEW $220.83 +29.4%
67 ABT ABBOTT LABORATORIES Healthcare 8,292.0 $752K 0.40% NEW $90.74 +23.9%
68 PANW PALO ALTO NETWORKS INC Technology 1,999.0 $682K 0.37% NEW $341.02 +9.0%
69 APH AMPHENOL CORP Technology 3,803.0 $671K 0.36% NEW $176.32 -10.5%
70 ADI ANALOG DEVICES INC Technology 1,680.0 $667K 0.36% NEW $397.17 -8.9%
71 ZTS ZOETIS INC Healthcare 8,894.0 $639K 0.34% NEW $71.86 +7.6%
72 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,503.0 $626K 0.34% NEW $139.09 -6.0%
73 KLAC KLA CORP Technology 1,935.0 $584K 0.31% NEW $301.71 -41.8%
74 MA MASTERCARD INCORPORATED Financial Services 1,127.0 $579K 0.31% NEW $513.60 +15.9%
75 SYY SYSCO CORP Consumer Defensive 6,782.0 $567K 0.30% NEW $83.58 -2.0%
76 UNH UNITEDHEALTH GROUP INC Healthcare 1,286.0 $534K 0.29% NEW $415.63 -5.5%
77 LIN LINDE PLC Basic Materials 1,028.0 $533K 0.29% NEW $518.94 -5.7%
78 NEE NEXTERA ENERGY INC Utilities 5,824.0 $511K 0.27% NEW $87.77 -6.8%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 11,820.0 $500K 0.27% NEW $42.34 +18.3%
80 IWR ISHARES TR 4,364.0 $481K 0.26% NEW $110.32 +1.8%
Page 4 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 13.9%
Consumer Cyclical 11.0%
Healthcare 10.8%
Industrials 10.8%
Communication Services 7.1%
Utilities 2.8%
Energy 2.7%
Consumer Defensive 2.5%
Basic Materials 1.7%