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Manager record

Invera Wealth Advisors, LLC

Bend, OR · CIK 1976780 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$193.70MReported 13F valueQ3 2026 · as filed
135Holdings listed
+3.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q1 2025 to Q3 2026Q1 2025: $154.7M$154.7MQ1 202590 holdingsQ3 2025: $315.6M$315.6MQ3 2025171 holdingsQ4 2025: $158.3M$158.3MQ4 202590 holdingsQ1 2026: $155.8M$155.8MQ1 202698 holdingsQ2 2026: $186.4M$186.4MQ2 2026132 holdingsQ3 2026: $193.7M$193.7MQ3 2026135 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$193.70M · 135 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$186.43M · 132 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$155.81M · 98 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$158.26M · 90 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$153.35M · 84 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$162.25M · 87 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR/A · period Q1 2025

$154.74M · 90 holdings listed · amendment (restatement) · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology