Invera Wealth Advisors, LLC ETF holdings
Bend, OR
Reported $73.8M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$73.8M
ETFs held
35
Change from prior quarter
+15.0%
With price moves
ETFs as a share of its 13F
39.6%
of $186.4M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $7.5M | 140,153 | +9,108 shares |
| ARTY | iShares Future AI & Tech ETF | $6.2M | 80,892 | +10,190 shares |
| SUSC | iShares ESG USD Corporate Bond ETF | $6.0M | 257,659 | +14,568 shares |
| EMXF | iShares ESG Advanced MSCI EM ETF | $5.7M | 98,999 | −7,783 shares |
| DMXF | iShares ESG Advanced MSCI EAFE Index ETF | $5.7M | 67,313 | +826 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $4.9M | 58,553 | −3,019 shares |
| IEFA | iShares Core MSCI EAFE ETF | $4.7M | 48,398 | +49 shares |
| USXF | iShares ESG Advanced MSCI USA ETF | $3.4M | 48,246 | +342 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $3.2M | 32,432 | +3,756 shares |
| IJR | iShares Core S&P Small-Cap ETF | $3.1M | 21,143 | +1,933 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001976780. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Invera Wealth Advisors, LLC own?
Invera Wealth Advisors, LLC reported 35 ETF positions worth $73.8M in its Form 13F for June 30, 2026. The largest was IGIB, at $7.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.