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Disclosed positions
Invera Wealth Advisors, LLC: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IGIB
- Class
- ISHS 5-10YR INVT
- Reported value
- $7,451,935
- Reported amount
- 140,153
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001976780-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $7,451,935 | 140,153 | SH | None |
| APPLE INC | AAPL | COM | $6,551,110 | 22,640 | SH | None |
| ISHARES TR | ARTY | FUTU AI TECH ETF | $6,160,735 | 80,892 | SH | None |
| ISHARES TR | SUSC | ESG AWRE USD ETF | $5,965,167 | 257,659 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,953,427 | 16,659 | SH | None |
| ISHARES TR | EMXF | EGSADVNCDMSCI EM | $5,736,467 | 98,999 | SH | None |
| ISHARES TR | DMXF | ESG EAFE ETF | $5,694,680 | 67,313 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,216,312 | 13,984 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,061,831 | 15,464 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,879,795 | 24,388 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $4,850,531 | 58,553 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $4,745,830 | 10,952 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,674,279 | 48,398 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $4,191,847 | 7,216 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,741,461 | 15,698 | SH | None |
| ISHARES TR | USXF | ESG MSCI USA ETF | $3,350,685 | 48,246 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,210,119 | 32,432 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $3,135,718 | 21,143 | SH | None |
| EXCHANGE TRADED CONCEPTS TRU | ROBO | ROBO GLB ETF | $3,109,972 | 36,306 | SH | None |
| ISHARES TR | XJR | ESG SELE SCR ETF | $3,065,809 | 58,124 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $3,053,051 | 6,216 | SH | None |
| BROADCOM INC | AVGO | COM | $2,833,881 | 7,502 | SH | None |
| TJX COS INC NEW | TJX | COM | $2,736,848 | 18,065 | SH | None |
| CUMMINS INC | CMI | COM | $2,551,865 | 3,578 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,375,567 | 2,022 | SH | None |
| VISA INC | V | COM CL A | $2,330,610 | 6,793 | SH | None |
| ISHARES TR | EAGG | ESG AWR US AGRGT | $2,328,021 | 49,104 | SH | None |
| JOHNSON CONTROLS INTERNATION | JCI | SHS | $1,910,827 | 13,078 | SH | None |
| ISHARES TR | ESML | ESG AWARE MSCI | $1,908,388 | 34,121 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,872,310 | 1,561 | SH | None |
| HOME DEPOT INC | HD | COM | $1,860,387 | 5,275 | SH | None |
| ALLSTATE CORP | ALL | COM | $1,709,361 | 7,184 | SH | None |
| NUSHARES ETF TR | NULV | NUVEEN ESG LRGVL | $1,665,567 | 33,318 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,604,337 | 2,219 | SH | None |
| NXP SEMICONDUCTORS N V | NXPI | COM | $1,546,789 | 5,504 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $1,414,829 | 12,967 | SH | None |
| NUSHARES ETF TR | NUMV | NUVEEN ESG MIDVL | $1,330,098 | 30,584 | SH | None |
| META PLATFORMS INC | META | CL A | $1,320,915 | 2,345 | SH | None |
| EATON CORP PLC | ETN | SHS | $1,269,411 | 2,979 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,257,659 | 4,952 | SH | None |
| ISHARES TR | BGRN | USD GRN BOND ETF | $1,226,072 | 25,827 | SH | None |
| ABBVIE INC | ABBV | COM | $1,211,647 | 4,815 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $1,172,266 | 6,067 | SH | None |
| MARATHON PETE CORP | MPC | COM | $1,166,367 | 4,562 | SH | None |
| CHIPOTLE MEXICAN GRILL INC | CMG | COM | $1,114,146 | 32,769 | SH | None |
| CHUBB LIMITED | CB | COM | $1,075,375 | 3,156 | SH | None |
| UNION PAC CORP | UNP | COM | $1,070,864 | 3,937 | SH | None |
| EDWARDS LIFESCIENCES CORP | EW | COM | $1,045,265 | 11,555 | SH | None |
| DARDEN RESTAURANTS INC | DRI | COM | $1,027,784 | 4,989 | SH | None |
| SPDR SERIES TRUST | MDYV | ST STR SP400VAL | $1,014,516 | 10,696 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.