13F Filings History of Invera Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$158,258,035
Signature - Title
Shenandoah Sampson - CCO
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by Invera Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Invera Wealth Advisors, LLC reported 90 stock holdings with total value $158,258,035 as of Q4 2025. Top holdings included IGIB, GOOGL, AAPL, MSFT, and SUSC.

Notify me when Invera Wealth Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $158,258,035 +$4,710,059 -$12,173,879 -$7,463,820 IGIB, GOOGL, AAPL, MSFT, SUSC 13F-HR 23 Jan 2026, 14:48
Q3 2025 87 $162,246,574 +$1,789,614 -$3,074,378 -$1,284,764 MSFT, IGIB, AAPL, USXF, GOOGL 13F-HR 29 Oct 2025, 12:59
Q2 2025 84 $153,347,461 +$3,554,312 -$16,853,171 -$13,298,859 MSFT, IGIB, USXF, SUSC, AAPL 13F-HR 29 Oct 2025, 12:41
Q1 2025 90 $154,739,555 +$72,609,240 -$12,885,301 +$59,723,939 USXF, AAPL, IGIB, SUSC, MSFT Restatement 29 Oct 2025, 12:57
Q4 2024 47 $100,988,546 +$5,024,878 -$4,916,981 +$107,897 USXF, JPM, GOOGL, SUSC, NZAC 13F-HR 03 Feb 2025, 11:11
Q3 2024 47 $100,589,157 +$4,369,882 -$5,885,514 -$1,515,632 USXF, JPM, NVDA, GOOGL, SUSC 13F-HR 12 Nov 2024, 09:18
Q2 2024 45 $97,539,589 +$9,832,040 -$32,649,595 -$22,817,555 USXF, NVDA, JPM, GOOGL, SUSC 13F-HR 06 Aug 2024, 18:59
Q1 2024 61 $117,763,961 +$6,940,967 -$54,931,096 -$47,990,129 USXF, AAPL, JPM, GOOGL, TT 13F-HR 22 Apr 2024, 14:07
Q4 2023 93 $159,820,713 $0 $0 $0 USXF, MSFT, AAPL, SUSC, JPM Restatement 22 Apr 2024, 16:30