Invera Wealth Advisors, LLC
RIA/Wealth
Invera Wealth Advisors, LLC is a RIA/Wealth led by Shenandoah Sampson, reporting $236.1M in AUM as of Q3 2025 with 42% ETF concentration.
CIOShenandoah Sampson
- Portfolio Value
- $162.2M
- Positions
- 87
- Top Holding
- MSFT at 4.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Invera Wealth Advisors, LLC's portfolio (35.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $6.9M | 4.26% | -$121.7K Sold | 0.00% 13.3K shares | |
ETF ETF | $6.8M | 4.16% | +$1.4K Bought | — 124.9K shares | |
Consumer Electronics Technology | $6.4M | 3.93% | -$43.0K Sold | 0.00% 25.0K shares | |
ETF ETF | $6.1M | 3.75% | -$328.7K Sold | — 106.2K shares | |
Internet Content & Information Communication Services | $5.8M | 3.61% | -$128.4K Sold | 0.00% 24.1K shares | |
ETF ETF | $5.7M | 3.54% | +$88.8K Bought | — 243.8K shares | |
Banks - Diversified Financial Services | $5.3M | 3.28% | -$63.1K Sold | 0.00% 16.9K shares | |
ETF ETF | $5.1M | 3.12% | -$199.8K Sold | — 119.5K shares | |
ETF ETF | $5.1M | 3.11% | -$68.5K Sold | — 66.7K shares | |
ETF ETF | $4.9M | 3.02% | -$88.1K Sold | — 108.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Invera Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+31.88% | |
+7.29% | |
+5.26% | |
+4.31% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-21.65% | |
-5.52% | |
-5.12% | |
-4.52% |
Analytics
Portfolio insights and performance metrics for Invera Wealth Advisors, LLC
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