# EDGAR Filing Document

**Accession Number:** 0001976780
**File Stem:** 0001976780-25-000009
**Filing Date:** 2025-10
**Character Count:** 12133
**Document Hash:** 4333ea4ea43328b08fc487b129d7b348
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001976780-25-000009.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0001976780-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Invera Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001976780

**ORGANIZATION NAME:**
- **EIN:** 920866410
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23505
- **FILM NUMBER:** 251428866

**BUSINESS ADDRESS:**
- **STREET 1:** 70 SW CENTURY DRIVE
- **STREET 2:** STE 100 PMB 5056
- **CITY:** BEND
- **STATE:** OR
- **ZIP:** 97702
- **BUSINESS PHONE:** 541-647-1980

**MAIL ADDRESS:**
- **STREET 1:** 70 SW CENTURY DRIVE
- **STREET 2:** STE 100 PMB 5056
- **CITY:** BEND
- **STATE:** OR
- **ZIP:** 97702

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Invera Wealth Advisors LLC<br>**Address:** 70 SW CENTURY DRIVE<br>STE 100 PMB 5056<br>BEND, OR 97702

**Form 13F File Number:** 028-23505

**CRD Number (if applicable):** 000323792

**SEC File Number (if applicable):** 801-126833

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Shenandoah Sampson<br>**Title:** CCO<br>**Phone:** 541-604-4868

**Signature, Place, and Date of Signing:**

/s/ Shenandoah Sampson  Bend, OR  10-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $162246574

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1217782 | 9092 | SH |  | SOLE |  | 0 | 0 | 9092 |
| ABBVIE INC | COM | 00287Y109 |  | 919214 | 3970 | SH |  | SOLE |  | 0 | 0 | 3970 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1476172 | 9124 | SH |  | SOLE |  | 0 | 0 | 9124 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 903521 | 3313 | SH |  | SOLE |  | 0 | 0 | 3313 |
| ALLSTATE CORP | COM | 020002101 |  | 1690798 | 7877 | SH |  | SOLE |  | 0 | 0 | 7877 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5849715 | 24063 | SH |  | SOLE |  | 0 | 0 | 24063 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 202877 | 833 | SH |  | SOLE |  | 0 | 0 | 833 |
| AMAZON COM INC | COM | 023135106 |  | 1515472 | 6902 | SH |  | SOLE |  | 0 | 0 | 6902 |
| APPLE INC | COM | 037833100 |  | 6373389 | 25030 | SH |  | SOLE |  | 0 | 0 | 25030 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2479011 | 4931 | SH |  | SOLE |  | 0 | 0 | 4931 |
| BROADCOM INC | COM | 11135F101 |  | 1474368 | 4469 | SH |  | SOLE |  | 0 | 0 | 4469 |
| CHEVRON CORP NEW | COM | 166764100 |  | 868848 | 5595 | SH |  | SOLE |  | 0 | 0 | 5595 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 858575 | 21908 | SH |  | SOLE |  | 0 | 0 | 21908 |
| CHUBB LIMITED | COM | H1467J104 |  | 1068599 | 3786 | SH |  | SOLE |  | 0 | 0 | 3786 |
| CME GROUP INC | COM | 12572Q105 |  | 988355 | 3658 | SH |  | SOLE |  | 0 | 0 | 3658 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 575740 | 18324 | SH |  | SOLE |  | 0 | 0 | 18324 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 478887 | 3556 | SH |  | SOLE |  | 0 | 0 | 3556 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1123715 | 1214 | SH |  | SOLE |  | 0 | 0 | 1214 |
| CUMMINS INC | COM | 231021106 |  | 2730200 | 6464 | SH |  | SOLE |  | 0 | 0 | 6464 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 1116081 | 5863 | SH |  | SOLE |  | 0 | 0 | 5863 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 897809 | 6274 | SH |  | SOLE |  | 0 | 0 | 6274 |
| EATON CORP PLC | SHS | G29183103 |  | 1462943 | 3909 | SH |  | SOLE |  | 0 | 0 | 3909 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 935262 | 12026 | SH |  | SOLE |  | 0 | 0 | 12026 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 605725 | 9186 | SH |  | SOLE |  | 0 | 0 | 9186 |
| FISERV INC | COM | 337738108 |  | 1531688 | 11880 | SH |  | SOLE |  | 0 | 0 | 11880 |
| GE VERNOVA INC | COM | 36828A101 |  | 1375531 | 2237 | SH |  | SOLE |  | 0 | 0 | 2237 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 357642 | 3222 | SH |  | SOLE |  | 0 | 0 | 3222 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 227713 | 13387 | SH |  | SOLE |  | 0 | 0 | 13387 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 1466980 | 3442 | SH |  | SOLE |  | 0 | 0 | 3442 |
| HOME DEPOT INC | COM | 437076102 |  | 1839157 | 4539 | SH |  | SOLE |  | 0 | 0 | 4539 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 1813350 | 10763 | SH |  | SOLE |  | 0 | 0 | 10763 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 2116311 | 11142 | SH |  | SOLE |  | 0 | 0 | 11142 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 4520728 | 68579 | SH |  | SOLE |  | 0 | 0 | 68579 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 |  | 228528 | 4434 | SH |  | SOLE |  | 0 | 0 | 4434 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 710832 | 12462 | SH |  | SOLE |  | 0 | 0 | 12462 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 4633716 | 53072 | SH |  | SOLE |  | 0 | 0 | 53072 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2495549 | 21001 | SH |  | SOLE |  | 0 | 0 | 21001 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1015997 | 1518 | SH |  | SOLE |  | 0 | 0 | 1518 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2441689 | 24356 | SH |  | SOLE |  | 0 | 0 | 24356 |
| ISHARES TR | EGSADVNCDMSCI EM | 46436E742 |  | 4907568 | 108398 | SH |  | SOLE |  | 0 | 0 | 108398 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 3855061 | 85516 | SH |  | SOLE |  | 0 | 0 | 85516 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 2047663 | 42633 | SH |  | SOLE |  | 0 | 0 | 42633 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 5744493 | 243824 | SH |  | SOLE |  | 0 | 0 | 243824 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 5050419 | 66681 | SH |  | SOLE |  | 0 | 0 | 66681 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 6088844 | 106244 | SH |  | SOLE |  | 0 | 0 | 106244 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 6757193 | 124925 | SH |  | SOLE |  | 0 | 0 | 124925 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 281688 | 4333 | SH |  | SOLE |  | 0 | 0 | 4333 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 436406 | 4520 | SH |  | SOLE |  | 0 | 0 | 4520 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 645349 | 27913 | SH |  | SOLE |  | 0 | 0 | 27913 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 1240884 | 25783 | SH |  | SOLE |  | 0 | 0 | 25783 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1081369 | 5832 | SH |  | SOLE |  | 0 | 0 | 5832 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 1706204 | 15518 | SH |  | SOLE |  | 0 | 0 | 15518 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5318150 | 16860 | SH |  | SOLE |  | 0 | 0 | 16860 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2960797 | 22112 | SH |  | SOLE |  | 0 | 0 | 22112 |
| LEXICON PHARMACEUTICALS INC | COM NEW | 528872302 |  | 27000 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1015354 | 5268 | SH |  | SOLE |  | 0 | 0 | 5268 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 512867 | 5385 | SH |  | SOLE |  | 0 | 0 | 5385 |
| MERCK  CO INC | COM | 58933Y105 |  | 271514 | 3235 | SH |  | SOLE |  | 0 | 0 | 3235 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1887357 | 2570 | SH |  | SOLE |  | 0 | 0 | 2570 |
| MICROSOFT CORP | COM | 594918104 |  | 6904274 | 13330 | SH |  | SOLE |  | 0 | 0 | 13330 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 1132250 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 368467 | 4881 | SH |  | SOLE |  | 0 | 0 | 4881 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 4011661 | 91534 | SH |  | SOLE |  | 0 | 0 | 91534 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 |  | 2390863 | 61796 | SH |  | SOLE |  | 0 | 0 | 61796 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4121179 | 22088 | SH |  | SOLE |  | 0 | 0 | 22088 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 1390064 | 6104 | SH |  | SOLE |  | 0 | 0 | 6104 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 572348 | 5553 | SH |  | SOLE |  | 0 | 0 | 5553 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 330752 | 3963 | SH |  | SOLE |  | 0 | 0 | 3963 |
| S GLOBAL INC | COM | 78409V104 |  | 839575 | 1725 | SH |  | SOLE |  | 0 | 0 | 1725 |
| SALESFORCE INC | COM | 79466L302 |  | 1205145 | 5085 | SH |  | SOLE |  | 0 | 0 | 5085 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 218852 | 1419 | SH |  | SOLE |  | 0 | 0 | 1419 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 251419 | 892 | SH |  | SOLE |  | 0 | 0 | 892 |
| SPDR INDEX SHS FDS | MSCI ACWI CLMTE | 78463X194 |  | 5066919 | 119520 | SH |  | SOLE |  | 0 | 0 | 119520 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 210752 | 3809 | SH |  | SOLE |  | 0 | 0 | 3809 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 893405 | 10711 | SH |  | SOLE |  | 0 | 0 | 10711 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 1074970 | 12126 | SH |  | SOLE |  | 0 | 0 | 12126 |
| STERIS PLC | SHS USD | G8473T100 |  | 1047661 | 4234 | SH |  | SOLE |  | 0 | 0 | 4234 |
| SYNOPSYS INC | COM | 871607107 |  | 1031185 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| TEXAS INSTRS INC | COM | 882508104 |  | 206145 | 1122 | SH |  | SOLE |  | 0 | 0 | 1122 |
| TJX COS INC NEW | COM | 872540109 |  | 3912842 | 27071 | SH |  | SOLE |  | 0 | 0 | 27071 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 3713248 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| UNION PAC CORP | COM | 907818108 |  | 1057047 | 4472 | SH |  | SOLE |  | 0 | 0 | 4472 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 618778 | 1792 | SH |  | SOLE |  | 0 | 0 | 1792 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 341297 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 456728 | 10392 | SH |  | SOLE |  | 0 | 0 | 10392 |
| VISA INC | COM CL A | 92826C839 |  | 1655693 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| WALMART INC | COM | 931142103 |  | 798406 | 7747 | SH |  | SOLE |  | 0 | 0 | 7747 |

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