13F Insight
DOSSIER · 13F-HR · Q1 2026

INVENIO WEALTH PARTNERS LLC

INVENIO WEALTH's family office based in New York, NY — $252M in tracked AUM across 89 positions as of Q1 2026.

IW
INVENIO WEALTH·New York, NY·Family Office
CIK 0001989341 · last filed Mar 31, 2026
Total AUM
$252M
▼ 20.0%
vs prior
Holdings
89
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

INVENIO WEALTH PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
$23M579K9.1%
02
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
$19M662K7.7%
03
JMUB
JPMORGAN MUNICIPAL ETF
$19M381K7.6%
04
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$18M401K7.3%
05
VOO
VANGUARD S&P 500 ETF
$16M27K6.5%
06
VCRB
VANGUARD CORE BOND ETF
$13M164K5.0%
07
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
$11M131K4.2%
08
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
$10M250K4.0%
09
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
$10M410K3.9%
10
PTMC
PACER TRENDPILOT US MID CAP ETF
$10M270K3.9%

Filing history

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