INVENIO WEALTH PARTNERS LLC

DOSSIER · 13F-HR · Q3 2026

INVENIO WEALTH PARTNERS LLC

$280M in tracked AUM across 87 positions as of Q3 2026.

IW

CIK 0001989341 · last filed Sep 30, 2026

Total AUM

$280M

as of Q3 2026

Holdings

87

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

INVENIO WEALTH PARTNERS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

$25M585K9.0%02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22M617K7.9%03

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$20M405K7.3%04

VOO

VANGUARD S&P 500 ETF

$19M27K6.7%05

JMUB

JPMORGAN MUNICIPAL ETF

$18M388K6.6%06

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$15M163K5.5%07

VCRB

VANGUARD CORE BOND ETF

$13M176K4.6%08

MMIT

NYLI MACKAY MUNI INTERMEDIATE ETF

$11M478K3.9%09

PTMC

PACER TRENDPILOT US MID CAP ETF

$11M270K3.8%10

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND