INVENIO WEALTH PARTNERS LLC

DOSSIER · 13F-HR · Q1 2026

INVENIO WEALTH PARTNERS LLC

$252M in tracked AUM across 89 positions as of Q1 2026.

IW

CIK 0001989341 · last filed Mar 31, 2026

Total AUM

$252M

as of Q1 2026

Holdings

89

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · 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