INVENIO WEALTH PARTNERS LLC

DOSSIER · 13F-HR · Q2 2026

INVENIO WEALTH PARTNERS LLC

$279M in tracked AUM across 89 positions as of Q2 2026.

IW

CIK 0001989341 · last filed Jun 30, 2026

Total AUM

$279M

as of Q2 2026

Holdings

89

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

INVENIO WEALTH PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

$24M583K8.7%02

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$22M652K7.9%03

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$20M403K7.3%04

JMUB

JPMORGAN MUNICIPAL ETF

$20M397K7.2%05

VOO

VANGUARD S&P 500 ETF

$18M27K6.5%06

VCRB

VANGUARD CORE BOND ETF

$13M167K4.6%07

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$13M131K4.5%08

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND