INVENIO WEALTH PARTNERS LLC — 13F holdings

INVENIO WEALTH PARTNERS LLC reported 87 holdings worth $280M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. IVLU ISHARES TR — $25.1M (9.0%)
  2. SCHG SCHWAB STRATEGIC TR — $22.2M (7.9%)
  3. SPDW SPDR INDEX SHS FDS — $20.4M (7.3%)
  4. VOO VANGUARD INDEX FDS — $18.6M (6.7%)
  5. JMUB J P MORGAN EXCHANGE TRADED F — $18.5M (6.6%)
  6. AVEM AMERICAN CENTY ETF TR — $15.3M (5.5%)
  7. VCRB VANGUARD MALVERN FDS — $13.0M (4.6%)
  8. MMIT NEW YORK LIFE INVTS ACTIVE E — $10.9M (3.9%)
  9. PTMC PACER FDS TR — $10.5M (3.8%)
  10. XSOE WISDOMTREE TR — $8.70M (3.1%)