Invenio Wealth Partners LLC Portfolio Holdings

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025

Invenio Wealth Partners LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.4B, Jp Morgan Tr Mun ETF (De) with a value of $20.7B, Wisdomtree Tr U.S with a value of $19.4B, Vanguard Index Fds S&P 500 ETF with a value of $16.7B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $14.9B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $252B to 275B.

Invenio Wealth Partners LLC is based out at Coral Gables, FL

Below you can find more details about Invenio Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $209 Billion
Technology: $21.5 Billion
Communication Services: $5.3 Billion
Financial Services: $4.88 Billion
Healthcare: $4.25 Billion
Consumer Cyclical: $3.56 Billion
Consumer Defensive: $3.54 Billion
Industrials: $2.56 Billion
Other: $2.37 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $275 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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