INVENIO WEALTH PARTNERS LLC - Portfolio overview

INVENIO WEALTH PARTNERS LLC has 104 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVLU - ISHARES MSCI INTL VALUE FACTOR ETF, 8.83%
2. SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF, 7.41%
3. JMUB - JPMORGAN MUNICIPAL ETF, 7.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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