INVENIO WEALTH PARTNERS LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 251,869
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 89 | 251,869 | 13F-HR | INVENIO WEALTH PARTNERS LLC |
| Q4 2025 | 2/13/2026 | 92 | 269,198 | 13F-HR | INVENIO WEALTH PARTNERS LLC |
| Q3 2025 | 11/13/2025 | 95 | 274,821 | 13F-HR | INVENIO WEALTH PARTNERS LLC |
| Q2 2025 | 8/11/2025 | 94 | 251,514 | 13F-HR | INVENIO WEALTH PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.5 K | 16.1% | 0 | 4.383 K | -4.383 K |
| ETFs | 211.4 K | 83.9% | 0 | 12.95 K | -12.95 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
251,869
Holdings
89
QoQ value change ($000)
-17,329
(-6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.