Invenio Wealth Partners LLC - Q12026 Holdings

Invenio Wealth Partners LLC holds 89 stocks with a total portfolio value of $ 251.87M as of Q12026. In Q12026, Invenio Wealth Partners LLC added 8 new positions, increased stakes in 27 stocks, reduced 46 holdings, and fully exited 11 positions. The largest holding is Ishares Msci Intl Value Factor Etf (IVLU), representing 9.13% of the total portfolio.