Invenio Wealth Partners LLC - Q42025 Holdings

Invenio Wealth Partners LLC holds 92 stocks with a total portfolio value of $ 269.2M as of Q42025. In Q42025, Invenio Wealth Partners LLC added 2 new positions, increased stakes in 18 stocks, reduced 60 holdings, and fully exited 5 positions. The largest holding is Schwab U.S. Large-Cap Growth Etf (SCHG), representing 8.34% of the total portfolio.