13F Filings History of INVENIO WEALTH PARTNERS LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$269,198,241
Signature - Title
Christopher Plummer - CCO
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by INVENIO WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INVENIO WEALTH PARTNERS LLC reported 92 stock holdings with total value $269,198,241 as of Q4 2025. Top holdings included SCHG, JMUB, DHS, VOO, and SPDW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $269,198,241 +$4,697,011 -$14,264,149 -$9,567,138 SCHG, JMUB, DHS, VOO, SPDW 13F-HR 13 Feb 2026, 12:20
Q3 2025 95 $274,821,100 +$35,123,167 -$25,198,583 +$9,924,584 SCHG, JMUB, DHS, VOO, SPDW 13F-HR 13 Nov 2025, 16:25
Q2 2025 94 $251,513,674 +$68,051,111 -$67,482,330 +$568,781 JMUB, SCHG, DHS, SPDW, VOO 13F-HR 11 Aug 2025, 13:10
Q1 2025 91 $238,182,721 +$20,395,848 -$17,760,155 +$2,635,693 JMUB, DHS, SCHG, DGRW, SPDW 13F-HR 13 May 2025, 15:36
Q4 2024 99 $238,764,920 +$36,749,422 -$15,562,723 +$21,186,699 DHS, JMUB, SCHG, DGRW, SPDW 13F-HR 12 Feb 2025, 15:40
Q3 2024 98 $231,156,598 +$26,248,731 -$6,405,799 +$19,842,932 DHS, SPDW, DGRW, JMUB, SCHG 13F-HR 13 Nov 2024, 11:43
Q2 2024 94 $201,784,799 +$21,926,941 -$3,293,858 +$18,633,083 DHS, SPDW, DGRW, DON, JMUB 13F-HR 12 Aug 2024, 14:38
Q1 2024 96 $185,548,101 +$54,650,592 -$14,064,751 +$40,585,841 DHS, SPDW, DON, DGRW, IQDG 13F-HR 09 May 2024, 13:54
Q4 2023 96 $138,292,836 +$24,848,880 -$5,405,794 +$19,443,086 DHS, DON, DGRW, SPDW, IQDG 13F-HR 09 Feb 2024, 14:33
Q3 2023 85 $109,860,107 +$40,950,168 -$17,711,061 +$23,239,107 DHS, DON, SPY, SPDW, DGRW 13F-HR 13 Nov 2023, 15:04
Q2 2023 76 $88,256,905 $0 $0 $0 DHS, DON, SPY, PFF, IDV 13F-HR 11 Aug 2023, 17:31