# EDGAR Filing Document

**Accession Number:** 0001989341
**File Stem:** 0001988408-25-000009
**Filing Date:** 2025-8
**Character Count:** 13484
**Document Hash:** 195fd68fe1bc62e8364c5f3b0b89b5bd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001988408-25-000009.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001988408-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVENIO WEALTH PARTNERS LLC
- **CENTRAL INDEX KEY:** 0001989341

**ORGANIZATION NAME:**
- **EIN:** 883571994
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23347
- **FILM NUMBER:** 251201211

**BUSINESS ADDRESS:**
- **STREET 1:** 4000 PONCE DE LEON BLVD
- **STREET 2:** SUITE 415
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146
- **BUSINESS PHONE:** 305-570-2096

**MAIL ADDRESS:**
- **STREET 1:** 4000 PONCE DE LEON BLVD
- **STREET 2:** SUITE 415
- **CITY:** CORAL GABLES
- **STATE:** FL
- **ZIP:** 33146

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** INVENIO WEALTH PARTNERS LLC<br>**Address:** 4000 PONCE DE LEON BLVD<br>SUITE 415<br>CORAL GABLES, FL 33146

**Form 13F File Number:** 028-23347

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** CHRISTOPHER PLUMMER<br>**Title:** CCO<br>**Phone:** 6108711593

**Signature, Place, and Date of Signing:**

CHRISTOPHER PLUMMER  PHILADELPHIA, PA  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 94

**Form 13F Information Table Value Total:** $251513674

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 |  | 20311248 | 409171 | SH |  | SOLE |  | 409171 | 0 | 0 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 19926624 | 682185 | SH |  | SOLE |  | 682185 | 0 | 0 |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 97717W208 |  | 19865940 | 206980 | SH |  | SOLE |  | 206980 | 0 | 0 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 |  | 14037357 | 346687 | SH |  | SOLE |  | 346687 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 12978917 | 22849 | SH |  | SOLE |  | 22849 | 0 | 0 |
| PACER TRENDPILOT US LARGE CAP ETF | ETF | 69374H105 |  | 11627441 | 229067 | SH |  | SOLE |  | 229067 | 0 | 0 |
| VANGUARD CORE BOND ETF | ETF | 922020748 |  | 11309225 | 145775 | SH |  | SOLE |  | 145775 | 0 | 0 |
| PACER TRENDPILOT US MID CAP ETF | ETF | 69374H204 |  | 9735496 | 279114 | SH |  | SOLE |  | 279114 | 0 | 0 |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | ETF | 97717X131 |  | 9243295 | 233181 | SH |  | SOLE |  | 233181 | 0 | 0 |
| WISDOMTREE MORTGAGE PLUS BOND FUND | ETF | 97717Y725 |  | 7411096 | 166879 | SH |  | SOLE |  | 166879 | 0 | 0 |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | ETF | 97717X578 |  | 7299933 | 211715 | SH |  | SOLE |  | 211715 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 7184978 | 11629 | SH |  | SOLE |  | 11629 | 0 | 0 |
| NYLI MACKAY MUNI INTERMEDIATE ETF | ETF | 45409F827 |  | 7163944 | 300375 | SH |  | SOLE |  | 300375 | 0 | 0 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 |  | 7079070 | 140709 | SH |  | SOLE |  | 140709 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 6476326 | 40992 | SH |  | SOLE |  | 40992 | 0 | 0 |
| ISHARES TREASURY FLOATING RATE BOND ETF | ETF | 46434V860 |  | 6020056 | 118856 | SH |  | SOLE |  | 118856 | 0 | 0 |
| Real Estate Select Sector SPDR | ETF | 81369Y860 |  | 5789770 | 139782 | SH |  | SOLE |  | 139782 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 5081043 | 10215 | SH |  | SOLE |  | 10215 | 0 | 0 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | 97717W851 |  | 3847699 | 33672 | SH |  | SOLE |  | 33672 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 3782309 | 18435 | SH |  | SOLE |  | 18435 | 0 | 0 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 |  | 3471430 | 37844 | SH |  | SOLE |  | 37844 | 0 | 0 |
| WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | ETF | 97717X156 |  | 3163090 | 64844 | SH |  | SOLE |  | 64844 | 0 | 0 |
| FT VEST US EQUITY ENHANCE  MOD BUFFER ETF - MAR | ETF | 33740F474 |  | 2767426 | 72269 | SH |  | SOLE |  | 72269 | 0 | 0 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 |  | 2162837 | 25828 | SH |  | SOLE |  | 25828 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 2143413 | 2904 | SH |  | SOLE |  | 2904 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 2017481 | 11448 | SH |  | SOLE |  | 11448 | 0 | 0 |
| AMAZON COM INC COM | Stock | 023135106 |  | 1844851 | 8409 | SH |  | SOLE |  | 8409 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 |  | 1632957 | 21114 | SH |  | SOLE |  | 21114 | 0 | 0 |
| PACER DATA  INFRASTRUCTURE REAL ESTATE ETF | ETF | 69374H741 |  | 1585231 | 49048 | SH |  | SOLE |  | 49048 | 0 | 0 |
| PACER INDUSTRIAL REAL ESTATE ETF | ETF | 69374H766 |  | 1467927 | 39681 | SH |  | SOLE |  | 39681 | 0 | 0 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 1435410 | 10808 | SH |  | SOLE |  | 10808 | 0 | 0 |
| ISHARES PREFERRED  INCOME SECURITIES ETF | ETF | 464288687 |  | 1175724 | 38322 | SH |  | SOLE |  | 38322 | 0 | 0 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 1071420 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 1068898 | 3687 | SH |  | SOLE |  | 3687 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1063733 | 3859 | SH |  | SOLE |  | 3859 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1050806 | 1348 | SH |  | SOLE |  | 1348 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 919211 | 8527 | SH |  | SOLE |  | 8527 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 865950 | 1541 | SH |  | SOLE |  | 1541 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 834292 | 3816 | SH |  | SOLE |  | 3816 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 828687 | 2334 | SH |  | SOLE |  | 2334 | 0 | 0 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 824118 | 4243 | SH |  | SOLE |  | 4243 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 771777 | 2105 | SH |  | SOLE |  | 2105 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 751194 | 4715 | SH |  | SOLE |  | 4715 | 0 | 0 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 747651 | 12055 | SH |  | SOLE |  | 12055 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 738495 | 746 | SH |  | SOLE |  | 746 | 0 | 0 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 692442 | 7529 | SH |  | SOLE |  | 7529 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 679180 | 6946 | SH |  | SOLE |  | 6946 | 0 | 0 |
| SPDR PORTFOLIO CORPORATE BOND ETF | ETF | 78464A144 |  | 624636 | 21377 | SH |  | SOLE |  | 21377 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 603974 | 1936 | SH |  | SOLE |  | 1936 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 581065 | 4058 | SH |  | SOLE |  | 4058 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 579128 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 |  | 575011 | 31716 | SH |  | SOLE |  | 31716 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 569556 | 7195 | SH |  | SOLE |  | 7195 | 0 | 0 |
| ISHARES MSCI INTL VALUE FACTOR ETF | ETF | 46435G409 |  | 552585 | 16801 | SH |  | SOLE |  | 16801 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 552473 | 4062 | SH |  | SOLE |  | 4062 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 545297 | 2994 | SH |  | SOLE |  | 2994 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 874039100 |  | 511867 | 2260 | SH |  | SOLE |  | 2260 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 474974 | 4346 | SH |  | SOLE |  | 4346 | 0 | 0 |
| JPMORGAN SHORT DURATION CORE PLUS ETF | ETF | 46641Q274 |  | 473356 | 9978 | SH |  | SOLE |  | 9978 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 461967 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| WISDOMTREE MANAGED FUTURES STRATEGY FUND | ETF | 97717W125 |  | 456188 | 12921 | SH |  | SOLE |  | 12921 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 430129 | 1847 | SH |  | SOLE |  | 1847 | 0 | 0 |
| KLA CORP COM NEW | Stock | 482480100 |  | 415623 | 464 | SH |  | SOLE |  | 464 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 413549 | 3132 | SH |  | SOLE |  | 3132 | 0 | 0 |
| INTUIT COM | Stock | 461202103 |  | 406417 | 516 | SH |  | SOLE |  | 516 | 0 | 0 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 |  | 389918 | 12277 | SH |  | SOLE |  | 12277 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 382158 | 1308 | SH |  | SOLE |  | 1308 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 381233 | 614 | SH |  | SOLE |  | 614 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 376437 | 2028 | SH |  | SOLE |  | 2028 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 373781 | 1212 | SH |  | SOLE |  | 1212 | 0 | 0 |
| GILEAD SCIENCES INC COM | Stock | 375558103 |  | 369530 | 3333 | SH |  | SOLE |  | 3333 | 0 | 0 |
| T-MOBILE US INC COM | Stock | 872590104 |  | 355246 | 1491 | SH |  | SOLE |  | 1491 | 0 | 0 |
| CITIGROUP INC COM NEW | Stock | 172967424 |  | 346779 | 4074 | SH |  | SOLE |  | 4074 | 0 | 0 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 339497 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 321492 | 6794 | SH |  | SOLE |  | 6794 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 |  | 316999 | 2572 | SH |  | SOLE |  | 2572 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 304187 | 1910 | SH |  | SOLE |  | 1910 | 0 | 0 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 |  | 299697 | 3297 | SH |  | SOLE |  | 3297 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 285050 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| LOWES COS INC COM | Stock | 548661107 |  | 273122 | 1231 | SH |  | SOLE |  | 1231 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 258684 | 1823 | SH |  | SOLE |  | 1823 | 0 | 0 |
| S GLOBAL INC COM | Stock | 78409V104 |  | 245717 | 466 | SH |  | SOLE |  | 466 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 244174 | 345 | SH |  | SOLE |  | 345 | 0 | 0 |
| BLACKROCK INC COM | Stock | 09290D101 |  | 241328 | 230 | SH |  | SOLE |  | 230 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 240894 | 1047 | SH |  | SOLE |  | 1047 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 238278 | 747 | SH |  | SOLE |  | 747 | 0 | 0 |
| TEXAS INSTRS INC COM | Stock | 882508104 |  | 236064 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 234155 | 1320 | SH |  | SOLE |  | 1320 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 223720 | 2452 | SH |  | SOLE |  | 2452 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 219528 | 474 | SH |  | SOLE |  | 474 | 0 | 0 |
| STRYKER CORPORATION COM | Stock | 863667101 |  | 216805 | 548 | SH |  | SOLE |  | 548 | 0 | 0 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 |  | 210894 | 2464 | SH |  | SOLE |  | 2464 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 209726 | 1373 | SH |  | SOLE |  | 1373 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 203388 | 1647 | SH |  | SOLE |  | 1647 | 0 | 0 |

---