# EDGAR Filing Document

**Accession Number:** 0001989341
**File Stem:** 0001989341-26-000002
**Filing Date:** 2026-2
**Character Count:** 13318
**Document Hash:** 8687cfde90e446d66263aa99e8d92f8a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001989341-26-000002.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001989341-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**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:** 26630436

**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:** 12-31-2025

**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  02-13-2026<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:** 92

**Form 13F Information Table Value Total:** $269198241

      (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 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 22445920 | 688103 | SH |  | SOLE |  | 688103 | 0 | 0 |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 |  | 19705959 | 390217 | SH |  | SOLE |  | 390217 | 0 | 0 |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 97717W208 |  | 18768073 | 184326 | SH |  | SOLE |  | 184326 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 15922204 | 25389 | SH |  | SOLE |  | 25389 | 0 | 0 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 |  | 14800965 | 333280 | SH |  | SOLE |  | 333280 | 0 | 0 |
| ISHARES MSCI INTL VALUE FACTOR ETF | ETF | 46435G409 |  | 13017400 | 342113 | SH |  | SOLE |  | 342113 | 0 | 0 |
| VANGUARD CORE BOND ETF | ETF | 922020748 |  | 12572642 | 161405 | SH |  | SOLE |  | 161405 | 0 | 0 |
| PACER TRENDPILOT US MID CAP ETF | ETF | 69374H204 |  | 10068999 | 282282 | SH |  | SOLE |  | 282282 | 0 | 0 |
| NYLI MACKAY MUNI INTERMEDIATE ETF | ETF | 45409F827 |  | 9686454 | 398128 | SH |  | SOLE |  | 398128 | 0 | 0 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 |  | 9155422 | 181944 | SH |  | SOLE |  | 181944 | 0 | 0 |
| WISDOMTREE MORTGAGE PLUS BOND FUND | ETF | 97717Y725 |  | 8374015 | 187990 | SH |  | SOLE |  | 187990 | 0 | 0 |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | ETF | 97717X578 |  | 7955983 | 203895 | SH |  | SOLE |  | 203895 | 0 | 0 |
| STATE STREET SPDR S 500 ETF | ETF | 78462F103 |  | 7585678 | 11124 | SH |  | SOLE |  | 11124 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 6658796 | 35704 | SH |  | SOLE |  | 35704 | 0 | 0 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 025072604 |  | 6569729 | 85299 | SH |  | SOLE |  | 85299 | 0 | 0 |
| PACER TRENDPILOT US LARGE CAP ETF | ETF | 69374H105 |  | 6555328 | 117944 | SH |  | SOLE |  | 117944 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 4786387 | 9897 | SH |  | SOLE |  | 9897 | 0 | 0 |
| Real Estate Select Sector SPDR | ETF | 81369Y860 |  | 4637789 | 114939 | SH |  | SOLE |  | 114939 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 4430436 | 36865 | SH |  | SOLE |  | 36865 | 0 | 0 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 |  | 4397845 | 48127 | SH |  | SOLE |  | 48127 | 0 | 0 |
| ISHARES TREASURY FLOATING RATE BOND ETF | ETF | 46434V860 |  | 4378364 | 86769 | SH |  | SOLE |  | 86769 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 3730191 | 13721 | SH |  | SOLE |  | 13721 | 0 | 0 |
| WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | ETF | 97717X156 |  | 3626555 | 74034 | SH |  | SOLE |  | 74034 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 3312479 | 10583 | SH |  | SOLE |  | 10583 | 0 | 0 |
| UNLIMITED HFGM GLOBAL MACRO ETF | ETF | 886364363 |  | 2856631 | 99051 | SH |  | SOLE |  | 99051 | 0 | 0 |
| FT VEST US EQUITY ENHANCE  MOD BUFFER ETF - MAR | ETF | 33740F474 |  | 2493189 | 62439 | SH |  | SOLE |  | 62439 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 |  | 1791629 | 23005 | SH |  | SOLE |  | 23005 | 0 | 0 |
| AMAZON COM INC COM | Stock | 023135106 |  | 1790009 | 7755 | SH |  | SOLE |  | 7755 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 1650885 | 2501 | SH |  | SOLE |  | 2501 | 0 | 0 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 1448802 | 10265 | SH |  | SOLE |  | 10265 | 0 | 0 |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | ETF | 97717X131 |  | 1407997 | 33944 | SH |  | SOLE |  | 33944 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1302512 | 1212 | SH |  | SOLE |  | 1212 | 0 | 0 |
| PACER INDUSTRIAL REAL ESTATE ETF | ETF | 69374H766 |  | 1226579 | 33440 | SH |  | SOLE |  | 33440 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 1213870 | 10087 | SH |  | SOLE |  | 10087 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 1169659 | 3630 | SH |  | SOLE |  | 3630 | 0 | 0 |
| ISHARES PREFERRED  INCOME SECURITIES ETF | ETF | 464288687 |  | 1169487 | 37774 | SH |  | SOLE |  | 37774 | 0 | 0 |
| PACER DATA  INFRASTRUCTURE REAL ESTATE ETF | ETF | 69374H741 |  | 1137037 | 39701 | SH |  | SOLE |  | 39701 | 0 | 0 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 1068060 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 891842 | 4240 | SH |  | SOLE |  | 4240 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 844902 | 1480 | SH |  | SOLE |  | 1480 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 826885 | 7422 | SH |  | SOLE |  | 7422 | 0 | 0 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 792330 | 12005 | SH |  | SOLE |  | 12005 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 767003 | 2187 | SH |  | SOLE |  | 2187 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 727347 | 6910 | SH |  | SOLE |  | 6910 | 0 | 0 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 724817 | 7529 | SH |  | SOLE |  | 7529 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 701871 | 3601 | SH |  | SOLE |  | 3601 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 694394 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 686291 | 2228 | SH |  | SOLE |  | 2228 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 |  | 645597 | 2262 | SH |  | SOLE |  | 2262 | 0 | 0 |
| STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | ETF | 78464A144 |  | 627201 | 21377 | SH |  | SOLE |  | 21377 | 0 | 0 |
| CHEVRON CORPORATION COM | Stock | 166764100 |  | 587845 | 3857 | SH |  | SOLE |  | 3857 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 582486 | 1683 | SH |  | SOLE |  | 1683 | 0 | 0 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 |  | 572633 | 34726 | SH |  | SOLE |  | 34726 | 0 | 0 |
| CITIGROUP INC COM NEW | Stock | 172967424 |  | 564196 | 4835 | SH |  | SOLE |  | 4835 | 0 | 0 |
| KLA CORP COM NEW | Stock | 482480100 |  | 556507 | 458 | SH |  | SOLE |  | 458 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 516203 | 3602 | SH |  | SOLE |  | 3602 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 |  | 488947 | 567 | SH |  | SOLE |  | 567 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 485691 | 3028 | SH |  | SOLE |  | 3028 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 484121 | 3864 | SH |  | SOLE |  | 3864 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 478020 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| JPMORGAN SHORT DURATION CORE PLUS ETF | ETF | 46641Q274 |  | 474524 | 9978 | SH |  | SOLE |  | 9978 | 0 | 0 |
| GILEAD SCIENCES INC COM | Stock | 375558103 |  | 464694 | 3786 | SH |  | SOLE |  | 3786 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 420553 | 614 | SH |  | SOLE |  | 614 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 420422 | 1840 | SH |  | SOLE |  | 1840 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 416879 | 1364 | SH |  | SOLE |  | 1364 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 407597 | 2840 | SH |  | SOLE |  | 2840 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 401084 | 1215 | SH |  | SOLE |  | 1215 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 369110 | 1892 | SH |  | SOLE |  | 1892 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 367146 | 1170 | SH |  | SOLE |  | 1170 | 0 | 0 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 361845 | 6579 | SH |  | SOLE |  | 6579 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 345179 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 344798 | 1610 | SH |  | SOLE |  | 1610 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 319409 | 5113 | SH |  | SOLE |  | 5113 | 0 | 0 |
| INTUIT COM | Stock | 461202103 |  | 317299 | 479 | SH |  | SOLE |  | 479 | 0 | 0 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 |  | 314229 | 9394 | SH |  | SOLE |  | 9394 | 0 | 0 |
| LOWES COS INC COM | Stock | 548661107 |  | 307961 | 1277 | SH |  | SOLE |  | 1277 | 0 | 0 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 302903 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 292985 | 1139 | SH |  | SOLE |  | 1139 | 0 | 0 |
| T-MOBILE US INC COM | Stock | 872590104 |  | 290753 | 1432 | SH |  | SOLE |  | 1432 | 0 | 0 |
| WISDOMTREE MANAGED FUTURES STRATEGY FUND | ETF | 97717W125 |  | 289750 | 7621 | SH |  | SOLE |  | 7621 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 279874 | 483 | SH |  | SOLE |  | 483 | 0 | 0 |
| BLACKROCK INC COM | Stock | 09290D101 |  | 276148 | 258 | SH |  | SOLE |  | 258 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 266364 | 720 | SH |  | SOLE |  | 720 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 265324 | 1147 | SH |  | SOLE |  | 1147 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 246078 | 2463 | SH |  | SOLE |  | 2463 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 241725 | 275 | SH |  | SOLE |  | 275 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 230711 | 477 | SH |  | SOLE |  | 477 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 218539 | 1056 | SH |  | SOLE |  | 1056 | 0 | 0 |
| WELLS FARGO  CO COM | Stock | 949746101 |  | 217342 | 2332 | SH |  | SOLE |  | 2332 | 0 | 0 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | 97717W851 |  | 207014 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 202607 | 310 | SH |  | SOLE |  | 310 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 200307 | 1304 | SH |  | SOLE |  | 1304 | 0 | 0 |

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