# EDGAR Filing Document

**Accession Number:** 0001989341
**File Stem:** 0001989341-25-000004
**Filing Date:** 2025-11
**Character Count:** 13619
**Document Hash:** efaf9aaeaa205a5470d1096a4ed22e67
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001989341-25-000004.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001989341-25-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**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:** 251478932

**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:** 09-30-2025

**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  11-13-2025<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:** 95

**Form 13F Information Table Value Total:** $274821100

      (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 |
| AMAZON COM INC COM | Stock | 023135106 |  | 1713744 | 7805 | SH |  | SOLE |  | 7805 | 0 | 0 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | 97717W851 |  | 241465 | 1886 | SH |  | SOLE |  | 1886 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 201922 | 1089 | SH |  | SOLE |  | 1089 | 0 | 0 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 |  | 8264690 | 164406 | SH |  | SOLE |  | 164406 | 0 | 0 |
| ISHARES MSCI INTL VALUE FACTOR ETF | ETF | 46435G409 |  | 12258163 | 345495 | SH |  | SOLE |  | 345495 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 578519 | 625 | SH |  | SOLE |  | 625 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 229349 | 288 | SH |  | SOLE |  | 288 | 0 | 0 |
| Real Estate Select Sector SPDR | ETF | 81369Y860 |  | 6141332 | 145771 | SH |  | SOLE |  | 145771 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 793295 | 5163 | SH |  | SOLE |  | 5163 | 0 | 0 |
| ISHARES TREASURY FLOATING RATE BOND ETF | ETF | 46434V860 |  | 5269353 | 104158 | SH |  | SOLE |  | 104158 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 606646 | 7228 | SH |  | SOLE |  | 7228 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 7513844 | 11279 | SH |  | SOLE |  | 11279 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 869142 | 1528 | SH |  | SOLE |  | 1528 | 0 | 0 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 |  | 200524 | 769 | SH |  | SOLE |  | 769 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 467525 | 3329 | SH |  | SOLE |  | 3329 | 0 | 0 |
| WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | ETF | 97717X131 |  | 1817411 | 45572 | SH |  | SOLE |  | 45572 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 403529 | 1917 | SH |  | SOLE |  | 1917 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 894660 | 2208 | SH |  | SOLE |  | 2208 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 381844 | 1301 | SH |  | SOLE |  | 1301 | 0 | 0 |
| PACER INDUSTRIAL REAL ESTATE ETF | ETF | 69374H766 |  | 1560725 | 41941 | SH |  | SOLE |  | 41941 | 0 | 0 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 |  | 22441282 | 703268 | SH |  | SOLE |  | 703268 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 4225357 | 35558 | SH |  | SOLE |  | 35558 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 478106 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 2692333 | 11075 | SH |  | SOLE |  | 11075 | 0 | 0 |
| INTUIT COM | Stock | 461202103 |  | 344870 | 505 | SH |  | SOLE |  | 505 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 5271177 | 10177 | SH |  | SOLE |  | 10177 | 0 | 0 |
| WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | ETF | 97717X156 |  | 3501653 | 71528 | SH |  | SOLE |  | 71528 | 0 | 0 |
| PACER DATA  INFRASTRUCTURE REAL ESTATE ETF | ETF | 69374H741 |  | 1642323 | 51841 | SH |  | SOLE |  | 51841 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 16661023 | 27207 | SH |  | SOLE |  | 27207 | 0 | 0 |
| JPMORGAN MUNICIPAL ETF | ETF | 46641Q647 |  | 20729594 | 410731 | SH |  | SOLE |  | 410731 | 0 | 0 |
| NYLI MACKAY MUNI INTERMEDIATE ETF | ETF | 45409F827 |  | 9175631 | 377598 | SH |  | SOLE |  | 377598 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1004108 | 1316 | SH |  | SOLE |  | 1316 | 0 | 0 |
| WISDOMTREE MANAGED FUTURES STRATEGY FUND | ETF | 97717W125 |  | 288722 | 7621 | SH |  | SOLE |  | 7621 | 0 | 0 |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | 025072604 |  | 4912044 | 65398 | SH |  | SOLE |  | 65398 | 0 | 0 |
| WISDOMTREE MORTGAGE PLUS BOND FUND | ETF | 97717Y725 |  | 8105355 | 181920 | SH |  | SOLE |  | 181920 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 |  | 430347 | 2572 | SH |  | SOLE |  | 2572 | 0 | 0 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 1072785 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 1458657 | 10265 | SH |  | SOLE |  | 10265 | 0 | 0 |
| STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | ETF | 78464A144 |  | 633401 | 21377 | SH |  | SOLE |  | 21377 | 0 | 0 |
| ENERGY TRANSFER L P COM UT LTD PTN | Stock | 29273V100 |  | 544247 | 31716 | SH |  | SOLE |  | 31716 | 0 | 0 |
| JPMORGAN SHORT DURATION CORE PLUS ETF | ETF | 46641Q274 |  | 475053 | 9978 | SH |  | SOLE |  | 9978 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 796781 | 2334 | SH |  | SOLE |  | 2334 | 0 | 0 |
| WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | ETF | 97717W604 |  | 316390 | 9394 | SH |  | SOLE |  | 9394 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 1877075 | 2556 | SH |  | SOLE |  | 2556 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1188666 | 3603 | SH |  | SOLE |  | 3603 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 7365432 | 39476 | SH |  | SOLE |  | 39476 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 433674 | 1873 | SH |  | SOLE |  | 1873 | 0 | 0 |
| FT VEST US EQUITY ENHANCE  MOD BUFFER ETF - MAR | ETF | 33740F474 |  | 2635257 | 67186 | SH |  | SOLE |  | 67186 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 874039100 |  | 623934 | 2234 | SH |  | SOLE |  | 2234 | 0 | 0 |
| STRYKER CORPORATION COM | Stock | 863667101 |  | 205906 | 557 | SH |  | SOLE |  | 557 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 344199 | 2069 | SH |  | SOLE |  | 2069 | 0 | 0 |
| T-MOBILE US INC COM | Stock | 872590104 |  | 412212 | 1722 | SH |  | SOLE |  | 1722 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 428181 | 1409 | SH |  | SOLE |  | 1409 | 0 | 0 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 464287499 |  | 726925 | 7529 | SH |  | SOLE |  | 7529 | 0 | 0 |
| VANGUARD CORE BOND ETF | ETF | 922020748 |  | 12382194 | 157916 | SH |  | SOLE |  | 157916 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 276661 | 1710 | SH |  | SOLE |  | 1710 | 0 | 0 |
| WISDOMTREE U.S. HIGH DIVIDEND FUND | ETF | 97717W208 |  | 19386013 | 192417 | SH |  | SOLE |  | 192417 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 |  | 1818326 | 23285 | SH |  | SOLE |  | 23285 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 684967 | 2277 | SH |  | SOLE |  | 2277 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 410950 | 614 | SH |  | SOLE |  | 614 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 281280 | 1190 | SH |  | SOLE |  | 1190 | 0 | 0 |
| ISHARES PREFERRED  INCOME SECURITIES ETF | ETF | 464288687 |  | 1193604 | 37748 | SH |  | SOLE |  | 37748 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 236205 | 487 | SH |  | SOLE |  | 487 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 252600 | 506 | SH |  | SOLE |  | 506 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 1162360 | 3685 | SH |  | SOLE |  | 3685 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 705793 | 4545 | SH |  | SOLE |  | 4545 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 299600 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 200332 | 1386 | SH |  | SOLE |  | 1386 | 0 | 0 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 350502 | 6794 | SH |  | SOLE |  | 6794 | 0 | 0 |
| UNLIMITED HFGM GLOBAL MACRO ETF | ETF | 886364363 |  | 3059785 | 96798 | SH |  | SOLE |  | 96798 | 0 | 0 |
| WALMART INC COM | Stock | 931142103 |  | 792222 | 7687 | SH |  | SOLE |  | 7687 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 975059 | 3467 | SH |  | SOLE |  | 3467 | 0 | 0 |
| TEXAS INSTRS INC COM | Stock | 882508104 |  | 200817 | 1093 | SH |  | SOLE |  | 1093 | 0 | 0 |
| KLA CORP COM NEW | Stock | 482480100 |  | 488606 | 453 | SH |  | SOLE |  | 453 | 0 | 0 |
| GILEAD SCIENCES INC COM | Stock | 375558103 |  | 421911 | 3801 | SH |  | SOLE |  | 3801 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 319051 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 257756 | 776 | SH |  | SOLE |  | 776 | 0 | 0 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 355912 | 951 | SH |  | SOLE |  | 951 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 626092 | 3860 | SH |  | SOLE |  | 3860 | 0 | 0 |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | ETF | 97717X578 |  | 7655988 | 201792 | SH |  | SOLE |  | 201792 | 0 | 0 |
| CITIGROUP INC COM NEW | Stock | 172967424 |  | 489332 | 4821 | SH |  | SOLE |  | 4821 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 1115323 | 9892 | SH |  | SOLE |  | 9892 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 552135 | 1599 | SH |  | SOLE |  | 1599 | 0 | 0 |
| LOWES COS INC COM | Stock | 548661107 |  | 320923 | 1277 | SH |  | SOLE |  | 1277 | 0 | 0 |
| COLGATE PALMOLIVE CO COM | Stock | 194162103 |  | 286585 | 3585 | SH |  | SOLE |  | 3585 | 0 | 0 |
| PACER TRENDPILOT US MID CAP ETF | ETF | 69374H204 |  | 10467908 | 292318 | SH |  | SOLE |  | 292318 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 246694 | 2584 | SH |  | SOLE |  | 2584 | 0 | 0 |
| PACER TRENDPILOT US LARGE CAP ETF | ETF | 69374H105 |  | 7166496 | 130871 | SH |  | SOLE |  | 130871 | 0 | 0 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 |  | 14911245 | 348475 | SH |  | SOLE |  | 348475 | 0 | 0 |
| BLACKROCK INC COM | Stock | 09290D101 |  | 303126 | 260 | SH |  | SOLE |  | 260 | 0 | 0 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 747553 | 11455 | SH |  | SOLE |  | 11455 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 3948293 | 15506 | SH |  | SOLE |  | 15506 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 584782 | 4366 | SH |  | SOLE |  | 4366 | 0 | 0 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 |  | 4172515 | 45477 | SH |  | SOLE |  | 45477 | 0 | 0 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 863222 | 4240 | SH |  | SOLE |  | 4240 | 0 | 0 |

---