Long-term investor
Invenio Wealth Partners LLC @inveniowealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989341).
Record
- Tracked since 2025-06-30 (449 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.5% · 1 year n/a · all +9.3%
- Max drawdown n/a · win rate 55% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46435G409 · 8.7% · long · since 2025-06-30
- 808524300 · 7.9% · long · since 2025-06-30
- 78463X889 · 7.3% · long · since 2025-06-30
- 46641Q647 · 7.2% · long · since 2025-06-30
- 922908363 · 6.5% · long · since 2025-06-30
- 922020748 · 4.6% · long · since 2025-06-30
- 025072604 · 4.5% · long · since 2025-09-30
- 97717X578 · 4.4% · long · since 2025-06-30
- 69374H204 · 4.1% · long · since 2025-06-30
- 45409F827 · 4.0% · long · since 2025-06-30
- 46654Q575 · 3.0% · long · since 2026-03-31
- 97717Y527 · 2.6% · long · since 2025-06-30