Holdings

Invenio Wealth Partners LLC

As of Jun 30, 2026, Invenio Wealth Partners LLC reported 47 positions worth US$45.2M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation35,062US$7.02M+10Jun 30, 2026
Alphabet Inc (google) Class C11,768US$4.21M+55Jun 30, 2026
Apple Inc14,443US$4.18M+217Jun 30, 2026
Microsoft Corp.9,210US$3.44M−151Jun 30, 2026
Micron Technology, Inc.1,902US$2.2M−206Jun 30, 2026
Amazon.com, Inc.8,364US$1.99M+118Jun 30, 2026
Eli Lilly And Company1,173US$1.41M+21Jun 30, 2026
Meta Platforms, Inc.2,459US$1.39M+100Jun 30, 2026
Jp Morgan Chase & Co.3,702US$1.21M+57Jun 30, 2026
Kla Corporation3,380US$1.02M+3,042Jun 30, 2026