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Invictus Private Wealth, LLC
Invictus Private Wealth, LLC is an independent registered investment advisory firm headquartered in Denver, Colorado. Founded around 2022, the firm operates as a fiduciary and offers comprehensive financial planning, investment management, estate planning, retirement strategies, insurance review, and philanthropic advisory. Invictus serves primarily high net worth individuals and families, aiming to deliver personalized and transparent guidance to build legacies and achieve financial independence. The team consists of 4-5 employees, including investment professionals and brokers.
Investment Strategy
Invictus Private Wealth follows a personalized investment approach focused on fiduciary duty and client-centric financial planning. The firm builds custom portfolios for clients, emphasizing diversified stock and ETF positions. Recent 13F filings show heavy allocations to flagship index funds (such as VOO, QQQ, VUG, VO, VTV) and large-cap growth stocks, reflecting a preference for strategic ETF exposure, growth, and value equities. The firm actively rebalances, adds new positions, and reduces allocations based on market conditions and individual client goals. Comprehensive financial planning and transparent communication guide all investment and wealth-management services.
Latest 13F Filing Activity
Invictus Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $1B. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Vanguard Index FDS among other positions. Invictus Private Wealth, LLC reduced exposure to Advanced Micro Devices Inc., Apple Inc., Microstrategy Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.56% | $212.7M | 374,407 | $381.32 | $568.03 | +$30.0M |
Q QQQ | INVESCO QQQ TR | 13.29% | $194.1M | 351,844 | $288.02 | $551.64 | +$32.4M |
V VUG | VANGUARD INDEX FDS | 12.27% | $179.2M | 408,774 | $232.04 | $438.40 | +$30.9M |
V VO | VANGUARD INDEX FDS | 7.64% | $111.5M | 398,534 | $214.08 | $279.83 | +$12.2M |
V VTV | VANGUARD INDEX FDS | 6.50% | $94.9M | 537,005 | $143.07 | $176.74 | +$5.9M |
Industry Allocation
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