International Private Wealth Advisors
Latest statistics and disclosures from International Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, DFAU, IEI, SPDW, TLT, and represent 21.68% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEI, DFAU, META, JPM, VZ, MO, DFGP, KMI, SPDW, VCIT.
- Started 5 new stock positions in VCIT, RSPH, DFAR, IEF, URTY.
- Reduced shares in these 10 stocks: NVDA, SHY, PG, LLY, , GOOG, DYFI, BIL, BRK.B, MSFT.
- Sold out of its positions in BKR, TNA, FAST, HSY, JNJ, LHX, MFG, NFLX, OPEN, PG. DGX, SPIB, JNK, XLV, XLU, NOW, TSCO.
- International Private Wealth Advisors was a net seller of stock by $-2.1M.
- International Private Wealth Advisors has $159M in assets under management (AUM), dropping by -0.09%.
- Central Index Key (CIK): 0002022637
Tip: Access up to 7 years of quarterly data
Positions held by International Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 156 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.1 | $11M | 17k | 681.90 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 4.5 | $7.1M | +30% | 151k | 46.80 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 4.1 | $6.5M | +83% | 54k | 119.35 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.1 | $4.9M | +16% | 111k | 44.41 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.9 | $4.7M | 54k | 87.16 |
|
|
| Amazon (AMZN) | 2.8 | $4.4M | -6% | 19k | 230.82 |
|
| Ssga Active Tr State Street Us (XLSR) | 2.5 | $3.9M | +2% | 63k | 62.31 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 2.3 | $3.6M | +31% | 67k | 54.07 |
|
| Apple (AAPL) | 2.2 | $3.4M | 13k | 271.87 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 2.1 | $3.4M | 42k | 80.22 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.0 | $3.1M | +24% | 74k | 42.56 |
|
| Microsoft Corporation (MSFT) | 1.9 | $3.1M | -18% | 6.4k | 483.64 |
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 1.8 | $2.9M | -6% | 102k | 28.55 |
|
| Meta Platforms Cl A (META) | 1.8 | $2.9M | +66% | 4.4k | 660.16 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $2.9M | -15% | 3.3k | 862.45 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $2.7M | -57% | 15k | 186.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.4M | -32% | 7.6k | 313.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.3M | 3.7k | 614.38 |
|
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.0M | -39% | 1.8k | 1074.43 |
|
| Abbvie (ABBV) | 1.2 | $1.9M | +24% | 8.5k | 228.50 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 1.2 | $1.9M | -29% | 82k | 23.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.2 | $1.9M | +4% | 40k | 46.81 |
|
| Ssga Active Tr State Street Fix (FISR) | 1.2 | $1.8M | +36% | 71k | 25.91 |
|
| Spdr Series Trust State Street Spd (SPAB) | 1.1 | $1.8M | +11% | 69k | 25.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.8M | -28% | 3.5k | 502.65 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.1 | $1.7M | +31% | 29k | 59.54 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.1 | $1.7M | +30% | 45k | 38.03 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.1 | $1.7M | +29% | 44k | 38.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.7M | 14k | 120.18 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $1.6M | -2% | 4.1k | 396.31 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.6M | +142% | 5.0k | 322.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.5M | 23k | 66.00 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $1.5M | +44% | 8.6k | 177.75 |
|
| Altria (MO) | 0.9 | $1.4M | +153% | 25k | 57.66 |
|
| Verizon Communications (VZ) | 0.8 | $1.3M | +207% | 33k | 40.73 |
|
| Kinder Morgan (KMI) | 0.8 | $1.3M | +153% | 48k | 27.49 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.3M | 19k | 67.22 |
|
|
| Spdr Series Trust State Street Spd (SPTL) | 0.7 | $1.2M | +105% | 45k | 26.47 |
|
| Blackrock (BLK) | 0.7 | $1.2M | +92% | 1.1k | 1070.09 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.2M | -30% | 11k | 111.41 |
|
| Ge Vernova (GEV) | 0.7 | $1.2M | +47% | 1.8k | 653.57 |
|
| Visa Com Cl A (V) | 0.7 | $1.1M | -12% | 3.1k | 350.76 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.1M | -17% | 40k | 26.91 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.1M | +38% | 5.8k | 184.20 |
|
| Duke Energy Corp Com New (DUK) | 0.7 | $1.0M | +36% | 9.0k | 117.21 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.6 | $1.0M | -15% | 22k | 46.86 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $946k | +7% | 9.5k | 99.88 |
|
| Annaly Capital Management In Com New (NLY) | 0.6 | $896k | +39% | 40k | 22.36 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $869k | +89% | 18k | 49.65 |
|
| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.5 | $779k | -4% | 28k | 27.49 |
|
| Tesla Motors (TSLA) | 0.5 | $746k | 1.7k | 449.80 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $697k | 6.3k | 110.19 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $668k | 8.5k | 78.81 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $644k | +8% | 11k | 57.91 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $637k | NEW | 7.6k | 83.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $588k | 3.0k | 198.61 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.4 | $574k | +27% | 17k | 33.74 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $561k | +27% | 17k | 32.57 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.4 | $559k | +5% | 22k | 25.46 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $549k | +28% | 11k | 49.90 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $546k | 6.1k | 89.46 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.3 | $544k | +7% | 13k | 41.27 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $538k | +49% | 9.8k | 54.77 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.3 | $531k | +28% | 17k | 31.67 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $525k | +26% | 2.9k | 183.42 |
|
| T. Rowe Price (TROW) | 0.3 | $506k | +4% | 4.9k | 102.37 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $503k | -24% | 11k | 46.04 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $501k | 17k | 30.07 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $498k | 12k | 40.86 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $475k | 7.0k | 68.36 |
|
|
| Broadcom (AVGO) | 0.3 | $468k | -4% | 1.4k | 346.12 |
|
| Nike CL B (NKE) | 0.3 | $459k | 7.2k | 63.71 |
|
|
| Pfizer (PFE) | 0.3 | $455k | 18k | 24.90 |
|
|
| Chevron Corporation (CVX) | 0.3 | $453k | 3.0k | 152.42 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $443k | +9% | 9.7k | 45.53 |
|
| Ford Motor Company (F) | 0.3 | $442k | -3% | 34k | 13.12 |
|
| Home Depot (HD) | 0.3 | $442k | 1.3k | 344.21 |
|
|
| Edison International (EIX) | 0.3 | $441k | 7.4k | 60.02 |
|
|
| Prudential Financial (PRU) | 0.3 | $422k | +5% | 3.7k | 112.88 |
|
| McDonald's Corporation (MCD) | 0.3 | $419k | -6% | 1.4k | 305.57 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $410k | 7.7k | 53.36 |
|
|
| At&t (T) | 0.3 | $409k | +7% | 17k | 24.84 |
|
| Wec Energy Group (WEC) | 0.3 | $408k | +46% | 3.9k | 105.45 |
|
| Key (KEY) | 0.3 | $403k | 20k | 20.64 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $400k | -2% | 8.8k | 45.45 |
|
| Regions Financial Corporation (RF) | 0.2 | $392k | +2% | 15k | 27.10 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $391k | -3% | 7.9k | 49.21 |
|
| Archer Daniels Midland Company (ADM) | 0.2 | $388k | 6.7k | 57.49 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $387k | +5% | 3.5k | 109.91 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $383k | -12% | 4.5k | 84.88 |
|
| Citizens Financial (CFG) | 0.2 | $382k | -3% | 6.5k | 58.41 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $376k | +17% | 3.1k | 120.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $371k | 792.00 | 468.76 |
|
|
| Dominion Resources (D) | 0.2 | $367k | 6.3k | 58.59 |
|
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.2 | $353k | -15% | 2.9k | 120.01 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $352k | NEW | 3.7k | 96.17 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $352k | 20k | 17.35 |
|
|
| Omni (OMC) | 0.2 | $350k | +10% | 4.3k | 80.75 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $348k | +69% | 2.4k | 143.99 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $344k | +16% | 4.2k | 81.17 |
|
| Valero Energy Corporation (VLO) | 0.2 | $340k | -3% | 2.1k | 162.81 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $340k | +3% | 12k | 27.43 |
|
| Philip Morris International (PM) | 0.2 | $337k | +7% | 2.1k | 160.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $336k | -57% | 1.1k | 313.03 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $334k | -17% | 6.6k | 50.59 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $330k | 4.2k | 79.36 |
|
|
| American Electric Power Company (AEP) | 0.2 | $329k | -2% | 2.9k | 115.33 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.2 | $325k | +4% | 6.7k | 48.56 |
|
| Old Republic International Corporation (ORI) | 0.2 | $318k | +2% | 7.0k | 45.64 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $314k | +5% | 12k | 25.82 |
|
| Eversource Energy (ES) | 0.2 | $309k | +2% | 4.6k | 67.33 |
|
| Nextera Energy (NEE) | 0.2 | $309k | -7% | 3.9k | 80.27 |
|
| International Business Machines (IBM) | 0.2 | $308k | 1.0k | 296.21 |
|
|
| Proshares Tr Ultr Russl2000 (URTY) | 0.2 | $308k | NEW | 5.8k | 53.18 |
|
| CMS Energy Corporation (CMS) | 0.2 | $299k | 4.3k | 69.93 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $298k | -91% | 3.6k | 82.82 |
|
| FirstEnergy (FE) | 0.2 | $293k | 6.5k | 44.77 |
|
|
| Fifth Third Ban (FITB) | 0.2 | $290k | 6.2k | 46.81 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $290k | -3% | 3.0k | 95.22 |
|
| Ishares Tr Global Reit Etf (REET) | 0.2 | $290k | +3% | 12k | 24.95 |
|
| Wells Fargo & Company (WFC) | 0.2 | $286k | 3.1k | 93.21 |
|
|
| Coca-Cola Company (KO) | 0.2 | $284k | -9% | 4.1k | 69.91 |
|
| Oge Energy Corp (OGE) | 0.2 | $281k | 6.6k | 42.70 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $281k | +9% | 11k | 26.49 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $278k | +5% | 6.4k | 43.30 |
|
| Smurfit Westrock SHS (SW) | 0.2 | $277k | +3% | 7.2k | 38.67 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $274k | -8% | 3.2k | 85.37 |
|
| Genuine Parts Company (GPC) | 0.2 | $272k | 2.2k | 122.94 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $270k | +7% | 654.00 | 412.80 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $268k | 3.0k | 89.07 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $266k | -43% | 9.1k | 29.36 |
|
| PPL Corporation (PPL) | 0.2 | $263k | 7.5k | 35.02 |
|
|
| Exelon Corporation (EXC) | 0.2 | $258k | 5.9k | 43.59 |
|
|
| Principal Financial (PFG) | 0.2 | $255k | 2.9k | 88.22 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $251k | -75% | 2.7k | 91.38 |
|
| DTE Energy Company (DTE) | 0.2 | $250k | 1.9k | 128.96 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $248k | -4% | 3.0k | 83.61 |
|
| General Mills (GIS) | 0.2 | $246k | +3% | 5.3k | 46.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $244k | -3% | 990.00 | 246.16 |
|
| International Paper Company (IP) | 0.2 | $243k | +4% | 6.2k | 39.39 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $243k | NEW | 11k | 22.90 |
|
| Pinnacle West Capital Corporation (PNW) | 0.2 | $242k | 2.7k | 88.70 |
|
|
| Skyworks Solutions (SWKS) | 0.1 | $236k | +5% | 3.7k | 63.41 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $234k | +2% | 698.00 | 335.49 |
|
| Public Service Enterprise (PEG) | 0.1 | $233k | 2.9k | 80.31 |
|
|
| ConAgra Foods (CAG) | 0.1 | $228k | +4% | 13k | 17.31 |
|
| Best Buy (BBY) | 0.1 | $224k | +5% | 3.3k | 66.93 |
|
| Hp (HPQ) | 0.1 | $220k | +2% | 9.9k | 22.28 |
|
| Oneok (OKE) | 0.1 | $218k | +2% | 3.0k | 73.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $216k | 444.00 | 487.35 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $214k | NEW | 6.7k | 31.85 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $210k | 7.3k | 28.84 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $206k | +9% | 2.0k | 100.90 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $198k | +3% | 24k | 8.11 |
|
| Pimco High Income Com Shs (PHK) | 0.1 | $134k | +2% | 28k | 4.86 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $114k | -14% | 12k | 9.65 |
|
Past Filings by International Private Wealth Advisors
SEC 13F filings are viewable for International Private Wealth Advisors going back to 2024
- International Private Wealth Advisors 2025 Q4 filed Jan. 14, 2026
- International Private Wealth Advisors 2025 Q3 filed Nov. 6, 2025
- International Private Wealth Advisors 2025 Q2 filed July 11, 2025
- International Private Wealth Advisors 2025 Q1 filed April 14, 2025
- International Private Wealth Advisors 2024 Q4 filed Jan. 29, 2025
- International Private Wealth Advisors 2024 Q3 filed Nov. 6, 2024
- International Private Wealth Advisors 2024 Q2 filed July 31, 2024
- International Private Wealth Advisors 2023 Q4 filed May 10, 2024
- International Private Wealth Advisors 2024 Q1 filed May 10, 2024