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, NVDA, DFAU, TLT, AMZN, and represent 20.08% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAU (+$5.3M), NVDA, TLT, DFGP, DFCF, IEI, SHY, SPY, DUHP, DFAT.
- Started 21 new stock positions in BKR, DFCF, VUG, BLK, DUHP, VTI, DFIV, IWM, KMI, DFAT. OPEN, DFAI, LHX, FAST, MFG, RTX, DFAE, DFAU, DFEV, DFGP, DIHP.
- Reduced shares in these 10 stocks: IEF, FISR, SPAB, , JPST, , SCHX, PSA, BSV, .
- Sold out of its positions in AMGN, ADP, CL, PDBC, IEF, LYG, MKC, MDLZ, PULS, PAYX. MINT, PSA, SPLB, RWR, FNDA, UNH.
- International Private Wealth Advisors was a net buyer of stock by $36M.
- International Private Wealth Advisors has $159M in assets under management (AUM), dropping by 36.36%.
- Central Index Key (CIK): 0002022637
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Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 168 positions in its portfolio as reported in the September 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) | 6.8 | $11M | +18% | 16k | 666.17 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $6.4M | +103% | 34k | 186.58 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 3.3 | $5.3M | NEW | 116k | 45.76 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.1 | $4.9M | +151% | 55k | 89.37 |
|
| Amazon (AMZN) | 2.8 | $4.5M | +21% | 21k | 219.57 |
|
| Microsoft Corporation (MSFT) | 2.6 | $4.1M | +36% | 7.9k | 517.93 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $4.0M | +19% | 94k | 42.79 |
|
| Costco Wholesale Corporation (COST) | 2.3 | $3.7M | +41% | 3.9k | 925.73 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 2.3 | $3.6M | +5% | 61k | 59.61 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.2 | $3.5M | +204% | 30k | 119.51 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.1 | $3.3M | +105% | 40k | 82.96 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.1 | $3.3M | +5% | 42k | 78.34 |
|
| Apple (AAPL) | 2.0 | $3.1M | 12k | 254.63 |
|
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 2.0 | $3.1M | +12% | 109k | 28.65 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 1.8 | $2.9M | NEW | 51k | 55.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.8M | +37% | 11k | 243.54 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 1.7 | $2.7M | -5% | 117k | 23.32 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.6 | $2.5M | NEW | 59k | 42.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.5M | +95% | 5.0k | 502.74 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $2.3M | +81% | 3.0k | 762.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.2M | 3.7k | 600.44 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $2.0M | +89% | 13k | 153.65 |
|
| Meta Platforms Cl A (META) | 1.2 | $1.9M | +87% | 2.6k | 734.45 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.1 | $1.8M | +25% | 38k | 46.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $1.6M | 14k | 118.83 |
|
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.0 | $1.6M | -26% | 62k | 25.85 |
|
| Abbvie (ABBV) | 1.0 | $1.6M | +79% | 6.8k | 231.56 |
|
| Wal-Mart Stores (WMT) | 1.0 | $1.6M | +52% | 15k | 103.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.5M | 23k | 65.26 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.5M | -5% | 4.2k | 355.47 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.9 | $1.4M | -30% | 52k | 26.05 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.8 | $1.3M | NEW | 35k | 37.77 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.8 | $1.3M | NEW | 22k | 58.21 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $1.3M | -26% | 48k | 26.34 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.2M | +3% | 19k | 65.92 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.8 | $1.2M | NEW | 34k | 36.35 |
|
| Visa Com Cl A (V) | 0.8 | $1.2M | +92% | 3.5k | 341.42 |
|
| Servicenow (NOW) | 0.8 | $1.2M | +200% | 1.3k | 920.28 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.7 | $1.2M | +87% | 26k | 46.32 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.1M | +38% | 6.0k | 182.42 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.7 | $1.0M | +79% | 11k | 91.75 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $885k | 8.8k | 100.25 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $848k | +84% | 4.2k | 203.62 |
|
| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.5 | $831k | 30k | 27.88 |
|
|
| Duke Energy Corp Com New (DUK) | 0.5 | $810k | +87% | 6.5k | 123.75 |
|
| Ge Vernova (GEV) | 0.5 | $734k | +32% | 1.2k | 614.90 |
|
| Tesla Motors (TSLA) | 0.5 | $726k | 1.6k | 444.80 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $710k | +3% | 6.4k | 111.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $669k | -39% | 8.5k | 78.91 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $667k | -20% | 14k | 46.24 |
|
| Blackrock (BLK) | 0.4 | $663k | NEW | 569.00 | 1165.11 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $654k | +38% | 2.1k | 315.46 |
|
| Altria (MO) | 0.4 | $648k | -12% | 9.8k | 66.06 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.4 | $645k | +57% | 6.6k | 98.00 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $624k | 7.0k | 89.76 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $619k | 2.5k | 243.10 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $600k | +100% | 9.2k | 65.00 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.4 | $589k | -14% | 22k | 26.95 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.4 | $585k | +6% | 10k | 57.19 |
|
| Annaly Capital Management In Com New (NLY) | 0.4 | $582k | +76% | 29k | 20.21 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $578k | 3.0k | 194.49 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $531k | +9% | 6.1k | 87.31 |
|
| Kinder Morgan (KMI) | 0.3 | $531k | NEW | 19k | 28.31 |
|
| Home Depot (HD) | 0.3 | $524k | -20% | 1.3k | 405.32 |
|
| Spdr Series Trust Bloomberg Emg Mk (EMHC) | 0.3 | $522k | +17% | 21k | 25.19 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $512k | +19% | 12k | 41.58 |
|
| Nike CL B (NKE) | 0.3 | $504k | 7.2k | 69.73 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $494k | 17k | 29.64 |
|
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.3 | $489k | -16% | 14k | 33.89 |
|
| T. Rowe Price (TROW) | 0.3 | $488k | -10% | 4.8k | 102.65 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $484k | +4% | 12k | 40.18 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.3 | $472k | -32% | 16k | 29.73 |
|
| Verizon Communications (VZ) | 0.3 | $469k | -10% | 11k | 43.95 |
|
| Pfizer (PFE) | 0.3 | $468k | -11% | 18k | 25.48 |
|
| Broadcom (AVGO) | 0.3 | $468k | 1.4k | 329.92 |
|
|
| Chevron Corporation (CVX) | 0.3 | $460k | -9% | 3.0k | 155.31 |
|
| McDonald's Corporation (MCD) | 0.3 | $446k | -8% | 1.5k | 303.97 |
|
| At&t (T) | 0.3 | $434k | -10% | 15k | 28.24 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.3 | $433k | 5.2k | 84.00 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.3 | $425k | NEW | 13k | 31.89 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $424k | NEW | 14k | 31.53 |
|
| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.3 | $421k | -23% | 3.5k | 120.62 |
|
| Ford Motor Company (F) | 0.3 | $418k | -11% | 35k | 11.96 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $408k | -55% | 8.0k | 50.73 |
|
| Edison International (EIX) | 0.3 | $406k | -10% | 7.3k | 55.28 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $405k | +6% | 8.9k | 45.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $401k | +24% | 1.4k | 281.88 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $401k | 9.1k | 44.19 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.2 | $396k | NEW | 13k | 30.40 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $396k | NEW | 8.6k | 46.12 |
|
| Archer Daniels Midland Company (ADM) | 0.2 | $396k | -11% | 6.6k | 59.74 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $388k | +17% | 792.00 | 490.38 |
|
| Dominion Resources (D) | 0.2 | $384k | -10% | 6.3k | 61.17 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $379k | NEW | 2.3k | 167.35 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $378k | -11% | 7.8k | 48.33 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $374k | -14% | 8.2k | 45.72 |
|
| Regions Financial Corporation (RF) | 0.2 | $373k | -15% | 14k | 26.37 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $370k | 3.3k | 111.22 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $369k | -14% | 2.2k | 170.29 |
|
| Prudential Financial (PRU) | 0.2 | $368k | -10% | 3.5k | 103.75 |
|
| Key (KEY) | 0.2 | $367k | -11% | 20k | 18.69 |
|
| Citizens Financial (CFG) | 0.2 | $362k | -15% | 6.8k | 53.16 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $354k | +3% | 6.6k | 53.87 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $349k | -13% | 20k | 17.27 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.2 | $337k | -13% | 6.4k | 52.78 |
|
| American Electric Power Company (AEP) | 0.2 | $330k | -11% | 2.9k | 112.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $328k | -26% | 12k | 27.30 |
|
| Omni (OMC) | 0.2 | $320k | -10% | 3.9k | 81.52 |
|
| CMS Energy Corporation (CMS) | 0.2 | $319k | -11% | 4.3k | 73.25 |
|
| Eversource Energy (ES) | 0.2 | $318k | -10% | 4.5k | 71.14 |
|
| Philip Morris International (PM) | 0.2 | $316k | -12% | 1.9k | 162.19 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $315k | NEW | 6.5k | 48.72 |
|
| Nextera Energy (NEE) | 0.2 | $314k | -7% | 4.2k | 75.48 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $313k | -11% | 4.1k | 75.39 |
|
| Genuine Parts Company (GPC) | 0.2 | $307k | -10% | 2.2k | 138.63 |
|
| Oge Energy Corp (OGE) | 0.2 | $307k | -13% | 6.6k | 46.27 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.2 | $304k | 6.7k | 45.24 |
|
|
| FirstEnergy (FE) | 0.2 | $303k | -10% | 6.6k | 45.82 |
|
| Wec Energy Group (WEC) | 0.2 | $302k | -11% | 2.6k | 114.58 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $300k | -23% | 3.1k | 95.15 |
|
| Coca-Cola Company (KO) | 0.2 | $299k | 4.5k | 66.32 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $299k | -6% | 2.6k | 112.73 |
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| International Business Machines (IBM) | 0.2 | $298k | -11% | 1.1k | 282.10 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $297k | -9% | 6.1k | 49.04 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $297k | -2% | 3.4k | 87.21 |
|
| Smurfit Westrock SHS (SW) | 0.2 | $294k | -9% | 6.9k | 42.57 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $294k | +11% | 12k | 25.51 |
|
| Old Republic International Corporation (ORI) | 0.2 | $289k | -12% | 6.8k | 42.47 |
|
| Ishares Tr Global Reit Etf (REET) | 0.2 | $286k | +7% | 11k | 25.56 |
|
| PPL Corporation (PPL) | 0.2 | $281k | -11% | 7.6k | 37.16 |
|
| International Paper Company (IP) | 0.2 | $275k | -10% | 5.9k | 46.40 |
|
| DTE Energy Company (DTE) | 0.2 | $275k | -11% | 1.9k | 141.45 |
|
| Fifth Third Ban (FITB) | 0.2 | $275k | -13% | 6.2k | 44.55 |
|
| Exelon Corporation (EXC) | 0.2 | $271k | -10% | 6.0k | 45.01 |
|
| Skyworks Solutions (SWKS) | 0.2 | $270k | -10% | 3.5k | 76.98 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $269k | 3.5k | 76.45 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $265k | -9% | 3.6k | 72.77 |
|
| Hp (HPQ) | 0.2 | $262k | -10% | 9.6k | 27.23 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $261k | +25% | 9.7k | 26.95 |
|
| Johnson & Johnson (JNJ) | 0.2 | $260k | 1.4k | 185.37 |
|
|
| General Mills (GIS) | 0.2 | $259k | -10% | 5.1k | 50.42 |
|
| Wells Fargo & Company (WFC) | 0.2 | $257k | 3.1k | 83.82 |
|
|
| Netflix (NFLX) | 0.2 | $249k | 208.00 | 1198.92 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $249k | +4% | 3.1k | 79.80 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $248k | -10% | 3.1k | 81.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $247k | NEW | 1.0k | 241.96 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $245k | 608.00 | 402.43 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.2 | $244k | -10% | 2.7k | 89.65 |
|
| Best Buy (BBY) | 0.2 | $241k | -9% | 3.2k | 75.62 |
|
| Public Service Enterprise (PEG) | 0.2 | $240k | -11% | 2.9k | 83.45 |
|
| Principal Financial (PFG) | 0.1 | $237k | -10% | 2.9k | 82.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $233k | -10% | 1.9k | 124.32 |
|
| ConAgra Foods (CAG) | 0.1 | $230k | -9% | 13k | 18.31 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $223k | NEW | 678.00 | 328.17 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $218k | +4% | 1.6k | 139.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $213k | NEW | 444.00 | 479.11 |
|
| Oneok (OKE) | 0.1 | $211k | -57% | 2.9k | 72.98 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $211k | -4% | 7.3k | 28.90 |
|
| Tractor Supply Company (TSCO) | 0.1 | $210k | -20% | 3.7k | 56.87 |
|
| Hershey Company (HSY) | 0.1 | $206k | -26% | 1.1k | 187.05 |
|
| L3harris Technologies (LHX) | 0.1 | $205k | NEW | 670.00 | 305.41 |
|
| Fastenal Company (FAST) | 0.1 | $204k | NEW | 4.2k | 49.04 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $201k | -8% | 1.1k | 190.58 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $194k | +2% | 24k | 8.20 |
|
| Opendoor Technologies (OPEN) | 0.1 | $172k | NEW | 22k | 7.97 |
|
| Pimco High Income Com Shs (PHK) | 0.1 | $133k | +2% | 27k | 4.99 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $115k | 14k | 8.27 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $79k | NEW | 12k | 6.70 |
|
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 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