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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, TLT, AAPL, MBB, and represent 20.53% of International Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MBB, TLT, VRT, AVGO, MSFT, RTX, OKE, NVDA, PLTR, ABBV.
Started 26 new stock positions in GOOGL, DFAC, FNB, APLD, VRT, TGT, LNT, GIS, NI, APA.
Reduced shares in these 10 stocks: BRK.B, IEI, , PANW, SPDW, , , MCD, BG, STX.
Sold out of its positions in BBY, CAG, DUK, FITB, FE, IBM, IP, SHV, JPST, MCD. NEE, PANW, PM, PEG, CRM, NOW, STX, BG.
International Private Wealth Advisors was a net buyer of stock by $19M.
International Private Wealth Advisors has $194M in assets under management (AUM), dropping by 18.84%.
Central Index Key (CIK): 0002022637

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Portfolio Holdings for International Private Wealth Advisors

International Private Wealth Advisors holds 160 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.0	$12M	+3%	16k	746.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.0	$9.7M		187k	51.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.8	$7.4M	+38%	85k	86.42	View chart
Apple (AAPL)	3.0	$5.9M	+17%	20k	289.36	View chart
Ishares Tr Mbs Etf (MBB)	2.8	$5.4M	+135%	57k	94.52	View chart
Amazon (AMZN)	2.7	$5.2M	+14%	22k	238.34	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.5	$4.9M	-13%	98k	50.39	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	2.4	$4.7M	+2%	86k	54.46	View chart
Ssga Active Tr State Street Us (XLSR)	2.3	$4.4M	-2%	69k	64.86	View chart
Microsoft Corporation (MSFT)	2.3	$4.4M	+40%	12k	373.02	View chart
NVIDIA Corporation (NVDA)	2.2	$4.3M	+33%	21k	200.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$4.3M		49k	87.88	View chart
Costco Wholesale Corporation (COST)	2.1	$4.2M	+20%	4.5k	935.56	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.1	$4.1M	+2%	98k	42.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.9	$3.7M	-25%	32k	117.45	View chart
Spdr Series Trust State Stret Spdr (CERY)	1.9	$3.7M		109k	33.43	View chart
Abbvie (ABBV)	1.9	$3.6M	+38%	14k	251.64	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$3.5M	+13%	9.9k	353.32	View chart
Eli Lilly & Co. (LLY)	1.5	$2.9M	+11%	2.5k	1199.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$2.7M		3.6k	736.49	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$2.4M		35k	69.90	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.2	$2.4M		56k	41.73	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.2	$2.3M	+5%	45k	51.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$2.2M		53k	41.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$2.1M		14k	148.31	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.0	$2.0M	-6%	77k	25.52	View chart
Broadcom (AVGO)	1.0	$1.9M	+247%	5.2k	377.77	View chart
Palantir Technologies Cl A (PLTR)	1.0	$1.9M	+106%	17k	116.67	View chart
Etf Opportunities Trust Idx Dy Fi In Etf (DYFI)	1.0	$1.9M	-2%	83k	22.76	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.9	$1.8M	-15%	72k	25.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.8M	+111%	18k	98.98	View chart
Raytheon Technologies Corp (RTX)	0.9	$1.8M	+197%	9.4k	189.74	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.7M	+4%	21k	82.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$1.7M		22k	77.11	View chart
Ge Vernova (GEV)	0.9	$1.7M	-12%	1.5k	1174.86	View chart
Verizon Communications (VZ)	0.9	$1.7M	+19%	40k	42.34	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.6M	+62%	4.8k	327.30	View chart
Wal-Mart Stores (WMT)	0.8	$1.5M	+28%	13k	113.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.4M	+5%	3.9k	368.38	View chart
Vertiv Holdings Com Cl A (VRT)	0.7	$1.4M	NEW	4.2k	334.82	View chart
American Electric Power Company (AEP)	0.7	$1.4M	+221%	10k	136.81	View chart
Oneok (OKE)	0.7	$1.4M	+397%	16k	86.94	View chart
Blackrock (BLK)	0.6	$1.2M	+23%	1.3k	961.48	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.6	$1.2M	+15%	46k	26.23	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.5	$999k	-5%	17k	57.67	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.5	$993k	+148%	10k	96.37	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.5	$932k	NEW	39k	23.71	View chart
Kinder Morgan (KMI)	0.5	$929k	+11%	29k	31.97	View chart
Meta Platforms Cl A (META)	0.5	$927k	-3%	1.6k	563.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$881k	+159%	11k	82.11	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$859k		20k	42.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$845k		29k	29.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$822k		20k	40.21	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.4	$820k		28k	29.27	View chart
Kimberly-Clark Corporation (KMB)	0.4	$765k	NEW	7.0k	109.77	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$746k	-3%	11k	67.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$740k	+83%	7.8k	94.57	View chart
Tesla Motors (TSLA)	0.4	$709k		1.7k	420.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$708k		13k	54.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$705k		21k	33.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$692k		20k	34.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$691k	-10%	6.3k	109.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$687k	-2%	8.8k	77.91	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$652k	+64%	6.0k	109.43	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.3	$640k	+5%	25k	25.44	View chart
Altria (MO)	0.3	$638k	+19%	8.9k	71.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$621k		2.8k	219.41	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.3	$616k	+6%	15k	40.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$614k		17k	36.87	View chart
Applied Digital Corp Com New (APLD)	0.3	$611k	NEW	16k	37.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$608k		7.4k	82.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$580k		6.0k	96.58	View chart
T. Rowe Price (TROW)	0.3	$578k	-15%	5.1k	113.68	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.3	$564k	+2%	13k	43.76	View chart
Prudential Financial (PRU)	0.3	$539k	+16%	5.0k	107.93	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$521k	NEW	9.0k	57.84	View chart
Pfizer (PFE)	0.3	$510k		21k	24.08	View chart
Proshares Tr Ultr Russl2000 (URTY)	0.3	$506k		5.8k	87.34	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$497k		10k	48.12	View chart
Chevron Corporation (CVX)	0.2	$483k	NEW	2.9k	165.78	View chart
Watsco, Incorporated (WSO)	0.2	$474k	NEW	1.1k	416.89	View chart
Packaging Corporation of America (PKG)	0.2	$469k	NEW	2.0k	238.33	View chart
Wec Energy Group (WEC)	0.2	$466k		4.0k	116.78	View chart
Home Depot (HD)	0.2	$453k		1.3k	352.79	View chart
General Mills (GIS)	0.2	$435k	NEW	13k	34.80	View chart
Smurfit Westrock SHS (SW)	0.2	$431k	NEW	9.3k	46.26	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.2	$431k	-6%	19k	22.40	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$427k		8.6k	49.55	View chart
CMS Energy Corporation (CMS)	0.2	$425k	+18%	5.5k	76.50	View chart
Target Corporation (TGT)	0.2	$407k	NEW	3.1k	130.62	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$404k	-3%	4.3k	93.24	View chart
Hp (HPQ)	0.2	$394k	+61%	18k	21.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$390k	+23%	5.2k	75.51	View chart
Ford Motor Company (F)	0.2	$389k	-29%	28k	13.90	View chart
Principal Financial (PFG)	0.2	$389k		3.6k	107.78	View chart
Eversource Energy (ES)	0.2	$388k		5.4k	72.27	View chart
CVS Caremark Corporation (CVS)	0.2	$384k	-27%	3.7k	103.44	View chart
Dominion Resources (D)	0.2	$376k	-24%	5.5k	68.30	View chart
Exxon Mobil Corporation (XOM)	0.2	$373k	-31%	2.7k	136.74	View chart
Old Republic International Corporation (ORI)	0.2	$370k	NEW	9.0k	40.92	View chart
Alliant Energy Corporation (LNT)	0.2	$365k	NEW	4.8k	76.29	View chart
Us Bancorp Com New (USB)	0.2	$364k	-30%	6.0k	60.40	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$363k	+2%	13k	27.62	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$361k	+10%	7.6k	47.75	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$358k	-18%	6.7k	53.61	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$358k	+7%	14k	25.56	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.2	$354k		6.7k	52.65	View chart
Edison International (EIX)	0.2	$348k		4.7k	74.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$347k	-3%	939.00	369.89	View chart
MetLife (MET)	0.2	$347k	NEW	4.1k	84.61	View chart
Oge Energy Corp (OGE)	0.2	$345k	+3%	7.1k	48.66	View chart
Citizens Financial (CFG)	0.2	$342k	-38%	4.9k	70.07	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$341k		13k	26.16	View chart
Genuine Parts Company (GPC)	0.2	$341k	+10%	2.9k	117.96	View chart
Archer Daniels Midland Company (ADM)	0.2	$340k	-44%	4.5k	76.41	View chart
Comcast Corp Cl A (CMCSA)	0.2	$338k	NEW	14k	24.55	View chart
Regions Financial Corporation (RF)	0.2	$337k	-29%	11k	30.20	View chart
EOG Resources (EOG)	0.2	$335k	NEW	2.6k	129.73	View chart
Coca-Cola Company (KO)	0.2	$329k		4.0k	81.27	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$328k	NEW	7.4k	44.36	View chart
Truist Financial Corp equities (TFC)	0.2	$326k	-25%	6.6k	49.82	View chart
At&t (T)	0.2	$326k	-15%	16k	20.70	View chart
Pinnacle West Capital Corporation (PNW)	0.2	$325k		3.0k	106.98	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$319k	-19%	18k	17.73	View chart
Key (KEY)	0.2	$319k	-39%	14k	23.05	View chart
Valero Energy Corporation (VLO)	0.2	$318k	-52%	1.2k	260.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$316k		7.0k	45.52	View chart
Exelon Corporation (EXC)	0.2	$316k		6.8k	46.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$316k	-23%	1.7k	190.56	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.2	$315k	NEW	3.8k	81.98	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$313k	-42%	410.00	763.14	View chart
NiSource (NI)	0.2	$312k	NEW	6.6k	47.55	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$310k	+9%	12k	26.50	View chart
DTE Energy Company (DTE)	0.2	$309k		2.0k	152.34	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$305k	-34%	3.3k	91.64	View chart
F.N.B. Corporation (FNB)	0.2	$302k	NEW	16k	19.08	View chart
Skyworks Solutions (SWKS)	0.2	$300k		4.4k	67.81	View chart
Nike CL B (NKE)	0.2	$299k		7.3k	41.05	View chart
PPL Corporation (PPL)	0.2	$296k		8.2k	36.35	View chart
Omni (OMC)	0.1	$290k	-18%	4.0k	72.83	View chart
Micron Technology (MU)	0.1	$288k	NEW	249.00	1154.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$272k	-6%	8.6k	31.71	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$272k	NEW	1.6k	165.34	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$263k	NEW	132.00	1989.44	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$262k	-7%	2.0k	130.17	View chart
Wells Fargo & Company (WFC)	0.1	$257k		3.1k	82.63	View chart
Visa Com Cl A (V)	0.1	$256k	-10%	745.00	343.30	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$254k	-2%	8.7k	29.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$237k	NEW	663.00	357.55	View chart
Apa Corporation (APA)	0.1	$237k	NEW	7.3k	32.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$229k	NEW	2.7k	86.15	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$228k	-7%	2.9k	79.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$226k		2.5k	88.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$220k		4.8k	45.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$215k	-3%	6.5k	33.19	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$207k		7.3k	28.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$206k	-87%	412.00	500.43	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$190k	+2%	24k	7.88	View chart
Pimco High Income Com Shs (PHK)	0.1	$136k	+2%	29k	4.66	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$128k	+2%	12k	11.15	View chart

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 2026 Q2 filed Aug. 7, 2026
International Private Wealth Advisors 2026 Q1 filed April 21, 2026
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

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