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, SPDW, IEI, and represent 20.58% of International Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MBB, DFAU, AAPL, DFCF, DFGP, MSFT, TLT, CRM, NOW, SPLB.
- Started 7 new stock positions in DFSD, NOW, SHV, SPLB, CRM, STX, JNK.
- Reduced shares in these 10 stocks: META, IEI, MO, SPY, NLY, KMI, V, JPM, CVX, GOOGL.
- Sold out of its positions in GOOGL, NLY, CVX, GIS, IWM, KMB, LAZ, ORI, MGK, VUG. SW.
- International Private Wealth Advisors was a net buyer of stock by $6.2M.
- International Private Wealth Advisors has $164M in assets under management (AUM), dropping by 2.94%.
- Central Index Key (CIK): 0002022637
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Portfolio Holdings for International Private Wealth Advisors
International Private Wealth Advisors holds 152 positions in its portfolio as reported in the March 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 | $9.8M | -9% | 15k | 650.33 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 5.1 | $8.4M | +22% | 186k | 45.12 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.3 | $5.3M | +14% | 62k | 86.69 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 3.1 | $5.1M | 113k | 45.65 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $5.0M | -21% | 42k | 118.60 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 2.8 | $4.5M | +25% | 84k | 53.99 |
|
| Apple (AAPL) | 2.7 | $4.4M | +37% | 17k | 253.78 |
|
| Ssga Active Tr State Street Us (XLSR) | 2.5 | $4.0M | +11% | 70k | 57.74 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.5 | $4.0M | +29% | 95k | 42.22 |
|
| Amazon (AMZN) | 2.4 | $4.0M | 19k | 208.27 |
|
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| Spdr Series Trust State Stret Spdr (CERY) | 2.4 | $3.9M | +7% | 110k | 35.24 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $3.7M | +10% | 3.7k | 996.54 |
|
| Spdr Series Trust State Street Spd (SPYM) | 2.2 | $3.6M | +13% | 48k | 76.54 |
|
| Microsoft Corporation (MSFT) | 1.9 | $3.1M | +30% | 8.3k | 370.17 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $2.8M | +9% | 16k | 174.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.5M | +15% | 8.8k | 286.85 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $2.3M | +692% | 24k | 94.95 |
|
| Abbvie (ABBV) | 1.4 | $2.3M | +22% | 10k | 217.50 |
|
| Ssga Active Tr State Street Fix (FISR) | 1.3 | $2.2M | +19% | 85k | 25.72 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.3 | $2.2M | +19% | 35k | 62.45 |
|
| Spdr Series Trust State Street Spd (SPAB) | 1.3 | $2.1M | +18% | 82k | 25.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.1M | 3.6k | 577.25 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $2.0M | +23% | 56k | 36.76 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.2 | $2.0M | +18% | 52k | 38.96 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.0M | +20% | 2.2k | 919.59 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 1.2 | $2.0M | +7% | 43k | 46.91 |
|
| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 1.2 | $1.9M | +3% | 85k | 22.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $1.8M | +2% | 14k | 124.31 |
|
| Verizon Communications (VZ) | 1.0 | $1.7M | +2% | 34k | 50.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $1.6M | -9% | 3.7k | 430.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.5M | -8% | 3.2k | 479.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.5M | -2% | 23k | 67.53 |
|
| Ge Vernova (GEV) | 0.9 | $1.5M | -5% | 1.7k | 872.90 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $1.4M | +6% | 20k | 69.75 |
|
| Wal-Mart Stores (WMT) | 0.8 | $1.3M | -2% | 10k | 124.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.2M | -5% | 8.1k | 146.28 |
|
| Duke Energy Corp Com New (DUK) | 0.7 | $1.1M | -4% | 8.5k | 130.94 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.6 | $1.0M | -11% | 40k | 26.30 |
|
| Blackrock (BLK) | 0.6 | $1.0M | -4% | 1.0k | 961.54 |
|
| Meta Platforms Cl A (META) | 0.6 | $977k | -61% | 1.7k | 571.98 |
|
| Palo Alto Networks (PANW) | 0.6 | $963k | +4% | 6.0k | 160.32 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.5 | $887k | -15% | 18k | 48.32 |
|
| Kinder Morgan (KMI) | 0.5 | $871k | -45% | 26k | 33.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $862k | -41% | 2.9k | 294.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $853k | -9% | 8.6k | 99.27 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $822k | +22% | 21k | 38.42 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.5 | $818k | 28k | 28.85 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $770k | +11% | 7.1k | 108.99 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $738k | -27% | 29k | 25.64 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.4 | $720k | +18% | 20k | 35.78 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $707k | +6% | 9.0k | 78.41 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $691k | +18% | 20k | 33.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $686k | +18% | 13k | 52.78 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.4 | $678k | +2% | 11k | 59.22 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $676k | +27% | 4.0k | 169.65 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $646k | +19% | 20k | 32.22 |
|
| Valero Energy Corporation (VLO) | 0.4 | $634k | +22% | 2.6k | 247.07 |
|
| Tesla Motors (TSLA) | 0.4 | $617k | 1.7k | 371.82 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $609k | -3% | 7.4k | 82.75 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $608k | +10% | 3.2k | 192.92 |
|
| Pfizer (PFE) | 0.4 | $600k | +17% | 21k | 28.08 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.4 | $591k | +8% | 24k | 24.80 |
|
| Archer Daniels Midland Company (ADM) | 0.4 | $588k | +19% | 8.1k | 72.69 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.4 | $578k | +9% | 14k | 40.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $553k | 6.1k | 90.53 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $544k | -4% | 2.8k | 191.80 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.3 | $542k | +4% | 6.7k | 80.56 |
|
| T. Rowe Price (TROW) | 0.3 | $541k | +21% | 6.0k | 90.14 |
|
| At&t (T) | 0.3 | $537k | +12% | 19k | 28.99 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.3 | $533k | +3% | 13k | 42.23 |
|
| salesforce (CRM) | 0.3 | $517k | NEW | 2.8k | 186.68 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $516k | 17k | 30.96 |
|
|
| Altria (MO) | 0.3 | $489k | -70% | 7.4k | 65.99 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $481k | +5% | 10k | 46.74 |
|
| Servicenow (NOW) | 0.3 | $478k | NEW | 4.6k | 104.55 |
|
| Citizens Financial (CFG) | 0.3 | $475k | +21% | 7.9k | 59.97 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.3 | $468k | +86% | 5.1k | 91.64 |
|
| McDonald's Corporation (MCD) | 0.3 | $461k | +8% | 1.5k | 310.85 |
|
| Ford Motor Company (F) | 0.3 | $461k | +18% | 40k | 11.54 |
|
| Wec Energy Group (WEC) | 0.3 | $460k | +2% | 4.0k | 115.78 |
|
| Broadcom (AVGO) | 0.3 | $460k | +9% | 1.5k | 309.55 |
|
| Spdr Series Trust State Street Spd (SPLB) | 0.3 | $459k | NEW | 21k | 22.22 |
|
| Key (KEY) | 0.3 | $458k | +17% | 23k | 20.05 |
|
| Bunge Global Sa Com Shs (BG) | 0.3 | $453k | +18% | 3.6k | 127.18 |
|
| Us Bancorp Com New (USB) | 0.3 | $452k | +13% | 8.7k | 52.01 |
|
| Dominion Resources (D) | 0.3 | $450k | +16% | 7.3k | 61.82 |
|
| Home Depot (HD) | 0.3 | $424k | 1.3k | 329.00 |
|
|
| Prudential Financial (PRU) | 0.3 | $417k | +14% | 4.3k | 97.68 |
|
| Regions Financial Corporation (RF) | 0.3 | $416k | +10% | 16k | 26.12 |
|
| American Electric Power Company (AEP) | 0.3 | $414k | +10% | 3.2k | 131.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $407k | +16% | 4.3k | 95.44 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $405k | -16% | 8.2k | 49.37 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $403k | NEW | 1.0k | 391.82 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $403k | +10% | 8.8k | 45.97 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $399k | +2% | 3.6k | 110.36 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $398k | -2% | 8.6k | 46.23 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $398k | NEW | 4.2k | 95.71 |
|
| Nextera Energy (NEE) | 0.2 | $392k | +9% | 4.2k | 92.87 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $389k | 4.5k | 86.35 |
|
|
| Nike CL B (NKE) | 0.2 | $380k | 7.2k | 52.82 |
|
|
| Philip Morris International (PM) | 0.2 | $370k | +6% | 2.2k | 165.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $368k | 4.2k | 88.16 |
|
|
| Omni (OMC) | 0.2 | $367k | +12% | 4.9k | 75.30 |
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| Eversource Energy (ES) | 0.2 | $367k | +15% | 5.3k | 69.29 |
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| FirstEnergy (FE) | 0.2 | $367k | +10% | 7.2k | 50.66 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $367k | 7.0k | 52.76 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $367k | +22% | 5.1k | 71.82 |
|
| CMS Energy Corporation (CMS) | 0.2 | $364k | +9% | 4.7k | 77.58 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $350k | +10% | 22k | 15.65 |
|
| Edison International (EIX) | 0.2 | $348k | -35% | 4.8k | 73.17 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $342k | +15% | 4.1k | 82.57 |
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| Fifth Third Ban (FITB) | 0.2 | $334k | +16% | 7.2k | 46.46 |
|
| Exelon Corporation (EXC) | 0.2 | $332k | +14% | 6.8k | 49.02 |
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| Oge Energy Corp (OGE) | 0.2 | $328k | +4% | 6.8k | 47.96 |
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| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.2 | $327k | +6% | 13k | 25.11 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $327k | NEW | 6.8k | 47.88 |
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| Principal Financial (PFG) | 0.2 | $327k | +25% | 3.6k | 90.10 |
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| Ishares Tr Global Reit Etf (REET) | 0.2 | $323k | +10% | 13k | 25.15 |
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| PPL Corporation (PPL) | 0.2 | $313k | +9% | 8.2k | 38.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $312k | +39% | 973.00 | 320.73 |
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| Pinnacle West Capital Corporation (PNW) | 0.2 | $310k | +12% | 3.1k | 100.76 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $306k | +22% | 13k | 23.65 |
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| Coca-Cola Company (KO) | 0.2 | $303k | 4.0k | 76.05 |
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| Proshares Tr Ultr Russl2000 (URTY) | 0.2 | $298k | 5.8k | 51.55 |
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| DTE Energy Company (DTE) | 0.2 | $296k | +4% | 2.0k | 146.22 |
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| Oneok (OKE) | 0.2 | $290k | +8% | 3.2k | 90.40 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $289k | -2% | 3.1k | 92.69 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $286k | -10% | 2.2k | 132.92 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $284k | 11k | 26.61 |
|
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| Best Buy (BBY) | 0.2 | $281k | +30% | 4.4k | 64.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $281k | -26% | 9.2k | 30.68 |
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| International Paper Company (IP) | 0.2 | $279k | +26% | 7.8k | 35.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $278k | -10% | 712.00 | 390.41 |
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| Genuine Parts Company (GPC) | 0.2 | $276k | +17% | 2.6k | 105.75 |
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| International Business Machines (IBM) | 0.2 | $270k | +6% | 1.1k | 242.37 |
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| Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM) | 0.2 | $259k | -25% | 2.2k | 118.23 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $256k | 8.9k | 28.72 |
|
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| Public Service Enterprise (PEG) | 0.2 | $255k | +8% | 3.1k | 80.96 |
|
| Visa Com Cl A (V) | 0.2 | $252k | -73% | 833.00 | 302.40 |
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| Wells Fargo & Company (WFC) | 0.2 | $247k | 3.1k | 79.62 |
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| Skyworks Solutions (SWKS) | 0.1 | $241k | +21% | 4.5k | 53.55 |
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| ConAgra Foods (CAG) | 0.1 | $239k | +15% | 15k | 15.72 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $222k | -55% | 4.9k | 45.62 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $215k | NEW | 1.9k | 110.39 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $215k | -35% | 4.2k | 50.61 |
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| Hp (HPQ) | 0.1 | $213k | +12% | 11k | 19.21 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $210k | -14% | 2.5k | 82.43 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $209k | 7.3k | 28.66 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $203k | 6.7k | 30.19 |
|
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $177k | -3% | 24k | 7.54 |
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| Pimco High Income Com Shs (PHK) | 0.1 | $131k | +2% | 28k | 4.63 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $126k | -5% | 11k | 11.27 |
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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 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