International Private Wealth Advisors

International Private Wealth Advisors as of Dec. 31, 2025

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 151k 46.80
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.1 $6.5M 54k 119.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $4.9M 111k 44.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.9 $4.7M 54k 87.16
Amazon (AMZN) 2.8 $4.4M 19k 230.82
Ssga Active Tr State Street Us (XLSR) 2.5 $3.9M 63k 62.31
Dimensional Etf Trust Global Core Plus (DFGP) 2.3 $3.6M 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 74k 42.56
Microsoft Corporation (MSFT) 1.9 $3.1M 6.4k 483.64
Spdr Series Trust Bloomberg Enhncd (CERY) 1.8 $2.9M 102k 28.55
Meta Platforms Cl A (META) 1.8 $2.9M 4.4k 660.16
Costco Wholesale Corporation (COST) 1.8 $2.9M 3.3k 862.45
NVIDIA Corporation (NVDA) 1.7 $2.7M 15k 186.49
Alphabet Cap Stk Cl C (GOOG) 1.5 $2.4M 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 1.8k 1074.43
Abbvie (ABBV) 1.2 $1.9M 8.5k 228.50
Etf Opportunities Trust Idx Dynamic Fixe (DYFI) 1.2 $1.9M 82k 23.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $1.9M 40k 46.81
Ssga Active Tr State Street Fix (FISR) 1.2 $1.8M 71k 25.91
Spdr Series Trust State Street Spd (SPAB) 1.1 $1.8M 69k 25.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.8M 3.5k 502.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $1.7M 29k 59.54
Dimensional Etf Trust Us High Profitab (DUHP) 1.1 $1.7M 45k 38.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $1.7M 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 4.1k 396.31
JPMorgan Chase & Co. (JPM) 1.0 $1.6M 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 8.6k 177.75
Altria (MO) 0.9 $1.4M 25k 57.66
Verizon Communications (VZ) 0.8 $1.3M 33k 40.73
Kinder Morgan (KMI) 0.8 $1.3M 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 45k 26.47
Blackrock (BLK) 0.7 $1.2M 1.1k 1070.09
Wal-Mart Stores (WMT) 0.7 $1.2M 11k 111.41
Ge Vernova (GEV) 0.7 $1.2M 1.8k 653.57
Visa Com Cl A (V) 0.7 $1.1M 3.1k 350.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.1M 40k 26.91
Palo Alto Networks (PANW) 0.7 $1.1M 5.8k 184.20
Duke Energy Corp Com New (DUK) 0.7 $1.0M 9.0k 117.21
Spdr Series Trust State Street Spd (SPSM) 0.6 $1.0M 22k 46.86
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $946k 9.5k 99.88
Annaly Capital Management In Com New (NLY) 0.6 $896k 40k 22.36
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $869k 18k 49.65
Ssga Active Tr Spdr Bridgewater (ALLW) 0.5 $779k 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 11k 57.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $637k 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 17k 33.74
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $561k 17k 32.57
Spdr Series Trust State Street Spd (EMHC) 0.4 $559k 22k 25.46
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $549k 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 13k 41.27
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $538k 9.8k 54.77
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $531k 17k 31.67
Raytheon Technologies Corp (RTX) 0.3 $525k 2.9k 183.42
T. Rowe Price (TROW) 0.3 $506k 4.9k 102.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $503k 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 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 9.7k 45.53
Ford Motor Company (F) 0.3 $442k 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 3.7k 112.88
McDonald's Corporation (MCD) 0.3 $419k 1.4k 305.57
Us Bancorp Del Com New (USB) 0.3 $410k 7.7k 53.36
At&t (T) 0.3 $409k 17k 24.84
Wec Energy Group (WEC) 0.3 $408k 3.9k 105.45
Key (KEY) 0.3 $403k 20k 20.64
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $400k 8.8k 45.45
Regions Financial Corporation (RF) 0.2 $392k 15k 27.10
Truist Financial Corp equities (TFC) 0.2 $391k 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 3.5k 109.91
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $383k 4.5k 84.88
Citizens Financial (CFG) 0.2 $382k 6.5k 58.41
Exxon Mobil Corporation (XOM) 0.2 $376k 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 2.9k 120.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $352k 3.7k 96.17
Huntington Bancshares Incorporated (HBAN) 0.2 $352k 20k 17.35
Omni (OMC) 0.2 $350k 4.3k 80.75
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $348k 2.4k 143.99
Ishares Gold Tr Ishares New (IAU) 0.2 $344k 4.2k 81.17
Valero Energy Corporation (VLO) 0.2 $340k 2.1k 162.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $340k 12k 27.43
Philip Morris International (PM) 0.2 $337k 2.1k 160.39
Alphabet Cap Stk Cl A (GOOGL) 0.2 $336k 1.1k 313.03
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $334k 6.6k 50.59
CVS Caremark Corporation (CVS) 0.2 $330k 4.2k 79.36
American Electric Power Company (AEP) 0.2 $329k 2.9k 115.33
Lazard Ltd Shs -a - (LAZ) 0.2 $325k 6.7k 48.56
Old Republic International Corporation (ORI) 0.2 $318k 7.0k 45.64
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $314k 12k 25.82
Eversource Energy (ES) 0.2 $309k 4.6k 67.33
Nextera Energy (NEE) 0.2 $309k 3.9k 80.27
International Business Machines (IBM) 0.2 $308k 1.0k 296.21
Proshares Tr Ultr Russl2000 (URTY) 0.2 $308k 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 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 3.0k 95.22
Ishares Tr Global Reit Etf (REET) 0.2 $290k 12k 24.95
Wells Fargo & Company (WFC) 0.2 $286k 3.1k 93.21
Coca-Cola Company (KO) 0.2 $284k 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 11k 26.49
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $278k 6.4k 43.30
Smurfit Westrock SHS (SW) 0.2 $277k 7.2k 38.67
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $274k 3.2k 85.37
Genuine Parts Company (GPC) 0.2 $272k 2.2k 122.94
Vanguard World Mega Grwth Ind (MGK) 0.2 $270k 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 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 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 3.0k 83.61
General Mills (GIS) 0.2 $246k 5.3k 46.50
Ishares Tr Russell 2000 Etf (IWM) 0.2 $244k 990.00 246.16
International Paper Company (IP) 0.2 $243k 6.2k 39.39
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $243k 11k 22.90
Pinnacle West Capital Corporation (PNW) 0.2 $242k 2.7k 88.70
Skyworks Solutions (SWKS) 0.1 $236k 3.7k 63.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $234k 698.00 335.49
Public Service Enterprise (PEG) 0.1 $233k 2.9k 80.31
ConAgra Foods (CAG) 0.1 $228k 13k 17.31
Best Buy (BBY) 0.1 $224k 3.3k 66.93
Hp (HPQ) 0.1 $220k 9.9k 22.28
Oneok (OKE) 0.1 $218k 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 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 2.0k 100.90
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $198k 24k 8.11
Pimco High Income Com Shs (PHK) 0.1 $134k 28k 4.86
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $114k 12k 9.65