International Private Wealth Advisors

International Private Wealth Advisors as of March 31, 2026

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