International Private Wealth Advisors

International Private Wealth Advisors as of June 30, 2026

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