International Private Wealth Advisors LLC
13F Reported Value
ⓘ$163.5M
Holdings
152
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
International Private Wealth Advisors LLC disclosed 152 positions worth $163.5M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.0% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 8 — including a new stake in $CRM and a full exit from $NLY. The portfolio is most concentrated in Other (59.9% of disclosed assets). All figures are sourced directly from International Private Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2022637.
AI Fund Analysis
Stable
$SPY
$AAPL
$PHK
$PANWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$9.8M15,017 sh DIMENSIONAL ETF TRUST
—Quality
$8.4M185,980 shISHARES TR
—Quality
$5.3M61,518 shSPDR INDEX SHS FDS
—Quality
$5.1M112,460 shISHARES TR
—Quality
$5.0M42,308 shDIMENSIONAL ETF TRUST
—Quality
$4.5M84,165 sh- 76.1
Quality
$4.4M17,354 sh SSGA ACTIVE TR
—Quality
$4.0M70,046 shDIMENSIONAL ETF TRUST
—Quality
$4.0M95,257 sh- 74.6
Quality
$4.0M19,058 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $9.8M | 15,017 |
| DIMENSIONAL ETF TRUST | — | $8.4M | 185,980 |
| ISHARES TR | — | $5.3M | 61,518 |
| SPDR INDEX SHS FDS | — | $5.1M | 112,460 |
| ISHARES TR | — | $5.0M | 42,308 |
| DIMENSIONAL ETF TRUST | — | $4.5M | 84,165 |
| Apple Inc.$AAPL | 76.1 | $4.4M | 17,354 |
| SSGA ACTIVE TR | — | $4.0M | 70,046 |
| DIMENSIONAL ETF TRUST | — | $4.0M | 95,257 |
 AMAZON COM INC$AMZN | 74.6 | $4.0M | 19,058 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of International Private Wealth Advisors LLC's 152 positions.
Showing top 10 of 152 holdings.
Sector Allocation
Other
$97.9M
Technology
$20.6M
Financials
$12.4M
Consumer Discretionary
$10.7M
Utilities
$6.1M
Healthcare
$5.3M
Communication Services
$2.6M
Energy
$2.5M
Full Holdings — International Private Wealth Advisors LLC (Q1 2026)
All 152 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $9.8M | 6.0% | -9% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $8.4M | 5.1% | +23% | — |
| 3 | — | ISHARES TR | $5.3M | 3.3% | +15% | — |
| 4 | — | SPDR INDEX SHS FDS | $5.1M | 3.1% | +2% | — |
| 5 | — | ISHARES TR | $5.0M | 3.1% | -22% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $4.5M | 2.8% | +25% | — |
| 7 | $AAPL | Apple Inc. | $4.4M | 2.7% | +38% | 76.1 |
| 8 | — | SSGA ACTIVE TR | $4.0M | 2.5% | +11% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $4.0M | 2.5% | +30% | — |
| 10 | $AMZN | AMAZON COM INC | $4.0M | 2.4% | -0% | 74.6 |
| 11 | — | SPDR SERIES TRUST | $3.9M | 2.4% | +8% | — |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.7M | 2.2% | +11% | 67 |
| 13 | — | SPDR SERIES TRUST | $3.6M | 2.2% | +13% | — |
| 14 |  $MSFT | MICROSOFT CORP | $3.1M | 1.9% | +31% | 83.7 |
| 15 |  $NVDA | NVIDIA CORP | $2.8M | 1.7% | +10% | 90.2 |
| 16 |  $GOOGL | Alphabet Inc. | $2.5M | 1.5% | +15% | 80.2 |
| 17 | — | ISHARES TR | $2.3M | 1.4% | +693% | — |
| 18 |  $ABBV | AbbVie Inc. | $2.3M | 1.4% | +23% | 59.3 |
| 19 | — | SSGA ACTIVE TR | $2.2M | 1.3% | +19% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $2.2M | 1.3% | +20% | — |
| 21 | — | SPDR SERIES TRUST | $2.1M | 1.3% | +19% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 1.3% | -2% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $2.0M | 1.3% | +23% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $2.0M | 1.2% | +19% | — |
| 25 |  $LLY | ELI LILLY & Co | $2.0M | 1.2% | +20% | 89.3 |
| 26 | — | SPDR INDEX SHS FDS | $2.0M | 1.2% | +7% | — |
| 27 | — | ETF OPPORTUNITIES TRUST | $1.9M | 1.2% | +4% | — |
| 28 | — | ISHARES TR | $1.8M | 1.1% | +2% | — |
| 29 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 1.0% | +3% | 71.6 |
| 30 |  $GLD | SPDR GOLD TRUST | $1.6M | 1.0% | -10% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.9% | -9% | 64.5 |
| 32 | — | ISHARES TR | $1.5M | 0.9% | -3% | — |
| 33 |  $GEV | GE Vernova Inc. | $1.5M | 0.9% | -6% | 70.1 |
| 34 | — | ISHARES INC | $1.4M | 0.9% | +7% | — |
| 35 |  $WMT | Walmart Inc. | $1.3M | 0.8% | -3% | 63.2 |
| 36 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.7% | -6% | 85.8 |
| 37 |  $DUK | Duke Energy CORP | $1.1M | 0.7% | -5% | 64 |
| 38 | — | SPDR SERIES TRUST | $1.0M | 0.6% | -12% | — |
| 39 |  $BLK | BlackRock, Inc. | $1.0M | 0.6% | -5% | 70.3 |
| 40 |  $META | Meta Platforms, Inc. | $976,939 | 0.6% | -61% | 80.9 |
| 41 | $PANW | Palo Alto Networks Inc | $963,225 | 0.6% | +4% | 66.5 |
| 42 | — | SPDR SERIES TRUST | $886,628 | 0.5% | -15% | — |
| 43 |  $KMI | KINDER MORGAN, INC. | $871,143 | 0.5% | -45% | 74.6 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $861,728 | 0.5% | -42% | 35.6 |
| 45 | — | ISHARES TR | $852,921 | 0.5% | -9% | — |
| 46 |  $IBIT | iShares Bitcoin Trust ETF | $822,419 | 0.5% | +22% | — |
| 47 | — | SSGA ACTIVE TR | $817,580 | 0.5% | -0% | — |
| 48 | — | ISHARES TR | $769,678 | 0.5% | +12% | — |
| 49 | — | SCHWAB STRATEGIC TR | $738,278 | 0.5% | -27% | — |
| 50 | — | DIMENSIONAL ETF TRUST | $719,722 | 0.4% | +18% | — |
| 51 | $META | Meta Platforms, Inc. | $707,124 | 0.4% | +6% | 80.9 |
| 52 | — | DIMENSIONAL ETF TRUST | $690,931 | 0.4% | +19% | — |
| 53 | — | DIMENSIONAL ETF TRUST | $685,548 | 0.4% | +18% | — |
| 54 | — | SPDR SERIES TRUST | $677,514 | 0.4% | +3% | — |
| 55 |  $XOM | EXXON MOBIL CORP | $675,530 | 0.4% | +28% | 61.8 |
| 56 | — | DIMENSIONAL ETF TRUST | $646,283 | 0.4% | +20% | — |
| 57 |  $VLO | VALERO ENERGY CORP/TX | $633,736 | 0.4% | +23% | 51.4 |
| 58 |  $TSLA | Tesla, Inc. | $616,477 | 0.4% | +0% | 50.1 |
| 59 | — | VANGUARD SCOTTSDALE FDS | $608,544 | 0.4% | -3% | — |
| 60 |  $RTX | RTX Corp | $608,268 | 0.4% | +10% | 70 |
| 61 |  $PFE | PFIZER INC | $600,297 | 0.4% | +17% | 69 |
| 62 | — | SPDR SERIES TRUST | $591,262 | 0.4% | +9% | — |
| 63 |  $ADM | Archer-Daniels-Midland Co | $588,130 | 0.4% | +20% | 49.4 |
| 64 | — | SSGA ACTIVE ETF TR | $577,512 | 0.3% | +9% | — |
| 65 | — | ISHARES TR | $553,138 | 0.3% | +0% | — |
| 66 | — | ISHARES TR | $543,740 | 0.3% | -4% | — |
| 67 |  $LYB | LyondellBasell Industries N.V. | $541,465 | 0.3% | +5% | — |
| 68 |  $TROW | PRICE T ROWE GROUP INC | $541,132 | 0.3% | +21% | 75.8 |
| 69 |  $T | AT&T INC. | $537,219 | 0.3% | +13% | 71.9 |
| 70 | — | SPDR INDEX SHS FDS | $532,934 | 0.3% | +4% | — |
| 71 |  $CRM | Salesforce, Inc. | $516,728 | 0.3% | NEW | 75.2 |
| 72 | — | SCHWAB STRATEGIC TR | $515,856 | 0.3% | +0% | — |
| 73 |  $MO | ALTRIA GROUP, INC. | $488,471 | 0.3% | -70% | 72.1 |
| 74 | — | SCHWAB STRATEGIC TR | $481,233 | 0.3% | +6% | — |
| 75 |  $NOW | ServiceNow, Inc. | $478,421 | 0.3% | NEW | 76 |
| 76 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $475,264 | 0.3% | +21% | 68.8 |
| 77 | — | SPDR SERIES TRUST | $468,280 | 0.3% | +86% | — |
| 78 |  $MCD | MCDONALDS CORP | $460,990 | 0.3% | +8% | 73.9 |
| 79 |  $F | FORD MOTOR CO | $460,857 | 0.3% | +18% | 58.5 |
| 80 |  $WEC | WEC ENERGY GROUP, INC. | $460,232 | 0.3% | +3% | 67 |
| 81 |  $AVGO | Broadcom Inc. | $459,679 | 0.3% | +10% | 86.4 |
| 82 | — | SPDR SERIES TRUST | $458,637 | 0.3% | -80% | — |
| 83 |  $KEY | KEYCORP /NEW/ | $458,397 | 0.3% | +17% | 70.4 |
| 84 |  $BG | Bunge Global SA | $452,904 | 0.3% | +18% | 55.9 |
| 85 |  $USB | US BANCORP DE | $452,333 | 0.3% | +13% | 71.4 |
| 86 |  $D | DOMINION ENERGY, INC | $449,540 | 0.3% | +16% | 74.9 |
| 87 |  $HD | HOME DEPOT, INC. | $423,747 | 0.3% | +0% | 69.2 |
| 88 |  $PFH | PRUDENTIAL FINANCIAL INC | $417,407 | 0.3% | +14% | 58.6 |
| 89 |  $RF | REGIONS FINANCIAL CORP | $415,646 | 0.3% | +10% | — |
| 90 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $414,270 | 0.3% | +11% | 75.4 |
| 91 | — | ISHARES TR | $406,975 | 0.3% | +17% | — |
| 92 | — | SELECT SECTOR SPDR TR | $405,350 | 0.3% | -16% | — |
| 93 |  $STX | Seagate Technology Holdings plc | $403,181 | 0.3% | NEW | — |
| 94 |  $TFC | TRUIST FINANCIAL CORP | $402,643 | 0.3% | +10% | — |
| 95 | — | ISHARES TR | $398,620 | 0.2% | +3% | — |
| 96 | — | ISHARES TR | $398,154 | 0.2% | -2% | — |
| 97 | — | SPDR SERIES TRUST | $397,495 | 0.2% | -96% | — |
| 98 |  $NEE | NEXTERA ENERGY INC | $392,373 | 0.2% | +10% | 71.7 |
| 99 |  $WT | WisdomTree, Inc. | $389,187 | 0.2% | +0% | 62.9 |
| 100 |  $NKE | NIKE, Inc. | $380,445 | 0.2% | +0% | 53.4 |
| 101 |  $PM | Philip Morris International Inc. | $369,627 | 0.2% | +7% | 80.5 |
| 102 |  $IAU | ISHARES GOLD TRUST | $367,627 | 0.2% | -2% | — |
| 103 |  $OMC | OMNICOM GROUP INC. | $367,328 | 0.2% | +13% | 60.5 |
| 104 |  $ES | EVERSOURCE ENERGY | $366,939 | 0.2% | +15% | 67 |
| 105 |  $FE | FIRSTENERGY CORP | $366,911 | 0.2% | +11% | 61.6 |
| 106 |  $GBTC | Grayscale Bitcoin Trust ETF | $366,656 | 0.2% | +0% | — |
| 107 |  $CVS | CVS HEALTH Corp | $366,569 | 0.2% | +23% | 51.3 |
| 108 |  $CMS | CMS ENERGY CORP | $364,414 | 0.2% | +10% | 61.5 |
| 109 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $349,937 | 0.2% | +10% | 69.4 |
| 110 |  $EIX | EDISON INTERNATIONAL | $348,162 | 0.2% | -35% | 70.7 |
| 111 | — | ISHARES TR | $341,526 | 0.2% | +15% | — |
| 112 |  $FITB | FIFTH THIRD BANCORP | $334,335 | 0.2% | +16% | — |
| 113 |  $EXC | EXELON CORP | $332,058 | 0.2% | +15% | 63.9 |
| 114 |  $OGE | OGE ENERGY CORP. | $328,347 | 0.2% | +4% | 57.8 |
| 115 | — | VANECK ETF TRUST | $326,638 | 0.2% | +7% | — |
| 116 | — | DIMENSIONAL ETF TRUST | $326,637 | 0.2% | -95% | — |
| 117 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $326,531 | 0.2% | +25% | 50.6 |
| 118 | — | ISHARES TR | $322,657 | 0.2% | +10% | — |
| 119 |  $PPL | PPL Corp | $312,860 | 0.2% | +9% | 70.3 |
| 120 | — | VANGUARD INDEX FDS | $312,073 | 0.2% | +39% | — |
| 121 |  $PNW | PINNACLE WEST CAPITAL CORP | $309,926 | 0.2% | +13% | 55.5 |
| 122 | — | DIMENSIONAL ETF TRUST | $306,021 | 0.2% | +22% | — |
| 123 |  $KO | COCA COLA CO | $303,287 | 0.2% | -2% | 74 |
| 124 | — | PROSHARES TR | $298,371 | 0.2% | +0% | — |
| 125 |  $DTB | DTE ENERGY CO | $295,659 | 0.2% | +4% | — |
| 126 |  $OKE | ONEOK INC /NEW/ | $289,990 | 0.2% | +8% | 72 |
| 127 |  $GLDM | World Gold Trust | $288,822 | 0.2% | -3% | — |
| 128 | — | SELECT SECTOR SPDR TR | $286,442 | 0.2% | -11% | — |
| 129 | — | SCHWAB STRATEGIC TR | $283,775 | 0.2% | +1% | — |
| 130 |  $BBY | BEST BUY CO INC | $281,201 | 0.2% | +31% | 51.5 |
| 131 | — | SCHWAB STRATEGIC TR | $280,753 | 0.2% | -26% | — |
| 132 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $278,508 | 0.2% | +26% | 52.1 |
| 133 |  $CRWD | CrowdStrike Holdings, Inc. | $277,972 | 0.2% | -10% | 55 |
| 134 |  $GPC | GENUINE PARTS CO | $276,000 | 0.2% | +18% | 54.2 |
| 135 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $269,516 | 0.2% | +7% | 66.7 |
| 136 |  $IVZ | Invesco Ltd. | $258,924 | 0.2% | -26% | — |
| 137 | — | VANECK ETF TRUST | $256,182 | 0.2% | -1% | — |
| 138 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $254,451 | 0.2% | +8% | 74.6 |
| 139 |  $V | VISA INC. | $251,897 | 0.1% | -73% | 83.5 |
| 140 |  $WFC | WELLS FARGO & COMPANY/MN | $246,901 | 0.1% | +1% | — |
| 141 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $240,890 | 0.1% | +21% | 52.1 |
| 142 |  $CAG | CONAGRA BRANDS INC. | $238,624 | 0.1% | +15% | 48.2 |
| 143 | — | FIDELITY MERRIMACK STR TR | $221,713 | 0.1% | -56% | — |
| 144 | — | ISHARES TR | $214,819 | 0.1% | -78% | — |
| 145 | — | J P MORGAN EXCHANGE TRADED F | $214,781 | 0.1% | -36% | — |
| 146 |  $HPQ | HP INC | $213,162 | 0.1% | +12% | 58.9 |
| 147 | — | VANGUARD INTL EQUITY INDEX F | $210,032 | 0.1% | -14% | — |
| 148 | — | SPDR SERIES TRUST | $209,247 | 0.1% | +0% | — |
| 149 | $IVZ | Invesco Ltd. | $203,159 | 0.1% | +0% | — |
| 150 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $177,425 | 0.1% | -4% | — |
| 151 | $PHK | PIMCO HIGH INCOME FUND | $130,821 | 0.1% | +3% | — |
| 152 |  $ERIC | ERICSSON LM TELEPHONE CO | $125,908 | 0.1% | -6% | — |
New Positions (3)
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