International Private Wealth Advisors LLC
Sector Allocation
- Other58.3%$113.2M
- Technology14.2%$27.5M
- Financials6.2%$12.0M
- Consumer Staples4.3%$8.3M
- Consumer Discretionary4.0%$7.9M
- Healthcare3.8%$7.4M
- Utilities2.9%$5.7M
- Energy2.1%$4.1M
- Industrials1.8%$3.5M
- Communication Services1.4%$2.7M
AUM History
13fpro.ai/research/fund/international-private-wealth-advisors-llc-2022637
Conviction and streaks
Stable · top 10 = 32.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$11.6M- DIMENSIONAL$9.7M
- ISHARES$7.4M
AAPL
$5.9M- ISHARES$5.4M
AMZN
$5.2M- SPDR$4.9M
- DIMENSIONAL$4.7M
- SSGA$4.4M
MSFT
$4.4MNVDA
$4.3M- SPDR$4.3M
COST
$4.2M- DIMENSIONAL$4.1M
- ISHARES$3.7M
- SPDR$3.7M
ABBV
$3.6MGOOG
$3.5MLLY
$2.9MQQQ
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/international-private-wealth-advisors-llc-2022637
International Private Wealth Advisors LLC 13F holdings — Q2 2026
$194.3M portfolio (+18.8% QoQ) · 160 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$11.6M
6.0% of stocks
+3%This quarter-1.0%Since filed7+ qtrsHeld- 2
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$9.7M
5.0% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - 20 YR TR BD ETF
$7.4M
3.8% of stocks
+38%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
3.0% of stocks
+18%This quarter+9.8%Since filed7+ qtrsHeld- 5
ISHARES TR - MBS ETF
$5.4M
2.8% of stocks
+136%This quarter—Since filed—HeldAIQuality—Est. buy— $5.2M
2.7% of stocks
+14%This quarter-9.3%Since filed7+ qtrsHeld- 7
SPDR INDEX SHS FDS - ST STR PO EX ETF
$4.9M
2.5% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
$4.7M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SSGA ACTIVE TR - STATE STREET US
$4.4M
2.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.4M
2.3% of stocks
+41%This quarter+6.5%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $11.6M | 6.0% | +3% | -1.0% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $9.7M | 5.0% | +0.6% | — | — | — | — | |
| 3 | ISHARES TR - 20 YR TR BD ETF | $7.4M | 3.8% | +38% | — | — | — | — | |
| 4 | $5.9M | 3.0% | +18% | +9.8% | 7+ qtrsAdded 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - MBS ETF | $5.4M | 2.8% | +136% | — | — | — | — | |
| 6 | $5.2M | 2.7% | +14% | -9.3% | 7+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.9M | 2.5% | -13% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $4.7M | 2.4% | +2% | — | — | — | — | |
| 9 | SSGA ACTIVE TR - STATE STREET US | $4.4M | 2.3% | -2% | — | — | — | — | |
| 10 | $4.4M | 2.3% | +41% | +6.5% | 7+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — International Private Wealth Advisors LLC (Q2 2026)
160 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $4.3M | 2.2% | 21K | +33% | 7+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $4.3M | 2.2% | 49K | +2% | — | — | 13F |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.2M | 2.1% | 4,452 | +21% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund | — | $4.1M | 2.1% | 98K | +3% | — | — | 13F |
| 15 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $3.7M | 1.9% | 31K | -26% | — | — | 13F |
| 16 | — | SPDR SERIES TRUST - STATE STRET SPDRetf/fund | — | $3.7M | 1.9% | 109K | -0.6% | — | — | 13F |
| 17 | AbbVie Inc. | Healthcare | $3.6M | 1.9% | 14K | +38% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $3.5M | 1.8% | 9,903 | +13% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $2.9M | 1.5% | 2,450 | +11% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.7M | 1.4% | 3,610 | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $2.4M | 1.3% | 35K | +0.7% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETFetf/fund | — | $2.4M | 1.2% | 56K | +1% | — | — | 13F |
| 23 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $2.3M | 1.2% | 45K | +6% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $2.2M | 1.1% | 53K | +1% | — | — | 13F |
| 25 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.1M | 1.1% | 14K | +1% | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $2.0M | 1.0% | 77K | -6% | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $1.9M | 1.0% | 5,161 | +248% | |||
| 28 | $PLTR | Palantir Technologies Inc. | Technology | $1.9M | 1.0% | 17K | +106% | |||
| 29 | — | ETF OPPORTUNITIES TRUST - IDX DY FI IN ETF | — | $1.9M | 1.0% | 83K | -3% | |||
| 30 | — | SSGA ACTIVE TR - ST STR SECTO ETF | — | $1.8M | 0.9% | 72K | -15% | |||
| 31 | — | ISHARES TR - CORE US AGGBD ET | — | $1.8M | 0.9% | 18K | +111% | |||
| 32 | $RTX | RTX Corp | Industrials | $1.8M | 0.9% | 9,395 | +198% | |||
| 33 | — | ISHARES INC - CORE MSCI EMKT | — | $1.7M | 0.9% | 21K | +5% | |||
| 34 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.7M | 0.9% | 22K | -2% | |||
| 35 | $GEV | GE Vernova Inc. | Industrials | $1.7M | 0.9% | 1,452 | -13% | |||
| 36 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.7M | 0.9% | 40K | +19% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $1.6M | 0.8% | 4,750 | +62% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.8% | 13K | +29% | |||
| 39 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.7% | 3,906 | +5% | |||
| 40 | $VRT | Vertiv Holdings Co | Technology | $1.4M | 0.7% | 4,223 | New | |||
| 41 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.4M | 0.7% | 10K | +222% | |||
| 42 | $OKE | ONEOK INC /NEW/ | Energy | $1.4M | 0.7% | 16K | +397% | |||
| 43 | $BLK | BlackRock, Inc. | Financials | $1.2M | 0.6% | 1,283 | +23% | |||
| 44 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $1.2M | 0.6% | 46K | +16% | |||
| 45 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $999K | 0.5% | 17K | -6% | |||
| 46 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $993K | 0.5% | 10K | +148% | |||
| 47 | $BXSL | Blackstone Secured Lending Fund | Other | $932K | 0.5% | 39K | New | |||
| 48 | $KMI | KINDER MORGAN, INC. | Energy | $929K | 0.5% | 29K | +12% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $927K | 0.5% | 1,646 | -4% | |||
| 50 | — | ISHARES TR - 1 3 YR TREAS BD | — | $881K | 0.5% | 11K | +159% | |||
| 51 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $858K | 0.4% | 20K | +0.0% | |||
| 52 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $845K | 0.4% | 29K | -0.3% | |||
| 53 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $822K | 0.4% | 20K | +0.2% | |||
| 54 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $820K | 0.4% | 28K | -1% | |||
| 55 | $KMB | KIMBERLY CLARK CORP | Materials | $765K | 0.4% | 6,972 | New | |||
| 56 | — | SPDR SERIES TRUST - ST STR P400MID | — | $746K | 0.4% | 11K | -4% | |||
| 57 | — | ISHARES TR - 7-10 YR TRSY BD | — | $740K | 0.4% | 7,826 | +84% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $709K | 0.4% | 1,685 | +2% | |||
| 59 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $708K | 0.4% | 13K | +0.9% | |||
| 60 | $IBIT | iShares Bitcoin Trust ETF | Financials | $705K | 0.4% | 21K | -1% | |||
| 61 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $692K | 0.4% | 20K | +1% | |||
| 62 | — | ISHARES TR - IBOXX INV CP ETF | — | $691K | 0.4% | 6,332 | -10% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $687K | 0.3% | 8,823 | -2% | |||
| 64 | — | ISHARES TR - TIPS BD ETF | — | $652K | 0.3% | 5,954 | +65% | |||
| 65 | — | SPDR SERIES TRUST - ST STR USD ETF | — | $640K | 0.3% | 25K | +5% | |||
| 66 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $638K | 0.3% | 8,873 | +20% | |||
| 67 | — | ISHARES TR - MSCI USA QLT FCT | — | $621K | 0.3% | 2,832 | -0.1% | |||
| 68 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $616K | 0.3% | 15K | +6% | |||
| 69 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $614K | 0.3% | 17K | — | |||
| 70 | $APLD | Applied Digital Corp. | Technology | $611K | 0.3% | 16K | New | |||
| 71 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $608K | 0.3% | 7,354 | — | |||
| 72 | — | ISHARES TR - CORE MSCI EAFE | — | $580K | 0.3% | 6,001 | -2% | |||
| 73 | $TROW | PRICE T ROWE GROUP INC | Financials | $577K | 0.3% | 5,080 | -15% | |||
| 74 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | — | $564K | 0.3% | 13K | +2% | |||
| 75 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $539K | 0.3% | 4,994 | +17% | |||
| 76 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $521K | 0.3% | 9,007 | New | |||
| 77 | $PFE | PFIZER INC | Healthcare | $510K | 0.3% | 21K | -1% | |||
| 78 | — | PROSHARES TR - ULTR RUSSL2000 | — | $506K | 0.3% | 5,788 | — | |||
| 79 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $497K | 0.3% | 10K | +0.2% | |||
| 80 | $CVX | CHEVRON CORP | Energy | $483K | 0.3% | 2,915 | New | |||
| 81 | $WSO | WATSCO INC | Consumer Discretionary | $474K | 0.2% | 1,137 | New | |||
| 82 | $PKG | PACKAGING CORP OF AMERICA | Materials | $469K | 0.2% | 1,968 | New | |||
| 83 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $465K | 0.2% | 3,986 | +0.3% | |||
| 84 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $453K | 0.2% | 1,284 | -0.3% | |||
| 85 | $GIS | GENERAL MILLS INC | Consumer Staples | $435K | 0.2% | 12K | New | |||
| 86 | $SW | Smurfit Westrock plc | Materials | $431K | 0.2% | 9,314 | New | |||
| 87 | — | SPDR SERIES TRUST - ST LONG BD ETF | — | $431K | 0.2% | 19K | -7% | |||
| 88 | — | ISHARES TR - MSCI INTL QUALTY | — | $427K | 0.2% | 8,608 | -0.0% | |||
| 89 | $CMS | CMS ENERGY CORP | Utilities | $425K | 0.2% | 5,549 | +18% | |||
| 90 | $TGT | TARGET CORP | Consumer Staples | $407K | 0.2% | 3,112 | New | |||
| 91 | $WT | WisdomTree, Inc. | Financials | $404K | 0.2% | 4,333 | -4% | |||
| 92 | $HPQ | HP INC | Technology | $394K | 0.2% | 18K | +62% | |||
| 93 | $IAU | ISHARES GOLD TRUST | Financials | $390K | 0.2% | 5,162 | +24% | |||
| 94 | $F | FORD MOTOR CO | Consumer Discretionary | $389K | 0.2% | 28K | -30% | |||
| 95 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $388K | 0.2% | 3,604 | -0.6% | |||
| 96 | $ES | EVERSOURCE ENERGY | Utilities | $388K | 0.2% | 5,373 | +1% | |||
| 97 | $CVS | CVS HEALTH Corp | Healthcare | $384K | 0.2% | 3,710 | -27% | |||
| 98 | $D | DOMINION ENERGY, INC | Utilities | $376K | 0.2% | 5,505 | -24% | |||
| 99 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $372K | 0.2% | 2,724 | -32% | |||
| 100 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $370K | 0.2% | 9,045 | New | |||
| 101 | $LNT | ALLIANT ENERGY CORP | Utilities | $365K | 0.2% | 4,781 | New | |||
| 102 | $USB | US BANCORP DE | Financials | $364K | 0.2% | 6,033 | -31% | |||
| 103 | — | ISHARES TR - GLOBAL REIT ETF | — | $363K | 0.2% | 13K | +2% | |||
| 104 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $361K | 0.2% | 7,554 | +11% | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $358K | 0.2% | 6,683 | -19% | |||
| 106 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $358K | 0.2% | 14K | +8% | |||
| 107 | $LYB | LyondellBasell Industries N.V. | Materials | $354K | 0.2% | 6,724 | +0.0% | |||
| 108 | $EIX | EDISON INTERNATIONAL | Utilities | $348K | 0.2% | 4,677 | -2% | |||
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $347K | 0.2% | 939 | -3% | |||
| 110 | $MET | METLIFE INC | Financials | $347K | 0.2% | 4,097 | New | |||
| 111 | $OGE | OGE ENERGY CORP. | Utilities | $345K | 0.2% | 7,099 | +4% | |||
| 112 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $342K | 0.2% | 4,878 | -38% | |||
| 113 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $341K | 0.2% | 13K | +0.8% | |||
| 114 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $341K | 0.2% | 2,888 | +11% | |||
| 115 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $340K | 0.2% | 4,454 | -45% | |||
| 116 | $CCZ | COMCAST CORP | Communication Services | $338K | 0.2% | 14K | New | |||
| 117 | $RF | REGIONS FINANCIAL CORP | Financials | $337K | 0.2% | 11K | -30% | |||
| 118 | $EOG | EOG RESOURCES INC | Energy | $335K | 0.2% | 2,585 | New | |||
| 119 | $KO | COCA COLA CO | Consumer Staples | $329K | 0.2% | 4,046 | +1% | |||
| 120 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $328K | 0.2% | 7,400 | New | |||
| 121 | $TFC | TRUIST FINANCIAL CORP | Financials | $326K | 0.2% | 6,551 | -25% | |||
| 122 | $T | AT&T INC. | Communication Services | $326K | 0.2% | 16K | -15% | |||
| 123 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $325K | 0.2% | 3,037 | -1% | |||
| 124 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $319K | 0.2% | 18K | -19% | |||
| 125 | $KEY | KEYCORP /NEW/ | Financials | $319K | 0.2% | 14K | -39% | |||
| 126 | $VLO | VALERO ENERGY CORP/TX | Energy | $318K | 0.2% | 1,220 | -52% | |||
| 127 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $316K | 0.2% | 6,950 | — | |||
| 128 | $EXC | EXELON CORP | Utilities | $316K | 0.2% | 6,776 | +0.0% | |||
| 129 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $316K | 0.2% | 1,656 | -23% | |||
| 130 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $315K | 0.2% | 3,842 | New | |||
| 131 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $313K | 0.2% | 410 | -42% | |||
| 132 | $NI | NISOURCE INC. | Utilities | $311K | 0.2% | 6,550 | New | |||
| 133 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $310K | 0.2% | 12K | +10% | |||
| 134 | $DTB | DTE ENERGY CO | Utilities | $308K | 0.2% | 2,025 | +0.1% | |||
| 135 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $305K | 0.2% | 3,326 | -35% | |||
| 136 | $FNB | FNB CORP/PA/ | Financials | $302K | 0.2% | 16K | New | |||
| 137 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $300K | 0.1% | 4,419 | -2% | |||
| 138 | $NKE | NIKE, Inc. | Consumer Discretionary | $299K | 0.1% | 7,289 | +1% | |||
| 139 | $PPL | PPL Corp | Utilities | $296K | 0.1% | 8,153 | -0.5% | |||
| 140 | $OMC | OMNICOM GROUP INC. | Communication Services | $290K | 0.1% | 3,980 | -18% | |||
| 141 | $MU | MICRON TECHNOLOGY INC | Technology | $288K | 0.1% | 249 | New | |||
| 142 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $272K | 0.1% | 8,590 | -6% | |||
| 143 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $271K | 0.1% | 1,642 | New | |||
| 144 | $ASML | ASML HOLDING NV | Technology | $263K | 0.1% | 132 | New | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $262K | 0.1% | 2,016 | -8% | |||
| 146 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $256K | 0.1% | 3,104 | +0.1% | |||
| 147 | $V | VISA INC. | Financials | $256K | 0.1% | 745 | -11% | |||
| 148 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $254K | 0.1% | 8,676 | -3% | |||
| 149 | $GOOGL | Alphabet Inc. | Technology | $237K | 0.1% | 663 | New | |||
| 150 | $APA | APA Corp | Energy | $237K | 0.1% | 7,272 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 70 added to, 58 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
$VRTVertiv Holdings Co$1.4M
first bought this quarter
$BXSLBlackstone Secured Lending Fund$932K
first bought this quarter
$KMBKIMBERLY CLARK CORP$765K
first bought this quarter
$APLDApplied Digital Corp.$611K
first bought this quarter
$MDLZMondelez International, Inc.$521K
first bought this quarter
$CVXCHEVRON CORP$483K
first bought this quarter
+19 more in the Excel export
Added to (70)
- ISHARES TR - MBS ETF+136%
now $5.4M
- ISHARES TR - 20 YR TR BD ETF+38%
now $7.4M
$AVGOBroadcom Inc.+248%
now $1.9M · held 7+ qtrs, 2 adds in a row
now $4.4M · held 7+ qtrs, 2 adds in a row
$RTXRTX Corp+198%
now $1.8M · held 4 qtrs, 4 adds in a row
$OKEONEOK INC /NEW/+397%
now $1.4M · held 7+ qtrs, 3 adds in a row
+64 more in the Excel export
Trimmed (58)
$BRK.BBERKSHIRE HATHAWAY INC-87%
now $206K · held 7+ qtrs, 3 trims in a row
- ISHARES TR - 3 7 YR TREAS BD-26%
now $3.7M
- SPDR INDEX SHS FDS - ST STR PO EX ETF-13%
now $4.9M
$VLOVALERO ENERGY CORP/TX-52%
now $318K · held 5 qtrs
- SSGA ACTIVE TR - ST STR SECTO ETF-15%
now $1.8M
$ADMArcher-Daniels-Midland Co-45%
now $340K · held 5 qtrs
+52 more in the Excel export
Holdings by quarter
Every 13F International Private Wealth Advisors LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow International Private Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of International Private Wealth Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.6%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 38% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
International Private Wealth Advisors LLC disclosed 160 positions worth $194.3M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.0% of the equity portfolio. During the quarter the fund opened 25 new positions and exited 18 — including a new stake in $VRT and a full exit from $DUK. The portfolio is most concentrated in Other (58.3% 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.
Funds like this
managers whose biggest positions overlap International Private Wealth Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: International Private Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For International Private Wealth Advisors LLC (SEC CIK: 2022637), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in International Private Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.