International Private Wealth Advisors LLC
13F Reported Value
ⓘ$194.3M
Holdings
160
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$SPY
$AAPL
$PHKSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$11.6M15,488 sh DIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$9.7M187,100 shISHARES TR - 20 YR TR BD ETF
—Quality
$7.4M85,097 sh- 76.4
Quality
$5.9M20,436 sh ISHARES TR - MBS ETF
—Quality
$5.4M56,994 sh- 68.7
Quality
$5.2M21,792 sh SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$4.9M97,716 shDIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
—Quality
$4.7M85,888 shSSGA ACTIVE TR - STATE STREET US
—Quality
$4.4M68,536 sh- 79.8
Quality
$4.4M11,766 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $11.6M | 15,488 |
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $9.7M | 187,100 |
| ISHARES TR - 20 YR TR BD ETF | — | $7.4M | 85,097 |
| Apple Inc.$AAPL | 76.4 | $5.9M | 20,436 |
| ISHARES TR - MBS ETF | — | $5.4M | 56,994 |
 AMAZON COM INC$AMZN | 68.7 | $5.2M | 21,792 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $4.9M | 97,716 |
| DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | — | $4.7M | 85,888 |
| SSGA ACTIVE TR - STATE STREET US | — | $4.4M | 68,536 |
 MICROSOFT CORP$MSFT | 79.8 | $4.4M | 11,766 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of International Private Wealth Advisors LLC's 160 positions.
Showing top 10 of 160 holdings.
Sector Allocation
Other
$113.2M
Technology
$28.6M
Consumer Discretionary
$12.8M
Financials
$12.0M
Healthcare
$7.4M
Utilities
$5.7M
Energy
$4.1M
Industrials
$3.5M
Top Holdings — International Private Wealth Advisors LLC (Q2 2026)
Top 150 of 160 disclosed positions (by reported value) 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 | $11.6M | 6.0% | +3% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $9.7M | 5.0% | +1% | — |
| 3 | — | ISHARES TR - 20 YR TR BD ETF | $7.4M | 3.8% | +38% | — |
| 4 | $AAPL | Apple Inc. | $5.9M | 3.0% | +18% | 76.4 |
| 5 | — | ISHARES TR - MBS ETF | $5.4M | 2.8% | +136% | — |
| 6 | $AMZN | AMAZON COM INC | $5.2M | 2.7% | +14% | 68.7 |
| 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 | $MSFT | MICROSOFT CORP | $4.4M | 2.3% | +41% | 79.8 |
| 11 |  $NVDA | NVIDIA CORP | $4.3M | 2.2% | +33% | 85.9 |
| 12 | — | SPDR SERIES TRUST - ST STR P500ETF | $4.3M | 2.2% | +2% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.2M | 2.1% | +21% | 66.2 |
| 14 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $4.1M | 2.1% | +3% | — |
| 15 | — | ISHARES TR - 3 7 YR TREAS BD | $3.7M | 1.9% | -26% | — |
| 16 | — | SPDR SERIES TRUST - STATE STRET SPDR | $3.7M | 1.9% | -1% | — |
| 17 |  $ABBV | AbbVie Inc. | $3.6M | 1.9% | +38% | 72.6 |
| 18 |  $GOOGL | Alphabet Inc. | $3.5M | 1.8% | +13% | 78.2 |
| 19 |  $LLY | ELI LILLY & Co | $2.9M | 1.5% | +11% | 87.5 |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.7M | 1.4% | -0% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $2.4M | 1.3% | +1% | — |
| 22 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.4M | 1.2% | +1% | — |
| 23 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $2.3M | 1.2% | +6% | — |
| 24 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.2M | 1.1% | +1% | — |
| 25 | — | ISHARES TR - CORE S&P SCP ETF | $2.1M | 1.1% | +1% | — |
| 26 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $2.0M | 1.0% | -6% | — |
| 27 |  $AVGO | Broadcom Inc. | $1.9M | 1.0% | +248% | 84.5 |
| 28 |  $PLTR | Palantir Technologies Inc. | $1.9M | 1.0% | +106% | 84.6 |
| 29 | — | ETF OPPORTUNITIES TRUST - IDX DY FI IN ETF | $1.9M | 1.0% | -3% | — |
| 30 | — | SSGA ACTIVE TR - ST STR SECTO ETF | $1.8M | 0.9% | -15% | — |
| 31 | — | ISHARES TR - CORE US AGGBD ET | $1.8M | 0.9% | +111% | — |
| 32 |  $RTX | RTX Corp | $1.8M | 0.9% | +198% | 73.2 |
| 33 | — | ISHARES INC - CORE MSCI EMKT | $1.7M | 0.9% | +5% | — |
| 34 | — | ISHARES TR - CORE S&P MCP ETF | $1.7M | 0.9% | -2% | — |
| 35 |  $GEV | GE Vernova Inc. | $1.7M | 0.9% | -13% | 81.1 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.9% | +19% | 65.8 |
| 37 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 0.8% | +62% | 70.7 |
| 38 |  $WMT | Walmart Inc. | $1.5M | 0.8% | +29% | 60.2 |
| 39 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.7% | +5% | — |
| 40 |  $VRT | Vertiv Holdings Co | $1.4M | 0.7% | NEW | 81 |
| 41 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.7% | +222% | 66.8 |
| 42 |  $OKE | ONEOK INC /NEW/ | $1.4M | 0.7% | +397% | 71.7 |
| 43 |  $BLK | BlackRock, Inc. | $1.2M | 0.6% | +23% | 70 |
| 44 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $1.2M | 0.6% | +16% | — |
| 45 | — | SPDR SERIES TRUST - ST STR SP600 SML | $998,762 | 0.5% | -6% | — |
| 46 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $992,969 | 0.5% | +148% | — |
| 47 |  $BXSL | Blackstone Secured Lending Fund | $931,708 | 0.5% | NEW | — |
| 48 |  $KMI | KINDER MORGAN, INC. | $928,984 | 0.5% | +12% | 71.3 |
| 49 |  $META | Meta Platforms, Inc. | $927,095 | 0.5% | -4% | 79.6 |
| 50 | — | ISHARES TR - 1 3 YR TREAS BD | $881,056 | 0.5% | +159% | — |
| 51 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $858,477 | 0.4% | +0% | — |
| 52 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $845,053 | 0.4% | -0% | — |
| 53 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $821,830 | 0.4% | +0% | — |
| 54 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $819,707 | 0.4% | -1% | — |
| 55 |  $KMB | KIMBERLY CLARK CORP | $765,293 | 0.4% | NEW | 58.7 |
| 56 | — | SPDR SERIES TRUST - ST STR P400MID | $745,713 | 0.4% | -4% | — |
| 57 | — | ISHARES TR - 7-10 YR TRSY BD | $740,123 | 0.4% | +84% | — |
| 58 |  $TSLA | Tesla, Inc. | $708,758 | 0.4% | +2% | 53.9 |
| 59 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $707,905 | 0.4% | +1% | — |
| 60 |  $IBIT | iShares Bitcoin Trust ETF | $705,432 | 0.4% | -1% | — |
| 61 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $692,112 | 0.4% | +1% | — |
| 62 | — | ISHARES TR - IBOXX INV CP ETF | $690,621 | 0.4% | -10% | — |
| 63 | $META | Meta Platforms, Inc. | $687,410 | 0.3% | -2% | 79.6 |
| 64 | — | ISHARES TR - TIPS BD ETF | $651,546 | 0.3% | +65% | — |
| 65 | — | SPDR SERIES TRUST - ST STR USD ETF | $639,776 | 0.3% | +5% | — |
| 66 |  $MO | ALTRIA GROUP, INC. | $638,433 | 0.3% | +20% | 67.4 |
| 67 | — | ISHARES TR - MSCI USA QLT FCT | $621,378 | 0.3% | -0% | — |
| 68 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $615,642 | 0.3% | +6% | — |
| 69 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $614,328 | 0.3% | +0% | — |
| 70 |  $APLD | Applied Digital Corp. | $610,825 | 0.3% | NEW | 35.8 |
| 71 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $607,808 | 0.3% | +0% | — |
| 72 | — | ISHARES TR - CORE MSCI EAFE | $579,577 | 0.3% | -2% | — |
| 73 |  $TROW | PRICE T ROWE GROUP INC | $577,488 | 0.3% | -15% | 69 |
| 74 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $564,055 | 0.3% | +2% | — |
| 75 |  $PFH | PRUDENTIAL FINANCIAL INC | $539,023 | 0.3% | +17% | 58.7 |
| 76 |  $MDLZ | Mondelez International, Inc. | $520,962 | 0.3% | NEW | 56.4 |
| 77 |  $PFE | PFIZER INC | $509,577 | 0.3% | -1% | 62 |
| 78 | — | PROSHARES TR - ULTR RUSSL2000 | $505,524 | 0.3% | +0% | — |
| 79 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $496,631 | 0.3% | +0% | — |
| 80 |  $CVX | CHEVRON CORP | $483,250 | 0.3% | NEW | 62.8 |
| 81 |  $WSO | WATSCO INC | $474,001 | 0.2% | NEW | 51.5 |
| 82 |  $PKG | PACKAGING CORP OF AMERICA | $469,042 | 0.2% | NEW | 63 |
| 83 |  $WEC | WEC ENERGY GROUP, INC. | $465,498 | 0.2% | +0% | 60.1 |
| 84 |  $HD | HOME DEPOT, INC. | $452,988 | 0.2% | -0% | 60.3 |
| 85 |  $GIS | GENERAL MILLS INC | $434,511 | 0.2% | NEW | 50.7 |
| 86 |  $SW | Smurfit Westrock plc | $430,867 | 0.2% | NEW | — |
| 87 | — | SPDR SERIES TRUST - ST LONG BD ETF | $430,606 | 0.2% | -7% | — |
| 88 | — | ISHARES TR - MSCI INTL QUALTY | $426,549 | 0.2% | -0% | — |
| 89 |  $CMS | CMS ENERGY CORP | $424,512 | 0.2% | +18% | 57.3 |
| 90 |  $TGT | TARGET CORP | $406,502 | 0.2% | NEW | 60.7 |
| 91 |  $WT | WisdomTree, Inc. | $404,026 | 0.2% | -4% | 59.9 |
| 92 |  $HPQ | HP INC | $393,686 | 0.2% | +62% | 59.3 |
| 93 |  $IAU | ISHARES GOLD TRUST | $389,783 | 0.2% | +24% | — |
| 94 |  $F | FORD MOTOR CO | $388,748 | 0.2% | -30% | 54.9 |
| 95 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $388,452 | 0.2% | -1% | 57.5 |
| 96 |  $ES | EVERSOURCE ENERGY | $388,322 | 0.2% | +1% | 66.1 |
| 97 |  $CVS | CVS HEALTH Corp | $383,771 | 0.2% | -27% | 59.4 |
| 98 |  $D | DOMINION ENERGY, INC | $375,964 | 0.2% | -24% | 69.9 |
| 99 |  $XOM.R34088 | EXXON MOBIL CORP | $372,475 | 0.2% | -32% | 57.9 |
| 100 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $370,137 | 0.2% | NEW | 71.1 |
| 101 |  $LNT | ALLIANT ENERGY CORP | $364,761 | 0.2% | NEW | 53.6 |
| 102 |  $USB | US BANCORP \DE\ | $364,387 | 0.2% | -31% | 65.3 |
| 103 | — | ISHARES TR - GLOBAL REIT ETF | $362,674 | 0.2% | +2% | — |
| 104 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $360,704 | 0.2% | +11% | — |
| 105 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $358,287 | 0.2% | -19% | — |
| 106 | — | VANECK ETF TRUST - JP MRGAN EM LOC | $358,205 | 0.2% | +8% | — |
| 107 |  $LYB | LyondellBasell Industries N.V. | $354,036 | 0.2% | +0% | — |
| 108 |  $EIX | EDISON INTERNATIONAL | $348,176 | 0.2% | -2% | 61.2 |
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $347,331 | 0.2% | -3% | — |
| 110 |  $MET | METLIFE INC | $346,664 | 0.2% | NEW | 56.2 |
| 111 |  $OGE | OGE ENERGY CORP. | $345,439 | 0.2% | +4% | 64.4 |
| 112 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $341,816 | 0.2% | -38% | 62.9 |
| 113 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $341,348 | 0.2% | +1% | — |
| 114 |  $GPC | GENUINE PARTS CO | $340,676 | 0.2% | +11% | 52.7 |
| 115 |  $ADM | Archer-Daniels-Midland Co | $340,312 | 0.2% | -45% | 50.7 |
| 116 |  $CCZ | COMCAST CORP | $337,915 | 0.2% | NEW | 59.5 |
| 117 |  $RF | REGIONS FINANCIAL CORP | $336,550 | 0.2% | -30% | 61.5 |
| 118 |  $EOG | EOG RESOURCES INC | $335,352 | 0.2% | NEW | 71.9 |
| 119 |  $KO | COCA COLA CO | $328,818 | 0.2% | +1% | 69.5 |
| 120 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $328,261 | 0.2% | NEW | — |
| 121 |  $TFC | TRUIST FINANCIAL CORP | $326,394 | 0.2% | -25% | 76.4 |
| 122 |  $T | AT&T INC. | $326,013 | 0.2% | -15% | 65.7 |
| 123 |  $PNW | PINNACLE WEST CAPITAL CORP | $324,907 | 0.2% | -1% | 53.6 |
| 124 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $319,198 | 0.2% | -19% | 65 |
| 125 |  $KEY | KEYCORP /NEW/ | $319,002 | 0.2% | -39% | 70.8 |
| 126 |  $VLO | VALERO ENERGY CORP/TX | $317,841 | 0.2% | -52% | 57.8 |
| 127 |  $GBTC | Grayscale Bitcoin Trust ETF | $316,342 | 0.2% | +0% | — |
| 128 |  $EXC | EXELON CORP | $315,890 | 0.2% | +0% | 59.6 |
| 129 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $315,574 | 0.2% | -23% | — |
| 130 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $314,982 | 0.2% | NEW | — |
| 131 |  $CRWD | CrowdStrike Holdings, Inc. | $312,887 | 0.2% | -42% | 67.7 |
| 132 |  $NI | NISOURCE INC. | $311,472 | 0.2% | NEW | 62.6 |
| 133 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $310,083 | 0.2% | +10% | — |
| 134 |  $DTB | DTE ENERGY CO | $308,486 | 0.2% | +0% | 68.9 |
| 135 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $304,795 | 0.2% | -35% | — |
| 136 |  $FNB | FNB CORP/PA/ | $302,295 | 0.2% | NEW | 65 |
| 137 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $299,640 | 0.1% | -2% | 48.4 |
| 138 |  $NKE | NIKE, Inc. | $299,200 | 0.1% | +1% | 49.3 |
| 139 |  $PPL | PPL Corp | $296,372 | 0.1% | -0% | 55.7 |
| 140 |  $OMC | OMNICOM GROUP INC. | $289,855 | 0.1% | -18% | 59.1 |
| 141 |  $MU | MICRON TECHNOLOGY INC | $287,517 | 0.1% | NEW | 86.2 |
| 142 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $272,389 | 0.1% | -6% | — |
| 143 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $271,493 | 0.1% | NEW | — |
| 144 |  $ASML | ASML HOLDING NV | $262,606 | 0.1% | NEW | — |
| 145 |  $IVZ | Invesco Ltd. | $262,417 | 0.1% | -8% | — |
| 146 |  $WFC | WELLS FARGO & COMPANY/MN | $256,475 | 0.1% | +0% | 61.8 |
| 147 |  $V | VISA INC. | $255,755 | 0.1% | -11% | 82.9 |
| 148 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $253,686 | 0.1% | -3% | — |
| 149 |  $GOOG | Alphabet Inc. | $237,056 | 0.1% | NEW | 78.2 |
| 150 |  $APA | APA Corp | $236,849 | 0.1% | NEW | — |
New Positions (25)
$VRT Vertiv Holdings Co$1.4M$BXSL Blackstone Secured Lending Fund$931,708$KMB KIMBERLY CLARK CORP$765,293$APLD Applied Digital Corp.$610,825$MDLZ Mondelez International, Inc.$520,962$CVX CHEVRON CORP$483,250$WSO WATSCO INC$474,001$PKG PACKAGING CORP OF AMERICA$469,042$GIS GENERAL MILLS INC$434,511$SW Smurfit Westrock plc$430,867$TGT TARGET CORP$406,502$ORI OLD REPUBLIC INTERNATIONAL CORP$370,137$LNT ALLIANT ENERGY CORP$364,761$MET METLIFE INC$346,664$CCZ COMCAST CORP$337,915Exited Positions (18)
$DUK Duke Energy CORP
$PANW Palo Alto Networks Inc
$CRM Salesforce, Inc.
$NOW ServiceNow, Inc.
$MCD MCDONALDS CORP
$BG Bunge Global SA
$STX Seagate Technology Holdings plc
$NEE NEXTERA ENERGY INC
$PM Philip Morris International Inc.
$FE FIRSTENERGY CORP
$FITB FIFTH THIRD BANCORP
$BBY BEST BUY CO INC
$IP INTERNATIONAL PAPER CO /NEW/
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$PEG PUBLIC SERVICE ENTERPRISE GROUP INCBrowse Top Institutional Investors
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