International Private Wealth Advisors LLC Top Holdings and 13F Report (2026)

About International Private Wealth Advisors LLC

Investment Activity

International Private Wealth Advisors LLC has $163.47 million in total holdings as of March 31, 2026.
International Private Wealth Advisors LLC owns shares of 152 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 11.93% of the portfolio was purchased this quarter.
About 8.17% of the portfolio was sold this quarter.
This quarter, International Private Wealth Advisors LLC has purchased 156 new stocks and bought additional shares in 100 stocks.
International Private Wealth Advisors LLC sold shares of 40 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $9,766,018
Dimensional US Core Equity Market ETF: $8,391,408
iShares 20+ Year Treasury Bond ETF: $5,333,001
SPDR Portfolio Developed World ex-US ETF: $5,133,792
iShares 3-7 Year Treasury Bond ETF: $5,017,718

Largest New Holdings this Quarter

79466L302 - Salesforce: $516,728 Holding
81762P102 - ServiceNow: $478,421 Holding
78464A367 - SPDR Portfolio Long Term Corporate Bond ETF: $458,637 Holding
G7997R103 - Seagate Technology: $403,181 Holding
78468R622 - SPDR Bloomberg High Yield Bond ETF: $397,495 Holding

Largest Purchases this Quarter

iShares MBS ETF: 21,110 shares (about $2.00M)
Dimensional US Core Equity Market ETF: 34,648 shares (about $1.56M)
Apple: 4,763 shares (about $1.21M)
Dimensional Core Fixed Income ETF: 21,798 shares (about $920.31K)
DIMENSIONAL ETF TRUST: 16,878 shares (about $911.24K)

Largest Sales this Quarter

Meta Platforms: 2,695 shares (about $1.54M)
iShares 3-7 Year Treasury Bond ETF: 11,884 shares (about $1.41M)
Altria Group: 17,445 shares (about $1.15M)
SPDR S&P 500 ETF Trust: 1,549 shares (about $1.01M)
Kinder Morgan: 21,592 shares (about $723.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$9,766,018	$1,007,362 ▼	-9.4%	15,017	6.0%	Finance
DFAU Dimensional US Core Equity Market ETF	$8,391,408	$1,563,316 ▲	22.9%	185,980	5.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$5,333,001	$679,304 ▲	14.6%	61,518	3.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$5,133,792	$91,482 ▲	1.8%	112,460	3.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$5,017,718	$1,409,439 ▼	-21.9%	42,308	3.1%	ETF
DIMENSIONAL ETF TRUST	$4,544,056	$911,241 ▲	25.1%	84,165	2.8%	GLOBAL CORE PLUS
AAPL Apple	$4,404,151	$1,208,769 ▲	37.8%	17,354	2.7%	Computer and Technology
XLSR SPDR SSGA US Sector Rotation ETF	$4,044,477	$403,316 ▲	11.1%	70,046	2.5%	ETF
DFCF Dimensional Core Fixed Income ETF	$4,021,742	$920,310 ▲	29.7%	95,257	2.5%	ETF
AMZN Amazon.com	$3,969,197	$19,577 ▼	-0.5%	19,058	2.4%	Retail/Wholesale
SPDR SERIES TRUST	$3,878,958	$277,796 ▲	7.7%	110,073	2.4%	STATE STRET SPDR
COST Costco Wholesale	$3,669,275	$357,759 ▲	10.8%	3,682	2.2%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$3,645,816	$427,474 ▲	13.3%	47,633	2.2%	ETF
MSFT Microsoft	$3,089,820	$726,276 ▲	30.7%	8,347	1.9%	Computer and Technology
NVDA NVIDIA	$2,803,821	$246,252 ▲	9.6%	16,077	1.7%	Computer and Technology
GOOG Alphabet	$2,511,377	$334,468 ▲	15.4%	8,755	1.5%	Computer and Technology
MBB iShares MBS ETF	$2,293,809	$2,004,401 ▲	692.6%	24,158	1.4%	ETF
ABBV AbbVie	$2,262,872	$420,645 ▲	22.8%	10,404	1.4%	Medical
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$2,179,764	$353,160 ▲	19.3%	84,750	1.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$2,173,348	$355,657 ▲	19.6%	34,801	1.3%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$2,112,196	$335,290 ▲	18.9%	82,443	1.3%	ETF
QQQ Invesco QQQ	$2,085,017	$35,212 ▼	-1.7%	3,612	1.3%	Finance
DUHP Dimensional US High Profitability ETF	$2,046,975	$385,464 ▲	23.2%	55,685	1.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,025,892	$320,681 ▲	18.8%	51,999	1.2%	ETF
LLY Eli Lilly and Company	$2,024,938	$343,927 ▲	20.5%	2,202	1.2%	Medical
SPEM SPDR Portfolio Emerging Markets ETF	$1,993,561	$138,571 ▲	7.5%	42,498	1.2%	ETF
ETF OPPORTUNITIES TRUST	$1,928,250	$68,471 ▲	3.7%	84,822	1.2%	IDX DYNAMIC FIXE
IJR iShares Core S&P Small-Cap ETF	$1,753,038	$36,423 ▲	2.1%	14,102	1.1%	ETF
VZ Verizon Communications	$1,697,749	$48,643 ▲	2.9%	33,820	1.0%	Computer and Technology
GLD SPDR Gold Shares	$1,594,655	$174,698 ▼	-9.9%	3,706	1.0%	Finance
BRK.B Berkshire Hathaway	$1,549,254	$148,073 ▼	-8.7%	3,233	0.9%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,529,283	$44,840 ▼	-2.8%	22,646	0.9%	ETF
GE VERNOVA INC	$1,452,506	$85,544 ▼	-5.6%	1,664	0.9%	COM
IEMG iShares Core MSCI Emerging Markets ETF	$1,405,425	$86,352 ▲	6.5%	20,149	0.9%	ETF
WALMART INC	$1,270,411	$36,290 ▼	-2.8%	10,222	0.8%	COM
PALANTIR TECHNOLOGIES INC	$1,182,820	$72,555 ▼	-5.8%	8,086	0.7%	CL A
DUK Duke Energy	$1,116,918	$55,780 ▼	-4.8%	8,530	0.7%	Utilities
SPTL SPDR Portfolio Long Term Treasury ETF	$1,045,722	$136,314 ▼	-11.5%	39,761	0.6%	ETF
BLACKROCK INC	$1,002,888	$50,000 ▼	-4.7%	1,043	0.6%	COM
META Meta Platforms	$976,939	$1,541,482 ▼	-61.2%	1,708	0.6%	Computer and Technology
PANW Palo Alto Networks	$963,225	$38,959 ▲	4.2%	6,008	0.6%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$886,628	$159,747 ▼	-15.3%	18,349	0.5%	ETF
KMI Kinder Morgan	$871,143	$723,980 ▼	-45.4%	25,981	0.5%	Energy
JPM JPMorgan Chase & Co.	$861,728	$618,420 ▼	-41.8%	2,929	0.5%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$852,921	$86,761 ▼	-9.2%	8,592	0.5%	Finance
ISHARES BITCOIN TRUST ETF	$822,419	$149,838 ▲	22.3%	21,406	0.5%	SHS BEN INT
SSGA ACTIVE TR	$817,580	$404 ▼	0.0%	28,339	0.5%	SST BRIDGEWATER
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$769,678	$79,998 ▲	11.6%	7,062	0.5%	Finance
SCHX Schwab US Large-Cap ETF	$738,278	$274,758 ▼	-27.1%	28,794	0.5%	ETF
DFEV Dimensional Emerging Markets Value ETF	$719,722	$110,597 ▲	18.2%	20,115	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$707,124	$42,186 ▲	6.3%	9,018	0.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$690,931	$107,875 ▲	18.5%	20,406	0.4%	ETF
DFIV Dimensional International Value ETF	$685,548	$104,925 ▲	18.1%	12,989	0.4%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$677,514	$18,950 ▲	2.9%	11,441	0.4%	ETF
XOM ExxonMobil	$675,530	$145,726 ▲	27.5%	3,982	0.4%	Energy
DIHP Dimensional International High Profitability ETF	$646,283	$106,393 ▲	19.7%	20,058	0.4%	ETF
VLO Valero Energy	$633,736	$117,359 ▲	22.7%	2,565	0.4%	Energy
TSLA Tesla	$616,477		0.0%	1,658	0.4%	Auto/Tires/Trucks
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$608,544	$20,357 ▼	-3.2%	7,354	0.4%	ETF
RTX RTX	$608,268	$55,946 ▲	10.1%	3,153	0.4%	Aerospace
PFE Pfizer	$600,297	$87,526 ▲	17.1%	21,378	0.4%	Medical
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$591,262	$46,500 ▲	8.5%	23,841	0.4%	ETF
ADM Archer Daniels Midland	$588,130	$97,913 ▲	20.0%	8,091	0.4%	Consumer Staples
SRLN SPDR Blackstone Senior Loan ETF	$577,512	$48,772 ▲	9.2%	14,387	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$553,138	$181 ▲	0.0%	6,110	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$543,740	$23,783 ▼	-4.2%	2,835	0.3%	ETF
LYB LyondellBasell Industries	$541,465	$24,813 ▲	4.8%	6,721	0.3%	Basic Materials
TROW T. Rowe Price Group	$541,132	$95,552 ▲	21.4%	6,003	0.3%	Finance
T AT&T	$537,219	$59,836 ▲	12.5%	18,531	0.3%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$532,934	$18,243 ▲	3.5%	12,620	0.3%	ETF
CRM Salesforce	$516,728	$516,728 ▲	New Holding	2,768	0.3%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$515,856		0.0%	16,662	0.3%	ETF
MO Altria Group	$488,471	$1,151,226 ▼	-70.2%	7,402	0.3%	Consumer Staples
SCHC Schwab International Small-Cap Equity ETF	$481,233	$26,922 ▲	5.9%	10,296	0.3%	ETF
NOW ServiceNow	$478,421	$478,421 ▲	New Holding	4,576	0.3%	Computer and Technology
CFG Citizens Financial Group	$475,264	$82,999 ▲	21.2%	7,925	0.3%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$468,280	$216,820 ▲	86.2%	5,110	0.3%	ETF
MCD McDonald's	$460,990	$35,126 ▲	8.2%	1,483	0.3%	Retail/Wholesale
F Ford Motor	$460,857	$71,778 ▲	18.4%	39,936	0.3%	Auto/Tires/Trucks
WEC WEC Energy Group	$460,232	$12,620 ▲	2.8%	3,975	0.3%	Utilities
AVGO Broadcom	$459,679	$41,170 ▲	9.8%	1,485	0.3%	Computer and Technology
SPLB SPDR Portfolio Long Term Corporate Bond ETF	$458,637	$458,637 ▲	New Holding	20,641	0.3%	ETF
KEY KeyCorp	$458,397	$66,926 ▲	17.1%	22,863	0.3%	Finance
BUNGE GLOBAL SA	$452,904	$70,079 ▲	18.3%	3,561	0.3%	COM SHS
USB U.S. Bancorp	$452,333	$52,790 ▲	13.2%	8,697	0.3%	Finance
D Dominion Energy	$449,540	$62,312 ▲	16.1%	7,272	0.3%	Utilities
HD Home Depot	$423,747	$1,316 ▲	0.3%	1,288	0.3%	Retail/Wholesale
PRU Prudential Financial	$417,407	$52,164 ▲	14.3%	4,273	0.3%	Finance
RF Regions Financial	$415,646	$37,848 ▲	10.0%	15,913	0.3%	Finance
AEP American Electric Power	$414,270	$39,854 ▲	10.6%	3,160	0.3%	Utilities
IEF iShares 7-10 Year Treasury Bond ETF	$406,975	$57,648 ▲	16.5%	4,264	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$405,350	$79,243 ▼	-16.4%	8,210	0.2%	ETF
STX Seagate Technology	$403,181	$403,181 ▲	New Holding	1,029	0.2%	Computer and Technology
TFC Truist Financial	$402,643	$37,787 ▲	10.4%	8,759	0.2%	Finance
TIP iShares TIPS Bond ETF	$398,620	$10,153 ▲	2.6%	3,612	0.2%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$398,154	$8,692 ▼	-2.1%	8,612	0.2%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$397,495	$397,495 ▲	New Holding	4,153	0.2%	Finance
NEE NextEra Energy	$392,373	$34,826 ▲	9.7%	4,225	0.2%	Utilities
DTD WisdomTree U.S. Total Dividend Fund	$389,187	$86 ▲	0.0%	4,507	0.2%	Finance
NKE NIKE	$380,445		0.0%	7,203	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2026)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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International Private Wealth Advisors LLC Top Holdings and 13F Report (2026)

About International Private Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInternational Private Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools