StockDriftsStockDriftsTop 50 Intercontinental Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 10.13% | 95.7K | $42.4M | +6.67%(+5.98K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 6.56% | 74.4K | $27.5M | +0.39%(+287) | — | 2023-06-30 | |
| AAPL | APPLE INC | 4.61% | 99.5K | $19.3M | +29.29%(+22.55K) | — | 2023-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.6% | 44.3K | $15.1M | +4.71%(+1.99K) | — | 2023-06-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 2.84% | 34.6K | $11.9M | +7.87%(+2.52K) | — | 2023-06-30 | |
| ACWI | ISHARES TR | 2.67% | 116.7K | $11.2M | -3.89%(-4.73K) | — | 2023-06-30 | |
| AMZN | AMAZON COM INC | 2.13% | 68.3K | $8.9M | +9.53%(+5.94K) | — | 2023-06-30 | |
| ARKK | ARK ETF TR | 1.76% | 166.9K | $7.4M | +28.29%(+36.80K) | — | 2023-06-30 | |
| GLD | SPDR GOLD TR | 1.43% | 33.6K | $6.0M | -0.94%(-318) | — | 2023-06-30 | |
| NOBL | PROSHARES TR | 1.42% | 62.9K | $5.9M | +14.76%(+8.10K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Intercontinental Wealth Advisors, Llc reports $418.87M in US-listed equity holdings across 304 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.1%), QQQ (6.6%) and AAPL (4.6%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intercontinental Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1709698). View Intercontinental Wealth Advisors, Llc’s 13F filings on SEC