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International Private Wealth Advisors 13F Portfolio

Portfolio Manager
International Private Wealth Advisors LLC
Performance
+7.94% (2026 Q2)
AUM (13F)
$194.27M
# of Holdings
160
Performance Rank
Allocation (Top 20)
51.67%
Latest filing
Q2 2026

International Private Wealth Advisors LLC Holdings Map

Top 50 International Private Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
5.95%15.5K$11.6M
+3.14%(+471)
2025-Q2: 13.8K shares2025-Q3: 16.3K shares2025-Q4: 16.6K shares2026-Q1: 15.0K shares2026-Q2: 15.5K shares
$529.02(+46.22%)
2026-06-30
DFAU
DIMENSIONAL ETF TRUST
4.98%187.1K$9.7M
+0.60%(+1.12K)
2025-Q2: 0 shares2025-Q3: 116.1K shares2025-Q4: 151.3K shares2026-Q1: 186.0K shares2026-Q2: 187.1K shares
$44.85(+19.42%)
2026-06-30
TLT
ISHARES TR
3.79%85.1K$7.4M
+38.33%(+23.58K)
2025-Q2: 21.7K shares2025-Q3: 54.7K shares2025-Q4: 53.7K shares2026-Q1: 61.5K shares2026-Q2: 85.1K shares
$89.54(-7.99%)
2026-06-30
AAPL
APPLE INC
3.04%20.4K$5.9M
+17.76%(+3.08K)
2025-Q2: 12.6K shares2025-Q3: 12.4K shares2025-Q4: 12.6K shares2026-Q1: 17.4K shares2026-Q2: 20.4K shares
$234.89(+30.56%)
2026-06-30
MBB
ISHARES TR
2.77%57.0K$5.4M
+135.92%(+32.84K)
2025-Q2: 4.1K shares2025-Q3: 3.1K shares2025-Q4: 3.0K shares2026-Q1: 24.2K shares2026-Q2: 57.0K shares
$94.75(-1.69%)
2026-06-30
AMZN
AMAZON COM INC
2.67%21.8K$5.2M
+14.35%(+2.73K)
2025-Q2: 16.8K shares2025-Q3: 20.5K shares2025-Q4: 19.2K shares2026-Q1: 19.1K shares2026-Q2: 21.8K shares
$192.41(+42.90%)
2026-06-30
SPDW
SPDR INDEX SHS FDS
2.53%97.7K$4.9M
-13.11%(-14.74K)
2025-Q2: 79.1K shares2025-Q3: 94.4K shares2025-Q4: 110.5K shares2026-Q1: 112.5K shares2026-Q2: 97.7K shares
$37.50(+37.94%)
2026-06-30
DFGP
DIMENSIONAL ETF TRUST
2.41%85.9K$4.7M
+2.05%(+1.72K)
2025-Q2: 0 shares2025-Q3: 51.3K shares2025-Q4: 67.3K shares2026-Q1: 84.2K shares2026-Q2: 85.9K shares
$54.77(-2.35%)
2026-06-30
XLSR
SSGA ACTIVE TR
2.29%68.5K$4.4M
-2.16%(-1.51K)
2025-Q2: 58.1K shares2025-Q3: 61.2K shares2025-Q4: 63.1K shares2026-Q1: 70.0K shares2026-Q2: 68.5K shares
$51.76(+29.12%)
2026-06-30
MSFT
MICROSOFT CORP
2.26%11.8K$4.4M
+40.96%(+3.42K)
2025-Q2: 5.8K shares2025-Q3: 7.9K shares2025-Q4: 6.4K shares2026-Q1: 8.3K shares2026-Q2: 11.8K shares
$409.61(+22.74%)
2026-06-30

About International Private Wealth Advisors LLCโ€™s portfolio

International Private Wealth Advisors LLC reports $194.27M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.0%), DFAU (5.0%) and TLT (3.8%). The top 20 holdings account for 51.67% of reported assets. Its disclosed equity book has returned +32.65% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SPY โ€” 7.8% ($11.57M)DFAU โ€” 6.5% ($9.67M)TLT โ€” 4.9% ($7.35M)AAPL โ€” 4.0% ($5.91M)MBB โ€” 3.6% ($5.39M)AMZN โ€” 3.5% ($5.19M)SPDW โ€” 3.3% ($4.92M)DFGP โ€” 3.1% ($4.68M)XLSR โ€” 3.0% ($4.45M)MSFT โ€” 3.0% ($4.39M)Other โ€” 57.3% ($85.16M)
43%in top 10
  • SPY7.8%
  • DFAU6.5%
  • TLT4.9%
  • AAPL4.0%
  • MBB3.6%
  • AMZN3.5%
  • SPDW3.3%
  • DFGP3.1%
  • XLSR3.0%
  • MSFT3.0%
  • Other57.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
VRTVERTIV HOLDINGS CO0.7%
BXSLBLACKSTONE SECD LENDING FD0.5%
Added to
36
MBBISHARES TR+135.9%
TLTISHARES TR+38.3%
AVGOBROADCOM INC+247.5%
MSFTMICROSOFT CORP+41.0%
+32 more
Trimmed
12
IEIISHARES TR-25.6%
SPDWSPDR INDEX SHS FDS-13.1%
FISRSSGA ACTIVE TR-15.3%
GEVGE VERNOVA INC-12.7%
+8 more

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Source filings

Holdings on this page are parsed from International Private Wealth Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022637). View International Private Wealth Advisors LLCโ€™s 13F filings on SEC

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