Top 50 International Private Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.95% | 15.5K | $11.6M | +3.14%(+471) | $529.02(+46.22%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.98% | 187.1K | $9.7M | +0.60%(+1.12K) | $44.85(+19.42%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.79% | 85.1K | $7.4M | +38.33%(+23.58K) | $89.54(-7.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.04% | 20.4K | $5.9M | +17.76%(+3.08K) | $234.89(+30.56%) | 2026-06-30 | |
| MBB | ISHARES TR | 2.77% | 57.0K | $5.4M | +135.92%(+32.84K) | $94.75(-1.69%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.67% | 21.8K | $5.2M | +14.35%(+2.73K) | $192.41(+42.90%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.53% | 97.7K | $4.9M | -13.11%(-14.74K) | $37.50(+37.94%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 2.41% | 85.9K | $4.7M | +2.05%(+1.72K) | $54.77(-2.35%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 2.29% | 68.5K | $4.4M | -2.16%(-1.51K) | $51.76(+29.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.26% | 11.8K | $4.4M | +40.96%(+3.42K) | $409.61(+22.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +32.65% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +33.66% |
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 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 International Private Wealth Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022637). View International Private Wealth Advisors LLCโs 13F filings on SEC