International Private Wealth Advisors LLC

CIK 0002022637 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

International Private Wealth Advisors LLC reported 160 positions worth $194.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPY (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$194.3M
2026 Q2
Positions
160
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.7%
Est. Net Flow (Q)
2026 Q2
10 / 160 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$11.6M5.95%15,488
2DFAUDIMENSIONAL ETF TRUSTSH$9.7M4.98%187,100
3TLTISHARES TRSH$7.4M3.79%85,097
4AAPLAPPLE INCSH$5.9M3.04%20,436
5MBBISHARES TRSH$5.4M2.77%56,994
6AMZNAMAZON COM INCSH$5.2M2.67%21,792
7SPDWSPDR INDEX SHS FDSSH$4.9M2.53%97,716
8DFGPDIMENSIONAL ETF TRUSTSH$4.7M2.41%85,888
9XLSRSSGA ACTIVE TRSH$4.4M2.29%68,536
10MSFTMICROSOFT CORPSH$4.4M2.26%11,766

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does International Private Wealth Advisors LLC hold as of Q2 2026?

International Private Wealth Advisors LLC reported 160 positions worth $194.3M in its Q2 2026 13F filing. Largest positions: SPY (6.0%), DFAU (5.0%), TLT (3.8%), AAPL (3.0%) and MBB (2.8%).

What did International Private Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did International Private Wealth Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.