Q2 2026 13F · SEC CIK 2022637

International Private Wealth Advisors LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $194.3M
Reported positions: 160
Top holdings a year, 3 yrs: +12.2%
Assets under management: $255.3M

International Private Wealth Advisors LLC is a wealth manager that reported 160 positions worth $194.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 6.0%), Dimensional ETF Trust (DFAU, 5.0%), Ishares Tr (TLT, 3.8%). A portfolio copying its top holdings returned 12.2% a year over the last 3 years, against 16.5% for the S&P 500.

International Private Wealth Advisors LLC holdings largest 50 of 160 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

International Private Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	6.0%	6.0%	15,488	+3.1%	$11.6M
DFAUDimensional ETF Trust	5.0%	5.1%	187,100	+0.6%	$9.7M
TLTIshares Tr	3.8%	3.3%	85,097	+38.3%	$7.4M
AAPLApple Inc	3.0%	2.7%	20,436	+17.8%	$5.9M
MBBIshares Tr	2.8%	1.4%	56,994	+135.9%	$5.4M
AMZNAmazon Com Inc	2.7%	2.4%	21,792	+14.3%	$5.2M
SPDWSpdr Index Shs Fds	2.5%	3.1%	97,716	-13.1%	$4.9M
DFGPDimensional ETF Trust	2.4%	2.8%	85,888	+2.0%	$4.7M
XLSRSsga Active Tr	2.3%	2.5%	68,536	-2.2%	$4.4M
MSFTMicrosoft Corp	2.3%	1.9%	11,766	+41.0%	$4.4M
NVDANvidia Corporation	2.2%	1.7%	21,397	+33.1%	$4.3M
SPLGSpdr Series Trust	2.2%	2.2%	48,511	+1.8%	$4.3M
COSTCostco Wholesale Corporation	2.1%	2.2%	4,452	+20.9%	$4.2M
DFCFDimensional ETF Trust	2.1%	2.5%	97,878	+2.8%	$4.1M
IEIIshares Tr	1.9%	3.1%	31,467	-25.6%	$3.7M
CERYSpdr Series Trust	1.9%	2.4%	109,387	-0.6%	$3.7M
ABBVAbbvie Inc	1.9%	1.4%	14,379	+38.2%	$3.6M
GOOGAlphabet Inc	1.8%	1.5%	9,903	+13.1%	$3.5M
LLYEli Lilly & Co	1.5%	1.2%	2,450	+11.3%	$2.9M
QQQInvesco Qqq Tr	1.4%	1.3%	3,610	-0.1%	$2.7M
DFATDimensional ETF Trust	1.3%	1.3%	35,048	+0.7%	$2.4M
DUHPDimensional ETF Trust	1.2%	1.3%	56,340	+1.2%	$2.4M
SPEMSpdr Index Shs Fds	1.2%	1.2%	45,012	+5.9%	$2.3M
DFAIDimensional ETF Trust	1.1%	1.2%	52,567	+1.1%	$2.2M
IJRIshares Tr	1.1%	1.1%	14,305	+1.4%	$2.1M
SPABSpdr Series Trust	1.0%	1.3%	77,205	-6.4%	$2.0M
AVGOBroadcom Inc	1.0%	—	5,161	—	$1.9M
PLTRPalantir Technologies Inc	1.0%	0.7%	16,694	+106.5%	$1.9M
DYFIETF Opportunities Trust	1.0%	1.2%	82,668	-2.5%	$1.9M
FISRSsga Active Tr	0.9%	1.3%	71,825	-15.3%	$1.8M
AGGIshares Tr	0.9%	0.5%	18,144	+111.2%	$1.8M
RTXRtx Corporation	0.9%	—	9,395	—	$1.8M
IEMGIshares Inc	0.9%	0.9%	21,107	+4.8%	$1.7M
IJHIshares Tr	0.9%	0.9%	22,304	-1.5%	$1.7M
GEVGe Vernova Inc	0.9%	0.9%	1,452	-12.7%	$1.7M
VZVerizon Communications Inc	0.9%	1.0%	40,263	+19.1%	$1.7M
JPMJpmorgan Chase & Co	0.8%	0.5%	4,750	+62.2%	$1.6M
WMTWalmart Inc	0.8%	0.8%	13,168	+28.8%	$1.5M
GLDSpdr Gold Tr	0.7%	1.0%	3,906	+5.4%	$1.4M
VRTVertiv Holdings Co	0.7%	—	4,223	—	$1.4M
AEPAmerican Elec Pwr Co Inc	0.7%	—	10,170	—	$1.4M
OKEOneok Inc New	0.7%	—	15,944	—	$1.4M
BLKBlackrock Inc	0.6%	0.6%	1,283	+23.0%	$1.2M
SPTLSpdr Series Trust	0.6%	0.6%	45,990	+15.7%	$1.2M
SPSMSpdr Series Trust	0.5%	0.5%	17,319	-5.6%	$999K
JNKSpdr Series Trust	0.5%	—	10,304	—	$993K
BXSLBlackstone Secd Lending Fd	0.5%	—	39,296	—	$932K
KMIKinder Morgan Inc Del	0.5%	0.5%	29,058	+11.8%	$929K
METAMeta Platforms Inc	0.5%	0.6%	1,646	-3.6%	$927K
SHYIshares Tr	0.5%	—	10,730	—	$881K

What International Private Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.6% /yr; S&P 500 +11.7%
3 years: +12.2% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$194.3M	160
Q1 2026	$163.5M	152
Q4 2025	$158.8M	156
Q3 2025	$158.9M	168
Q2 2025	$116.6M	163
Q1 2025	$104.3M	153
Q4 2024	$100.5M	152
Q3 2024	$68.2M	121
Q2 2024	$59.3M	121
Q1 2024	$51.8M	111
Q4 2023	$101.1M	106

Questions about International Private Wealth Advisors LLC's portfolio

What stocks does International Private Wealth Advisors LLC own?

International Private Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 160 positions worth $194.3M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 6.0%, Dimensional ETF Trust (DFAU) at 5.0%, Ishares Tr (TLT) at 3.8%, Apple Inc (AAPL) at 3.0% and Ishares Tr (MBB) at 2.8%.

What did International Private Wealth Advisors LLC buy last quarter?

In Q2 2026, International Private Wealth Advisors LLC added Ishares Tr (MBB) (+135.9% shares), Ishares Tr (AGG) (+111.2% shares) and Palantir Technologies Inc (PLTR) (+106.5% shares), compared with its Q1 2026 filing.

What did International Private Wealth Advisors LLC sell last quarter?

In Q2 2026, International Private Wealth Advisors LLC cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Duke Energy Corp New (DUK), cut from its top 50 Palo Alto Networks Inc (PANW), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Ssga Active Tr (ALLW), Ishares Tr (IEI) (-25.6% shares), Ssga Active Tr (FISR) (-15.3% shares) and Spdr Index Shs Fds (SPDW) (-13.1% shares), compared with its Q1 2026 filing.

How has International Private Wealth Advisors LLC's portfolio performed?

A portfolio copying International Private Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.2% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +8.6% against +11.7%.

When is International Private Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. International Private Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does International Private Wealth Advisors LLC manage?

International Private Wealth Advisors LLC reported $255.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $194.3M.