International Private Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, International Private Wealth Advisors Llc disclosed 157 stock positions valued at approximately $194.27M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, DIMENSIONAL ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 157
- Portfolio Value
- $194.27M
Holdings by Sector
International Private Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.95% | 15,488 | +471 | +3.14% | $11,565,627 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 4.98% | 187,100 | +1,120 | +0.60% | $9,671,174 |
| ISHARES TR | TLT | Other | 3.79% | 85,097 | +23,579 | +38.33% | $7,354,059 |
| APPLE INC | AAPL | Technology | 3.04% | 20,436 | +3,082 | +17.76% | $5,913,279 |
| ISHARES TR | MBB | Other | 2.77% | 56,994 | +32,836 | +135.92% | $5,387,114 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.67% | 21,792 | +2,734 | +14.35% | $5,193,890 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.53% | 97,716 | -14,744 | -13.11% | $4,923,910 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 2.41% | 85,888 | +1,723 | +2.05% | $4,677,459 |
| SSGA ACTIVE TR | XLSR | Other | 2.29% | 68,536 | -1,510 | -2.16% | $4,445,219 |
| MICROSOFT CORP | MSFT | Technology | 2.26% | 11,766 | +3,419 | +40.96% | $4,388,916 |
| NVIDIA CORPORATION | NVDA | Technology | 2.20% | 21,397 | +5,320 | +33.09% | $4,281,241 |
| SPDR SERIES TRUST | SPLG | Other | 2.19% | 48,511 | +878 | +1.84% | $4,263,171 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.14% | 4,452 | +770 | +20.91% | $4,165,106 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.13% | 97,878 | +2,621 | +2.75% | $4,131,440 |
| ISHARES TR | IEI | Other | 1.90% | 31,467 | -10,841 | -25.62% | $3,695,819 |
| ABBVIE INC | ABBV | Healthcare | 1.86% | 14,379 | +3,975 | +38.21% | $3,618,341 |
| ALPHABET INC | GOOG | Communication Services | 1.80% | 9,903 | +1,148 | +13.11% | $3,498,926 |
| ELI LILLY & CO | LLY | Healthcare | 1.51% | 2,450 | +248 | +11.26% | $2,938,088 |
| INVESCO QQQ TR | QQQ | Other | 1.37% | 3,610 | -2 | -0.06% | $2,658,713 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.26% | 35,048 | +247 | +0.71% | $2,449,840 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.21% | 56,340 | +655 | +1.18% | $2,351,065 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.20% | 45,012 | +2,514 | +5.92% | $2,330,744 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.12% | 52,567 | +568 | +1.09% | $2,168,390 |
| ISHARES TR | IJR | Other | 1.09% | 14,305 | +203 | +1.44% | $2,121,545 |
| SPDR SERIES TRUST | SPAB | Other | 1.01% | 77,205 | -5,238 | -6.35% | $1,970,277 |
| BROADCOM INC | AVGO | Technology | 1.00% | 5,161 | +3,676 | +247.54% | $1,949,653 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.00% | 16,694 | +8,608 | +106.46% | $1,947,689 |
| SSGA ACTIVE TR | FISR | Other | 0.95% | 71,825 | -12,925 | -15.25% | $1,842,310 |
| ISHARES TR | AGG | Other | 0.92% | 18,144 | +9,552 | +111.17% | $1,795,886 |
| RTX CORPORATION | RTX | Industrials | 0.92% | 9,395 | +6,242 | +197.97% | $1,782,574 |
Showing 30 of 157 holdings in the latest reporting period.