International Private Wealth Advisors Llc Portfolio Stock Holdings
International Private Wealth Advisors Llc disclosed 152 stock positions valued at approximately $163.5 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, DIMENSIONAL ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 152
- Portfolio Value
- $163.5M
Holdings by Sector
International Private Wealth Advisors Llc Portfolio Holdings in Q1 2026
149 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.97% | 15,017 | -1,549 | -9.35% | $9,766,018 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 5.13% | 185,980 | +34,648 | +22.90% | $8,391,408 |
| ISHARES TR | TLT | Other | 3.26% | 61,518 | +7,836 | +14.60% | $5,333,001 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.14% | 112,460 | +2,004 | +1.81% | $5,133,792 |
| ISHARES TR | IEI | Other | 3.07% | 42,308 | -11,884 | -21.93% | $5,017,718 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 2.78% | 84,165 | +16,878 | +25.08% | $4,544,056 |
| APPLE INC | AAPL | Technology | 2.69% | 17,354 | +4,763 | +37.83% | $4,404,151 |
| SSGA ACTIVE TR | XLSR | Other | 2.47% | 70,046 | +6,985 | +11.08% | $4,044,477 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.46% | 95,257 | +21,798 | +29.67% | $4,021,742 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.43% | 19,058 | -94 | -0.49% | $3,969,197 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.24% | 3,682 | +359 | +10.80% | $3,669,275 |
| SPDR SERIES TRUST | SPLG | Other | 2.23% | 47,633 | +5,585 | +13.28% | $3,645,816 |
| MICROSOFT CORP | MSFT | Technology | 1.89% | 8,347 | +1,962 | +30.73% | $3,089,820 |
| NVIDIA CORPORATION | NVDA | Technology | 1.72% | 16,077 | +1,412 | +9.63% | $2,803,821 |
| ALPHABET INC | GOOG | Communication Services | 1.54% | 8,755 | +1,166 | +15.36% | $2,511,377 |
| ISHARES TR | MBB | Other | 1.40% | 24,158 | +21,110 | +692.59% | $2,293,809 |
| ABBVIE INC | ABBV | Healthcare | 1.38% | 10,404 | +1,934 | +22.83% | $2,262,872 |
| SSGA ACTIVE TR | FISR | Other | 1.33% | 84,750 | +13,731 | +19.33% | $2,179,764 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.33% | 34,801 | +5,695 | +19.57% | $2,173,348 |
| SPDR SERIES TRUST | SPAB | Other | 1.29% | 82,443 | +13,087 | +18.87% | $2,112,196 |
| INVESCO QQQ TR | QQQ | Other | 1.28% | 3,612 | -61 | -1.66% | $2,085,017 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.25% | 55,685 | +10,486 | +23.20% | $2,046,975 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.24% | 51,999 | +8,231 | +18.81% | $2,025,892 |
| ELI LILLY & CO | LLY | Healthcare | 1.24% | 2,202 | +374 | +20.46% | $2,024,938 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.22% | 42,498 | +2,954 | +7.47% | $1,993,561 |
| ISHARES TR | IJR | Other | 1.07% | 14,102 | +293 | +2.12% | $1,753,038 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.04% | 33,820 | +969 | +2.95% | $1,697,749 |
| SPDR GOLD TR | GLD | Other | 0.98% | 3,706 | -406 | -9.87% | $1,594,655 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.95% | 3,233 | -309 | -8.72% | $1,549,254 |
| ISHARES TR | IJH | Other | 0.94% | 22,646 | -664 | -2.85% | $1,529,283 |
| GE VERNOVA INC | GEV | Utilities | 0.89% | 1,664 | -98 | -5.56% | $1,452,506 |
| ISHARES INC | IEMG | Other | 0.86% | 20,149 | +1,238 | +6.55% | $1,405,425 |
| WALMART INC | WMT | Consumer Defensive | 0.78% | 10,222 | -292 | -2.78% | $1,270,411 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.72% | 8,086 | -496 | -5.78% | $1,182,820 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.68% | 8,530 | -426 | -4.76% | $1,116,918 |
| SPDR SERIES TRUST | SPTL | Other | 0.64% | 39,761 | -5,183 | -11.53% | $1,045,722 |
| BLACKROCK INC | BLK | Other | 0.61% | 1,043 | -52 | -4.75% | $1,002,888 |
| META PLATFORMS INC | META | Communication Services | 0.60% | 1,708 | -2,695 | -61.21% | $976,939 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.59% | 6,008 | +243 | +4.22% | $963,225 |
| SPDR SERIES TRUST | SPSM | Other | 0.54% | 18,349 | -3,306 | -15.27% | $886,628 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.53% | 25,981 | -21,592 | -45.39% | $871,143 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 2,929 | -2,102 | -41.78% | $861,728 |
| ISHARES TR | AGG | Other | 0.52% | 8,592 | -874 | -9.23% | $852,921 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.50% | 21,406 | +3,900 | +22.28% | $822,419 |
| ISHARES TR | LQD | Other | 0.47% | 7,062 | +734 | +11.60% | $769,678 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.45% | 28,794 | -10,716 | -27.12% | $738,278 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.44% | 20,115 | +3,091 | +18.16% | $719,722 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.43% | 9,018 | +538 | +6.34% | $707,124 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.42% | 20,406 | +3,186 | +18.50% | $690,931 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.42% | 12,989 | +1,988 | +18.07% | $685,548 |
| SPDR SERIES TRUST | SPMD | Other | 0.41% | 11,441 | +320 | +2.88% | $677,514 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 3,982 | +859 | +27.51% | $675,530 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.40% | 20,058 | +3,302 | +19.71% | $646,283 |
| VALERO ENERGY CORP | VLO | Energy | 0.39% | 2,565 | +475 | +22.73% | $633,736 |
| TESLA INC | TSLA | Consumer Cyclical | 0.38% | 1,658 | - | - | $616,477 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.37% | 7,354 | -246 | -3.24% | $608,544 |
| RTX CORPORATION | RTX | Industrials | 0.37% | 3,153 | +290 | +10.13% | $608,268 |
| PFIZER INC | PFE | Healthcare | 0.37% | 21,378 | +3,117 | +17.07% | $600,297 |
| SPDR SERIES TRUST | EMHC | Other | 0.36% | 23,841 | +1,875 | +8.54% | $591,262 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.36% | 8,091 | +1,347 | +19.97% | $588,130 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.35% | 14,387 | +1,215 | +9.22% | $577,512 |
| ISHARES TR | IEFA | Other | 0.34% | 6,110 | +2 | +0.03% | $553,138 |
| ISHARES TR | QUAL | Other | 0.33% | 2,835 | -124 | -4.19% | $543,740 |
| LYONDELLBASELL INDUSTRIES NV | LYB | Other | 0.33% | 6,721 | +308 | +4.80% | $541,465 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.33% | 6,003 | +1,060 | +21.44% | $541,132 |
| AT&T INC | T | Communication Services | 0.33% | 18,531 | +2,064 | +12.53% | $537,219 |
| SPDR INDEX SHS FDS | GWX | Other | 0.33% | 12,620 | +432 | +3.54% | $532,934 |
| SALESFORCE INC | CRM | Technology | 0.32% | 2,768 | +2,768 | +100.00% | $516,728 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.32% | 16,662 | - | - | $515,856 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.30% | 7,402 | -17,445 | -70.21% | $488,471 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.29% | 10,296 | +576 | +5.93% | $481,233 |
| SERVICENOW INC | NOW | Technology | 0.29% | 4,576 | +4,576 | +100.00% | $478,421 |
| CITIZENS FINL GROUP INC | CFG | Financial Services | 0.29% | 7,925 | +1,384 | +21.16% | $475,264 |
| SPDR SERIES TRUST | BIL | Other | 0.29% | 5,110 | +2,366 | +86.22% | $468,280 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.28% | 1,483 | +113 | +8.25% | $460,990 |
| FORD MTR CO | F | Consumer Cyclical | 0.28% | 39,936 | +6,220 | +18.45% | $460,857 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.28% | 3,975 | +109 | +2.82% | $460,232 |
| BROADCOM INC | AVGO | Technology | 0.28% | 1,485 | +133 | +9.84% | $459,679 |
| SPDR SERIES TRUST | SPLB | Other | 0.28% | 20,641 | +20,641 | +100.00% | $458,637 |
| KEYCORP | KEY | Financial Services | 0.28% | 22,863 | +3,338 | +17.10% | $458,397 |
| BUNGE GLOBAL SA | BG | Other | 0.28% | 3,561 | +551 | +18.31% | $452,904 |
| US BANCORP | USB | Financial Services | 0.28% | 8,697 | +1,015 | +13.21% | $452,333 |
| DOMINION ENERGY INC | D | Utilities | 0.28% | 7,272 | +1,008 | +16.09% | $449,540 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.26% | 1,288 | +4 | +0.31% | $423,747 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.26% | 4,273 | +534 | +14.28% | $417,407 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.25% | 15,913 | +1,449 | +10.02% | $415,646 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.25% | 3,160 | +304 | +10.64% | $414,270 |
| ISHARES TR | IEF | Other | 0.25% | 4,264 | +604 | +16.50% | $406,975 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.25% | 8,210 | -1,605 | -16.35% | $405,350 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.25% | 1,029 | +1,029 | +100.00% | $403,181 |
| TRUIST FINL CORP | TFC | Financial Services | 0.25% | 8,759 | +822 | +10.36% | $402,643 |
| ISHARES TR | TIP | Other | 0.24% | 3,612 | +92 | +2.61% | $398,620 |
| ISHARES TR | IQLT | Other | 0.24% | 8,612 | -188 | -2.14% | $398,154 |
| SPDR SERIES TRUST | JNK | Other | 0.24% | 4,153 | +4,153 | +100.00% | $397,495 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.24% | 4,225 | +375 | +9.74% | $392,373 |
| WISDOMTREE TR | DTD | Other | 0.24% | 4,507 | +1 | +0.02% | $389,187 |
| NIKE INC | NKE | Consumer Cyclical | 0.23% | 7,203 | - | - | $380,445 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.23% | 2,236 | +137 | +6.53% | $369,627 |
| ISHARES GOLD TR | IAU | Other | 0.22% | 4,170 | -66 | -1.56% | $367,627 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.22% | 4,878 | +547 | +12.63% | $367,328 |