International Private Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 2022637 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$163.5M
Long-equity book
Holdings
152
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+7 / −11 / ↑79 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.0M +690.3%
- DIMENSIONAL ETF TRUST$1.3M +18.5%
- APPLE INC$981.1K +28.7%
- SPDR SERIES TRUST$961.4K +33.0%
- DIMENSIONAL ETF TRUST$905.9K +24.9%
Top Trims
- META PLATFORMS INC-$1.9M -66.4%
- STATE STR SPDR S&P 500 ETF T-$1.5M -13.5%
- ISHARES TR-$1.5M -22.4%
- ALTRIA GROUP INC-$944.2K -65.9%
- VISA INC-$838.6K -76.9%
New Positions
- SALESFORCE INC$516.7K
- SERVICENOW INC$478.4K
- SPDR SERIES TRUST$458.6K
- SEAGATE TECHNOLOGY HLDNGS PL$403.2K
- SPDR SERIES TRUST$397.5K
Exited Positions
- ANNALY CAPITAL MANAGEMENT IN$896.2K
- CHEVRON CORP NEW$453.2K
- ALPHABET INC$336.2K
- LAZARD INC$324.7K
- OLD REP INTL CORP$317.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $9.8M | 5.97% | 15,017 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $8.4M | 5.13% | 185,980 | SH |
| 3 | ISHARES TR | TLT | 464287432 | $5.3M | 3.26% | 61,518 | SH |
| 4 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $5.1M | 3.14% | 112,460 | SH |
| 5 | ISHARES TR | IEI | 464288661 | $5.0M | 3.07% | 42,308 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $4.5M | 2.78% | 84,165 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $4.4M | 2.69% | 17,354 | SH |
| 8 | SSGA ACTIVE TR | XLSR | 78470P408 | $4.0M | 2.47% | 70,046 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $4.0M | 2.46% | 95,257 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $4.0M | 2.43% | 19,058 | SH |
| 11 | SPDR SERIES TRUST | CERY | 78468R440 | $3.9M | 2.37% | 110,073 | SH |
| 12 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.7M | 2.24% | 3,682 | SH |
| 13 | SPDR SERIES TRUST | SPYM | 78464A854 | $3.6M | 2.23% | 47,633 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $3.1M | 1.89% | 8,347 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 1.72% | 16,077 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 1.54% | 8,755 | SH |
| 17 | ISHARES TR | MBB | 464288588 | $2.3M | 1.40% | 24,158 | SH |
| 18 | ABBVIE INC | ABBV | 00287Y109 | $2.3M | 1.38% | 10,404 | SH |
| 19 | SSGA ACTIVE TR | FISR | 78470P507 | $2.2M | 1.33% | 84,750 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $2.2M | 1.33% | 34,801 | SH |
| 21 | SPDR SERIES TRUST | SPAB | 78464A649 | $2.1M | 1.29% | 82,443 | SH |
| 22 | INVESCO QQQ TR | QQQ | 46090E103 | $2.1M | 1.28% | 3,612 | SH |
| 23 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $2.0M | 1.25% | 55,685 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $2.0M | 1.24% | 51,999 | SH |
| 25 | ELI LILLY & CO | LLY | 532457108 | $2.0M | 1.24% | 2,202 | SH |
| 26 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $2.0M | 1.22% | 42,498 | SH |
| 27 | ETF OPPORTUNITIES TRUST | DYFI | 26923N660 | $1.9M | 1.18% | 84,822 | SH |
| 28 | ISHARES TR | IJR | 464287804 | $1.8M | 1.07% | 14,102 | SH |
| 29 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.7M | 1.04% | 33,820 | SH |
| 30 | SPDR GOLD TR | GLD | 78463V107 | $1.6M | 0.98% | 3,706 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.5M | 0.95% | 3,233 | SH |
| 32 | ISHARES TR | IJH | 464287507 | $1.5M | 0.94% | 22,646 | SH |
| 33 | GE VERNOVA INC | GEV | 36828A101 | $1.5M | 0.89% | 1,664 | SH |
| 34 | ISHARES INC | IEMG | 46434G103 | $1.4M | 0.86% | 20,149 | SH |
| 35 | WALMART INC | WMT | 931142103 | $1.3M | 0.78% | 10,222 | SH |
| 36 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.2M | 0.72% | 8,086 | SH |
| 37 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $1.1M | 0.68% | 8,530 | SH |
| 38 | SPDR SERIES TRUST | SPTL | 78464A664 | $1.0M | 0.64% | 39,761 | SH |
| 39 | BLACKROCK INC | BLK | 09290D101 | $1.0M | 0.61% | 1,043 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $976.9K | 0.60% | 1,708 | SH |
| 41 | PALO ALTO NETWORKS INC | PANW | 697435105 | $963.2K | 0.59% | 6,008 | SH |
| 42 | SPDR SERIES TRUST | SPSM | 78468R853 | $886.6K | 0.54% | 18,349 | SH |
| 43 | KINDER MORGAN INC DEL | KMI | 49456B101 | $871.1K | 0.53% | 25,981 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $861.7K | 0.53% | 2,929 | SH |
| 45 | ISHARES TR | AGG | 464287226 | $852.9K | 0.52% | 8,592 | SH |
| 46 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $822.4K | 0.50% | 21,406 | SH |
| 47 | SSGA ACTIVE TR | ALLW | 78470P630 | $817.6K | 0.50% | 28,339 | SH |
| 48 | ISHARES TR | LQD | 464287242 | $769.7K | 0.47% | 7,062 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $738.3K | 0.45% | 28,794 | SH |
| 50 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $719.7K | 0.44% | 20,115 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $163.5M | 152 | 0001951757-26-000667 |
| 2025-12-31 | 2026-01-14 | $158.8M | 156 | 0001951757-26-000078 |