International Private Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$163.5M
Q ending 2026-03-31
Prior quarter
$158.8M
Q ending 2025-12-31
Change
+2.9% QoQ · +56.7% YoY
Positions
152
reported holdings
Largest positions
Top 100 of 152 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.8M | 15K |
| Dimensional Etf Trust | DFAU | Shares | $8.4M | 186K |
| Ishares Tr | TLT | Shares | $5.3M | 62K |
| Spdr Index Shs Fds | SPDW | Shares | $5.1M | 112K |
| Ishares Tr | IEI | Shares | $5.0M | 42K |
| Dimensional Etf Trust | DFGP | Shares | $4.5M | 84K |
| Apple Inc | AAPL | Shares | $4.4M | 17K |
| Ssga Active Tr | XLSR | Shares | $4.0M | 70K |
| Dimensional Etf Trust | DFCF | Shares | $4.0M | 95K |
| Amazon Com Inc | AMZN | Shares | $4.0M | 19K |
| Spdr Series Trust | CERY | Shares | $3.9M | 110K |
| Costco Wholesale Corporation | COST | Shares | $3.7M | 4K |
| Spdr Series Trust | SPYM | Shares | $3.6M | 48K |
| Microsoft Corp | MSFT | Shares | $3.1M | 8K |
| Nvidia Corporation | NVDA | Shares | $2.8M | 16K |
| Alphabet Inc | GOOG | Shares | $2.5M | 9K |
| Ishares Tr | MBB | Shares | $2.3M | 24K |
| Abbvie Inc | ABBV | Shares | $2.3M | 10K |
| Ssga Active Tr | FISR | Shares | $2.2M | 85K |
| Dimensional Etf Trust | DFAT | Shares | $2.2M | 35K |
| Spdr Series Trust | SPAB | Shares | $2.1M | 82K |
| Invesco Qqq Tr | QQQ | Shares | $2.1M | 4K |
| Dimensional Etf Trust | DUHP | Shares | $2.0M | 56K |
| Dimensional Etf Trust | DFAI | Shares | $2.0M | 52K |
| Eli Lilly & Co | LLY | Shares | $2.0M | 2K |
| Spdr Index Shs Fds | SPEM | Shares | $2.0M | 42K |
| Etf Opportunities Trust | DYFI | Shares | $1.9M | 85K |
| Ishares Tr | IJR | Shares | $1.8M | 14K |
| Verizon Communications Inc | VZ | Shares | $1.7M | 34K |
| Spdr Gold Tr | GLD | Shares | $1.6M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Ishares Tr | IJH | Shares | $1.5M | 23K |
| Ge Vernova Inc | GEV | Shares | $1.5M | 2K |
| Ishares Inc | IEMG | Shares | $1.4M | 20K |
| Walmart Inc | WMT | Shares | $1.3M | 10K |
| Palantir Technologies Inc | PLTR | Shares | $1.2M | 8K |
| Duke Energy Corp New | DUK | Shares | $1.1M | 9K |
| Spdr Series Trust | SPTL | Shares | $1.0M | 40K |
| Blackrock Inc | BLK | Shares | $1.0M | 1K |
| Meta Platforms Inc | META | Shares | $977K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $963K | 6K |
| Spdr Series Trust | SPSM | Shares | $887K | 18K |
| Kinder Morgan Inc Del | KMI | Shares | $871K | 26K |
| Jpmorgan Chase & Co | JPM | Shares | $862K | 3K |
| Ishares Tr | AGG | Shares | $853K | 9K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $822K | 21K |
| Ssga Active Tr | ALLW | Shares | $818K | 28K |
| Ishares Tr | LQD | Shares | $770K | 7K |
| Schwab Strategic Tr | SCHX | Shares | $738K | 29K |
| Dimensional Etf Trust | DFEV | Shares | $720K | 20K |
| Vanguard Bd Index Fds | BSV | Shares | $707K | 9K |
| Dimensional Etf Trust | DFAE | Shares | $691K | 20K |
| Dimensional Etf Trust | DFIV | Shares | $686K | 13K |
| Spdr Series Trust | SPMD | Shares | $678K | 11K |
| Exxon Mobil Corp | XOM | Shares | $676K | 4K |
| Dimensional Etf Trust | DIHP | Shares | $646K | 20K |
| Valero Energy Corp | VLO | Shares | $634K | 3K |
| Tesla Inc | TSLA | Shares | $616K | 2K |
| Vanguard Scottsdale Fds | VCIT | Shares | $609K | 7K |
| Rtx Corporation | RTX | Shares | $608K | 3K |
| Pfizer Inc | PFE | Shares | $600K | 21K |
| Spdr Series Trust | EMHC | Shares | $591K | 24K |
| Archer Daniels Midland Co | ADM | Shares | $588K | 8K |
| Ssga Active Etf Tr | SRLN | Shares | $578K | 14K |
| Ishares Tr | IEFA | Shares | $553K | 6K |
| Ishares Tr | QUAL | Shares | $544K | 3K |
| Lyondellbasell Industries Nv | Shares | $541K | 7K | |
| Price T Rowe Group Inc | TROW | Shares | $541K | 6K |
| At&T Inc | T | Shares | $537K | 19K |
| Spdr Index Shs Fds | GWX | Shares | $533K | 13K |
| Salesforce Inc | CRM | Shares | $517K | 3K |
| Schwab Strategic Tr | SCHM | Shares | $516K | 17K |
| Altria Group Inc | MO | Shares | $488K | 7K |
| Schwab Strategic Tr | SCHC | Shares | $481K | 10K |
| Servicenow Inc | NOW | Shares | $478K | 5K |
| Citizens Finl Group Inc | CFG | Shares | $475K | 8K |
| Spdr Series Trust | BIL | Shares | $468K | 5K |
| Mcdonalds Corp | MCD | Shares | $461K | 1K |
| Ford Mtr Co | F | Shares | $461K | 40K |
| Wec Energy Group Inc | WEC | Shares | $460K | 4K |
| Broadcom Inc | AVGO | Shares | $460K | 1K |
| Spdr Series Trust | SPLB | Shares | $459K | 21K |
| Keycorp | KEY | Shares | $458K | 23K |
| Bunge Global Sa | Shares | $453K | 4K | |
| Us Bancorp | USB | Shares | $452K | 9K |
| Dominion Energy Inc | D | Shares | $450K | 7K |
| Home Depot Inc | HD | Shares | $424K | 1K |
| Prudential Finl Inc | PRU | Shares | $417K | 4K |
| Regions Financial Corp New | RF | Shares | $416K | 16K |
| American Elec Pwr Co Inc | AEP | Shares | $414K | 3K |
| Ishares Tr | IEF | Shares | $407K | 4K |
| Select Sector Spdr Tr | XLF | Shares | $405K | 8K |
| Seagate Technology Hldngs Pl | Shares | $403K | 1K | |
| Truist Finl Corp | TFC | Shares | $403K | 9K |
| Ishares Tr | TIP | Shares | $399K | 4K |
| Ishares Tr | IQLT | Shares | $398K | 9K |
| Spdr Series Trust | JNK | Shares | $397K | 4K |
| Nextera Energy Inc | NEE | Shares | $392K | 4K |
| Wisdomtree Tr | DTD | Shares | $389K | 5K |
| Nike Inc | NKE | Shares | $380K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.