International Private Wealth Advisors LLC

Est. AUM

$163.5M

13F long equity, this entity only

Positions

152

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.8M	15017	5.97%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$8.4M	185980	5.13%	SOLE
3	ISHARES TR	20 YR TR BD ETF	$5.3M	61518	3.26%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$5.1M	112460	3.14%	SOLE
5	ISHARES TR	3 7 YR TREAS BD	$5.0M	42308	3.07%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$4.5M	84165	2.78%	SOLE
7	APPLE INC	COM	$4.4M	17354	2.69%	SOLE
8	SSGA ACTIVE TR	STATE STREET US	$4.0M	70046	2.47%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.0M	95257	2.46%	SOLE
10	AMAZON COM INC	COM	$4.0M	19058	2.43%	SOLE
11	SPDR SERIES TRUST	STATE STRET SPDR	$3.9M	110073	2.37%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$3.7M	3682	2.24%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	47633	2.23%	SOLE
14	MICROSOFT CORP	COM	$3.1M	8347	1.89%	SOLE
15	NVIDIA CORPORATION	COM	$2.8M	16077	1.72%	SOLE
16	ALPHABET INC	CAP STK CL C	$2.5M	8755	1.54%	SOLE
17	ISHARES TR	MBS ETF	$2.3M	24158	1.40%	SOLE
18	ABBVIE INC	COM	$2.3M	10404	1.38%	SOLE
19	SSGA ACTIVE TR	STATE STREET FIX	$2.2M	84750	1.33%	SOLE
20	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.2M	34801	1.33%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	82443	1.29%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$2.1M	3612	1.28%	SOLE
23	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.0M	55685	1.25%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.0M	51999	1.24%	SOLE
25	ELI LILLY & CO	COM	$2.0M	2202	1.24%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$2.0M	42498	1.22%	SOLE
27	ETF OPPORTUNITIES TRUST	IDX DYNAMIC FIXE	$1.9M	84822	1.18%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$1.8M	14102	1.07%	SOLE
29	VERIZON COMMUNICATIONS INC	COM	$1.7M	33820	1.04%	SOLE
30	SPDR GOLD TR	GOLD SHS	$1.6M	3706	0.98%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3233	0.95%	SOLE
32	ISHARES TR	CORE S&P MCP ETF	$1.5M	22646	0.94%	SOLE
33	GE VERNOVA INC	COM	$1.5M	1664	0.89%	SOLE
34	ISHARES INC	CORE MSCI EMKT	$1.4M	20149	0.86%	SOLE
35	WALMART INC	COM	$1.3M	10222	0.78%	SOLE
36	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	8086	0.72%	SOLE
37	DUKE ENERGY CORP NEW	COM NEW	$1.1M	8530	0.68%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	39761	0.64%	SOLE
39	BLACKROCK INC	COM	$1.0M	1043	0.61%	SOLE
40	META PLATFORMS INC	CL A	$977K	1708	0.60%	SOLE
41	PALO ALTO NETWORKS INC	COM	$963K	6008	0.59%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$887K	18349	0.54%	SOLE
43	KINDER MORGAN INC DEL	COM	$871K	25981	0.53%	SOLE
44	JPMORGAN CHASE & CO	COM	$862K	2929	0.53%	SOLE
45	ISHARES TR	CORE US AGGBD ET	$853K	8592	0.52%	SOLE
46	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$822K	21406	0.50%	SOLE
47	SSGA ACTIVE TR	SST BRIDGEWATER	$818K	28339	0.50%	SOLE
48	ISHARES TR	IBOXX INV CP ETF	$770K	7062	0.47%	SOLE
49	SCHWAB STRATEGIC TR	US LRG CAP ETF	$738K	28794	0.45%	SOLE
50	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$720K	20115	0.44%	SOLE

1–50 of 152

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.