International Private Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), International Private Wealth Advisors LLC reported 160 stock positions worth $194.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.0% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 5.0%) and iShares 20+ Year Treasury BD (TLT, 3.8%). Compared with Q1 2026, it opened 26 new positions, sold out of 18, added to 70 and reduced 58. The biggest buy was iShares MBS ETF (MBB, shares +136%) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $194.3M (Q2 2026)
- SEC Filing
- 0001951757-26-001161 ↗ filed Aug 7, 2026
Holdings Value
Holdings 160 stocks · $194.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.95% | 15,488 | $11.6M | Add +3.1% |
| DFAU Dimensional US Core Equity M | 4.98% | 187,100 | $9.7M | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 3.79% | 85,097 | $7.4M | Add +38.3% |
| AAPL Apple Inc. | 3.04% | 20,436 | $5.9M | Add +17.8% |
| MBB iShares MBS ETF | 2.77% | 56,994 | $5.4M | Add +135.9% |
| AMZN Amazon.com Inc. | 2.67% | 21,792 | $5.2M | Add +14.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.53% | 97,716 | $4.9M | Reduce -13.1% |
| DFGP Dimensional GLBL Core PL Fix | 2.41% | 85,888 | $4.7M | Add +2.0% |
| XLSR SS US Sector Rotation | 2.29% | 68,536 | $4.4M | Reduce -2.2% |
| MSFT Microsoft Corp. | 2.26% | 11,766 | $4.4M | Add +41.0% |
| NVDA Nvidia Corp. | 2.20% | 21,397 | $4.3M | Add +33.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.19% | 48,511 | $4.3M | Add +1.8% |
| COST Costco Wholesale Corp. | 2.14% | 4,452 | $4.2M | Add +20.9% |
| DFCF Dimensional Core Fixed Inc. | 2.13% | 97,878 | $4.1M | Add +2.8% |
| IEI iShares 3-7 Year Treasury Bo | 1.90% | 31,467 | $3.7M | Reduce -25.6% |
| CERY SS SPDR BBG En RY CM St N-Ui | 1.88% | 109,387 | $3.7M | Reduce -0.6% |
| ABBV Abbvie Inc. | 1.86% | 14,379 | $3.6M | Add +38.2% |
| GOOG Alphabet Inc. Class C | 1.80% | 9,903 | $3.5M | Add +13.1% |
| LLY Eli Lilly & Co. | 1.51% | 2,450 | $2.9M | Add +11.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 3,610 | $2.7M | Reduce -0.1% |
| DFAT Dimensional US Target Value | 1.26% | 35,048 | $2.4M | Add +0.7% |
| DUHP Dimensional US High Profi Et | 1.21% | 56,340 | $2.4M | Add +1.2% |
| SPEM State Street SP PTF Em ETF | 1.20% | 45,012 | $2.3M | Add +5.9% |
| DFAI Dimensional International Co. | 1.12% | 52,567 | $2.2M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 1.09% | 14,305 | $2.1M | Add +1.4% |
| SPAB SS SPDR P Agg Bond ETF | 1.01% | 77,205 | $2.0M | Reduce -6.3% |
| AVGO Broadcom Inc. | 1.00% | 5,161 | $1.9M | Add +247.5% |
| PLTR Palantir Technologies Inc. Class A | 1.00% | 16,694 | $1.9M | Add +106.5% |
| DYFI Idx Dynamic Fixed Income ETF | 0.97% | 82,668 | $1.9M | Reduce -2.5% |
| FISR SS Fi Sector Rotation | 0.95% | 71,825 | $1.8M | Reduce -15.3% |
| AGG iShares Core U.S. Aggregate | 0.92% | 18,144 | $1.8M | Add +111.2% |
| RTX RTX Corp. | 0.92% | 9,395 | $1.8M | Add +198.0% |
| IEMG iShares Core MSCI Emerging | 0.90% | 21,107 | $1.7M | Add +4.8% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 22,304 | $1.7M | Reduce -1.5% |
| GEV GE Vernova Inc. | 0.88% | 1,452 | $1.7M | Reduce -12.7% |
| VZ Verizon Communications Inc. | 0.88% | 40,263 | $1.7M | Add +19.1% |
| JPM JPMorgan Chase & Co. | 0.80% | 4,750 | $1.6M | Add +62.2% |
| WMT Walmart Inc. | 0.77% | 13,168 | $1.5M | Add +28.8% |
| GLD SPDR Gold Shares | 0.74% | 3,906 | $1.4M | Add +5.4% |
| VRT Vertiv Holdings Co. Class A | 0.73% | 4,223 | $1.4M | New |
| AEP American Electric Power | 0.72% | 10,170 | $1.4M | Add +221.8% |
| OKE Oneok Inc. | 0.71% | 15,944 | $1.4M | Add +397.0% |
| BLK BlackRock Inc. | 0.64% | 1,283 | $1.2M | Add +23.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.62% | 45,990 | $1.2M | Add +15.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.51% | 17,319 | $999K | Reduce -5.6% |
| JNK SS SPDR BB High Yield Bond | 0.51% | 10,304 | $993K | Add +148.1% |
| BXSL Blackstone Secured Lending F | 0.48% | 39,296 | $932K | New |
| KMI Kinder Morgan Inc. | 0.48% | 29,058 | $929K | Add +11.8% |
| META Meta Platforms Inc. Class A | 0.48% | 1,646 | $927K | Reduce -3.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.45% | 10,730 | $881K | Add +159.4% |
| DFEV Dimensional Emrg MRKT Val | 0.44% | 20,120 | $858K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.43% | 28,714 | $845K | Reduce -0.3% |
| DFAE Dimensional Emerging Core Eq | 0.42% | 20,438 | $822K | Add +0.2% |
| ALLW State Street Brgwtr All WTHR | 0.42% | 28,005 | $820K | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.39% | 6,972 | $765K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.38% | 11,038 | $746K | Reduce -3.5% |
| IEF iShares 7-10 Year Treasury B | 0.38% | 7,826 | $740K | Add +83.5% |
| TSLA Tesla Inc. | 0.36% | 1,685 | $709K | Add +1.6% |
| DFIV Dimensional International Va | 0.36% | 13,104 | $708K | Add +0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.36% | 21,191 | $705K | Reduce -1.0% |
| DIHP Dimensional International Hi | 0.36% | 20,282 | $692K | Add +1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 6,332 | $691K | Reduce -10.3% |
| BSV Vanguard Short-Term Bond ETF | 0.35% | 8,823 | $687K | Reduce -2.2% |
| TIP iShares Tips Bond ETF | 0.34% | 5,954 | $652K | Add +64.8% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.33% | 25,148 | $640K | Add +5.5% |
| MO Altria Group Inc. | 0.33% | 8,873 | $638K | Add +19.9% |
| QUAL iShares MSCI USA Quality Fac | 0.32% | 2,832 | $621K | Reduce -0.1% |
| SRLN SS Blackstone Sr Loan ETF | 0.32% | 15,280 | $616K | Add +6.2% |
| SCHM Schwab US Mid Cap ETF | 0.32% | 16,662 | $614K | No change |
| APLD Applied Digital Corp. | 0.31% | 16,376 | $611K | New |
| VCIT Vanguard Int-Term Corporate | 0.31% | 7,354 | $608K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 6,001 | $580K | Reduce -1.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.30% | 5,080 | $577K | Reduce -15.4% |
| GWX State Street SPDR S&P Intern | 0.29% | 12,890 | $564K | Add +2.1% |
| PRU Prudential Financial Inc. | 0.28% | 4,994 | $539K | Add +16.9% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 9,007 | $521K | New |
| PFE Pfizer Inc. | 0.26% | 21,162 | $510K | Reduce -1.0% |
| URTY Proshares Ultrapro RUSS2000 | 0.26% | 5,788 | $506K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.26% | 10,321 | $497K | Add +0.2% |
| CVX Chevron Corp. | 0.25% | 2,915 | $483K | New |
| WSO Watsco Inc. | 0.24% | 1,137 | $474K | New |
| PKG Packaging Corp. of America | 0.24% | 1,968 | $469K | New |
| WEC WEC Energy Group Inc. | 0.24% | 3,986 | $465K | Add +0.3% |
| HD Home Depot Inc. | 0.23% | 1,284 | $453K | Reduce -0.3% |
| GIS General Mills Inc. | 0.22% | 12,486 | $435K | New |
| SW Smurfit Westrock PLC | 0.22% | 9,314 | $431K | New |
| SPLB SS SPDR P Long Term C ETF | 0.22% | 19,224 | $431K | Reduce -6.9% |
| IQLT iShares MSCI International Q | 0.22% | 8,608 | $427K | Reduce -0.1% |
| CMS CMS Energy Corp. | 0.22% | 5,549 | $425K | Add +18.1% |
| TGT Target Corp. | 0.21% | 3,112 | $407K | New |
| DTD Wisdomtree US Total Dividend | 0.21% | 4,333 | $404K | Reduce -3.9% |
| HPQ HP Inc. | 0.20% | 17,944 | $394K | Add +61.7% |
| IAU iShares Gold Trust | 0.20% | 5,162 | $390K | Add +23.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.20% | 27,967 | $389K | Reduce -30.0% |
| PFG Principal Financial Group | 0.20% | 3,604 | $388K | Reduce -0.6% |
| ES Eversource Energy | 0.20% | 5,373 | $388K | Add +1.4% |
| CVS CVS Health Corp. | 0.20% | 3,710 | $384K | Reduce -27.3% |
| D Dominion Energy Inc. | 0.19% | 5,505 | $376K | Reduce -24.3% |
| XOM Exxon Mobil Corp. | 0.19% | 2,724 | $372K | Reduce -31.6% |
| ORI Old Republic Intl Corp. | 0.19% | 9,045 | $370K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IEI iShares 3-7 Year Treasury Bo | Reduce -25.6% | 1.90% | −1.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -87.3% | 0.11% | −0.84 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.68 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -13.1% | 2.53% | −0.61 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.59 |
| CERY SS SPDR BBG En RY CM St N-Ui | Reduce -0.6% | 1.88% | −0.49 |
| FISR SS Fi Sector Rotation | Reduce -15.3% | 0.95% | −0.39 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.32 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.29 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.28 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -6.3% | 1.01% | −0.28 |
| BG Bunge Global SA | Sold out | 0.00% | −0.28 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.25 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.24 |
| PM Philip Morris International | Sold out | 0.00% | −0.23 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.22 |
| VLO Valero Energy Corp. | Reduce -52.4% | 0.16% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -31.6% | 0.19% | −0.22 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -2.5% | 0.97% | −0.21 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.20 |
| XLSR SS US Sector Rotation | Reduce -2.2% | 2.29% | −0.19 |
| ADM Archer-Daniels-Midland Co. | Reduce -45.0% | 0.18% | −0.18 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.17 |
| IP International Paper Co. | Sold out | 0.00% | −0.17 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.16 |
| T AT&T Inc. | Reduce -15.0% | 0.17% | −0.16 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.16 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.15 |
| IBIT iShares Bitcoin Trust ETF | Reduce -1.0% | 0.36% | −0.14 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.13 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -34.9% | 0.16% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -3.6% | 0.48% | −0.12 |
| KEY Keycorp | Reduce -39.5% | 0.16% | −0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -10.3% | 0.36% | −0.12 |
| CFG Citizens Financial Group | Reduce -38.5% | 0.18% | −0.11 |
| PFE Pfizer Inc. | Reduce -1.0% | 0.26% | −0.10 |
| USB US Bancorp | Reduce -30.6% | 0.19% | −0.09 |
| F Ford Motor Co. | Reduce -30.0% | 0.20% | −0.08 |
| D Dominion Energy Inc. | Reduce -24.3% | 0.19% | −0.08 |
| RF Regions Financial Corp. | Reduce -30.0% | 0.17% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.2% | 0.35% | −0.08 |
| TFC Truist Financial Corp. | Reduce -25.2% | 0.17% | −0.08 |
| ALLW State Street Brgwtr All WTHR | Reduce -1.2% | 0.42% | −0.08 |
| OMC Omnicom Group | Reduce -18.4% | 0.15% | −0.08 |
| XLF SS Financial Select Sector | Reduce -18.6% | 0.18% | −0.06 |
| GLDM SPDR Gold Minishares Trust | Reduce -7.8% | 0.12% | −0.06 |
| SPLB SS SPDR P Long Term C ETF | Reduce -6.9% | 0.22% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 0.89% | −0.05 |
| HBAN Huntington Bancshares Inc. | Reduce -19.5% | 0.16% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MBB iShares MBS ETF | Add +135.9% | 2.77% | +1.37 |
| VRT Vertiv Holdings Co. Class A | New | 0.73% | +0.73 |
| AVGO Broadcom Inc. | Add +247.5% | 1.00% | +0.72 |
| RTX RTX Corp. | Add +198.0% | 0.92% | +0.55 |
| OKE Oneok Inc. | Add +397.0% | 0.71% | +0.54 |
| TLT iShares 20+ Year Treasury BD | Add +38.3% | 3.79% | +0.52 |
| NVDA Nvidia Corp. | Add +33.1% | 2.20% | +0.49 |
| BXSL Blackstone Secured Lending F | New | 0.48% | +0.48 |
| ABBV Abbvie Inc. | Add +38.2% | 1.86% | +0.48 |
| AEP American Electric Power | Add +221.8% | 0.72% | +0.46 |
| AGG iShares Core U.S. Aggregate | Add +111.2% | 0.92% | +0.40 |
| KMB Kimberly-Clark Corp. | New | 0.39% | +0.39 |
| MSFT Microsoft Corp. | Add +41.0% | 2.26% | +0.37 |
| AAPL Apple Inc. | Add +17.8% | 3.04% | +0.35 |
| APLD Applied Digital Corp. | New | 0.31% | +0.31 |
| PLTR Palantir Technologies Inc. Class A | Add +106.5% | 1.00% | +0.28 |
| LLY Eli Lilly & Co. | Add +11.3% | 1.51% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +62.2% | 0.80% | +0.27 |
| MDLZ Mondelez International Inc. Class A | New | 0.27% | +0.27 |
| JNK SS SPDR BB High Yield Bond | Add +148.1% | 0.51% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +13.1% | 1.80% | +0.26 |
| CVX Chevron Corp. | New | 0.25% | +0.25 |
| AMZN Amazon.com Inc. | Add +14.3% | 2.67% | +0.25 |
| SHY iShares 1-3 Year Treasury Bo | Add +159.4% | 0.45% | +0.24 |
| WSO Watsco Inc. | New | 0.24% | +0.24 |
| PKG Packaging Corp. of America | New | 0.24% | +0.24 |
| GIS General Mills Inc. | New | 0.22% | +0.22 |
| SW Smurfit Westrock PLC | New | 0.22% | +0.22 |
| TGT Target Corp. | New | 0.21% | +0.21 |
| ORI Old Republic Intl Corp. | New | 0.19% | +0.19 |
| LNT Alliant Energy Corp. | New | 0.19% | +0.19 |
| MET Metlife Inc. | New | 0.18% | +0.18 |
| CMCSA Comcast Corp. Class A | New | 0.17% | +0.17 |
| EOG EOG Resources Inc. | New | 0.17% | +0.17 |
| DFAC Dimensional US Core Equity 2 | New | 0.17% | +0.17 |
| DCOR Dimensional US Core Eq 1 ETF | New | 0.16% | +0.16 |
| NI Nisource Inc. | New | 0.16% | +0.16 |
| FNB FNB Corp. | New | 0.16% | +0.16 |
| MU Micron Technology Inc. | New | 0.15% | +0.15 |
| QTUM Defiance Quantum ETF | New | 0.14% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| IEF iShares 7-10 Year Treasury B | Add +83.5% | 0.38% | +0.13 |
| GOOGL Alphabet Inc. Class A | New | 0.12% | +0.12 |
| APA Apa Corp. | New | 0.12% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.12% | +0.12 |
| TIP iShares Tips Bond ETF | Add +64.8% | 0.34% | +0.09 |
| HPQ HP Inc. | Add +61.7% | 0.20% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +4.8% | 0.90% | +0.04 |
| MO Altria Group Inc. | Add +19.9% | 0.33% | +0.03 |
| PRU Prudential Financial Inc. | Add +16.9% | 0.28% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $194.3M | SPY, DFAU, TLT, AAPL, MBB |
| Q1 2026 | 152 | $163.5M | SPY, DFAU, TLT, SPDW, IEI |
| Q4 2025 | 156 | $158.8M | SPY, DFAU, IEI, SPDW, TLT |
| Q3 2025 | 168 | $158.9M | SPY, NVDA, DFAU, TLT, AMZN |
| Q2 2025 | 163 | $116.6M | SPY, AMZN, SPDW, XLSR, SPYM |
| Q1 2025 | 153 | $104.3M | SPY, AAPL, SPDW, DYFI, CERY |
| Q4 2024 | 152 | $100.5M | SPY, AAPL, DYFI, AMZN, NVDA |
| Q3 2024 | 121 | $68.2M | SPY, DYFI, AAPL, XLSR, SCHX |
| Q2 2024 | 121 | $59.3M | SPY, DYFI, SCHX, SPDW, JPST |
| Q1 2024 | 111 | $51.8M | SPY, DYFI, SCHX, JPST, COST |