International Private Wealth Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), International Private Wealth Advisors LLC reported 111 stock positions worth $51.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.3% of the portfolio, followed by Idx Dynamic Fixed Income ETF (DYFI, 7.3%) and Schwab US Large-Cap ETF (SCHX, 3.9%). Compared with Q4 2023, it opened 36 new positions, sold out of 31, added to 32 and reduced 41. The biggest buy was a new position in Idx Dynamic Fixed Income ETF (DYFI) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −98%).

Most Recent 13F
Q2 2026
Location
SAN DIEGO, CA
CIK
0002022637
Portfolio Value
$51.8M (Q1 2024)
SEC Filing
0001951757-24-000452 ↗ filed May 10, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $51.8M $51.8M Q1 2024 Q2 2024: $59.3M Q2 2024 Q3 2024: $68.2M Q3 2024 Q4 2024: $100.5M Q4 2024 Q1 2025: $104.3M Q1 2025 Q2 2025: $116.6M Q2 2025 Q3 2025: $158.9M Q3 2025 Q4 2025: $158.8M Q4 2025 Q1 2026: $163.5M Q1 2026 Q2 2026: $194.3M Q2 2026

Holdings 111 stocks · $51.8M
SPY SS SPDR S&P 500 ETF Trust-US 9.31% 9,220 $4.8M Reduce -32.0%
DYFI Idx Dynamic Fixed Income ETF 7.28% 151,540 $3.8M New
SCHX Schwab US Large-Cap ETF 3.85% 32,184 $2.0M Reduce -7.8%
JPST JPMorgan Ultra-Short Income 2.22% 22,799 $1.2M Add +10.7%
COST Costco Wholesale Corp. 2.21% 1,562 $1.1M Reduce -9.0%
IJR iShares Core S&P Small-Cap E 2.01% 9,430 $1.0M Reduce -70.9%
MSFT Microsoft Corp. 1.78% 2,192 $922K Reduce -38.1%
BIL SS SPDR BB 1-3M T-Bill ETF 1.68% 9,494 $872K Reduce -16.0%
AMZN Amazon.com Inc. 1.62% 4,662 $841K Reduce -53.6%
FISR SS Fi Sector Rotation 1.47% 29,701 $761K Reduce -52.9%
AGG iShares Core U.S. Aggregate 1.46% 7,734 $757K Reduce -20.0%
VCIT Vanguard Int-Term Corporate 1.39% 8,948 $720K Reduce -32.1%
IJH iShares Core S&P Midcap ETF 1.24% 10,582 $643K Reduce -81.3%
ANGL Vaneck Fallen Angel High YLD 1.20% 21,448 $622K Reduce -52.8%
SCHD Schwab US DVD Equity ETF 1.06% 6,830 $551K Reduce -0.6%
AAPL Apple Inc. 1.05% 3,176 $545K Reduce -73.6%
GLD SPDR Gold Shares 1.04% 2,632 $541K Reduce -22.8%
STX Seagate Technology Holdings 1.04% 5,775 $537K Add +78.3%
NRG NRG Energy Inc. 0.98% 7,500 $508K Add +81.9%
IEFA iShares Core MSCI Eafe ETF 0.94% 6,531 $485K Add +2.1%
IP International Paper Co. 0.92% 12,224 $477K Add +78.1%
KMB Kimberly-Clark Corp. 0.92% 3,680 $476K Add +3.6%
WSO Watsco Inc. 0.91% 1,088 $470K Add +63.9%
VZ Verizon Communications Inc. 0.90% 11,104 $466K Add +68.8%
LYB Lyondellbasell Indu Class A 0.90% 4,536 $464K Add +74.1%
MCD McDonald's Corp. 0.89% 1,643 $463K Add +14.8%
XLSR SS US Sector Rotation 0.89% 9,233 $460K Reduce -91.7%
SCHM Schwab US Mid Cap ETF 0.87% 5,554 $452K No change
PRU Prudential Financial Inc. 0.85% 3,751 $440K Add +66.0%
NVDA Nvidia Corp. 0.84% 484 $437K Reduce -14.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.84% 2,285 $436K Add +63.0%
PM Philip Morris International 0.84% 4,737 $434K Add +79.6%
GRPM Invesco S&P Midcap 400 Garp 0.83% 3,584 $431K Reduce -1.6%
CVX Chevron Corp. 0.82% 2,705 $427K Add +62.6%
HD Home Depot Inc. 0.82% 1,110 $426K Reduce -15.5%
USB US Bancorp 0.79% 9,194 $411K Add +82.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.79% 11,390 $408K Reduce -96.0%
SPAB SS SPDR P Agg Bond ETF 0.77% 15,817 $400K Reduce -90.9%
KEY Keycorp 0.76% 24,962 $395K Add +80.7%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.75% 13,912 $389K Reduce -78.4%
OKE Oneok Inc. 0.74% 4,789 $384K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.73% 28,360 $377K Add +73.2%
FITB Fifth Third Bancorp 0.72% 10,092 $376K New
EMR Emerson Electric Co. 0.72% 3,284 $372K Add +55.9%
GLDM SPDR Gold Minishares Trust 0.71% 8,376 $369K New
CMA Comerica Inc. 0.69% 6,531 $359K Add +81.3%
TIP iShares Tips Bond ETF 0.69% 3,330 $358K Reduce -3.5%
FNF Fidelity National Financial 0.69% 6,717 $357K New
NI Nisource Inc. 0.69% 12,870 $356K New
QQQ Invesco QQQ Trust Series 1 0.69% 800 $355K Reduce -60.4%
PEG Public Service Enterprise GP 0.68% 5,312 $355K New
T AT&T Inc. 0.66% 19,528 $344K Add +53.9%
PFG Principal Financial Group 0.65% 3,905 $337K New
CFG Citizens Financial Group 0.65% 9,230 $335K New
ETR Entergy Corp. 0.65% 3,164 $334K New
EIX Edison International 0.64% 4,707 $333K New
TFC Truist Financial Corp. 0.64% 8,472 $330K New
D Dominion Energy Inc. 0.64% 6,694 $329K New
OMC Omnicom Group 0.63% 3,376 $327K New
VLO Valero Energy Corp. 0.63% 1,905 $325K New
HBAN Huntington Bancshares Inc. 0.62% 23,145 $323K Add +72.8%
BEN Franklin Templeton Inc. 0.61% 11,248 $316K New
TSCO Tractor Supply Company 0.61% 1,198 $314K Add +17.9%
SPTI SS SPDR P Int Term TSY ETF 0.60% 11,074 $312K Reduce -45.6%
MRK Merck & Co. Inc. 0.60% 2,345 $309K New
CMS CMS Energy Corp. 0.60% 5,126 $309K New
AEP American Electric Power 0.56% 3,386 $292K New
HPQ HP Inc. 0.56% 9,642 $291K New
EXC Exelon Corp. 0.55% 7,562 $284K New
WMT Walmart Inc. 0.54% 4,634 $279K Reduce -1.4%
IWM iShares Russell 2000 ETF 0.54% 1,323 $278K Reduce -2.7%
MKC McCormick & Co.-Non VTG SHRS 0.54% 3,614 $278K New
IVZ Invesco Ltd. 0.53% 16,691 $277K New
PG The Procter & Gamble Co. 0.53% 1,696 $275K Reduce -1.3%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.53% 6,364 $273K No change
LNT Alliant Energy Corp. 0.52% 5,341 $269K New
CL Colgate-Palmolive Co. 0.52% 2,988 $269K Add +15.3%
SPEM State Street SP PTF Em ETF 0.52% 7,425 $269K Reduce -48.4%
DTE DTE Energy Company 0.52% 2,389 $268K New
ADP Automatic Data Processing 0.51% 1,064 $266K Add +23.4%
IPG Interpublic Group of Cos Inc. 0.51% 8,109 $265K New
PPL PPL Corp. 0.51% 9,529 $262K New
JNJ Johnson & Johnson 0.50% 1,648 $261K Reduce -34.9%
PEP Pepsico Inc. 0.50% 1,486 $260K Add +25.4%
CLX Clorox Company 0.49% 1,670 $256K Add +6.9%
SON Sonoco Products Co. 0.48% 4,345 $251K New
JNK SS SPDR BB High Yield Bond 0.48% 2,638 $251K New
XOM Exxon Mobil Corp. 0.48% 2,147 $250K Reduce -38.4%
PAYX Paychex Inc. 0.48% 2,026 $249K Add +8.1%
VCSH Vanguard S/T Corp. Bond ETF 0.48% 3,212 $248K Reduce -5.0%
MO Altria Group Inc. 0.48% 5,668 $247K New
HSY The Hershey Co. 0.48% 1,270 $247K Reduce -5.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.48% 4,001 $246K Reduce -98.3%
FE Firstenergy Corp. 0.47% 6,310 $244K New
OGE Oge Energy Corp. 0.47% 7,100 $244K New
NVO Novo-Nordisk A/S-Spons ADR 0.46% 1,874 $241K New
IAU iShares Gold Trust 0.46% 5,712 $240K Reduce -22.2%
V Visa Inc. Class A 0.45% 844 $236K Reduce -9.8%
WBA Walgreens Boots Alliance Inc. 0.45% 10,808 $234K New
AMGN Amgen Inc. 0.45% 814 $231K Reduce -21.9%

Show all 111 holdings

Portfolio Sells Q4 2023 → Q1 2024
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -98.3% 0.48% −12.43
SPDW Ste STR SPDR PT DW Eu ETF Reduce -96.0% 0.79% −8.70
IEMG iShares Core MSCI Emerging Sold out 0.00% −4.90
XLSR SS US Sector Rotation Reduce -91.7% 0.89% −4.13
SPAB SS SPDR P Agg Bond ETF Reduce -90.9% 0.77% −3.64
TSLA Tesla Inc. Sold out 0.00% −2.03
IJH iShares Core S&P Midcap ETF Reduce -81.3% 1.24% −1.86
GWX State Street SPDR S&P Intern Sold out 0.00% −1.72
IJR iShares Core S&P Small-Cap E Reduce -70.9% 2.01% −1.46
REET iShares Global REIT ETF Sold out 0.00% −1.38
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −1.25
AAPL Apple Inc. Reduce -73.6% 1.05% −1.24
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -78.4% 0.75% −1.10
PDBC Invesco Optimum Yield Divers Sold out 0.00% −1.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −1.01
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.88
META Meta Platforms Inc. Class A Sold out 0.00% −0.84
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.52
EMLC Vaneck JPM Em Local Curr BND Sold out 0.00% −0.48
NKE Nike Inc. Class B Sold out 0.00% −0.47
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.46
DTD Wisdomtree US Total Dividend Sold out 0.00% −0.43
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.42
WFC Wells Fargo & Co. Sold out 0.00% −0.41
SPSM SS SPDR P S&P 600 Small Cap Sold out 0.00% −0.37
SRE Sempra Sold out 0.00% −0.35
USHY iShares Broad Usd High Yield Sold out 0.00% −0.34
IQLT iShares MSCI International Q Sold out 0.00% −0.33
DAL Delta Air Lines Inc. Sold out 0.00% −0.32
GOOG Alphabet Inc. Class C Sold out 0.00% −0.32
EMHC SS SPDR BB Em Usd Bond ETF Sold out 0.00% −0.30
TIPX SS SPDR BB 1-10YR Tips ETF Sold out 0.00% −0.29
KO The Coca-Cola Co. Sold out 0.00% −0.25
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.23
ICLN iShares Global Clean Energy Sold out 0.00% −0.23
DURA Vaneck Durable High Dividend Sold out 0.00% −0.21
ITW Illinois Tool Works Sold out 0.00% −0.21
MDT Medtronic PLC Sold out 0.00% −0.20
FISR SS Fi Sector Rotation Reduce -52.9% 1.47% −0.15
QQQ Invesco QQQ Trust Series 1 Reduce -60.4% 0.69% −0.13
ANGL Vaneck Fallen Angel High YLD Reduce -52.8% 1.20% −0.09
CANOO INC Sold out 0.00% −0.01
SPEM State Street SP PTF Em ETF Reduce -48.4% 0.52% +0.02
SPTI SS SPDR P Int Term TSY ETF Reduce -45.6% 0.60% +0.03
BNDX Vanguard Total Intl Bond ETF Reduce -36.0% 0.39% +0.08
JNJ Johnson & Johnson Reduce -34.9% 0.50% +0.11
AMZN Amazon.com Inc. Reduce -53.6% 1.62% +0.11
XOM Exxon Mobil Corp. Reduce -38.4% 0.48% +0.14
AMGN Amgen Inc. Reduce -21.9% 0.45% +0.15
IAU iShares Gold Trust Reduce -22.2% 0.46% +0.18

Portfolio Buys Q4 2023 → Q1 2024
DYFI Idx Dynamic Fixed Income ETF New 7.28% +7.28
JPST JPMorgan Ultra-Short Income Add +10.7% 2.22% +1.20
NRG NRG Energy Inc. Add +81.9% 0.98% +0.77
STX Seagate Technology Holdings Add +78.3% 1.04% +0.76
OKE Oneok Inc. New 0.74% +0.74
FITB Fifth Third Bancorp New 0.72% +0.72
GLDM SPDR Gold Minishares Trust New 0.71% +0.71
FNF Fidelity National Financial New 0.69% +0.69
NI Nisource Inc. New 0.69% +0.69
PEG Public Service Enterprise GP New 0.68% +0.68
IP International Paper Co. Add +78.1% 0.92% +0.68
VZ Verizon Communications Inc. Add +68.8% 0.90% +0.65
PFG Principal Financial Group New 0.65% +0.65
LYB Lyondellbasell Indu Class A Add +74.1% 0.90% +0.65
CFG Citizens Financial Group New 0.65% +0.65
ETR Entergy Corp. New 0.65% +0.65
EIX Edison International New 0.64% +0.64
TFC Truist Financial Corp. New 0.64% +0.64
D Dominion Energy Inc. New 0.64% +0.64
OMC Omnicom Group New 0.63% +0.63
VLO Valero Energy Corp. New 0.63% +0.63
WSO Watsco Inc. Add +63.9% 0.91% +0.63
PRU Prudential Financial Inc. Add +66.0% 0.85% +0.62
IBM Intl Business Machines Corp. Add +63.0% 0.84% +0.62
BEN Franklin Templeton Inc. New 0.61% +0.61
MRK Merck & Co. Inc. New 0.60% +0.60
CMS CMS Energy Corp. New 0.60% +0.60
PM Philip Morris International Add +79.6% 0.84% +0.59
CVX Chevron Corp. Add +62.6% 0.82% +0.58
USB US Bancorp Add +82.6% 0.79% +0.58
KEY Keycorp Add +80.7% 0.76% +0.56
AEP American Electric Power New 0.56% +0.56
HPQ HP Inc. New 0.56% +0.56
EXC Exelon Corp. New 0.55% +0.55
MKC McCormick & Co.-Non VTG SHRS New 0.54% +0.54
IVZ Invesco Ltd. New 0.53% +0.53
F Ford Motor Co. Add +73.2% 0.73% +0.53
LNT Alliant Energy Corp. New 0.52% +0.52
DTE DTE Energy Company New 0.52% +0.52
EMR Emerson Electric Co. Add +55.9% 0.72% +0.52
IPG Interpublic Group of Cos Inc. New 0.51% +0.51
PPL PPL Corp. New 0.51% +0.51
CMA Comerica Inc. Add +81.3% 0.69% +0.49
KMB Kimberly-Clark Corp. Add +3.6% 0.92% +0.49
IEFA iShares Core MSCI Eafe ETF Add +2.1% 0.94% +0.49
SON Sonoco Products Co. New 0.48% +0.48
JNK SS SPDR BB High Yield Bond New 0.48% +0.48
MO Altria Group Inc. New 0.48% +0.48
MCD McDonald's Corp. Add +14.8% 0.89% +0.47
FE Firstenergy Corp. New 0.47% +0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$194.3MSPY, DFAU, TLT, AAPL, MBB
Q1 2026 152$163.5MSPY, DFAU, TLT, SPDW, IEI
Q4 2025 156$158.8MSPY, DFAU, IEI, SPDW, TLT
Q3 2025 168$158.9MSPY, NVDA, DFAU, TLT, AMZN
Q2 2025 163$116.6MSPY, AMZN, SPDW, XLSR, SPYM
Q1 2025 153$104.3MSPY, AAPL, SPDW, DYFI, CERY
Q4 2024 152$100.5MSPY, AAPL, DYFI, AMZN, NVDA
Q3 2024 121$68.2MSPY, DYFI, AAPL, XLSR, SCHX
Q2 2024 121$59.3MSPY, DYFI, SCHX, SPDW, JPST
Q1 2024 111$51.8MSPY, DYFI, SCHX, JPST, COST