International Private Wealth Advisors LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), International Private Wealth Advisors LLC reported 121 stock positions worth $59.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.1% of the portfolio, followed by Idx Dynamic Fixed Income ETF (DYFI, 6.4%) and Schwab US Large-Cap ETF (SCHX, 3.1%). Compared with Q1 2024, it opened 18 new positions, sold out of 8, added to 66 and reduced 34. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +326%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −12%).

Most Recent 13F
Q2 2026
Location
SAN DIEGO, CA
CIK
0002022637
Portfolio Value
$59.3M (Q2 2024)
SEC Filing
0001951757-24-000601 ↗ filed Jul 31, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $51.8M Q1 2024 Q2 2024: $59.3M $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 121 stocks · $59.3M
SPY SS SPDR S&P 500 ETF Trust-US 9.06% 9,880 $5.4M Add +7.2%
DYFI Idx Dynamic Fixed Income ETF 6.36% 158,248 $3.8M Add +4.4%
SCHX Schwab US Large-Cap ETF 3.08% 28,450 $1.8M Reduce -11.6%
SPDW Ste STR SPDR PT DW Eu ETF 2.87% 48,531 $1.7M Add +326.1%
JPST JPMorgan Ultra-Short Income 2.72% 31,933 $1.6M Add +40.1%
XLSR SS US Sector Rotation 2.46% 28,686 $1.5M Add +210.7%
COST Costco Wholesale Corp. 2.29% 1,600 $1.4M Add +2.4%
MSFT Microsoft Corp. 2.02% 2,678 $1.2M Add +22.2%
AMZN Amazon.com Inc. 1.85% 5,680 $1.1M Add +21.8%
IJR iShares Core S&P Small-Cap E 1.72% 9,549 $1.0M Add +1.3%
FISR SS Fi Sector Rotation 1.61% 37,539 $955K Add +26.4%
NVDA Nvidia Corp. 1.56% 7,512 $928K Add +55.2%
BIL SS SPDR BB 1-3M T-Bill ETF 1.47% 9,519 $874K Add +0.3%
AGG iShares Core U.S. Aggregate 1.41% 8,620 $837K Add +11.5%
AAPL Apple Inc. 1.26% 3,536 $745K Add +11.3%
SPEM State Street SP PTF Em ETF 1.09% 17,151 $646K Add +131.0%
MO Altria Group Inc. 1.03% 13,446 $612K Add +137.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd 1.02% 22,247 $606K Add +59.9%
VCIT Vanguard Int-Term Corporate 1.01% 7,516 $601K Reduce -16.0%
ANGL Vaneck Fallen Angel High YLD 1.01% 21,182 $599K Reduce -1.2%
GLD SPDR Gold Shares 1.00% 2,750 $591K Add +4.5%
IJH iShares Core S&P Midcap ETF 0.96% 9,708 $568K Reduce -8.3%
SPAB SS SPDR P Agg Bond ETF 0.93% 21,944 $551K Add +38.7%
IP International Paper Co. 0.88% 12,086 $521K Reduce -1.1%
KMB Kimberly-Clark Corp. 0.81% 3,497 $483K Reduce -5.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.80% 7,411 $474K Add +85.2%
MINT PIMCO Enhanced Short Maturit 0.78% 4,626 $466K New
SCHD Schwab US DVD Equity ETF 0.78% 5,975 $465K Reduce -12.5%
VZ Verizon Communications Inc. 0.78% 11,237 $463K Add +1.2%
GOOG Alphabet Inc. Class C 0.74% 2,408 $442K New
SCHM Schwab US Mid Cap ETF 0.73% 5,554 $432K No change
PFE Pfizer Inc. 0.72% 15,309 $428K New
PEG Public Service Enterprise GP 0.71% 5,724 $422K Add +7.8%
T AT&T Inc. 0.70% 21,875 $418K Add +12.0%
MCD McDonald's Corp. 0.70% 1,629 $415K Reduce -0.8%
IEFA iShares Core MSCI Eafe ETF 0.68% 5,587 $406K Reduce -14.4%
QQQ Invesco QQQ Trust Series 1 0.68% 844 $404K Add +5.5%
GLDM SPDR Gold Minishares Trust 0.68% 8,748 $403K Add +4.4%
HD Home Depot Inc. 0.67% 1,158 $399K Add +4.3%
NI Nisource Inc. 0.67% 13,785 $397K Add +7.1%
GRPM Invesco S&P Midcap 400 Garp 0.66% 3,438 $393K Reduce -4.1%
KEY Keycorp 0.65% 27,080 $385K Add +8.5%
USB US Bancorp 0.64% 9,509 $377K Add +3.4%
WSO Watsco Inc. 0.63% 808 $374K Reduce -25.7%
CFG Citizens Financial Group 0.63% 10,303 $371K Add +11.6%
PRU Prudential Financial Inc. 0.62% 3,144 $368K Reduce -16.2%
ETR Entergy Corp. 0.60% 3,341 $357K Add +5.6%
TIP iShares Tips Bond ETF 0.60% 3,330 $356K No change
TSCO Tractor Supply Company 0.60% 1,308 $353K Add +9.2%
TFC Truist Financial Corp. 0.59% 9,050 $352K Add +6.8%
F Ford Motor Co. filed as FORD MTR CO DEL 0.59% 27,847 $349K Reduce -1.8%
WMT Walmart Inc. 0.58% 5,054 $342K Add +9.1%
EIX Edison International 0.57% 4,742 $341K Add +0.7%
OKE Oneok Inc. 0.57% 4,162 $339K Reduce -13.1%
HBAN Huntington Bancshares Inc. 0.57% 25,655 $338K Add +10.8%
OMC Omnicom Group 0.57% 3,757 $337K Add +11.3%
RF Regions Financial Corp. 0.56% 16,699 $335K New
JNK SS SPDR BB High Yield Bond 0.56% 3,545 $334K Add +34.4%
CMS CMS Energy Corp. 0.56% 5,601 $333K Add +9.3%
D Dominion Energy Inc. 0.56% 6,784 $332K Add +1.3%
FMC FMC Corp. 0.55% 5,688 $327K New
AEP American Electric Power 0.55% 3,717 $326K Add +9.8%
PULS Pgim Ultra Short Bond ETF 0.54% 6,480 $322K New
CL Colgate-Palmolive Co. 0.53% 3,230 $313K Add +8.1%
FITB Fifth Third Bancorp 0.52% 8,505 $310K Reduce -15.7%
VLO Valero Energy Corp. 0.52% 1,970 $309K Add +3.4%
NRG NRG Energy Inc. 0.51% 3,917 $305K Reduce -47.8%
CAG Conagra Brands Inc. 0.51% 10,569 $300K New
SPSM SS SPDR P S&P 600 Small Cap 0.50% 7,200 $299K New
PG The Procter & Gamble Co. 0.50% 1,781 $294K Add +5.0%
BEN Franklin Templeton Inc. 0.49% 13,135 $294K Add +16.8%
LYB Lyondellbasell Indu Class A 0.49% 3,054 $292K Reduce -32.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.49% 1,686 $292K Reduce -26.2%
PM Philip Morris International 0.49% 2,876 $291K Reduce -39.3%
LNT Alliant Energy Corp. 0.49% 5,667 $288K Add +6.1%
BBY Best Buy Co. Inc. 0.48% 3,414 $288K New
CVX Chevron Corp. 0.48% 1,805 $282K Reduce -33.3%
ADP Automatic Data Processing 0.47% 1,180 $282K Add +10.9%
AMGN Amgen Inc. 0.47% 896 $280K Add +10.1%
TSLA Tesla Inc. 0.47% 1,414 $280K New
MKC McCormick & Co.-Non VTG SHRS 0.47% 3,930 $279K Add +8.7%
PPL PPL Corp. 0.46% 9,773 $270K Add +2.6%
HPQ HP Inc. 0.45% 7,677 $269K Reduce -20.4%
IPG Interpublic Group of Cos Inc. 0.45% 9,175 $267K Add +13.2%
DTE DTE Energy Company 0.45% 2,400 $266K Add +0.5%
LLY Eli Lilly & Co. 0.45% 294 $266K New
PEP Pepsico Inc. 0.44% 1,595 $263K Add +7.3%
PAYX Paychex Inc. 0.44% 2,210 $262K Add +9.1%
HSY The Hershey Co. 0.44% 1,410 $259K Add +11.0%
NFLX Netflix Inc. 0.43% 382 $258K New
OGE Oge Energy Corp. 0.43% 7,160 $256K Add +0.8%
IVZ Invesco Ltd. 0.43% 16,951 $254K Add +1.6%
CLX Clorox Company 0.42% 1,839 $251K Add +10.1%
STX Seagate Technology Holdings 0.42% 2,425 $250K Reduce -58.0%
XOM Exxon Mobil Corp. 0.42% 2,163 $249K Add +0.8%
FE Firstenergy Corp. 0.42% 6,483 $248K Add +2.7%
WHR Whirlpool Corp. 0.41% 2,394 $245K New
SON Sonoco Products Co. 0.41% 4,807 $244K Add +10.6%
SPTI SS SPDR P Int Term TSY ETF 0.41% 8,658 $243K Reduce -21.8%
FNF Fidelity National Financial 0.41% 4,862 $240K Reduce -27.6%
JNJ Johnson & Johnson 0.40% 1,604 $234K Reduce -2.7%
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.39% 6,364 $233K No change
EMR Emerson Electric Co. 0.39% 2,095 $231K Reduce -36.2%
PFG Principal Financial Group 0.39% 2,935 $230K Reduce -24.8%
NEM Newmont Corp. 0.38% 5,404 $226K New
IAU iShares Gold Trust 0.38% 5,111 $225K Reduce -10.5%
CMA Comerica Inc. 0.38% 4,399 $225K Reduce -32.6%
VCSH Vanguard S/T Corp. Bond ETF 0.38% 2,898 $224K Reduce -9.8%
WEC WEC Energy Group Inc. 0.38% 2,848 $223K Add +6.2%
META Meta Platforms Inc. Class A 0.37% 433 $218K New
NVO Novo-Nordisk A/S-Spons ADR 0.36% 1,480 $211K Reduce -21.0%
DGX Quest Diagnostics Inc. 0.35% 1,530 $209K New
V Visa Inc. Class A 0.35% 796 $209K Reduce -5.7%
QCOM Qualcomm Inc. 0.35% 1,046 $208K New
MRK Merck & Co. Inc. 0.35% 1,668 $207K Reduce -28.9%
FNDA Schwab Fndmntl US SM Co. ETF 0.34% 3,684 $202K Reduce -8.9%
RSPH Invesco S&P 500 Equal Weight 0.34% 6,686 $201K Add +0.1%
JPC Nuveen Prefered & Income Opp 0.27% 21,061 $157K Add +1.9%
WBA Walgreens Boots Alliance Inc. 0.25% 12,463 $151K Add +15.3%
PHK PIMCO High Income Fund 0.19% 23,290 $112K Add +2.8%
LYG Lloyds Banking Group PLC-ADR 0.06% 13,934 $38K New

Portfolio Sells Q1 2024 → Q2 2024
SCHX Schwab US Large-Cap ETF Reduce -11.6% 3.08% −0.77
STX Seagate Technology Holdings Reduce -58.0% 0.42% −0.62
EXC Exelon Corp. Sold out 0.00% −0.55
IWM iShares Russell 2000 ETF Sold out 0.00% −0.54
NRG NRG Energy Inc. Reduce -47.8% 0.51% −0.47
UNH Unitedhealth Group Inc. Sold out 0.00% −0.44
PFF iShares Preferred & Income S Sold out 0.00% −0.43
FAST Fastenal Co. Sold out 0.00% −0.42
NWL Newell Brands Inc. Sold out 0.00% −0.42
LYB Lyondellbasell Indu Class A Reduce -32.7% 0.49% −0.40
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.39
VCIT Vanguard Int-Term Corporate Reduce -16.0% 1.01% −0.38
IBM Intl Business Machines Corp. Reduce -26.2% 0.49% −0.35
CVX Chevron Corp. Reduce -33.3% 0.48% −0.35
PM Philip Morris International Reduce -39.3% 0.49% −0.35
EMR Emerson Electric Co. Reduce -36.2% 0.39% −0.33
CMA Comerica Inc. Reduce -32.6% 0.38% −0.31
FNF Fidelity National Financial Reduce -27.6% 0.41% −0.28
IJH iShares Core S&P Midcap ETF Reduce -8.3% 0.96% −0.28
SCHD Schwab US DVD Equity ETF Reduce -12.5% 0.78% −0.28
WSO Watsco Inc. Reduce -25.7% 0.63% −0.28
PFG Principal Financial Group Reduce -24.8% 0.39% −0.26
IEFA iShares Core MSCI Eafe ETF Reduce -14.4% 0.68% −0.25
MRK Merck & Co. Inc. Reduce -28.9% 0.35% −0.25
PRU Prudential Financial Inc. Reduce -16.2% 0.62% −0.23
FITB Fifth Third Bancorp Reduce -15.7% 0.52% −0.20
MCD McDonald's Corp. Reduce -0.8% 0.70% −0.19
SPTI SS SPDR P Int Term TSY ETF Reduce -21.8% 0.41% −0.19
ANGL Vaneck Fallen Angel High YLD Reduce -1.2% 1.01% −0.19
GRPM Invesco S&P Midcap 400 Garp Reduce -4.1% 0.66% −0.17
OKE Oneok Inc. Reduce -13.1% 0.57% −0.17
FLG New York Community Bancorp Sold out 0.00% −0.16
F Ford Motor Co. Reduce -1.8% 0.59% −0.14
HPQ HP Inc. Reduce -20.4% 0.45% −0.11
NVO Novo-Nordisk A/S-Spons ADR Reduce -21.0% 0.36% −0.11
JNJ Johnson & Johnson Reduce -2.7% 0.40% −0.11
FNDA Schwab Fndmntl US SM Co. ETF Reduce -8.9% 0.34% −0.10
KMB Kimberly-Clark Corp. Reduce -5.0% 0.81% −0.10
V Visa Inc. Class A Reduce -5.7% 0.35% −0.10
VCSH Vanguard S/T Corp. Bond ETF Reduce -9.8% 0.38% −0.10
IAU iShares Gold Trust Reduce -10.5% 0.38% −0.08
IP International Paper Co. Reduce -1.1% 0.88% −0.04

Portfolio Buys Q1 2024 → Q2 2024
SPDW Ste STR SPDR PT DW Eu ETF Add +326.1% 2.87% +2.08
XLSR SS US Sector Rotation Add +210.7% 2.46% +1.57
MINT PIMCO Enhanced Short Maturit New 0.78% +0.78
GOOG Alphabet Inc. Class C New 0.74% +0.74
PFE Pfizer Inc. New 0.72% +0.72
NVDA Nvidia Corp. Add +55.2% 1.56% +0.72
SPEM State Street SP PTF Em ETF Add +131.0% 1.09% +0.57
RF Regions Financial Corp. New 0.56% +0.56
MO Altria Group Inc. Add +137.2% 1.03% +0.56
FMC FMC Corp. New 0.55% +0.55
PULS Pgim Ultra Short Bond ETF New 0.54% +0.54
CAG Conagra Brands Inc. New 0.51% +0.51
SPSM SS SPDR P S&P 600 Small Cap New 0.50% +0.50
JPST JPMorgan Ultra-Short Income Add +40.1% 2.72% +0.50
BBY Best Buy Co. Inc. New 0.48% +0.48
TSLA Tesla Inc. New 0.47% +0.47
LLY Eli Lilly & Co. New 0.45% +0.45
NFLX Netflix Inc. New 0.43% +0.43
WHR Whirlpool Corp. New 0.41% +0.41
NEM Newmont Corp. New 0.38% +0.38
META Meta Platforms Inc. Class A New 0.37% +0.37
DGX Quest Diagnostics Inc. New 0.35% +0.35
QCOM Qualcomm Inc. New 0.35% +0.35
SPYM Ste STR SPDR PT S&P 500 ETF Add +85.2% 0.80% +0.32
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +59.9% 1.02% +0.27
MSFT Microsoft Corp. Add +22.2% 2.02% +0.24
AMZN Amazon.com Inc. Add +21.8% 1.85% +0.23
AAPL Apple Inc. Add +11.3% 1.26% +0.20
SPAB SS SPDR P Agg Bond ETF Add +38.7% 0.93% +0.16
FISR SS Fi Sector Rotation Add +26.4% 1.61% +0.14
COST Costco Wholesale Corp. Add +2.4% 2.29% +0.08
JNK SS SPDR BB High Yield Bond Add +34.4% 0.56% +0.08
LYG Lloyds Banking Group PLC-ADR New 0.06% +0.06
T AT&T Inc. Add +12.0% 0.70% +0.04
WMT Walmart Inc. Add +9.1% 0.58% +0.04
PEG Public Service Enterprise GP Add +7.8% 0.71% +0.03
AMGN Amgen Inc. Add +10.1% 0.47% +0.03
CL Colgate-Palmolive Co. Add +8.1% 0.53% +0.01
QQQ Invesco QQQ Trust Series 1 Add +5.5% 0.68% −0.00
TSCO Tractor Supply Company Add +9.2% 0.60% −0.01
AEP American Electric Power Add +9.8% 0.55% −0.01
NI Nisource Inc. Add +7.1% 0.67% −0.02
CFG Citizens Financial Group Add +11.6% 0.63% −0.02
JPC Nuveen Prefered & Income Opp Add +1.9% 0.27% −0.02
PHK PIMCO High Income Fund Add +2.8% 0.19% −0.03
GLDM SPDR Gold Minishares Trust Add +4.4% 0.68% −0.03
LNT Alliant Energy Corp. Add +6.1% 0.49% −0.03
CMS CMS Energy Corp. Add +9.3% 0.56% −0.03
PG The Procter & Gamble Co. Add +5.0% 0.50% −0.04
ADP Automatic Data Processing Add +10.9% 0.47% −0.04

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