International Private Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), International Private Wealth Advisors LLC reported 163 stock positions worth $116.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 3.2%) and Ste STR SPDR PT DW Eu ETF (SPDW, 2.7%). Compared with Q1 2025, it opened 31 new positions, sold out of 21, added to 62 and reduced 64. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +67%) and the biggest sale Apple (AAPL, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $116.6M (Q2 2025)
- SEC Filing
- 0001951757-25-000617 ↗ filed Jul 11, 2025
Holdings Value
Holdings 163 stocks · $116.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.29% | 13,755 | $8.5M | Add +11.5% |
| AMZN Amazon.com Inc. | 3.17% | 16,846 | $3.7M | Add +15.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.75% | 79,116 | $3.2M | Reduce -24.1% |
| XLSR SS US Sector Rotation | 2.74% | 58,091 | $3.2M | Add +4.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.49% | 39,930 | $2.9M | Add +10.3% |
| DYFI Idx Dynamic Fixed Income ETF | 2.47% | 124,150 | $2.9M | Reduce -11.5% |
| MSFT Microsoft Corp. | 2.46% | 5,756 | $2.9M | Add +6.4% |
| COST Costco Wholesale Corp. | 2.37% | 2,789 | $2.8M | Add +5.1% |
| NVDA Nvidia Corp. | 2.28% | 16,828 | $2.7M | Reduce -5.5% |
| CERY SS SPDR BBG En RY CM St N-Ui | 2.26% | 96,675 | $2.6M | Reduce -9.2% |
| AAPL Apple Inc. | 2.21% | 12,574 | $2.6M | Reduce -39.6% |
| SPAB SS SPDR P Agg Bond ETF | 1.86% | 84,564 | $2.2M | Add +31.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.74% | 3,676 | $2.0M | Add +67.5% |
| FISR SS Fi Sector Rotation | 1.67% | 75,158 | $1.9M | Add +30.5% |
| TLT iShares 20+ Year Treasury BD | 1.65% | 21,730 | $1.9M | Add +32.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.40% | 19,662 | $1.6M | Add +26.1% |
| SCHX Schwab US Large-Cap ETF | 1.36% | 65,078 | $1.6M | Reduce -6.2% |
| IJR iShares Core S&P Small-Cap E | 1.30% | 13,812 | $1.5M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 1.25% | 8,199 | $1.5M | Add +100.8% |
| IJH iShares Core S&P Midcap ETF | 1.24% | 23,356 | $1.4M | Reduce -4.2% |
| GLD SPDR Gold Shares | 1.17% | 4,474 | $1.4M | Add +11.3% |
| LLY Eli Lilly & Co. | 1.12% | 1,676 | $1.3M | Add +40.1% |
| SPEM State Street SP PTF Em ETF | 1.10% | 30,073 | $1.3M | Reduce -27.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 2,542 | $1.2M | Add +131.1% |
| IEF iShares 7-10 Year Treasury B | 1.02% | 12,372 | $1.2M | Add +31.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.99% | 9,702 | $1.2M | Add +29.4% |
| BSV Vanguard Short-Term Bond ETF | 0.95% | 14,026 | $1.1M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.93% | 18,128 | $1.1M | Add +3.8% |
| PG The Procter & Gamble Co. | 0.92% | 6,752 | $1.1M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.89% | 1,413 | $1.0M | Add +163.6% |
| WMT Walmart Inc. | 0.83% | 9,900 | $968K | Add +21.5% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 18,228 | $924K | Reduce -5.2% |
| AGG iShares Core U.S. Aggregate | 0.76% | 8,918 | $885K | Reduce -11.8% |
| FBND Fidelity Total Bond ETF | 0.72% | 18,250 | $835K | Reduce -1.9% |
| ALLW State Street Brgwtr All WTHR | 0.67% | 29,964 | $781K | New |
| ABBV Abbvie Inc. | 0.60% | 3,786 | $703K | Add +28.2% |
| ANGL Vaneck Fallen Angel High YLD | 0.59% | 23,658 | $693K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.59% | 25,696 | $683K | Reduce -21.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.58% | 6,135 | $672K | Add +1.1% |
| MO Altria Group Inc. | 0.56% | 11,191 | $656K | Reduce -21.2% |
| V Visa Inc. Class A | 0.56% | 1,847 | $656K | Add +8.5% |
| HD Home Depot Inc. | 0.51% | 1,623 | $595K | Reduce -6.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.51% | 6,950 | $590K | New |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 4,308 | $587K | Add +47.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.50% | 6,328 | $580K | Reduce -48.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.50% | 13,621 | $580K | Add +67.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.50% | 17,216 | $578K | Add +94.1% |
| OKE Oneok Inc. | 0.48% | 6,821 | $557K | Add +14.6% |
| QUAL iShares MSCI USA Quality Fac | 0.47% | 3,003 | $549K | Add +0.3% |
| SPLB SS SPDR P Long Term C ETF | 0.47% | 24,098 | $544K | Add +26.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.45% | 9,647 | $525K | Add +5.4% |
| TSLA Tesla Inc. | 0.45% | 1,634 | $519K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.44% | 5,335 | $515K | New |
| VZ Verizon Communications Inc. | 0.44% | 11,886 | $514K | Reduce -2.1% |
| NKE Nike Inc. Class B | 0.44% | 7,228 | $513K | Add +0.4% |
| PFE Pfizer Inc. | 0.43% | 20,680 | $501K | Add +76.2% |
| GRPM Invesco S&P Midcap 400 Garp | 0.43% | 4,560 | $498K | Reduce -1.8% |
| T AT&T Inc. | 0.43% | 17,122 | $496K | Reduce -33.7% |
| GEV GE Vernova Inc. | 0.41% | 901 | $477K | Add +18.7% |
| RWR SS SPDR Dow Jones REIT ETF | 0.40% | 4,872 | $470K | Add +4.8% |
| CVX Chevron Corp. | 0.40% | 3,276 | $469K | Add +75.2% |
| MCD McDonald's Corp. | 0.40% | 1,605 | $469K | Reduce -3.8% |
| SCHM Schwab US Mid Cap ETF | 0.40% | 16,662 | $467K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 5,546 | $463K | Reduce -15.3% |
| PANW Palo Alto Networks Inc. | 0.40% | 2,262 | $463K | Add +92.8% |
| PSA Public Storage | 0.39% | 1,548 | $454K | Add +13.2% |
| GOOGL Alphabet Inc. Class A | 0.39% | 2,556 | $450K | Add +12.1% |
| NOW ServiceNow Inc. | 0.39% | 438 | $450K | New |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.37% | 17,663 | $435K | Add +9.8% |
| JPM JPMorgan Chase & Co. | 0.37% | 1,493 | $433K | Reduce -16.2% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 16,291 | $432K | Reduce -4.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.37% | 39,670 | $430K | Add +44.2% |
| GWX State Street SPDR S&P Intern | 0.37% | 11,541 | $429K | Add +1.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.37% | 10,283 | $428K | Add +9.1% |
| PRU Prudential Financial Inc. | 0.36% | 3,954 | $425K | Add +22.9% |
| EIX Edison International | 0.36% | 8,196 | $423K | Add +47.8% |
| DUK Duke Energy Corp. | 0.35% | 3,491 | $412K | Add +23.2% |
| TFC Truist Financial Corp. | 0.35% | 9,538 | $410K | Reduce -2.6% |
| DTD Wisdomtree US Total Dividend | 0.35% | 5,154 | $410K | Add +0.3% |
| PM Philip Morris International | 0.35% | 2,232 | $407K | Reduce -29.3% |
| JNK SS SPDR BB High Yield Bond | 0.35% | 4,176 | $406K | New |
| MINT PIMCO Enhanced Short Maturit | 0.34% | 3,988 | $401K | Reduce -10.8% |
| USB US Bancorp | 0.34% | 8,853 | $401K | Reduce -13.3% |
| D Dominion Energy Inc. | 0.34% | 7,033 | $398K | Reduce -1.6% |
| ADM Archer-Daniels-Midland Co. | 0.34% | 7,496 | $396K | New |
| RF Regions Financial Corp. | 0.34% | 16,764 | $394K | Reduce -3.1% |
| IQLT iShares MSCI International Q | 0.34% | 9,102 | $393K | Reduce -2.4% |
| HBAN Huntington Bancshares Inc. | 0.33% | 23,251 | $390K | Reduce -2.4% |
| KEY Keycorp | 0.33% | 22,322 | $389K | Reduce -1.9% |
| LYB Lyondellbasell Indu Class A | 0.33% | 6,709 | $388K | Add +111.5% |
| AVGO Broadcom Inc. | 0.33% | 1,408 | $388K | Add +6.9% |
| MBB iShares MBS ETF | 0.33% | 4,120 | $387K | Add +2.9% |
| TIP iShares Tips Bond ETF | 0.31% | 3,330 | $366K | No change |
| CFG Citizens Financial Group | 0.31% | 8,022 | $359K | Reduce -28.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.31% | 8,370 | $356K | Reduce -0.5% |
| LAZ Lazard Inc. | 0.30% | 7,372 | $354K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 1,191 | $351K | Reduce -27.9% |
| AEP American Electric Power | 0.29% | 3,312 | $344K | Reduce -22.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 672 | $342K | No change |
| VLO Valero Energy Corp. | 0.29% | 2,540 | $341K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -39.6% | 2.21% | −2.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -24.1% | 2.75% | −0.89 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -11.5% | 2.47% | −0.64 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -48.3% | 0.50% | −0.58 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.57 |
| CERY SS SPDR BBG En RY CM St N-Ui | Reduce -9.2% | 2.26% | −0.57 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.50 |
| SPEM State Street SP PTF Em ETF | Reduce -27.1% | 1.10% | −0.45 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.41 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.40 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.37 |
| NI Nisource Inc. | Sold out | 0.00% | −0.34 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.29 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.29 |
| T AT&T Inc. | Reduce -33.7% | 0.43% | −0.27 |
| PEG Public Service Enterprise GP | Reduce -49.1% | 0.23% | −0.27 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -21.4% | 0.59% | −0.27 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.27 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.26 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.26 |
| MO Altria Group Inc. | Reduce -21.2% | 0.56% | −0.25 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.25 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.25 |
| UNM Unum Group | Sold out | 0.00% | −0.24 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.23 |
| RTX RTX Corp. | Sold out | 0.00% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.92% | −0.23 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.22 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.22 |
| CLX Clorox Company | Sold out | 0.00% | −0.22 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.22 |
| AGG iShares Core U.S. Aggregate | Reduce -11.8% | 0.76% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.17% | −0.18 |
| AEP American Electric Power | Reduce -22.0% | 0.29% | −0.15 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.2% | 0.79% | −0.14 |
| CFG Citizens Financial Group | Reduce -28.6% | 0.31% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 1.30% | −0.13 |
| PM Philip Morris International | Reduce -29.3% | 0.35% | −0.13 |
| CMS CMS Energy Corp. | Reduce -15.8% | 0.29% | −0.13 |
| GLDM SPDR Gold Minishares Trust | Reduce -35.7% | 0.20% | −0.13 |
| PPL PPL Corp. | Reduce -20.4% | 0.25% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.2% | 1.24% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.2% | 1.36% | −0.10 |
| FBND Fidelity Total Bond ETF | Reduce -1.9% | 0.72% | −0.10 |
| MCD McDonald's Corp. | Reduce -3.8% | 0.40% | −0.10 |
| HD Home Depot Inc. | Reduce -6.2% | 0.51% | −0.10 |
| DTE DTE Energy Company | Reduce -15.6% | 0.25% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -27.9% | 0.30% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.8% | 0.37% | −0.09 |
| MINT PIMCO Enhanced Short Maturit | Reduce -10.8% | 0.34% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | Add +67.5% | 1.74% | +0.75 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.5% | 7.29% | +0.68 |
| ALLW State Street Brgwtr All WTHR | New | 0.67% | +0.67 |
| GOOG Alphabet Inc. Class C | Add +100.8% | 1.25% | +0.64 |
| META Meta Platforms Inc. Class A | Add +163.6% | 0.89% | +0.60 |
| AMZN Amazon.com Inc. | Add +15.5% | 3.17% | +0.51 |
| MSFT Microsoft Corp. | Add +6.4% | 2.46% | +0.51 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.51% | +0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +131.1% | 1.06% | +0.50 |
| TSLA Tesla Inc. | New | 0.45% | +0.45 |
| TROW T Rowe Price Group Inc. | New | 0.44% | +0.44 |
| NOW ServiceNow Inc. | New | 0.39% | +0.39 |
| JNK SS SPDR BB High Yield Bond | New | 0.35% | +0.35 |
| ADM Archer-Daniels-Midland Co. | New | 0.34% | +0.34 |
| LAZ Lazard Inc. | New | 0.30% | +0.30 |
| VLO Valero Energy Corp. | New | 0.29% | +0.29 |
| XLF SS Financial Select Sector | New | 0.29% | +0.29 |
| SW Smurfit Westrock PLC | New | 0.28% | +0.28 |
| SPAB SS SPDR P Agg Bond ETF | Add +31.2% | 1.86% | +0.28 |
| CVS CVS Health Corp. | New | 0.28% | +0.28 |
| ES Eversource Energy | New | 0.27% | +0.27 |
| NEE Nextera Energy Inc. | New | 0.27% | +0.27 |
| PLTR Palantir Technologies Inc. Class A | Add +47.7% | 0.50% | +0.27 |
| GPC Genuine Parts Co. | New | 0.26% | +0.26 |
| ORI Old Republic Intl Corp. | New | 0.26% | +0.26 |
| GIS General Mills Inc. | New | 0.25% | +0.25 |
| SWKS Skyworks Solutions Inc. | New | 0.25% | +0.25 |
| EXC Exelon Corp. | New | 0.25% | +0.25 |
| XLK SS Technology Select Sector | New | 0.25% | +0.25 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.24% | +0.24 |
| NFLX Netflix Inc. | New | 0.24% | +0.24 |
| IBIT iShares Bitcoin Trust ETF | New | 0.24% | +0.24 |
| FISR SS Fi Sector Rotation | Add +30.5% | 1.67% | +0.24 |
| BG Bunge Global SA | New | 0.23% | +0.23 |
| PNW Pinnacle West Capital | New | 0.23% | +0.23 |
| TLT iShares 20+ Year Treasury BD | Add +32.6% | 1.65% | +0.22 |
| SPIB SS SPDR P Int C Corp. ETF | Add +94.1% | 0.50% | +0.21 |
| WFC Wells Fargo & Co. | New | 0.21% | +0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +10.3% | 2.49% | +0.21 |
| PANW Palo Alto Networks Inc. | Add +92.8% | 0.40% | +0.21 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | New | 0.19% | +0.19 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.19% | +0.19 |
| GEV GE Vernova Inc. | Add +18.7% | 0.41% | +0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +67.6% | 0.50% | +0.18 |
| SCHP Schwab U.S. Tips ETF | New | 0.18% | +0.18 |
| XLV SS Health Care Select Sector | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | Add +40.1% | 1.12% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +26.1% | 1.40% | +0.16 |
| IEF iShares 7-10 Year Treasury B | Add +31.0% | 1.02% | +0.15 |
| PFE Pfizer Inc. | Add +76.2% | 0.43% | +0.14 |
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 |