International Private Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), International Private Wealth Advisors LLC reported 168 stock positions worth $158.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.8% of the portfolio, followed by Nvidia (NVDA, 4.0%) and Dimensional US Core Equity M (DFAU, 3.3%). Compared with Q2 2025, it opened 21 new positions, sold out of 16, added to 57 and reduced 86. The biggest buy was a new position in Dimensional US Core Equity M (DFAU) and the biggest sale an exit from iShares 7-10 Year Treasury B (IEF).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $158.9M (Q3 2025)
- SEC Filing
- 0001951757-25-001292 ↗ filed Nov 6, 2025
Holdings Value
Holdings 168 stocks · $158.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.82% | 16,277 | $10.8M | Add +18.3% |
| NVDA Nvidia Corp. | 4.01% | 34,194 | $6.4M | Add +103.2% |
| DFAU Dimensional US Core Equity M | 3.34% | 116,112 | $5.3M | New |
| TLT iShares 20+ Year Treasury BD | 3.07% | 54,681 | $4.9M | Add +151.6% |
| AMZN Amazon.com Inc. | 2.83% | 20,480 | $4.5M | Add +21.6% |
| MSFT Microsoft Corp. | 2.57% | 7,875 | $4.1M | Add +36.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.54% | 94,420 | $4.0M | Add +19.3% |
| COST Costco Wholesale Corp. | 2.30% | 3,947 | $3.7M | Add +41.5% |
| XLSR SS US Sector Rotation | 2.30% | 61,227 | $3.6M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 2.22% | 29,580 | $3.5M | Add +204.9% |
| SHY iShares 1-3 Year Treasury Bo | 2.11% | 40,356 | $3.3M | Add +105.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.08% | 42,215 | $3.3M | Add +5.7% |
| AAPL Apple Inc. | 1.98% | 12,369 | $3.1M | Reduce -1.6% |
| CERY SS SPDR BBG En RY CM St N-Ui | 1.96% | 108,952 | $3.1M | Add +12.7% |
| DFGP Dimensional GLBL Core PL Fix | 1.79% | 51,322 | $2.9M | New |
| GOOG Alphabet Inc. Class C | 1.73% | 11,311 | $2.8M | Add +38.0% |
| DYFI Idx Dynamic Fixed Income ETF | 1.71% | 116,778 | $2.7M | Reduce -5.9% |
| DFCF Dimensional Core Fixed Inc. | 1.59% | 59,220 | $2.5M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 4,982 | $2.5M | Add +96.0% |
| LLY Eli Lilly & Co. | 1.46% | 3,042 | $2.3M | Add +81.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.41% | 3,743 | $2.2M | Add +1.8% |
| PG The Procter & Gamble Co. | 1.24% | 12,798 | $2.0M | Add +89.5% |
| META Meta Platforms Inc. Class A | 1.22% | 2,643 | $1.9M | Add +87.0% |
| SPEM State Street SP PTF Em ETF | 1.11% | 37,715 | $1.8M | Add +25.4% |
| IJR iShares Core S&P Small-Cap E | 1.04% | 13,845 | $1.6M | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 1.01% | 61,931 | $1.6M | Reduce -26.8% |
| ABBV Abbvie Inc. | 0.99% | 6,784 | $1.6M | Add +79.2% |
| WMT Walmart Inc. | 0.98% | 15,086 | $1.6M | Add +52.4% |
| IJH iShares Core S&P Midcap ETF | 0.95% | 23,230 | $1.5M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.95% | 4,230 | $1.5M | Reduce -5.5% |
| FISR SS Fi Sector Rotation | 0.85% | 52,090 | $1.4M | Reduce -30.7% |
| DUHP Dimensional US High Profi Et | 0.82% | 34,597 | $1.3M | New |
| DFAT Dimensional US Target Value | 0.81% | 22,139 | $1.3M | New |
| SCHX Schwab US Large-Cap ETF | 0.79% | 47,770 | $1.3M | Reduce -26.6% |
| IEMG iShares Core MSCI Emerging | 0.78% | 18,836 | $1.2M | Add +3.9% |
| DFAI Dimensional International Co. | 0.77% | 33,765 | $1.2M | New |
| V Visa Inc. Class A | 0.76% | 3,549 | $1.2M | Add +92.2% |
| NOW ServiceNow Inc. | 0.76% | 1,316 | $1.2M | Add +200.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.75% | 25,583 | $1.2M | Add +87.8% |
| PLTR Palantir Technologies Inc. Class A | 0.68% | 5,951 | $1.1M | Add +38.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.66% | 11,377 | $1.0M | Add +79.8% |
| AGG iShares Core U.S. Aggregate | 0.56% | 8,830 | $885K | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.53% | 4,166 | $848K | Add +84.2% |
| ALLW State Street Brgwtr All WTHR | 0.52% | 29,818 | $831K | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.51% | 6,545 | $810K | Add +87.5% |
| GEV GE Vernova Inc. | 0.46% | 1,193 | $734K | Add +32.4% |
| TSLA Tesla Inc. | 0.46% | 1,632 | $726K | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.45% | 6,370 | $710K | Add +3.8% |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 8,474 | $669K | Reduce -39.6% |
| FBND Fidelity Total Bond ETF | 0.42% | 14,424 | $667K | Reduce -21.0% |
| BLK BlackRock Inc. | 0.42% | 569 | $663K | New |
| JPM JPMorgan Chase & Co. | 0.41% | 2,073 | $654K | Add +38.9% |
| MO Altria Group Inc. | 0.41% | 9,801 | $647K | Reduce -12.4% |
| JNK SS SPDR BB High Yield Bond | 0.41% | 6,577 | $645K | Add +57.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.39% | 6,950 | $624K | No change |
| GOOGL Alphabet Inc. Class A | 0.39% | 2,546 | $619K | Reduce -0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 9,236 | $600K | Add +100.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.37% | 21,843 | $589K | Reduce -15.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.37% | 10,227 | $585K | Add +6.0% |
| NLY Annaly Capital Management Inc. | 0.37% | 28,812 | $582K | Add +76.8% |
| QUAL iShares MSCI USA Quality Fac | 0.36% | 2,972 | $578K | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 6,078 | $531K | Add +9.6% |
| KMI Kinder Morgan Inc. | 0.33% | 18,744 | $531K | New |
| HD Home Depot Inc. | 0.33% | 1,292 | $524K | Reduce -20.4% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.33% | 20,737 | $522K | Add +17.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.32% | 12,309 | $512K | Add +19.7% |
| NKE Nike Inc. Class B | 0.32% | 7,229 | $504K | Add +0.0% |
| SCHM Schwab US Mid Cap ETF | 0.31% | 16,662 | $494K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.31% | 14,425 | $489K | Reduce -16.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.31% | 4,752 | $488K | Reduce -10.9% |
| GWX State Street SPDR S&P Intern | 0.30% | 12,042 | $484K | Add +4.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.30% | 15,890 | $472K | Reduce -32.8% |
| VZ Verizon Communications Inc. | 0.29% | 10,668 | $469K | Reduce -10.3% |
| PFE Pfizer Inc. | 0.29% | 18,368 | $468K | Reduce -11.2% |
| AVGO Broadcom Inc. | 0.29% | 1,418 | $468K | Add +0.7% |
| CVX Chevron Corp. | 0.29% | 2,962 | $460K | Reduce -9.6% |
| MCD McDonald's Corp. | 0.28% | 1,466 | $446K | Reduce -8.7% |
| T AT&T Inc. | 0.27% | 15,358 | $434K | Reduce -10.3% |
| DTD Wisdomtree US Total Dividend | 0.27% | 5,155 | $433K | Add +0.0% |
| DFEV Dimensional Emrg MRKT Val | 0.27% | 13,330 | $425K | New |
| DFAE Dimensional Emerging Core Eq | 0.27% | 13,455 | $424K | New |
| GRPM Invesco S&P Midcap 400 Garp | 0.26% | 3,488 | $421K | Reduce -23.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.26% | 34,975 | $418K | Reduce -11.8% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 8,034 | $408K | Reduce -55.9% |
| EIX Edison International | 0.26% | 7,342 | $406K | Reduce -10.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.25% | 8,894 | $405K | Add +6.3% |
| XLK SS Technology Select Sector | 0.25% | 1,423 | $401K | Add +24.7% |
| IQLT iShares MSCI International Q | 0.25% | 9,070 | $401K | Reduce -0.3% |
| DIHP Dimensional International Hi | 0.25% | 13,037 | $396K | New |
| DFIV Dimensional International Va | 0.25% | 8,588 | $396K | New |
| ADM Archer-Daniels-Midland Co. | 0.25% | 6,626 | $396K | Reduce -11.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 792 | $388K | Add +17.9% |
| D Dominion Energy Inc. | 0.24% | 6,282 | $384K | Reduce -10.7% |
| RTX RTX Corp. | 0.24% | 2,262 | $379K | New |
| USB US Bancorp | 0.24% | 7,811 | $377K | Reduce -11.8% |
| TFC Truist Financial Corp. | 0.24% | 8,184 | $374K | Reduce -14.2% |
| RF Regions Financial Corp. | 0.23% | 14,128 | $373K | Reduce -15.7% |
| TIP iShares Tips Bond ETF | 0.23% | 3,330 | $370K | No change |
| VLO Valero Energy Corp. | 0.23% | 2,169 | $369K | Reduce -14.6% |
| PRU Prudential Financial Inc. | 0.23% | 3,549 | $368K | Reduce -10.2% |
Portfolio Sells Q2 2025 → Q3 2025
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −1.02 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -26.8% | 1.01% | −0.85 |
| FISR SS Fi Sector Rotation | Reduce -30.7% | 0.85% | −0.81 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -5.9% | 1.71% | −0.76 |
| SCHX Schwab US Large-Cap ETF | Reduce -26.6% | 0.79% | −0.57 |
| JPST JPMorgan Ultra-Short Income | Reduce -55.9% | 0.26% | −0.54 |
| BSV Vanguard Short-Term Bond ETF | Reduce -39.6% | 0.42% | −0.53 |
| SPLB SS SPDR P Long Term C ETF | Sold out | 0.00% | −0.47 |
| RWR SS SPDR Dow Jones REIT ETF | Sold out | 0.00% | −0.40 |
| PSA Public Storage | Sold out | 0.00% | −0.39 |
| OKE Oneok Inc. | Reduce -57.5% | 0.13% | −0.34 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.34 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -32.8% | 0.30% | −0.30 |
| FBND Fidelity Total Bond ETF | Reduce -21.0% | 0.42% | −0.30 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.95% | −0.29 |
| AAPL Apple Inc. | Reduce -1.6% | 1.98% | −0.23 |
| GLD SPDR Gold Shares | Reduce -5.5% | 0.95% | −0.22 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.22 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -15.0% | 0.37% | −0.22 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.21 |
| AGG iShares Core U.S. Aggregate | Reduce -1.0% | 0.56% | −0.20 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.20 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.20 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.20 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -16.2% | 0.31% | −0.19 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.19 |
| HD Home Depot Inc. | Reduce -20.4% | 0.33% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.18 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.18 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.3% | 0.21% | −0.16 |
| GRPM Invesco S&P Midcap 400 Garp | Reduce -23.5% | 0.26% | −0.16 |
| MO Altria Group Inc. | Reduce -12.4% | 0.41% | −0.16 |
| T AT&T Inc. | Reduce -10.3% | 0.27% | −0.15 |
| PM Philip Morris International | Reduce -12.7% | 0.20% | −0.15 |
| ALLW State Street Brgwtr All WTHR | Reduce -0.5% | 0.52% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -10.3% | 0.29% | −0.15 |
| LYB Lyondellbasell Indu Class A | Reduce -9.8% | 0.19% | −0.15 |
| MBB iShares MBS ETF | Reduce -23.6% | 0.19% | −0.14 |
| PFE Pfizer Inc. | Reduce -11.2% | 0.29% | −0.14 |
| TROW T Rowe Price Group Inc. | Reduce -10.9% | 0.31% | −0.13 |
| PRU Prudential Financial Inc. | Reduce -10.2% | 0.23% | −0.13 |
| MCD McDonald's Corp. | Reduce -8.7% | 0.28% | −0.12 |
| TFC Truist Financial Corp. | Reduce -14.2% | 0.24% | −0.12 |
| HBAN Huntington Bancshares Inc. | Reduce -13.0% | 0.22% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -11.4% | 0.19% | −0.11 |
| CVX Chevron Corp. | Reduce -9.6% | 0.29% | −0.11 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.11 |
| EIX Edison International | Reduce -10.4% | 0.26% | −0.11 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 0.36% | −0.11 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAU Dimensional US Core Equity M | New | 3.34% | +3.34 |
| DFGP Dimensional GLBL Core PL Fix | New | 1.79% | +1.79 |
| NVDA Nvidia Corp. | Add +103.2% | 4.01% | +1.73 |
| DFCF Dimensional Core Fixed Inc. | New | 1.59% | +1.59 |
| TLT iShares 20+ Year Treasury BD | Add +151.6% | 3.07% | +1.43 |
| IEI iShares 3-7 Year Treasury Bo | Add +204.9% | 2.22% | +1.23 |
| DUHP Dimensional US High Profi Et | New | 0.82% | +0.82 |
| DFAT Dimensional US Target Value | New | 0.81% | +0.81 |
| DFAI Dimensional International Co. | New | 0.77% | +0.77 |
| SHY iShares 1-3 Year Treasury Bo | Add +105.3% | 2.11% | +0.71 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +96.0% | 1.58% | +0.52 |
| GOOG Alphabet Inc. Class C | Add +38.0% | 1.73% | +0.49 |
| BLK BlackRock Inc. | New | 0.42% | +0.42 |
| ABBV Abbvie Inc. | Add +79.2% | 0.99% | +0.39 |
| NOW ServiceNow Inc. | Add +200.5% | 0.76% | +0.38 |
| LLY Eli Lilly & Co. | Add +81.5% | 1.46% | +0.34 |
| KMI Kinder Morgan Inc. | New | 0.33% | +0.33 |
| META Meta Platforms Inc. Class A | Add +87.0% | 1.22% | +0.33 |
| PG The Procter & Gamble Co. | Add +89.5% | 1.24% | +0.31 |
| DFEV Dimensional Emrg MRKT Val | New | 0.27% | +0.27 |
| DFAE Dimensional Emerging Core Eq | New | 0.27% | +0.27 |
| DIHP Dimensional International Hi | New | 0.25% | +0.25 |
| DFIV Dimensional International Va | New | 0.25% | +0.25 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +87.8% | 0.75% | +0.25 |
| RTX RTX Corp. | New | 0.24% | +0.24 |
| V Visa Inc. Class A | Add +92.2% | 0.76% | +0.20 |
| BKR Baker Hughes Co. | New | 0.20% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | Add +38.1% | 0.68% | +0.18 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +79.8% | 0.66% | +0.16 |
| DUK Duke Energy Corp. | Add +87.5% | 0.51% | +0.16 |
| IWM iShares Russell 2000 ETF | New | 0.16% | +0.16 |
| WMT Walmart Inc. | Add +52.4% | 0.98% | +0.15 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.14% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +84.2% | 0.53% | +0.14 |
| IBIT iShares Bitcoin Trust ETF | Add +100.8% | 0.38% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.13% | +0.13 |
| LHX L3HARRIS Technologies Inc. | New | 0.13% | +0.13 |
| FAST Fastenal Co. | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | Add +36.8% | 2.57% | +0.11 |
| OPEN Opendoor Technologies Inc. | New | 0.11% | +0.11 |
| NLY Annaly Capital Management Inc. | Add +76.8% | 0.37% | +0.10 |
| JNK SS SPDR BB High Yield Bond | Add +57.5% | 0.41% | +0.06 |
| GEV GE Vernova Inc. | Add +32.4% | 0.46% | +0.05 |
| MFG Mizuho Financial Group-ADR | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +38.9% | 0.41% | +0.04 |
| SPEM State Street SP PTF Em ETF | Add +25.4% | 1.11% | +0.01 |
| XLK SS Technology Select Sector | Add +24.7% | 0.25% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +25.9% | 0.16% | −0.01 |
| PHK PIMCO High Income Fund | Add +2.8% | 0.08% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Add +0.6% | 0.17% | −0.03 |
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 |