International Private Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), International Private Wealth Advisors LLC reported 152 stock positions worth $163.5 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, 5.1%) and iShares 20+ Year Treasury BD (TLT, 3.3%). Compared with Q4 2025, it opened 7 new positions, sold out of 11, added to 100 and reduced 40. The biggest buy was iShares MBS ETF (MBB, shares +693%) and the biggest sale Meta Platforms Class A (META, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002022637
- Portfolio Value
- $163.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000667 ↗ filed Apr 21, 2026
Holdings Value
Holdings 152 stocks · $163.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.97% | 15,017 | $9.8M | Reduce -9.3% |
| DFAU Dimensional US Core Equity M | 5.13% | 185,980 | $8.4M | Add +22.9% |
| TLT iShares 20+ Year Treasury BD | 3.26% | 61,518 | $5.3M | Add +14.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.14% | 112,460 | $5.1M | Add +1.8% |
| IEI iShares 3-7 Year Treasury Bo | 3.07% | 42,308 | $5.0M | Reduce -21.9% |
| DFGP Dimensional GLBL Core PL Fix | 2.78% | 84,165 | $4.5M | Add +25.1% |
| AAPL Apple Inc. | 2.69% | 17,354 | $4.4M | Add +37.8% |
| XLSR SS US Sector Rotation | 2.47% | 70,046 | $4.0M | Add +11.1% |
| DFCF Dimensional Core Fixed Inc. | 2.46% | 95,257 | $4.0M | Add +29.7% |
| AMZN Amazon.com Inc. | 2.43% | 19,058 | $4.0M | Reduce -0.5% |
| CERY SS SPDR BBG En RY CM St N-Ui | 2.37% | 110,073 | $3.9M | Add +7.7% |
| COST Costco Wholesale Corp. | 2.24% | 3,682 | $3.7M | Add +10.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.23% | 47,633 | $3.6M | Add +13.3% |
| MSFT Microsoft Corp. | 1.89% | 8,347 | $3.1M | Add +30.7% |
| NVDA Nvidia Corp. | 1.72% | 16,077 | $2.8M | Add +9.6% |
| GOOG Alphabet Inc. Class C | 1.54% | 8,755 | $2.5M | Add +15.4% |
| MBB iShares MBS ETF | 1.40% | 24,158 | $2.3M | Add +692.6% |
| ABBV Abbvie Inc. | 1.38% | 10,404 | $2.3M | Add +22.8% |
| FISR SS Fi Sector Rotation | 1.33% | 84,750 | $2.2M | Add +19.3% |
| DFAT Dimensional US Target Value | 1.33% | 34,801 | $2.2M | Add +19.6% |
| SPAB SS SPDR P Agg Bond ETF | 1.29% | 82,443 | $2.1M | Add +18.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 3,612 | $2.1M | Reduce -1.7% |
| DUHP Dimensional US High Profi Et | 1.25% | 55,685 | $2.0M | Add +23.2% |
| DFAI Dimensional International Co. | 1.24% | 51,999 | $2.0M | Add +18.8% |
| LLY Eli Lilly & Co. | 1.24% | 2,202 | $2.0M | Add +20.5% |
| SPEM State Street SP PTF Em ETF | 1.22% | 42,498 | $2.0M | Add +7.5% |
| DYFI Idx Dynamic Fixed Income ETF | 1.18% | 84,822 | $1.9M | Add +3.7% |
| IJR iShares Core S&P Small-Cap E | 1.07% | 14,102 | $1.8M | Add +2.1% |
| VZ Verizon Communications Inc. | 1.04% | 33,820 | $1.7M | Add +3.0% |
| GLD SPDR Gold Shares | 0.98% | 3,706 | $1.6M | Reduce -9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 3,233 | $1.5M | Reduce -8.7% |
| IJH iShares Core S&P Midcap ETF | 0.94% | 22,646 | $1.5M | Reduce -2.9% |
| GEV GE Vernova Inc. | 0.89% | 1,664 | $1.5M | Reduce -5.6% |
| IEMG iShares Core MSCI Emerging | 0.86% | 20,149 | $1.4M | Add +6.5% |
| WMT Walmart Inc. | 0.78% | 10,222 | $1.3M | Reduce -2.8% |
| PLTR Palantir Technologies Inc. Class A | 0.72% | 8,086 | $1.2M | Reduce -5.8% |
| DUK Duke Energy Corp. | 0.68% | 8,530 | $1.1M | Reduce -4.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.64% | 39,761 | $1.0M | Reduce -11.5% |
| BLK BlackRock Inc. | 0.61% | 1,043 | $1.0M | Reduce -4.8% |
| META Meta Platforms Inc. Class A | 0.60% | 1,708 | $977K | Reduce -61.2% |
| PANW Palo Alto Networks Inc. | 0.59% | 6,008 | $963K | Add +4.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.54% | 18,349 | $887K | Reduce -15.3% |
| KMI Kinder Morgan Inc. | 0.53% | 25,981 | $871K | Reduce -45.4% |
| JPM JPMorgan Chase & Co. | 0.53% | 2,929 | $862K | Reduce -41.8% |
| AGG iShares Core U.S. Aggregate | 0.52% | 8,592 | $853K | Reduce -9.2% |
| IBIT iShares Bitcoin Trust ETF | 0.50% | 21,406 | $822K | Add +22.3% |
| ALLW State Street Brgwtr All WTHR | 0.50% | 28,339 | $818K | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 7,062 | $770K | Add +11.6% |
| SCHX Schwab US Large-Cap ETF | 0.45% | 28,794 | $738K | Reduce -27.1% |
| DFEV Dimensional Emrg MRKT Val | 0.44% | 20,115 | $720K | Add +18.2% |
| BSV Vanguard Short-Term Bond ETF | 0.43% | 9,018 | $707K | Add +6.3% |
| DFAE Dimensional Emerging Core Eq | 0.42% | 20,406 | $691K | Add +18.5% |
| DFIV Dimensional International Va | 0.42% | 12,989 | $686K | Add +18.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.41% | 11,441 | $678K | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.41% | 3,982 | $676K | Add +27.5% |
| DIHP Dimensional International Hi | 0.40% | 20,058 | $646K | Add +19.7% |
| VLO Valero Energy Corp. | 0.39% | 2,565 | $634K | Add +22.7% |
| TSLA Tesla Inc. | 0.38% | 1,658 | $616K | No change |
| VCIT Vanguard Int-Term Corporate | 0.37% | 7,354 | $609K | Reduce -3.2% |
| RTX RTX Corp. | 0.37% | 3,153 | $608K | Add +10.1% |
| PFE Pfizer Inc. | 0.37% | 21,378 | $600K | Add +17.1% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.36% | 23,841 | $591K | Add +8.5% |
| ADM Archer-Daniels-Midland Co. | 0.36% | 8,091 | $588K | Add +20.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.35% | 14,387 | $578K | Add +9.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 6,110 | $553K | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 2,835 | $544K | Reduce -4.2% |
| LYB Lyondellbasell Indu Class A | 0.33% | 6,721 | $541K | Add +4.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.33% | 6,003 | $541K | Add +21.4% |
| T AT&T Inc. | 0.33% | 18,531 | $537K | Add +12.5% |
| GWX State Street SPDR S&P Intern | 0.33% | 12,620 | $533K | Add +3.5% |
| CRM Salesforce Inc. | 0.32% | 2,768 | $517K | New |
| SCHM Schwab US Mid Cap ETF | 0.32% | 16,662 | $516K | No change |
| MO Altria Group Inc. | 0.30% | 7,402 | $488K | Reduce -70.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.29% | 10,296 | $481K | Add +5.9% |
| NOW ServiceNow Inc. | 0.29% | 4,576 | $478K | New |
| CFG Citizens Financial Group | 0.29% | 7,925 | $475K | Add +21.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.29% | 5,110 | $468K | Add +86.2% |
| MCD McDonald's Corp. | 0.28% | 1,483 | $461K | Add +8.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 39,936 | $461K | Add +18.4% |
| WEC WEC Energy Group Inc. | 0.28% | 3,975 | $460K | Add +2.8% |
| AVGO Broadcom Inc. | 0.28% | 1,485 | $460K | Add +9.8% |
| SPLB SS SPDR P Long Term C ETF | 0.28% | 20,641 | $459K | New |
| KEY Keycorp | 0.28% | 22,863 | $458K | Add +17.1% |
| BG Bunge Global SA | 0.28% | 3,561 | $453K | Add +18.3% |
| USB US Bancorp | 0.28% | 8,697 | $452K | Add +13.2% |
| D Dominion Energy Inc. | 0.28% | 7,272 | $450K | Add +16.1% |
| HD Home Depot Inc. | 0.26% | 1,288 | $424K | Add +0.3% |
| PRU Prudential Financial Inc. | 0.26% | 4,273 | $417K | Add +14.3% |
| RF Regions Financial Corp. | 0.25% | 15,913 | $416K | Add +10.0% |
| AEP American Electric Power | 0.25% | 3,160 | $414K | Add +10.6% |
| IEF iShares 7-10 Year Treasury B | 0.25% | 4,264 | $407K | Add +16.5% |
| XLF SS Financial Select Sector | 0.25% | 8,210 | $405K | Reduce -16.4% |
| STX Seagate Technology Holdings | 0.25% | 1,029 | $403K | New |
| TFC Truist Financial Corp. | 0.25% | 8,759 | $403K | Add +10.4% |
| TIP iShares Tips Bond ETF | 0.24% | 3,612 | $399K | Add +2.6% |
| IQLT iShares MSCI International Q | 0.24% | 8,612 | $398K | Reduce -2.1% |
| JNK SS SPDR BB High Yield Bond | 0.24% | 4,153 | $397K | New |
| NEE Nextera Energy Inc. | 0.24% | 4,225 | $392K | Add +9.7% |
| DTD Wisdomtree US Total Dividend | 0.24% | 4,507 | $389K | Add +0.0% |
| NKE Nike Inc. Class B | 0.23% | 7,203 | $380K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | Reduce -61.2% | 0.60% | −1.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.3% | 5.97% | −1.14 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -21.9% | 3.07% | −1.00 |
| MO Altria Group Inc. | Reduce -70.2% | 0.30% | −0.60 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.56 |
| V Visa Inc. Class A | Reduce -73.2% | 0.15% | −0.53 |
| JPM JPMorgan Chase & Co. | Reduce -41.8% | 0.53% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 2.43% | −0.36 |
| KMI Kinder Morgan Inc. | Reduce -45.4% | 0.53% | −0.29 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.8% | 0.72% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -27.1% | 0.45% | −0.22 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.21 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.20 |
| ORI Old Republic Intl Corp. | Sold out | 0.00% | −0.20 |
| FBND Fidelity Total Bond ETF | Reduce -55.5% | 0.14% | −0.18 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.7% | 0.95% | −0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.17 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.16 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 1.28% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.14 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.13 |
| BLK BlackRock Inc. | Reduce -4.8% | 0.61% | −0.12 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -11.5% | 0.64% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -15.3% | 0.54% | −0.10 |
| XLF SS Financial Select Sector | Reduce -16.4% | 0.25% | −0.09 |
| JPST JPMorgan Ultra-Short Income | Reduce -35.8% | 0.13% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -9.2% | 0.52% | −0.07 |
| EIX Edison International | Reduce -35.3% | 0.21% | −0.06 |
| GRPM Invesco S&P Midcap 400 Garp | Reduce -25.6% | 0.16% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.1% | 0.17% | −0.06 |
| GLD SPDR Gold Shares | Reduce -9.9% | 0.98% | −0.05 |
| XLK SS Technology Select Sector | Reduce -10.8% | 0.18% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -26.2% | 0.17% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.2% | 0.33% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.9% | 0.94% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.2% | 0.37% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -14.0% | 0.13% | −0.03 |
| JPC Nuveen Prefered & Income Opp | Reduce -3.5% | 0.11% | −0.02 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -1.5% | 0.16% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -2.1% | 0.24% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -2.9% | 0.18% | +0.00 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -5.7% | 0.08% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.19% | +0.01 |
| IAU iShares Gold Trust | Reduce -1.6% | 0.22% | +0.01 |
| ALLW State Street Brgwtr All WTHR | Reduce -0.1% | 0.50% | +0.01 |
| DUK Duke Energy Corp. | Reduce -4.8% | 0.68% | +0.02 |
| WMT Walmart Inc. | Reduce -2.8% | 0.78% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| MBB iShares MBS ETF | Add +692.6% | 1.40% | +1.22 |
| DFAU Dimensional US Core Equity M | Add +22.9% | 5.13% | +0.67 |
| AAPL Apple Inc. | Add +37.8% | 2.69% | +0.54 |
| CERY SS SPDR BBG En RY CM St N-Ui | Add +7.7% | 2.37% | +0.54 |
| DFCF Dimensional Core Fixed Inc. | Add +29.7% | 2.46% | +0.49 |
| DFGP Dimensional GLBL Core PL Fix | Add +25.1% | 2.78% | +0.49 |
| COST Costco Wholesale Corp. | Add +10.8% | 2.24% | +0.44 |
| CRM Salesforce Inc. | New | 0.32% | +0.32 |
| TLT iShares 20+ Year Treasury BD | Add +14.6% | 3.26% | +0.32 |
| NOW ServiceNow Inc. | New | 0.29% | +0.29 |
| SPLB SS SPDR P Long Term C ETF | New | 0.28% | +0.28 |
| STX Seagate Technology Holdings | New | 0.25% | +0.25 |
| JNK SS SPDR BB High Yield Bond | New | 0.24% | +0.24 |
| DFAT Dimensional US Target Value | Add +19.6% | 1.33% | +0.24 |
| DFSD Dimensional Short Duration | New | 0.20% | +0.20 |
| VZ Verizon Communications Inc. | Add +3.0% | 1.04% | +0.20 |
| DFAI Dimensional International Co. | Add +18.8% | 1.24% | +0.19 |
| XOM Exxon Mobil Corp. | Add +27.5% | 0.41% | +0.18 |
| FISR SS Fi Sector Rotation | Add +19.3% | 1.33% | +0.17 |
| VLO Valero Energy Corp. | Add +22.7% | 0.39% | +0.17 |
| DUHP Dimensional US High Profi Et | Add +23.2% | 1.25% | +0.17 |
| SPAB SS SPDR P Agg Bond ETF | Add +18.9% | 1.29% | +0.17 |
| ABBV Abbvie Inc. | Add +22.8% | 1.38% | +0.17 |
| LYB Lyondellbasell Indu Class A | Add +4.8% | 0.33% | +0.16 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.13% | +0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +86.2% | 0.29% | +0.13 |
| ADM Archer-Daniels-Midland Co. | Add +20.0% | 0.36% | +0.12 |
| BG Bunge Global SA | Add +18.3% | 0.28% | +0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.3% | 2.23% | +0.11 |
| PFE Pfizer Inc. | Add +17.1% | 0.37% | +0.08 |
| DFEV Dimensional Emrg MRKT Val | Add +18.2% | 0.44% | +0.08 |
| DFIV Dimensional International Va | Add +18.1% | 0.42% | +0.07 |
| T AT&T Inc. | Add +12.5% | 0.33% | +0.07 |
| DFAE Dimensional Emerging Core Eq | Add +18.5% | 0.42% | +0.07 |
| DIHP Dimensional International Hi | Add +19.7% | 0.40% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 0.86% | +0.06 |
| SPEM State Street SP PTF Em ETF | Add +7.5% | 1.22% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 3.14% | +0.05 |
| CFG Citizens Financial Group | Add +21.2% | 0.29% | +0.05 |
| AEP American Electric Power | Add +10.6% | 0.25% | +0.05 |
| NEE Nextera Energy Inc. | Add +9.7% | 0.24% | +0.05 |
| D Dominion Energy Inc. | Add +16.1% | 0.28% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +39.4% | 0.19% | +0.04 |
| RTX RTX Corp. | Add +10.1% | 0.37% | +0.04 |
| EXC Exelon Corp. | Add +14.6% | 0.20% | +0.04 |
| OKE Oneok Inc. | Add +8.2% | 0.18% | +0.04 |
| FE Firstenergy Corp. | Add +10.8% | 0.22% | +0.04 |
| PFG Principal Financial Group | Add +25.4% | 0.20% | +0.04 |
| PNW Pinnacle West Capital | Add +12.9% | 0.19% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +15.4% | 1.54% | +0.04 |
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 |