Latest International Private Wealth Advisors LLC Stock Portfolio

International Private Wealth Advisors LLC Performance:

2025 Q4: 0.76%YTD: 8.72%2024: 2.64%

Performance for 2025 Q4 is 0.76%, and YTD is 8.72%, and 2024 is 2.64%.

About International Private Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, International Private Wealth Advisors LLC reported an equity portfolio of $158.8 Millions as of 31 Dec, 2025.

The top stock holdings of International Private Wealth Advisors LLC are SPY, DFAC, AAXJ. The fund has invested 7.1% of it's portfolio in SPDR S&P 500 ETF TR and 4.5% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off PROCTER AND GAMBLE CO (PG), SERVICENOW INC (NOW) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and ALPHABET INC (GOOG). International Private Wealth Advisors LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (IJR) and PROSHARES TR (EET). The fund showed a lot of confidence in some stocks as they added substantially to VERIZON COMMUNICATIONS INC (VZ), KINDER MORGAN INC DEL (KMI) and ALTRIA GROUP INC (MO).

International Private Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that International Private Wealth Advisors LLC made a return of 0.76% in the last quarter. In trailing 12 months, it's portfolio return was 8.72%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard scottsdale fds	636,500
ishares tr	351,964
proshares tr	307,806
dimensional etf trust	242,630
invesco exchange traded fd t	214,107

New stocks bought by International Private Wealth Advisors LLC

Additions

Ticker	% Inc.
verizon communications inc	207
kinder morgan inc del	153
altria group inc	153
jpmorgan chase & co.	142
spdr series trust	105
blackrock inc	92.44
ishares bitcoin trust etf	89.54
ishares tr	83.2

Additions to existing portfolio by International Private Wealth Advisors LLC

Reductions

Ticker	% Reduced
ishares tr	-91.1
spdr series trust	-75.88
alphabet inc	-57.82
nvidia corporation	-57.11
vaneck etf trust	-43.02
eli lilly & co	-39.91
alphabet inc	-32.91
walmart inc	-30.31

International Private Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
opendoor technologies inc	-171,754
spdr series trust	-488,872
procter and gamble co	-1,966,380
mizuho financial group inc	-79,449
direxion shs etf tr	-304,103
spdr series trust	-644,518
baker hughes company	-314,877
fastenal co	-203,908

International Private Wealth Advisors LLC got rid off the above stocks

Sector Distribution

International Private Wealth Advisors LLC has about 63.8% of it's holdings in Others sector.

Sector	%
Others	63.8
Technology	8.5
Communication Services	4.9
Consumer Cyclical	4.8
Financial Services	4.5
Consumer Defensive	4.5
Utilities	3.4
Healthcare	2.9
Energy	1.7

Market Cap. Distribution

International Private Wealth Advisors LLC has about 35.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.8
MEGA-CAP	20.6
LARGE-CAP	14.7

Stocks belong to which Index?

About 34.1% of the stocks held by International Private Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65.9
S&P 500	34.1

Top 5 Winners (%)		%
LLY	eli lilly & co	32.7 %
GOOG	alphabet inc	24.1 %
GOOG	alphabet inc	20.4 %
	telefonaktiebolaget lm erics	15.5 %
GLD	spdr gold tr	11.3 %

Top 5 Winners ($)		$
LLY	eli lilly & co	0.8 M
GOOG	alphabet inc	0.7 M
SPY	spdr s&p 500 etf tr	0.3 M
AMZN	amazon com inc	0.2 M
AAPL	apple inc	0.2 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.2 %
	grayscale bitcoin trust etf	-23.9 %
	ishares bitcoin trust etf	-19.1 %
KMB	kimberly-clark corp	-18.2 %
HPQ	hp inc	-18.0 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-0.3 M
META	meta platforms inc	-0.3 M
MSFT	microsoft corp	-0.2 M
COST	costco whsl corp new	-0.2 M
	ishares bitcoin trust etf	-0.2 M

International Private Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of International Private Wealth Advisors LLC

International Private Wealth Advisors LLC has 156 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for International Private Wealth Advisors LLC last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.16	12,591	3,423,080	added	1.79

AAXJ	ishares tr	4.07	54,192	6,467,770	added	83.2

AAXJ	ishares tr	0.18	3,048	290,231	reduced	-3.18

ABBV	abbvie inc	1.22	8,470	1,935,420	added	24.85

ACVF	etf opportunities trust	1.19	81,810	1,887,360	reduced	-29.94

ACWF	ishares tr	0.25	8,800	399,981	reduced	-2.98

ACWF	ishares tr	0.18	11,630	290,166	added	3.96

ADM	archer daniels midland co	0.24	6,744	387,683	added	1.78

AEP	american elec pwr co inc	0.21	2,856	329,372	reduced	-2.53

AFK	vaneck etf trust	0.17	9,054	265,871	reduced	-43.02

AGZD	wisdomtree tr	0.24	4,506	382,455	reduced	-12.59

AMZN	amazon com inc	2.78	19,152	4,420,650	reduced	-6.48

AVGO	broadcom inc	0.30	1,352	467,960	reduced	-4.65

BBAX	j p morgan exchange traded f	0.21	6,610	334,391	reduced	-17.72

BBY	best buy inc	0.14	3,345	223,890	added	5.19

BIL	spdr series trust	2.12	42,048	3,373,060	reduced	-0.4

BIL	spdr series trust	1.84	102,190	2,917,520	reduced	-6.21

BIL	spdr series trust	1.12	69,356	1,785,910	added	11.99

BIL	spdr series trust	0.75	44,944	1,189,670	added	105

BIL	spdr series trust	0.64	21,655	1,014,750	reduced	-15.35