Latest International Private Wealth Advisors LLC Stock Portfolio

International Private Wealth Advisors LLC Performance:

2025 Q3: 3.62%YTD: 4.78%2024: 5.17%

Performance for 2025 Q3 is 3.62%, and YTD is 4.78%, and 2024 is 5.17%.

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 $158.9 Millions as of 30 Sep, 2025.

The top stock holdings of International Private Wealth Advisors LLC are SPY, NVDA, DFAC. The fund has invested 6.8% of it's portfolio in SPDR S&P 500 ETF TR and 4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and PUBLIC STORAGE OPER CO (PSA) stocks. They significantly reduced their stock positions in ONEOK INC NEW (OKE), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD BD INDEX FDS (BIV). International Private Wealth Advisors LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), BLACKROCK INC and KINDER MORGAN INC DEL (KMI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SERVICENOW INC (NOW) and ISHARES TR (IJR).

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 3.62% in the last quarter. In trailing 12 months, it's portfolio return was 4.39%.

New Buys

Ticker	$ Bought
dimensional etf trust	5,313,280
dimensional etf trust	2,851,960
dimensional etf trust	2,532,240
dimensional etf trust	1,306,740
dimensional etf trust	1,288,720
dimensional etf trust	1,227,350
blackrock inc	662,947
kinder morgan inc del	530,643

New stocks bought by International Private Wealth Advisors LLC

Additions

Ticker	% Inc.
ishares tr	204
servicenow inc	200
ishares tr	151
ishares tr	105
nvidia corporation	103
ishares bitcoin trust etf	100
berkshire hathaway inc del	95.99
visa inc	92.15

Additions to existing portfolio by International Private Wealth Advisors LLC

Reductions

Ticker	% Reduced
oneok inc new	-57.54
j p morgan exchange traded f	-55.92
vanguard bd index fds	-39.58
vaneck etf trust	-32.83
ssga active tr	-30.69
spdr series trust	-26.76
schwab strategic tr	-26.6
schwab strategic tr	-26.33

International Private Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-543,891
lloyds banking group plc	-67,949
ishares tr	-1,184,880
invesco actvely mngd etc fd	-130,936
schwab strategic tr	-206,824
pgim etf tr	-257,856
spdr series trust	-469,872
pimco etf tr	-400,934

International Private Wealth Advisors LLC got rid off the above stocks

Sector Distribution

International Private Wealth Advisors LLC has about 60.1% of it's holdings in Others sector.

Sector	%
Others	60.1
Technology	11.6
Consumer Defensive	6.1
Consumer Cyclical	5.1
Communication Services	4.3
Financial Services	3.8
Utilities	3.2
Healthcare	3.2
Energy	1.4

Market Cap. Distribution

International Private Wealth Advisors LLC has about 39% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60.1
MEGA-CAP	24.9
LARGE-CAP	14.1

Stocks belong to which Index?

About 38.1% of the stocks held by International Private Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	61.8
S&P 500	38.1

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	38.0 %
VLO	valero energy corp	26.7 %
GOOG	alphabet inc	24.5 %
AAPL	apple inc	24.1 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	0.7 M
AAPL	apple inc	0.6 M
GOOG	alphabet inc	0.5 M
NVDA	nvidia corporation	0.5 M
GLD	spdr gold tr	0.2 M

Top 5 Losers (%)		%
LYB	lyondellbasell industries n	-15.3 %
PM	philip morris intl inc	-10.9 %
OKE	oneok inc new	-10.6 %
CAG	conagra brands inc	-10.6 %
NFLX	netflix inc	-10.5 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-0.2 M
LYB	lyondellbasell industries n	-0.1 M
OKE	oneok inc new	-0.1 M
NOW	servicenow inc	0.0 M
PM	philip morris intl inc	0.0 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 168 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for International Private Wealth Advisors LLC last quarter.

Last Reported on: 06 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.98	12,369	3,149,550	reduced	-1.63

AAXJ	ishares tr	2.22	29,580	3,535,160	added	204

AAXJ	ishares tr	0.19	3,148	299,532	reduced	-23.59

ABBV	abbvie inc	0.99	6,784	1,570,870	added	79.19

ACVF	etf opportunities trust	1.71	116,778	2,722,680	reduced	-5.94

ACWF	ishares tr	0.25	9,070	400,824	reduced	-0.35

ACWF	ishares tr	0.18	11,187	285,938	added	7.19

ADM	archer daniels midland co	0.25	6,626	395,861	reduced	-11.61

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.21	2,930	329,680	reduced	-11.53

AFK	vaneck etf trust	0.30	15,890	472,410	reduced	-32.83

AGZD	wisdomtree tr	0.27	5,155	433,008	added	0.02

AMGN	amgen inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.83	20,480	4,496,780	added	21.57

AVGO	broadcom inc	0.29	1,418	467,829	added	0.71

BBAX	j p morgan exchange traded f	0.26	8,034	407,552	reduced	-55.92

BBY	best buy inc	0.15	3,180	240,480	reduced	-9.97

BIL	spdr series trust	2.08	42,215	3,307,130	added	5.72

BIL	spdr series trust	1.96	108,952	3,121,460	added	12.7

BIL	spdr series trust	1.01	61,931	1,600,920	reduced	-26.76