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Latest International Private Wealth Advisors LLC Stock Portfolio

$194Million | No. of Holdings #160

International Private Wealth Advisors LLC Performance

2026 Q2+5.99%
YTD+5.03%
2025+9.09%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, International Private Wealth Advisors LLC reported an equity portfolio of $194.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of International Private Wealth Advisors LLC are SPY, DFAC, IJR. The fund has invested 6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off DUKE ENERGY CORP NEW (DUK), PALO ALTO NETWORKS INC (PANW) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, VALERO ENERGY CORP (VLO) and ARCHER DANIELS MIDLAND CO (ADM). International Private Wealth Advisors LLC opened new stock positions in VERTIV HOLDINGS CO (VRT), BLACKSTONE SECD LENDING FD and KIMBERLY-CLARK CORP (KMB). The fund showed a lot of confidence in some stocks as they added substantially to ONEOK INC NEW (OKE), BROADCOM INC (AVGO) and AMERICAN ELEC PWR CO INC (AEP).
International Private Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$194Million
  as of Aug 07, 2026

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 5.99% in the last quarter. In trailing 12 months, it's portfolio return was 11.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vertiv holdings co1,413,940
blackstone secd lending fd931,708
kimberly-clark corp765,293
applied digital corp610,825
mondelez intl inc520,962
chevron corporation483,250
watsco inc474,001
packaging corp amer469,042
New stocks bought by International Private Wealth Advisors LLC

Additions

Ticker% Inc.
oneok inc new397
broadcom inc247
american elec pwr co inc221
rtx corporation197
ishares tr159
spdr series trust148
ishares tr135
ishares tr111
Additions to existing portfolio by International Private Wealth Advisors LLC

Reductions

Ticker% Reduced
berkshire hathaway inc del-87.26
valero energy corp-52.44
archer daniels midland co-44.95
crowdstrike hldgs inc-42.42
keycorp-39.47
citizens finl group inc-38.45
spdr series trust-34.91
exxon mobil corp-31.59
International Private Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
conagra brands inc-238,624
duke energy corp new-1,116,920
international paper co-278,508
firstenergy corp-366,911
fifth third bancorp-334,335
palo alto networks inc-963,225
servicenow inc-478,421
best buy inc-281,201
International Private Wealth Advisors LLC got rid off the above stocks

Sector Distribution

International Private Wealth Advisors LLC has about 62.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Communication Services
  • Utilities
  • Energy
  • Industrials
Sector%
Others62.9
Technology10.2
Consumer Defensive4.7
Consumer Cyclical4
Healthcare3.8
Financial Services3.7
Communication Services3.6
Utilities2.8
Energy2.1
Industrials1.9

Market Cap. Distribution

International Private Wealth Advisors LLC has about 36.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED62.9
MEGA-CAP24.5
LARGE-CAP11.7

Stocks belong to which Index?

About 34.2% of the stocks held by International Private Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.5
S&P 50034.2
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
75.2 %
EET
proshares tr
69.4 %
XLB
select sector spdr tr
38.4 %
CVS
cvs health corp
38.0 %
ge vernova inc
32.4 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
1.5 M
DFAC
dimensional etf trust
1.2 M
AAPL
apple inc
0.7 M
LLY
eli lilly & co
0.7 M
GOOG
alphabet inc
0.6 M
Top 5 Losers (%)%
LYB
lyondellbasell industries nv
-34.6 %
T
at&t inc
-26.4 %
NKE
nike inc
-22.2 %
XOM
exxon mobil corp
-16.3 %
PLTR
palantir technologies inc
-15.8 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.4 M
VZ
verizon communications inc
-0.3 M
COST
costco wholesale corporation
-0.2 M
GLD
spdr gold tr
-0.2 M
BIL
spdr series trust
-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 160 stocks in it's portfolio. About 32.7% of the portfolio is in top 10 stocks. PLTR 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.

$194.27MTotal Value
178Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of International Private Wealth Advisors LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
2.77%56,994
$5.39M
2.77%
increased 135.92 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
1.9%31,467
$3.70M
1.9%
decreased 25.62 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
International Private Wealth Advisors LLC's holding in Etf Ser Solutions over time
0.14%1,642
$271.5K
0.14%
new position
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
International Private Wealth Advisors LLC's holding in Etf Opportunities Trust over time
0.97%82,668
$1.88M
0.97%
decreased 2.54 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0.22%8,608
$426.5K
0.22%
decreased 0.05 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0.19%13,131
$362.7K
0.19%
increased 2.35 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
International Private Wealth Advisors LLC's holding in Vaneck Etf Trust over time
0.13%8,676
$253.7K
0.13%
decreased 2.74 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
International Private Wealth Advisors LLC's holding in Wisdomtree Tr over time
0.21%4,333
$404.0K
0.21%
decreased 3.86 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
International Private Wealth Advisors LLC's holding in Asml Hldg Nv over time
0.14%132
$262.6K
0.14%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
International Private Wealth Advisors LLC's holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off