Latest International Private Wealth Advisors LLC Stock Portfolio

International Private Wealth Advisors LLC Performance:

2026 Q1: -0.91%YTD: -0.91%2025: 9.09%

Performance for 2026 Q1 is -0.91%, and YTD is -0.91%, and 2025 is 9.09%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, International Private Wealth Advisors LLC reported an equity portfolio of $163.5 Millions as of 31 Mar, 2026.

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 5.1% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ANNALY CAPITAL MANAGEMENT IN (NLY), CHEVRON CORP NEW (CVX) and ALPHABET INC (GOOG) stocks. They significantly reduced their stock positions in VISA INC (V), ALTRIA GROUP INC (MO) and META PLATFORMS INC (META). International Private Wealth Advisors LLC opened new stock positions in SALESFORCE INC (CRM), SERVICENOW INC (NOW) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and VANGUARD INDEX FDS (VB).

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 -0.91% in the last quarter. In trailing 12 months, it's portfolio return was 9.2%.

Performance
S&P 500

New Buys

Ticker	$ Bought
salesforce inc	516,728
servicenow inc	478,421
spdr series trust	458,637
seagate technology hldngs pl	403,181
spdr series trust	397,495
dimensional etf trust	326,637
ishares tr	214,819

New stocks bought by International Private Wealth Advisors LLC

Additions

Ticker	% Inc.
ishares tr	692
spdr series trust	86.22
vanguard index fds	39.4
apple inc	37.83
best buy inc	30.94
microsoft corp	30.73
dimensional etf trust	29.67
exxon mobil corp	27.51

Additions to existing portfolio by International Private Wealth Advisors LLC

Reductions

Ticker	% Reduced
visa inc	-73.21
altria group inc	-70.21
meta platforms inc	-61.21
fidelity merrimack str tr	-55.55
kinder morgan inc del	-45.39
jpmorgan chase & co	-41.78
j p morgan exchange traded f	-35.79
edison intl	-35.27

International Private Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
annaly capital management in	-896,211
smurfit westrock plc	-276,566
old rep intl corp	-317,632
lazard inc	-324,748
general mls inc	-246,221
chevron corp new	-453,153
kimberly-clark corp	-206,335
alphabet inc	-336,192

International Private Wealth Advisors LLC got rid off the above stocks

Sector Distribution

International Private Wealth Advisors LLC has about 65.5% of it's holdings in Others sector.

Sector	%
Others	65.5
Technology	9.4
Consumer Defensive	4.5
Consumer Cyclical	4.4
Communication Services	3.7
Utilities	3.6
Financial Services	3.4
Healthcare	3.2
Energy	1.5

Market Cap. Distribution

International Private Wealth Advisors LLC has about 33.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65.7
MEGA-CAP	22
LARGE-CAP	11.6

Stocks belong to which Index?

About 33.3% of the stocks held by International Private Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.7
S&P 500	33.3

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv	82.5 %
VLO	valero energy corp	44.8 %
BG	bunge global sa	38.2 %
XOM	exxon mobil corp	35.0 %
	ge vernova inc	32.6 %

Top 5 Winners ($)		$
BIL	spdr series trust	0.7 M
COST	costco wholesale corporation	0.5 M
	ge vernova inc	0.4 M
VZ	verizon communications inc	0.3 M
LYB	lyondellbasell industries nv	0.2 M

Top 5 Losers (%)		%
	grayscale bitcoin trust etf	-22.8 %
MSFT	microsoft corp	-21.3 %
	ishares bitcoin trust etf	-21.0 %
IBM	international business machs	-17.7 %
TSLA	tesla inc	-17.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.8 M
SPY	state str spdr s&p 500 etf t	-0.5 M
AMZN	amazon com inc	-0.4 M
LLY	eli lilly & co	-0.3 M
EMTL	ssga active tr	-0.3 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 152 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for International Private Wealth Advisors LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.69	17,354	4,404,150	added	37.83

AAXJ	ishares tr	3.07	42,308	5,017,720	reduced	-21.93

AAXJ	ishares tr	1.40	24,158	2,293,810	added	692

AAXJ	ishares tr	0.13	1,946	214,819	new

ABBV	abbvie inc	1.38	10,404	2,262,870	added	22.83

ACVF	etf opportunities trust	1.18	84,822	1,928,250	added	3.68

ACWF	ishares tr	0.24	8,612	398,154	reduced	-2.14

ACWF	ishares tr	0.20	12,829	322,657	added	10.31

ADM	archer daniels midland co	0.36	8,091	588,130	added	19.97

AEP	american elec pwr co inc	0.25	3,160	414,270	added	10.64

AFK	vaneck etf trust	0.16	8,920	256,182	reduced	-1.48

AGZD	wisdomtree tr	0.24	4,507	389,187	added	0.02

AMZN	amazon com inc	2.43	19,058	3,969,200	reduced	-0.49

AVGO	broadcom inc	0.28	1,485	459,679	added	9.84

BBAX	j p morgan exchange traded f	0.13	4,244	214,781	reduced	-35.79

BBY	best buy inc	0.17	4,380	281,201	added	30.94

BG	bunge global sa	0.28	3,561	452,904	added	18.31

BIL	spdr series trust	2.37	110,073	3,878,960	added	7.71

BIL	spdr series trust	2.23	47,633	3,645,820	added	13.28

BIL	spdr series trust	1.29	82,443	2,112,200	added	18.87