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Latest International Private Wealth Advisors LLC Stock Portfolio

$163Million | No. of Holdings #152

International Private Wealth Advisors LLC Performance

2026 Q1-0.91%
YTD-0.91%
2025+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. <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 5.1% of portfolio in DIMENSIONAL ETF TRUST. <br><br> 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 Equity Portfolio Value
Last Reported on: 21 Apr, 2026
$163Million
  as of Apr 21, 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 -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 inc516,728
servicenow inc478,421
spdr series trust458,637
seagate technology hldngs pl403,181
spdr series trust397,495
dimensional etf trust326,637
ishares tr214,819
New stocks bought by International Private Wealth Advisors LLC

Additions

Ticker% Inc.
ishares tr692
spdr series trust86.22
vanguard index fds39.4
apple inc37.83
best buy inc30.94
microsoft corp30.73
dimensional etf trust29.67
exxon mobil corp27.51
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.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Utilities
  • Financial Services
  • Healthcare
  • Energy
Sector%
Others65.5
Technology9.4
Consumer Defensive4.5
Consumer Cyclical4.4
Communication Services3.7
Utilities3.6
Financial Services3.4
Healthcare3.2
Energy1.5

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED65.7
MEGA-CAP22
LARGE-CAP11.6

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.

  • Others
  • S&P 500
Index%
Others66.7
S&P 50033.3
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.

$163.47MTotal Value
163Positions
21 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of International Private Wealth Advisors LLC, last reported on 21 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
3.07%42,308
$5.02M
3.07%
decreased 21.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
1.4%24,158
$2.29M
1.4%
increased 692.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0.13%1,946
$214.8K
0.13%
new position
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
International Private Wealth Advisors LLC's holding in Etf Opportunities Trust over time
1.18%84,822
$1.93M
1.18%
increased 3.68 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0.24%8,612
$398.2K
0.24%
decreased 2.14 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
International Private Wealth Advisors LLC's holding in Ishares Tr over time
0.2%12,829
$322.7K
0.2%
increased 10.31 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
International Private Wealth Advisors LLC's holding in Vaneck Etf Trust over time
0.16%8,920
$256.2K
0.16%
decreased 1.48 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
International Private Wealth Advisors LLC's holding in Wisdomtree Tr over time
0.24%4,507
$389.2K
0.24%
increased 0.02 percentadded
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
0.13%4,244
$214.8K
0.13%
decreased 35.79 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
International Private Wealth Advisors LLC's holding in Spdr Series Trust over time
2.37%110,073
$3.88M
2.37%
increased 7.71 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
International Private Wealth Advisors LLC's holding in Spdr Series Trust over time
2.23%47,633
$3.65M
2.23%
increased 13.28 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
International Private Wealth Advisors LLC's holding in Spdr Series Trust over time
1.29%82,443
$2.11M
1.29%
increased 18.87 percentadded