# International Private Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2022637. Source: https://holderbook.com/funds/2022637-international-private-wealth-advisors-llc/

- Reported value: $194.3M
- Positions: 160
- Weight of the ten largest: 32.7%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.6M | 15,488 | 6.0% | 11 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $9.7M | 187,100 | 5.0% | 4 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $7.4M | 85,097 | 3.8% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.9M | 20,436 | 3.0% | 11 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $5.4M | 56,994 | 2.8% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.2M | 21,792 | 2.7% | 11 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $4.9M | 97,716 | 2.5% | 11 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $4.7M | 85,888 | 2.4% | 4 |
| SSGA ACTIVE TR | [XLSR](https://holderbook.com/stocks/XLSR/) | $4.4M | 68,536 | 2.3% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.4M | 11,766 | 2.3% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.3M | 21,397 | 2.2% | 11 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $4.3M | 48,511 | 2.2% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.2M | 4,452 | 2.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $4.1M | 97,878 | 2.1% | 4 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $3.7M | 31,467 | 1.9% | 7 |
| SPDR SERIES TRUST | [CERY](https://holderbook.com/stocks/CERY/) | $3.7M | 109,387 | 1.9% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.6M | 14,379 | 1.9% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.5M | 9,903 | 1.8% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.9M | 2,450 | 1.5% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.7M | 3,610 | 1.4% | 11 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $2.4M | 35,048 | 1.3% | 4 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $2.4M | 56,340 | 1.2% | 4 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $2.3M | 45,012 | 1.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $2.2M | 52,567 | 1.1% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.1M | 14,305 | 1.1% | 11 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $2.0M | 77,205 | 1.0% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.9M | 5,161 | 1.0% | 7 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.9M | 16,694 | 1.0% | 6 |
| ETF OPPORTUNITIES TRUST | [DYFI](https://holderbook.com/stocks/DYFI/) | $1.9M | 82,668 | 1.0% | 10 |
| SSGA ACTIVE TR | [FISR](https://holderbook.com/stocks/FISR/) | $1.8M | 71,825 | 0.9% | 11 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.8M | 18,144 | 0.9% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.8M | 9,395 | 0.9% | 4 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.7M | 21,107 | 0.9% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.7M | 22,304 | 0.9% | 11 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.7M | 1,452 | 0.9% | 7 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.7M | 40,263 | 0.9% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.6M | 4,750 | 0.8% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.5M | 13,168 | 0.8% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.4M | 3,906 | 0.7% | 11 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.4M | 4,223 | 0.7% | 1 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $1.4M | 10,170 | 0.7% | 10 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $1.4M | 15,944 | 0.7% | 10 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.2M | 1,283 | 0.6% | 4 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $1.2M | 45,990 | 0.6% | 11 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $998.8K | 17,319 | 0.5% | 9 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $993.0K | 10,304 | 0.5% | 2 |
| BLACKSTONE SECD LENDING FD | [BXSL](https://holderbook.com/stocks/BXSL/) | $931.7K | 39,296 | 0.5% | 1 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $929.0K | 29,058 | 0.5% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $927.1K | 1,646 | 0.5% | 7 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $881.1K | 10,730 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $858.5K | 20,120 | 0.4% | 4 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $845.1K | 28,714 | 0.4% | 11 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $821.8K | 20,438 | 0.4% | 4 |
| SSGA ACTIVE TR | [ALLW](https://holderbook.com/stocks/ALLW/) | $819.7K | 28,005 | 0.4% | 5 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $765.3K | 6,972 | 0.4% | 1 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $745.7K | 11,038 | 0.4% | 8 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $740.1K | 7,826 | 0.4% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $708.8K | 1,685 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $707.9K | 13,104 | 0.4% | 4 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $705.4K | 21,191 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $692.1K | 20,282 | 0.4% | 4 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $690.6K | 6,332 | 0.4% | 7 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $687.4K | 8,823 | 0.4% | 8 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $651.5K | 5,954 | 0.3% | 11 |
| SPDR SERIES TRUST | [EMHC](https://holderbook.com/stocks/EMHC/) | $639.8K | 25,148 | 0.3% | 7 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $638.4K | 8,873 | 0.3% | 10 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $621.4K | 2,832 | 0.3% | 7 |
| SSGA ACTIVE ETF TR | [SRLN](https://holderbook.com/stocks/SRLN/) | $615.6K | 15,280 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $614.3K | 16,662 | 0.3% | 11 |
| APPLIED DIGITAL CORP | [APLD](https://holderbook.com/stocks/APLD/) | $610.8K | 16,376 | 0.3% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $607.8K | 7,354 | 0.3% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $579.6K | 6,001 | 0.3% | 11 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $577.5K | 5,080 | 0.3% | 5 |
| SPDR INDEX SHS FDS | [GWX](https://holderbook.com/stocks/GWX/) | $564.1K | 12,890 | 0.3% | 7 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $539.0K | 4,994 | 0.3% | 11 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $521.0K | 9,007 | 0.3% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $509.6K | 21,162 | 0.3% | 9 |
| PROSHARES TR | [URTY](https://holderbook.com/stocks/URTY/) | $505.5K | 5,788 | 0.3% | 3 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $496.6K | 10,321 | 0.3% | 8 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $483.2K | 2,915 | 0.2% | 1 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $474.0K | 1,137 | 0.2% | 1 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $469.0K | 1,968 | 0.2% | 1 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $465.5K | 3,986 | 0.2% | 10 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $453.0K | 1,284 | 0.2% | 11 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $434.5K | 12,486 | 0.2% | 1 |
| SMURFIT WESTROCK PLC | [SW](https://holderbook.com/stocks/SW/) | $430.9K | 9,314 | 0.2% | 1 |
| SPDR SERIES TRUST | [SPLB](https://holderbook.com/stocks/SPLB/) | $430.6K | 19,224 | 0.2% | 2 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $426.5K | 8,608 | 0.2% | 7 |
| CMS ENERGY CORP | [CMS](https://holderbook.com/stocks/CMS/) | $424.5K | 5,549 | 0.2% | 10 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $406.5K | 3,112 | 0.2% | 1 |
| WISDOMTREE TR | [DTD](https://holderbook.com/stocks/DTD/) | $404.0K | 4,333 | 0.2% | 7 |
| HP INC | [HPQ](https://holderbook.com/stocks/HPQ/) | $393.7K | 17,944 | 0.2% | 10 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $389.8K | 5,162 | 0.2% | 11 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $388.7K | 27,967 | 0.2% | 11 |
| PRINCIPAL FINANCIAL GROUP IN | [PFG](https://holderbook.com/stocks/PFG/) | $388.5K | 3,604 | 0.2% | 10 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $388.3K | 5,373 | 0.2% | 5 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $383.8K | 3,710 | 0.2% | 5 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $376.0K | 5,505 | 0.2% | 10 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $372.5K | 2,724 | 0.2% | 11 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $370.1K | 9,045 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.9% | +14.8% | -6.9% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.6% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 100% |
| Q2 2025 | +5.1% | +10.5% | -5.4% | 100% |
| Q1 2025 | -1.6% | -4.6% | +2.9% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.5% | 100% |
| Q3 2024 | +6.8% | +5.4% | +1.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $194.3M | 160 |
| Q1 2026 | $163.5M | 152 |
| Q4 2025 | $158.8M | 156 |
| Q3 2025 | $158.9M | 168 |
| Q2 2025 | $116.6M | 163 |
| Q1 2025 | $104.3M | 153 |
| Q4 2024 | $100.5M | 152 |
| Q3 2024 | $68.2M | 121 |
| Q2 2024 | $59.3M | 121 |
| Q1 2024 | $51.8M | 111 |
| Q4 2023 | $101.1M | 106 |