International Private Wealth Advisors LLC

CIK

2022637

Location

SAN DIEGO, CA

Portfolio Value

Micro $73,662,380

Diversification

Diversified

Filing Date

Global Rank

#6,273 / 8,592 ▲ 74

Top Industry

Utilities - Regulated Electric 10.5%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 59d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.4%

SPY

+54.6%

Annualised alpha

-4.2%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.3%

−1.3 pts

Top 5

33.8%

+1.4 pts

Top 10

48.6%

+1.1 pts

HHI

377

Diversified−18

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.9%	$15,429,231	14
Unclassified	20.8%	$15,291,132	7
Financial Services	11.4%	$8,394,438	17
Consumer Defensive	10.0%	$7,380,411	8
Consumer Cyclical	9.7%	$7,147,102	9
Utilities	8.3%	$6,112,948	15
Healthcare	7.1%	$5,254,961	4
Communication Services	4.9%	$3,579,537	4
Energy	3.4%	$2,470,459	4
Industrials	2.8%	$2,060,718	2
Basic Materials	0.7%	$541,443	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+6,220	39,936	$460,861
AAPL	Apple Inc.	+4,763	17,354	$4,404,271
IBIT	iShares Bitcoin Trust ETF	+3,900	21,406	$822,418
KEY	Keycorp /New/	+3,338	22,863	$458,403
PFE	Pfizer Inc	+3,117	21,378	$600,294
HBAN	Huntington Bancshares Inc /Md/	+2,088	22,360	$349,934
T	At&T Inc.	+2,064	18,531	$537,213
CAG	Conagra Brands Inc.	+2,027	15,180	$238,629
MSFT	Microsoft Corp	+1,962	8,347	$3,089,808
ABBV	AbbVie Inc.	+1,934	10,404	$2,262,765
IP	International Paper Co /New/	+1,626	7,801	$278,495
RF	Regions Financial Corp	+1,449	15,913	$415,647
NVDA	Nvidia Corp	+1,412	16,077	$2,803,828
CFG	Citizens Financial Group Inc/Ri	+1,384	7,925	$475,262
ADM	Archer-Daniels-Midland Co	+1,347	8,091	$588,134
HPQ	Hp Inc	+1,224	11,096	$213,154
TROW	Price T Rowe Group Inc	+1,060	6,003	$541,110
BBY	Best Buy Co Inc	+1,035	4,380	$281,196
USB	US Bancorp De	+1,015	8,697	$452,330
D	Dominion Energy, Inc	+1,008	7,272	$449,555
FITB	Fifth Third Bancorp	+995	7,196	$334,326
VZ	Verizon Communications Inc	+969	33,820	$1,697,764
CVS	CVS HEALTH Corp	+946	5,104	$366,569
EXC	Exelon Corp	+862	6,774	$332,061
XOM	Exxon Mobil Corp	+859	3,982	$675,586
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−21,592	25,981	$871,142
MO	Altria Group, Inc.	−17,445	7,402	$488,457
META	Meta Platforms, Inc.	−2,695	1,708	$977,198
EIX	Edison International	−2,593	4,758	$348,190
V	Visa Inc.	−2,276	833	$251,765
JPM	Jpmorgan Chase & Co	−2,102	2,929	$861,594
SPY	Spdr S&P 500 ETF Trust	−1,549	15,017	$9,766,155
JPC	Nuveen Preferred & Income Opportunities Fund	−858	23,531	$177,423
ERIC	Ericsson Lm Telephone Co	−680	11,172	$125,908
PLTR	Palantir Technologies Inc.	−496	8,086	$1,182,820
DUK	Duke Energy CORP	−426	8,530	$1,116,918
GLD	Spdr Gold Trust	−406	3,706	$1,594,654
BRK-B	Berkshire Hathaway Inc	−309	3,233	$1,549,253
WMT	Walmart Inc.	−292	10,222	$1,270,390
GEV	GE Vernova Inc.	−98	1,664	$1,452,505
AMZN	Amazon Com Inc	−94	19,058	$3,969,209
GLDM	World Gold Trust	−92	3,116	$288,822
CRWD	CrowdStrike Holdings, Inc.	−80	712	$277,971
KO	Coca Cola Co	−76	3,988	$303,287
IAU	Ishares Gold Trust	−66	4,170	$367,627
QQQ	Invesco Qqq Trust, Series 1	−61	3,612	$2,084,774
BLK	BlackRock, Inc.	−52	1,043	$1,003,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	2,768	$516,702
NOW	ServiceNow, Inc.	4,576	$478,420
STX	Seagate Technology Holdings plc	1,029	$403,121
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
NLY	Annaly Capital Management Inc	40,081	$896,211
CVX	Chevron Corp	2,973	$453,114
GOOGL	Alphabet Inc.	1,074	$336,162
LAZ	Lazard, Inc.	6,688	$324,769
ORI	Old Republic International Corp	6,960	$317,654
SW	Smurfit Westrock plc	7,152	$276,567
GIS	General Mills Inc	5,295	$246,217
KMB	Kimberly Clark Corp	2,045	$206,320
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 positions · $73,662,380 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	15,017	-1,549	$9,766,155	−13.5%	13.26%
AAPL	Apple Inc. Technology	Added	17,354	+4,763	$4,404,271	+28.7%	5.98%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,058	-94	$3,969,209	−10.2%	5.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,682	+359	$3,668,855	+28.0%	4.98%
MSFT	Microsoft Corp Technology	Added	8,347	+1,962	$3,089,808	+0.1%	4.19%
NVDA	Nvidia Corp Technology	Added	16,077	+1,412	$2,803,828	+2.5%	3.81%
ABBV	AbbVie Inc. Healthcare	Added	10,404	+1,934	$2,262,765	+16.9%	3.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,612	-61	$2,084,774	−7.6%	2.83%
LLY	ELI LILLY & Co Healthcare	Added	2,202	+374	$2,025,333	+3.1%	2.75%
VZ	Verizon Communications Inc Communication Services	Added	33,820	+969	$1,697,764	+26.9%	2.30%
GLD	Spdr Gold Trust	Reduced	3,706	-406	$1,594,654	−2.1%	2.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,233	-309	$1,549,253	−13.0%	2.10%
GEV	GE Vernova Inc. Industrials	Reduced	1,664	-98	$1,452,505	+26.1%	1.97%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,222	-292	$1,270,390	+8.5%	1.72%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,086	-496	$1,182,820	−22.5%	1.61%
DUK	Duke Energy CORP Utilities	Reduced	8,530	-426	$1,116,918	+6.4%	1.52%
BLK	BlackRock, Inc. Financial Services	Reduced	1,043	-52	$1,003,063	−14.4%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	1,708	-2,695	$977,198	−66.4%	1.33%
PANW	Palo Alto Networks Inc Technology	Added	6,008	+243	$963,202	−9.3%	1.31%
KMI	Kinder Morgan, Inc. Energy	Reduced	25,981	-21,592	$871,142	−33.4%	1.18%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,929	-2,102	$861,594	−46.9%	1.17%
IBIT	iShares Bitcoin Trust ETF	Added	21,406	+3,900	$822,418	−5.4%	1.12%
XOM	Exxon Mobil Corp Energy	Added	3,982	+859	$675,586	+79.8%	0.92%
VLO	Valero Energy Corp/Tx Energy	Added	2,565	+475	$633,760	+86.3%	0.86%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,658	0	$616,361	−17.3%	0.84%
RTX	RTX Corp Industrials	Added	3,153	+290	$608,213	+15.8%	0.83%
PFE	Pfizer Inc Healthcare	Added	21,378	+3,117	$600,294	+32.0%	0.81%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	8,091	+1,347	$588,134	+51.7%	0.80%
LYB	LyondellBasell Industries N.V. Basic Materials	Added	6,721	+308	$541,443	+95.0%	0.74%
TROW	Price T Rowe Group Inc Financial Services	Added	6,003	+1,060	$541,110	+6.9%	0.73%
T	At&T Inc. Communication Services	Added	18,531	+2,064	$537,213	+31.3%	0.73%
CRM	Salesforce, Inc. Technology	NEW	2,768	NEW	$516,702	NEW	0.70%
MO	Altria Group, Inc. Consumer Defensive	Reduced	7,402	-17,445	$488,457	−65.9%	0.66%
NOW	ServiceNow, Inc. Technology	NEW	4,576	NEW	$478,420	NEW	0.65%
CFG	Citizens Financial Group Inc/Ri Financial Services	Added	7,925	+1,384	$475,262	+24.4%	0.65%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,483	+113	$460,901	+10.1%	0.63%
F	Ford Motor Co Consumer Cyclical	Added	39,936	+6,220	$460,861	+4.2%	0.63%
WEC	Wec Energy Group, Inc. Utilities	Added	3,975	+109	$460,185	+12.9%	0.62%
AVGO	Broadcom Inc. Technology	Added	1,485	+133	$459,622	−1.8%	0.62%
KEY	Keycorp /New/ Financial Services	Added	22,863	+3,338	$458,403	+13.7%	0.62%
BG	Bunge Global SA Consumer Defensive	Added	3,561	+551	$452,959	+68.9%	0.61%
USB	US Bancorp De Financial Services	Added	8,697	+1,015	$452,330	+10.3%	0.61%
D	Dominion Energy, Inc Utilities	Added	7,272	+1,008	$449,555	+22.5%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,288	+4	$423,610	−4.1%	0.58%
PRU	Prudential Financial Inc Financial Services	Added	4,273	+534	$417,429	−1.1%	0.57%
RF	Regions Financial Corp Financial Services	Added	15,913	+1,449	$415,647	+6.0%	0.56%
AEP	American Electric Power Co Inc Utilities	Added	3,160	+304	$414,212	+25.8%	0.56%
STX	Seagate Technology Holdings plc Technology	NEW	1,029	NEW	$403,121	NEW	0.55%
TFC	Truist Financial Corp Financial Services	Added	8,759	+822	$402,651	+3.1%	0.55%
NEE	Nextera Energy Inc Utilities	Added	4,225	+375	$392,418	+27.0%	0.53%