International Private Wealth Advisors LLC

CIK

2022637

Location

SAN DIEGO, CA

Portfolio Value

Micro $94,973,008

Diversification

Diversified

Filing Date

Global Rank

#6,029 / 8,517 ▲ 538

Top Industry

Drug Manufacturers - General 9.1%

3Y Alpha vs SPY

+9.6%

Period ended 47 days ago

Filed Aug 7, 2026 · 9d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+89.0%

SPY

+55.7%

Annualised alpha

+9.6%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

91 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.2%

−0.4 pts

Top 5

33.0%

+0.9 pts

Top 10

51.0%

+3.8 pts

HHI

374

Diversified+21

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.9%	$20,775,995	12
Unclassified	18.2%	$17,302,957	7
Financial Services	9.8%	$9,295,236	20
Consumer Defensive	9.6%	$9,090,884	9
Consumer Cyclical	8.7%	$8,283,937	8
Healthcare	7.8%	$7,450,313	4
Communication Services	7.7%	$7,321,645	6
Utilities	6.0%	$5,661,141	13
Industrials	5.7%	$5,376,175	4
Energy	4.3%	$4,060,707	7
Basic Materials	0.4%	$354,018	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+12,736	15,944	$1,386,171
PLTR	Palantir Technologies Inc.	+8,608	16,694	$1,947,688
AEP	American Electric Power Co Inc	+7,010	10,170	$1,391,357
HPQ	Hp Inc	+6,848	17,944	$393,691
VZ	Verizon Communications Inc	+6,443	40,263	$1,704,735
RTX	RTX Corp	+6,242	9,395	$1,782,513
NVDA	Nvidia Corp	+5,320	21,397	$4,281,325
ABBV	AbbVie Inc.	+3,975	14,379	$3,618,331
AVGO	Broadcom Inc.	+3,676	5,161	$1,949,567
MSFT	Microsoft Corp	+3,419	11,766	$4,388,953
AAPL	Apple Inc.	+3,082	20,436	$5,913,360
KMI	Kinder Morgan, Inc.	+3,077	29,058	$928,984
WMT	Walmart Inc.	+2,946	13,168	$1,491,407
AMZN	Amazon Com Inc	+2,734	21,792	$5,193,905
JPM	Jpmorgan Chase & Co	+1,821	4,750	$1,554,817
GOOGL	Alphabet Inc.	+1,811	10,566	$3,735,962
MO	Altria Group, Inc.	+1,471	8,873	$638,412
IAU	Ishares Gold Trust	+992	5,162	$389,782
CMS	Cms Energy Corp	+852	5,549	$424,498
PHK	Pimco High Income Fund	+835	29,090	$135,559
COST	Costco Wholesale Corp /New	+770	4,452	$4,164,712
PRU	Prudential Financial Inc	+721	4,994	$539,002
JPC	Nuveen Preferred & Income Opportunities Fund	+558	24,089	$189,821
SPY	Spdr S&P 500 ETF Trust	+471	15,488	$11,565,973
ERIC	Ericsson Lm Telephone Co	+314	11,486	$128,068
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−11,969	27,967	$388,741
KEY	Keycorp /New/	−9,023	13,840	$319,012
RF	Regions Financial Corp	−4,769	11,144	$336,548
HBAN	Huntington Bancshares Inc /Md/	−4,357	18,003	$319,193
ADM	Archer-Daniels-Midland Co	−3,637	4,454	$340,285
CFG	Citizens Financial Group Inc/Ri	−3,047	4,878	$341,801
BRK-B	Berkshire Hathaway Inc	−2,821	412	$206,160
T	At&T Inc.	−2,782	15,749	$326,004
USB	US Bancorp De	−2,664	6,033	$364,393
TFC	Truist Financial Corp	−2,208	6,551	$326,370
D	Dominion Energy, Inc	−1,767	5,505	$375,936
CVS	CVS HEALTH Corp	−1,394	3,710	$383,799
VLO	Valero Energy Corp/Tx	−1,345	1,220	$317,736
XOM	ExxonMobil Holdings Corp	−1,258	2,724	$372,425
TROW	Price T Rowe Group Inc	−923	5,080	$577,545
OMC	Omnicom Group Inc.	−898	3,980	$289,863
CRWD	CrowdStrike Holdings, Inc.	−302	410	$312,887
GLDM	World Gold Trust	−244	2,872	$228,094
PFE	Pfizer Inc	−216	21,162	$509,580
IBIT	iShares Bitcoin Trust ETF	−215	21,191	$705,448
GEV	GE Vernova Inc.	−212	1,452	$1,705,896
V	Visa Inc.	−88	745	$255,602
EIX	Edison International	−81	4,677	$348,202
SWKS	Skyworks Solutions, Inc.	−79	4,419	$299,608
META	Meta Platforms, Inc.	−62	1,646	$927,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	4,223	$1,413,944
BXSL	Blackstone Secured Lending Fund	39,296	$931,708
KMB	Kimberly Clark Corp	6,972	$765,316
APLD	Applied Digital Corp.	16,376	$610,824
MDLZ	Mondelez International, Inc.	9,007	$520,964
CVX	Chevron Corp	2,915	$483,190
WSO	Watsco Inc	1,137	$473,822
PKG	Packaging Corp Of America	1,968	$468,935
GIS	General Mills Inc	12,486	$434,512
SW	Smurfit Westrock plc	9,314	$430,865
TGT	Target Corp	3,112	$406,458
ORI	Old Republic International Corp	9,045	$370,121
LNT	Alliant Energy Corp	4,781	$364,742
MET	Metlife Inc	4,097	$346,647
CMCSA	Comcast Corp	13,764	$337,906
EOG	Eog Resources Inc	2,585	$335,352
NI	Nisource Inc.	6,550	$311,452
FNB	Fnb Corp/Pa/	15,844	$302,303
MU	Micron Technology Inc	249	$287,418
ASML	Asml Holding NV	132	$262,606
APA	APA Corp	7,272	$236,849
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	8,530	$1,116,918
PANW	Palo Alto Networks Inc	6,008	$963,202
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	28,339	$817,580
CRM	Salesforce, Inc.	2,768	$516,702
NOW	ServiceNow, Inc.	4,576	$478,420
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	5,110	$468,280
MCD	Mcdonalds Corp	1,483	$460,901
BG	Bunge Global SA	3,561	$452,959
STX	Seagate Technology Holdings plc	1,029	$403,121
NEE	Nextera Energy Inc	4,225	$392,418
PM	Philip Morris International Inc.	2,236	$369,700
FE	Firstenergy Corp	7,243	$366,930
FITB	Fifth Third Bancorp	7,196	$334,326
BBY	Best Buy Co Inc	4,380	$281,196
IP	International Paper Co /New/	7,801	$278,495
IBM	International Business Machines Corp	1,112	$269,537
PEG	Public Service Enterprise Group Inc	3,143	$254,425
CAG	Conagra Brands Inc.	15,180	$238,629
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $94,973,008 total · filing declares 160 positions · $194,265,105 · as of Jun 30, 2026

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

Showing 1–50 of 91 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	Added	15,488	+471	$11,565,973	+18.4%	12.18%
AAPL	Apple Inc. Technology	Added	20,436	+3,082	$5,913,360	+34.3%	6.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,792	+2,734	$5,193,905	+30.9%	5.47%
MSFT	Microsoft Corp Technology	Added	11,766	+3,419	$4,388,953	+42.0%	4.62%
NVDA	Nvidia Corp Technology	Added	21,397	+5,320	$4,281,325	+52.7%	4.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,452	+770	$4,164,712	+13.5%	4.39%
GOOGL	Alphabet Inc. Communication Services	Added	10,566	+1,811	$3,735,962	+48.8%	3.93%
ABBV	AbbVie Inc. Healthcare	Added	14,379	+3,975	$3,618,331	+59.9%	3.81%
LLY	ELI LILLY & Co Healthcare	Added	2,450	+248	$2,938,603	+45.1%	3.09%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,610	-2	$2,658,404	+27.5%	2.80%
AVGO	Broadcom Inc. Technology	Added	5,161	+3,676	$1,949,567	+324.2%	2.05%
PLTR	Palantir Technologies Inc. Technology	Added	16,694	+8,608	$1,947,688	+64.7%	2.05%
RTX	RTX Corp Industrials	Added	9,395	+6,242	$1,782,513	+193.1%	1.88%
GEV	GE Vernova Inc. Industrials	Reduced	1,452	-212	$1,705,896	+17.4%	1.80%
VZ	Verizon Communications Inc Communication Services	Added	40,263	+6,443	$1,704,735	+0.4%	1.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,750	+1,821	$1,554,817	+80.5%	1.64%
WMT	Walmart Inc. Consumer Defensive	Added	13,168	+2,946	$1,491,407	+17.4%	1.57%
GLD	Spdr Gold Trust	Added	3,906	+200	$1,438,892	−9.8%	1.52%
VRT	Vertiv Holdings Co Industrials	NEW	4,223	NEW	$1,413,944	NEW	1.49%
AEP	American Electric Power Co Inc Utilities	Added	10,170	+7,010	$1,391,357	+235.9%	1.47%
OKE	Oneok Inc /New/ Energy	Added	15,944	+12,736	$1,386,171	+378.0%	1.46%
BLK	BlackRock, Inc. Financial Services	Added	1,283	+240	$1,233,681	+23.0%	1.30%
BXSL	Blackstone Secured Lending Fund Financial Services	NEW	39,296	NEW	$931,708	NEW	0.98%
KMI	Kinder Morgan, Inc. Energy	Added	29,058	+3,077	$928,984	+6.6%	0.98%
META	Meta Platforms, Inc. Communication Services	Reduced	1,646	-62	$927,175	−5.1%	0.98%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	6,972	NEW	$765,316	NEW	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,685	+27	$708,711	+15.0%	0.75%
IBIT	iShares Bitcoin Trust ETF	Reduced	21,191	-215	$705,448	−14.2%	0.74%
MO	Altria Group, Inc. Consumer Defensive	Added	8,873	+1,471	$638,412	+30.7%	0.67%
APLD	Applied Digital Corp. Technology	NEW	16,376	NEW	$610,824	NEW	0.64%
TROW	Price T Rowe Group Inc Financial Services	Reduced	5,080	-923	$577,545	+6.7%	0.61%
PRU	Prudential Financial Inc Financial Services	Added	4,994	+721	$539,002	+29.1%	0.57%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	9,007	NEW	$520,964	NEW	0.55%
PFE	Pfizer Inc Healthcare	Reduced	21,162	-216	$509,580	−15.1%	0.54%
CVX	Chevron Corp Energy	NEW	2,915	NEW	$483,190	NEW	0.51%
WSO	Watsco Inc Industrials	NEW	1,137	NEW	$473,822	NEW	0.50%
PKG	Packaging Corp Of America Consumer Cyclical	NEW	1,968	NEW	$468,935	NEW	0.49%
WEC	Wec Energy Group, Inc. Utilities	Added	3,986	+11	$465,445	+1.1%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,284	-4	$452,841	+6.9%	0.48%
GIS	General Mills Inc Consumer Defensive	NEW	12,486	NEW	$434,512	NEW	0.46%
SW	Smurfit Westrock plc Consumer Cyclical	NEW	9,314	NEW	$430,865	NEW	0.45%
CMS	Cms Energy Corp Utilities	Added	5,549	+852	$424,498	+16.5%	0.45%
TGT	Target Corp Consumer Defensive	NEW	3,112	NEW	$406,458	NEW	0.43%
HPQ	Hp Inc Technology	Added	17,944	+6,848	$393,691	+84.7%	0.41%
IAU	Ishares Gold Trust	Added	5,162	+992	$389,782	+6.0%	0.41%
F	Ford Motor Co Consumer Cyclical	Reduced	27,967	-11,969	$388,741	−15.6%	0.41%
PFG	Principal Financial Group Inc Financial Services	Reduced	3,604	-20	$388,439	+18.9%	0.41%
ES	Eversource Energy Utilities	Added	5,373	+77	$388,306	+5.8%	0.41%
CVS	CVS HEALTH Corp Healthcare	Reduced	3,710	-1,394	$383,799	+4.7%	0.40%
D	Dominion Energy, Inc Utilities	Reduced	5,505	-1,767	$375,936	−16.4%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.