International Private Wealth Advisors LLC

CIK

2022637

Location

SAN DIEGO, CA

Portfolio Value

Small $192,382,820

Diversification

Diversified

Filing Date

Global Rank

#6,616 / 8,793 ▲ 169 · as of Jun 2026

Top Industry

Drug Manufacturers - General 9.1%

Period ended 3 months ago

Filed Aug 7, 2026 · 56d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

15.5%

−3.6 pts

Top 5

45.7%

+2.4 pts

Top 10

60.6%

+2.3 pts

HHI

626

Diversified+32

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.4%	$114,354,494	26
Technology	10.8%	$20,775,995	12
Financial Services	5.0%	$9,653,511	21
Consumer Defensive	4.7%	$9,090,884	9
Consumer Cyclical	4.3%	$8,283,937	8
Healthcare	3.9%	$7,450,313	4
Communication Services	3.8%	$7,321,645	6
Utilities	2.9%	$5,661,141	13
Industrials	2.8%	$5,376,175	4
Energy	2.1%	$4,060,707	7
Basic Materials	0.2%	$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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+65,953	310,832	$28,776,310
DCOR	Dimensional US Core Equity 1 ETF	+19,392	620,609	$29,874,941
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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+6,200	219,573	$9,816,349
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
VB	Vanguard Morningstar Small-Cap ETF	+2,627	3,600	$576,685
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−13,876	183,646	$7,722,892
F	Ford Motor Co	−11,969	27,967	$388,741
CWI	State Street SPDR MSCI ACWI ex-US ETF	−11,960	155,618	$7,818,696
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
—		−2,193	155,180	$5,600,152
AAPX	T-Rex 2X Long Apple Daily Target ETF	−2,154	82,668	$0
D	Dominion Energy, Inc	−1,767	5,505	$375,936
STT	State Street Corp	−1,527	6,683	$358,275
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−499	1,656	$315,501
ABI	VictoryShares Pioneer Asset-Based Income ETF	−430	8,489	$477,260
CRWD	CrowdStrike Holdings, Inc.	−302	410	$312,887
GLDM	World Gold Trust	−244	2,872	$228,094
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 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
—		1,642	$271,553
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

17 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	8,530	$1,116,918
PANW	Palo Alto Networks Inc	6,008	$963,202
CRM	Salesforce, Inc.	2,768	$516,702
NOW	ServiceNow, Inc.	4,576	$478,420
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
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4,244	$214,788
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $192,382,820 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 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	620,609	+19,392	$29,874,941	+12.4%	15.53%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	310,832	+65,953	$28,776,310	—	14.96%
SPY	Spdr S&P 500 ETF Trust	Added	15,488	+471	$11,565,973	+18.4%	6.01%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	219,573	+6,200	$9,816,349	+14.9%	5.10%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	155,618	-11,960	$7,818,696	+2.1%	4.06%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	183,646	-13,876	$7,722,892	+1.4%	4.01%
AAPL	Apple Inc. Technology	Added	20,436	+3,082	$5,913,360	+34.3%	3.07%
		Reduced	155,180	-2,193	$5,600,152	−3.9%	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,792	+2,734	$5,193,905	+30.9%	2.70%
MSFT	Microsoft Corp Technology	Added	11,766	+3,419	$4,388,953	+42.0%	2.28%
NVDA	Nvidia Corp Technology	Added	21,397	+5,320	$4,281,325	+52.7%	2.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,452	+770	$4,164,712	+13.5%	2.16%
GOOGL	Alphabet Inc. Communication Services	Added	10,566	+1,811	$3,735,962	+48.8%	1.94%
ABBV	AbbVie Inc. Healthcare	Added	14,379	+3,975	$3,618,331	+59.9%	1.88%
LLY	ELI LILLY & Co Healthcare	Added	2,450	+248	$2,938,603	+45.1%	1.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,610	-2	$2,658,404	+27.5%	1.38%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	75,988	+421	$2,538,490	+10.4%	1.32%
AVGO	Broadcom Inc. Technology	Added	5,161	+3,676	$1,949,567	+324.2%	1.01%
PLTR	Palantir Technologies Inc. Technology	Added	16,694	+8,608	$1,947,688	+64.7%	1.01%
RTX	RTX Corp Industrials	Added	9,395	+6,242	$1,782,513	+193.1%	0.93%
GEV	GE Vernova Inc. Industrials	Reduced	1,452	-212	$1,705,896	+17.4%	0.89%
VZ	Verizon Communications Inc Communication Services	Added	40,263	+6,443	$1,704,735	+0.4%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,750	+1,821	$1,554,817	+80.5%	0.81%
WMT	Walmart Inc. Consumer Defensive	Added	13,168	+2,946	$1,491,407	+17.4%	0.78%
GLD	Spdr Gold Trust	Added	3,906	+200	$1,438,892	−9.8%	0.75%
VRT	Vertiv Holdings Co Industrials	NEW	4,223	NEW	$1,413,944	NEW	0.73%
AEP	American Electric Power Co Inc Utilities	Added	10,170	+7,010	$1,391,357	+235.9%	0.72%
OKE	Oneok Inc /New/ Energy	Added	15,944	+12,736	$1,386,171	+378.0%	0.72%
BLK	BlackRock, Inc. Financial Services	Added	1,283	+240	$1,233,681	+23.0%	0.64%
BXSL	Blackstone Secured Lending Fund Financial Services	NEW	39,296	NEW	$931,708	NEW	0.48%
KMI	Kinder Morgan, Inc. Energy	Added	29,058	+3,077	$928,984	+6.6%	0.48%
META	Meta Platforms, Inc. Communication Services	Reduced	1,646	-62	$927,175	−5.1%	0.48%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	6,972	NEW	$765,316	NEW	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,685	+27	$708,711	+15.0%	0.37%
IBIT	iShares Bitcoin Trust ETF	Reduced	21,191	-215	$705,448	−14.2%	0.37%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	8,823	-195	$687,399	−2.8%	0.36%
MO	Altria Group, Inc. Consumer Defensive	Added	8,873	+1,471	$638,412	+30.7%	0.33%
AFK	VanEck Africa Index ETF	Added	22,690	+762	$611,883	+5.0%	0.32%
APLD	Applied Digital Corp. Technology	NEW	16,376	NEW	$610,824	NEW	0.32%
BNDW	Vanguard Total World Bond ETF	Held	7,354	0	$607,808	−0.1%	0.32%
TROW	Price T Rowe Group Inc Financial Services	Reduced	5,080	-923	$577,545	+6.7%	0.30%
VB	Vanguard Morningstar Small-Cap ETF	Added	3,600	+2,627	$576,685	+84.7%	0.30%
PRU	Prudential Financial Inc Financial Services	Added	4,994	+721	$539,002	+29.1%	0.28%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	9,007	NEW	$520,964	NEW	0.27%
PFE	Pfizer Inc Healthcare	Reduced	21,162	-216	$509,580	−15.1%	0.26%
ANEW	ProShares MSCI Transformational Changes ETF	Held	5,788	0	$505,523	—	0.26%
CVX	Chevron Corp Energy	NEW	2,915	NEW	$483,190	NEW	0.25%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	8,489	-430	$477,260	+3.3%	0.25%
WSO	Watsco Inc Industrials	NEW	1,137	NEW	$473,822	NEW	0.25%
PKG	Packaging Corp Of America Consumer Cyclical	NEW	1,968	NEW	$468,935	NEW	0.24%

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.