International Private Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, International Private Wealth Advisors LLC held in its portfolio 149 assets valued at $158,792,481 (i.e. $158.79M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($11.30M), SPDR SERIES TRUST ($9.03M), and DIMENSIONAL ETF TRUST ($7.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
International Private Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16566 | 11296400 | TR UNIT |
| SPDR SERIES TRUST | 221118 | 9027458 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 151332 | 7082324 | US CORE EQT MKT |
| ISHARES TR | 54192 | 6467767 | 3 7 YR TREAS BD |
| SPDR INDEX SHS FDS | 110456 | 4905332 | PORTFOLIO DEVLPD |
| ISHARES TR | 53682 | 4678894 | 20 YR TR BD ETF |
| AMAZON COM INC | 19152 | 4420650 | COM |
| SSGA ACTIVE TR | 63061 | 3929310 | STATE STREET US |
| DIMENSIONAL ETF TRUST | 67287 | 3638195 | GLOBAL CORE PLUS |
| APPLE INC | 12591 | 3423076 | COM |
| DIMENSIONAL ETF TRUST | 73459 | 3126427 | CORE FIXED INCOM |
| MICROSOFT CORP | 6385 | 3088051 | COM |
| SPDR SERIES TRUST | 102190 | 2917522 | BLOOMBERG ENHNCD |
| META PLATFORMS INC | 4403 | 2906667 | CL A |
| COSTCO WHSL CORP NEW | 3323 | 2865919 | COM |
| NVIDIA CORPORATION | 14665 | 2734933 | COM |
| ALPHABET INC | 7589 | 2381338 | CAP STK CL C |
| INVESCO QQQ TR | 3673 | 2256600 | UNIT SER 1 |
| ELI LILLY & CO | 1828 | 1964053 | COM |
| ABBVIE INC | 8470 | 1935416 | COM |
| ETF OPPORTUNITIES TRUST | 81810 | 1887357 | IDX DYNAMIC FIXE |
| SPDR INDEX SHS FDS | 39544 | 1851035 | PORTFOLIO EMG MK |
| SSGA ACTIVE TR | 71019 | 1840098 | STATE STREET FIX |
| BERKSHIRE HATHAWAY INC DEL | 3542 | 1780386 | CL B NEW |
| DIMENSIONAL ETF TRUST | 29106 | 1732985 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 45199 | 1718928 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 43768 | 1667998 | INTL CORE EQT MK |
| ISHARES TR | 13809 | 1659535 | CORE S&P SCP ETF |
| SPDR GOLD TR | 4112 | 1629627 | GOLD SHS |
| JPMORGAN CHASE & CO. | 5031 | 1621191 | COM |
| ISHARES TR | 23310 | 1538469 | CORE S&P MCP ETF |
| PALANTIR TECHNOLOGIES INC | 8582 | 1525450 | CL A |
| ALTRIA GROUP INC | 24847 | 1432689 | COM |
| VERIZON COMMUNICATIONS INC | 32851 | 1338033 | COM |
| KINDER MORGAN INC DEL | 47573 | 1307782 | COM |
| ISHARES INC | 18911 | 1271228 | CORE MSCI EMKT |
| BLACKROCK INC | 1095 | 1171750 | COM |
| WALMART INC | 10514 | 1171378 | COM |
| GE VERNOVA INC | 1762 | 1151590 | COM |
| VISA INC | 3109 | 1090505 | COM CL A |
| SCHWAB STRATEGIC TR | 39510 | 1063214 | US LRG CAP ETF |
| PALO ALTO NETWORKS INC | 5765 | 1061913 | COM |
| DUKE ENERGY CORP NEW | 8956 | 1049754 | COM NEW |
| ISHARES TR | 9466 | 945457 | CORE US AGGBD ET |
| ANNALY CAPITAL MANAGEMENT IN | 40081 | 896211 | COM NEW |
| ISHARES BITCOIN TRUST ETF | 17506 | 869173 | SHS BEN INT |
| SSGA ACTIVE TR | 28353 | 779424 | SPDR BRIDGEWATER |
| TESLA INC | 1658 | 745775 | COM |
| ISHARES TR | 6328 | 697272 | IBOXX INV CP ETF |
| VANGUARD BD INDEX FDS | 8480 | 668323 | SHORT TRM BOND |
| VANGUARD SCOTTSDALE FDS | 7600 | 636500 | INT-TERM CORP |
| ISHARES TR | 2959 | 587673 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 17024 | 574380 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 17220 | 560856 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 11001 | 548961 | INTERNATNAL VAL |
| ISHARES TR | 6108 | 546422 | CORE MSCI EAFE |
| SSGA ACTIVE ETF TR | 13172 | 543607 | STATE STREET BLA |
| SELECT SECTOR SPDR TR | 9815 | 537585 | STATE STREET FIN |
| DIMENSIONAL ETF TRUST | 16756 | 530585 | INTL HIGH PROFIT |
| RTX CORPORATION | 2863 | 525121 | COM |
| PRICE T ROWE GROUP INC | 4943 | 506037 | COM |
| FIDELITY MERRIMACK STR TR | 10933 | 503355 | TOTAL BD ETF |
| SCHWAB STRATEGIC TR | 16662 | 501026 | US MID-CAP ETF |
| SPDR INDEX SHS FDS | 12188 | 497993 | S&P INTL SMLCP |
| GRAYSCALE BITCOIN TRUST ETF | 6950 | 475069 | SHS REP COM UT |
| BROADCOM INC | 1352 | 467960 | COM |
| NIKE INC | 7203 | 458882 | CL B |
| PFIZER INC | 18261 | 454698 | COM |
| CHEVRON CORP NEW | 2973 | 453153 | COM |
| SCHWAB STRATEGIC TR | 9720 | 442550 | INTL SCEQT ETF |
| FORD MTR CO | 33716 | 442358 | COM |
| HOME DEPOT INC | 1284 | 441967 | COM |
| EDISON INTL | 7351 | 441185 | COM |
| PRUDENTIAL FINL INC | 3739 | 422057 | COM |
| MCDONALDS CORP | 1370 | 418631 | COM |
| US BANCORP DEL | 7682 | 409907 | COM NEW |
| AT&T INC | 16467 | 409033 | COM |
| WEC ENERGY GROUP INC | 3866 | 407661 | COM |
| KEYCORP | 19525 | 402997 | COM |
| ISHARES TR | 8800 | 399981 | MSCI INTL QUALTY |
| REGIONS FINANCIAL CORP NEW | 14464 | 391983 | COM |
| TRUIST FINL CORP | 7937 | 390603 | COM |
| ARCHER DANIELS MIDLAND CO | 6744 | 387683 | COM |
| ISHARES TR | 3520 | 386883 | TIPS BD ETF |
| WISDOMTREE TR | 4506 | 382455 | US TOTAL DIVIDND |
| CITIZENS FINL GROUP INC | 6541 | 382081 | COM |
| EXXON MOBIL CORP | 3123 | 375780 | COM |
| CROWDSTRIKE HLDGS INC | 792 | 371258 | CL A |
| DOMINION ENERGY INC | 6264 | 367037 | COM |
| INVESCO EXCHANGE TRADED FD T | 2944 | 353309 | S&P MIDCAP 400 |
| ISHARES TR | 3660 | 351964 | 7-10 YR TRSY BD |
| HUNTINGTON BANCSHARES INC | 20272 | 351716 | COM |
| OMNICOM GROUP INC | 4331 | 349721 | COM |
| SELECT SECTOR SPDR TR | 2416 | 347868 | STATE STREET TEC |
| ISHARES GOLD TR | 4236 | 343836 | ISHARES NEW |
| VALERO ENERGY CORP | 2090 | 340274 | COM |
| SCHWAB STRATEGIC TR | 12398 | 340077 | US DIVIDEND EQ |
| PHILIP MORRIS INTL INC | 2099 | 336667 | COM |
| ALPHABET INC | 1074 | 336192 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 6610 | 334391 | ULTRA SHRT ETF |
| CVS HEALTH CORP | 4158 | 329987 | COM |
| AMERICAN ELEC PWR CO INC | 2856 | 329372 | COM |
| LAZARD INC | 6688 | 324748 | COM |
| OLD REP INTL CORP | 6960 | 317632 | COM |
| VANECK ETF TRUST | 12175 | 314358 | JP MRGAN EM LOC |
| EVERSOURCE ENERGY | 4592 | 309169 | COM |
| NEXTERA ENERGY INC | 3850 | 309053 | COM |
| INTERNATIONAL BUSINESS MACHS | 1040 | 308058 | COM |
| PROSHARES TR | 5788 | 307806 | ULTR RUSSL2000 |
| CMS ENERGY CORP | 4278 | 299160 | COM |
| ISHARES TR | 3592 | 297506 | 1 3 YR TREAS BD |
| FIRSTENERGY CORP | 6540 | 292790 | COM |
| FIFTH THIRD BANCORP | 6201 | 290248 | COM |
| ISHARES TR | 3048 | 290231 | MBS ETF |
| ISHARES TR | 11630 | 290166 | GLOBAL REIT ETF |
| WELLS FARGO CO NEW | 3065 | 285681 | COM |
| COCA COLA CO | 4064 | 284114 | COM |
| OGE ENERGY CORP | 6581 | 281019 | COM |
| SCHWAB STRATEGIC TR | 10608 | 281012 | US TIPS ETF |
| LYONDELLBASELL INDUSTRIES N | 6413 | 277683 | SHS - A - |
| SMURFIT WESTROCK PLC | 7152 | 276566 | SHS |
| WORLD GOLD TR | 3208 | 273867 | SPDR GLD MINIS |
| GENUINE PARTS CO | 2213 | 272070 | COM |
| VANGUARD WORLD FD | 654 | 269973 | MEGA GRWTH IND |
| BUNGE GLOBAL SA | 3010 | 268088 | COM SHS |
| VANECK ETF TRUST | 9054 | 265871 | FALLEN ANGEL HG |
| PPL CORP | 7502 | 262736 | COM |
| EXELON CORP | 5912 | 257709 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 2890 | 254947 | COM |
| DTE ENERGY CO | 1936 | 249657 | COM |
| VANGUARD INTL EQUITY INDEX F | 2964 | 247820 | FTSE EUROPE ETF |
| GENERAL MLS INC | 5295 | 246221 | COM |
| ISHARES TR | 990 | 243698 | RUSSELL 2000 ETF |
| INTERNATIONAL PAPER CO | 6175 | 243230 | COM |
| DIMENSIONAL ETF TRUST | 10595 | 242630 | US REAL ESTATE E |
| PINNACLE WEST CAP CORP | 2725 | 241715 | COM |
| SKYWORKS SOLUTIONS INC | 3714 | 235501 | COM |
| VANGUARD INDEX FDS | 698 | 234174 | TOTAL STK MKT |
| PUBLIC SVC ENTERPRISE GRP IN | 2906 | 233372 | COM |
| CONAGRA BRANDS INC | 13153 | 227682 | COM |
| BEST BUY INC | 3345 | 223890 | COM |
| HP INC | 9872 | 219958 | COM |
| ONEOK INC NEW | 2965 | 217915 | COM |
| VANGUARD INDEX FDS | 444 | 216383 | GROWTH ETF |
| INVESCO EXCHANGE TRADED FD T | 6722 | 214107 | S&P500 EQL HLT |
| KIMBERLY-CLARK CORP | 2045 | 206335 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 24389 | 197793 | COM |
| PIMCO HIGH INCOME FD | 27485 | 133578 | COM SHS |
| TELEFONAKTIEBOLAGET LM ERICS | 11852 | 114372 | ADR B SEK 10 |
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