International Private Wealth Advisors LLC 13F Holdings · Q2 2026
International Private Wealth Advisors LLC reported 160 securities worth $194.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (5.95%), DFAU (4.98%), TLT (3.79%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 5.95% | 15,488 | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $9.7M | 4.98% | 187,100 | Added |
| 3 | TLT | ISHARES TR | $7.4M | 3.79% | 85,097 | Added |
| 4 | AAPL | APPLE INC | $5.9M | 3.04% | 20,436 | Added |
| 5 | MBB | ISHARES TR | $5.4M | 2.77% | 56,994 | Added |
| 6 | AMZN | AMAZON COM INC | $5.2M | 2.67% | 21,792 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $4.9M | 2.53% | 97,716 | Trimmed |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $4.7M | 2.41% | 85,888 | Added |
| 9 | XLSR | SSGA ACTIVE TR | $4.4M | 2.29% | 68,536 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $4.4M | 2.26% | 11,766 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $4.3M | 2.20% | 21,397 | Added |
| 12 | SPYM | SPDR SERIES TRUST | $4.3M | 2.19% | 48,511 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $4.2M | 2.14% | 4,452 | Added |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $4.1M | 2.13% | 97,878 | Added |
| 15 | IEI | ISHARES TR | $3.7M | 1.90% | 31,467 | Trimmed |
| 16 | CERY | SPDR SERIES TRUST | $3.7M | 1.88% | 109,387 | Trimmed |
| 17 | ABBV | ABBVIE INC | $3.6M | 1.86% | 14,379 | Added |
| 18 | GOOG | ALPHABET INC | $3.5M | 1.80% | 9,903 | Added |
| 19 | LLY | ELI LILLY & CO | $2.9M | 1.51% | 2,450 | Added |
| 20 | QQQ | INVESCO QQQ TR | $2.7M | 1.37% | 3,610 | Trimmed |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $2.4M | 1.26% | 35,048 | Added |
| 22 | DUHP | DIMENSIONAL ETF TRUST | $2.4M | 1.21% | 56,340 | Added |
| 23 | SPEM | SPDR INDEX SHS FDS | $2.3M | 1.20% | 45,012 | Added |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $2.2M | 1.12% | 52,567 | Added |
| 25 | IJR | ISHARES TR | $2.1M | 1.09% | 14,305 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR