International Private Wealth Advisors LLC
CIK 2022637 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- SPY5.95%
- DFAU4.98%
- TLT3.79%
- AAPL3.04%
- MBB2.77%
- AMZN2.67%
- SPDW2.53%
- DFGP2.41%
- XLSR2.29%
- MSFT2.26%
Share classes counted separately32.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MBBWeight increased · +1.37 pp1.40% → 2.77%Shares +32.84K (+135.92%)
- IEIWeight decreased · -1.17 pp3.07% → 1.90%Shares -10.84K (-25.62%)
- AVGOWeight increased · +0.72 pp0.28% → 1.00%Shares +3.68K (+247.54%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.57M | 5.95% | 15.49K shares | 5.97% → 5.95%-0.02 pp +471 (+3.14%) | Added | ▾ |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $9.67M | 4.98% | 187.10K shares | 5.13% → 4.98%-0.15 pp +1.12K (+0.60%) | Added | ▾ |
| 03 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $7.35M | 3.79% | 85.10K shares | 3.26% → 3.79%+0.53 pp +23.58K (+38.33%) | Added | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $5.91M | 3.04% | 20.44K shares | 2.69% → 3.04%+0.35 pp +3.08K (+17.76%) | Added | ▾ |
| 05 | MBBISHARES MBS ETFMBS ETF View history and evidence | $5.39M | 2.77% | 56.99K shares | 1.40% → 2.77%+1.37 pp +32.84K (+135.92%) | Added | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $5.19M | 2.67% | 21.79K shares | 2.43% → 2.67%+0.24 pp +2.73K (+14.35%) | Added | ▾ |
| 07 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $4.92M | 2.53% | 97.72K shares | 3.14% → 2.53%-0.61 pp -14.74K (-13.11%) | Reduced | ▾ |
| 08 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOB CO PLUS ETF View history and evidence | $4.68M | 2.41% | 85.89K shares | 2.78% → 2.41%-0.37 pp +1.72K (+2.05%) | Added | ▾ |
| 09 | XLSRSS US SECTOR ROTATIONSTATE STREET US View history and evidence | $4.45M | 2.29% | 68.54K shares | 2.47% → 2.29%-0.18 pp -1.51K (-2.16%) | Reduced | ▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $4.39M | 2.26% | 11.77K shares | 1.89% → 2.26%+0.37 pp +3.42K (+40.96%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DUK DUKE ENERGY CORP | Non-derivative | -8,530 | -$1.12M | SEC filing ↗ | SEC filing ↗ |
| PANW PALO ALTO NETWORKS INC | Non-derivative | -6,008 | -$963.23K | SEC filing ↗ | SEC filing ↗ |
| CRM SALESFORCE INC | Non-derivative | -2,768 | -$516.73K | SEC filing ↗ | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2022637 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 194265105
}Research all 160 reported holdings.
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