International Private Wealth Advisors LLC
CIK: 0002022637SEC EDGAR →
Portfolio Value
$158.8M
Holdings
156
As of
Q4 2025
New Positions
156
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 16,566 | $11.3M | 7.11% |
| 2 | DIMENSIONAL ETF TRUST | 151,332 | $7.1M | 4.46% |
| 3 | ISHARES TR | 54,192 | $6.5M | 4.07% |
| 4 | SPDR INDEX SHS FDS | 110,456 | $4.9M | 3.09% |
| 5 | ISHARES TR | 53,682 | $4.7M | 2.95% |
| 6 | AMAZON COM INC | 19,152 | $4.4M | 2.78% |
| 7 | SSGA ACTIVE TR | 63,061 | $3.9M | 2.47% |
| 8 | DIMENSIONAL ETF TRUST | 67,287 | $3.6M | 2.29% |
| 9 | APPLE INC | 12,591 | $3.4M | 2.16% |
| 10 | SPDR SERIES TRUST | 42,048 | $3.4M | 2.12% |
Quarterly Changes
New Positions (156)
$11.3M · 17K shares
$7.1M · 151K shares
$6.5M · 54K shares
$4.9M · 110K shares
$4.7M · 54K shares
$4.4M · 19K shares
$3.9M · 63K shares
$3.6M · 67K shares
$3.4M · 13K shares
$3.4M · 42K shares
$3.1M · 73K shares
$3.1M · 6K shares
$2.9M · 102K shares
$2.9M · 4K shares
$2.9M · 3K shares
$2.7M · 15K shares
$2.4M · 8K shares
$2.3M · 4K shares
$2.0M · 2K shares
$1.9M · 8K shares
$1.9M · 82K shares
$1.9M · 40K shares
$1.8M · 71K shares
$1.8M · 69K shares
$1.8M · 4K shares
$1.7M · 29K shares
$1.7M · 45K shares
$1.7M · 44K shares
$1.7M · 14K shares
$1.6M · 4K shares
$1.6M · 5K shares
$1.5M · 23K shares
$1.5M · 9K shares
$1.4M · 25K shares
$1.3M · 33K shares
$1.3M · 48K shares
$1.3M · 19K shares
$1.2M · 45K shares
$1.2M · 11K shares
$1.2M · 1K shares
$1.2M · 2K shares
$1.1M · 3K shares
$1.1M · 40K shares
$1.1M · 6K shares
$1.0M · 9K shares
$1.0M · 22K shares
$945K · 9K shares
$896K · 40K shares
$869K · 18K shares
$779K · 28K shares
$745K · 2K shares
$697K · 6K shares
$668K · 8K shares
$643K · 11K shares
$636K · 8K shares
$587K · 3K shares
$574K · 17K shares
$560K · 17K shares
$559K · 22K shares
$548K · 11K shares
$546K · 6K shares
$543K · 13K shares
$537K · 10K shares
$530K · 17K shares
$525K · 3K shares
$506K · 5K shares
$503K · 11K shares
$501K · 17K shares
$497K · 12K shares
$475K · 7K shares
$467K · 1K shares
$458K · 7K shares
$454K · 18K shares
$453K · 3K shares
$442K · 10K shares
$442K · 34K shares
$441K · 7K shares
$441K · 1K shares
$422K · 4K shares
$418K · 1K shares
$409K · 16K shares
$409K · 8K shares
$407K · 4K shares
$402K · 20K shares
$399K · 9K shares
$391K · 14K shares
$390K · 8K shares
$387K · 7K shares
$386K · 4K shares
$382K · 7K shares
$382K · 5K shares
$375K · 3K shares
$371K · 792 shares
$367K · 6K shares
$353K · 3K shares
$351K · 20K shares
$351K · 4K shares
$349K · 4K shares
$347K · 2K shares
$343K · 4K shares
$340K · 12K shares
$340K · 2K shares
$336K · 2K shares
$336K · 1K shares
$334K · 7K shares
$329K · 4K shares
$329K · 3K shares
$324K · 7K shares
$317K · 7K shares
$314K · 12K shares
$309K · 5K shares
$309K · 4K shares
$308K · 1K shares
$307K · 6K shares
$299K · 4K shares
$297K · 4K shares
$292K · 7K shares
$290K · 12K shares
$290K · 3K shares
$290K · 6K shares
$285K · 3K shares
$284K · 4K shares
$281K · 7K shares
$281K · 11K shares
$277K · 6K shares
$276K · 7K shares
$273K · 3K shares
$272K · 2K shares
$269K · 654 shares
$268K · 3K shares
$265K · 9K shares
$262K · 8K shares
$257K · 6K shares
$254K · 3K shares
$250K · 3K shares
$249K · 2K shares
$247K · 3K shares
$246K · 5K shares
$243K · 990 shares
$243K · 6K shares
$242K · 11K shares
$241K · 3K shares
$235K · 4K shares
$234K · 698 shares
$233K · 3K shares
$227K · 13K shares
$223K · 3K shares
$219K · 10K shares
$217K · 3K shares
$216K · 444 shares
$214K · 7K shares
$210K · 7K shares
$206K · 2K shares
$197K · 24K shares
$133K · 27K shares
$114K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $100.2M | 63.1% |
| Technology | 13 | $14.2M | 9.0% |
| Consumer Cyclical | 10 | $7.9M | 5.0% |
| Unknown | 9 | $7.6M | 4.8% |
| Consumer Defensive | 9 | $7.1M | 4.5% |
| Communication Services | 5 | $6.4M | 4.0% |
| Utilities | 15 | $6.2M | 3.9% |
| Healthcare | 4 | $4.7M | 2.9% |
| Energy | 5 | $2.7M | 1.7% |
| Real Estate | 1 | $896K | 0.6% |
| Industrials | 1 | $525K | 0.3% |
| Basic Materials | 1 | $277K | 0.2% |