International Private Wealth Advisors

SAN DIEGO, CAfiles as International Private Wealth Advisors LLC

$194m in 160 US stocks at the end of 30 June 2026. The top 10 are 32.7% of the money. It changed about 14.6% of the portfolio this quarter.

Value

$194m

Stocks

160

Top 10 share

32.7%

Turnover

14.6%

What changed this quarter

New

Bought for the first time this quarter.

Vertiv HoldingsVRT
0.7% of the fund
Blackstone Secured Lending FundBXSL
0.5% of the fund
Kimberly-ClarkKMB
0.4% of the fund
Applied DigitalAPLD
0.3% of the fund
Mondelez InternationalMDLZ
0.3% of the fund
ChevronCVX
0.2% of the fund
WatscoWSO
0.2% of the fund
Packaging Corp of AmericaPKG
0.2% of the fund
General MillsGIS
0.2% of the fund
Smurfit WestrockSW
0.2% of the fund
TargetTGT
0.2% of the fund
Old Republic InternationalORI
0.2% of the fund
Alliant EnergyLNT
0.2% of the fund
MetLifeMET
0.2% of the fund
ComcastCMCSA
0.2% of the fund
EOG ResourcesEOG
0.2% of the fund
Dimensional ETF TrustDFAC
0.2% of the fund
Dimensional ETF TrustDCOR
0.2% of the fund
NisourceNI
0.2% of the fund
FNBFNB
0.2% of the fund
Micron TechnologyMU
0.1% of the fund
ETF SER SolutionsQTUM
0.1% of the fund
ASML Holding NVASML
0.1% of the fund
AlphabetGOOGL
0.1% of the fund
APAAPA
0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr S&P 500 ETF TSPY
6.0% of the fund
+3%
Ishares TRTLT
3.8% of the fund
+38%
AppleAAPL
3.0% of the fund
+18%
Ishares TRMBB
2.8% of the fund
+136%
Amazon.comAMZN
2.7% of the fund
+14%
Dimensional ETF TrustDFGP
2.4% of the fund
+2%
MicrosoftMSFT
2.3% of the fund
+41%
NvidiaNVDA
2.2% of the fund
+33%
Costco WholesaleCOST
2.1% of the fund
+21%
Dimensional ETF TrustDFCF
2.1% of the fund
+3%
AbbVieABBV
1.9% of the fund
+38%
AlphabetGOOG
1.8% of the fund
+13%
Eli LillyLLY
1.5% of the fund
+11%
Spdr Index SHS FDSSPEM
1.2% of the fund
+6%
BroadcomAVGO
1.0% of the fund
+248%
Palantir TechnologiesPLTR
1.0% of the fund
+106%
Ishares TRAGG
0.9% of the fund
+111%
RTXRTX
0.9% of the fund
+198%
IsharesIEMG
0.9% of the fund
+5%
Verizon CommunicationsVZ
0.9% of the fund
+19%
JPMorgan ChaseJPM
0.8% of the fund
+62%
WalmartWMT
0.8% of the fund
+29%
Spdr Gold TRGLD
0.7% of the fund
+5%
American Electric PowerAEP
0.7% of the fund
+222%
OneokOKE
0.7% of the fund
+397%

Cut

Sold some of their stake.

Spdr Index SHS FDSSPDW
2.5% of the fund
-13%
Ssga Active TRXLSR
2.3% of the fund
-2%
Ishares TRIEI
1.9% of the fund
-26%
Spdr Series TrustSPAB
1.0% of the fund
-6%
ETF Opportunities TrustDYFI
1.0% of the fund
-3%
Ssga Active TRFISR
0.9% of the fund
-15%
GE VernovaGEV
0.9% of the fund
-13%
Spdr Series TrustSPSM
0.5% of the fund
-6%
Meta PlatformsMETA
0.5% of the fund
-4%
Spdr Series TrustSPMD
0.4% of the fund
-4%
Ishares TRLQD
0.4% of the fund
-10%
Vanguard BD Index FDSBSV
0.4% of the fund
-2%
Price T Rowe GroupTROW
0.3% of the fund
-15%
Spdr Series TrustSPLB
0.2% of the fund
-7%
Wisdomtree TRDTD
0.2% of the fund
-4%
Ford MotorF
0.2% of the fund
-30%
CVS HealthCVS
0.2% of the fund
-27%
Dominion EnergyD
0.2% of the fund
-24%
ExxonMobil HoldingsXOM
0.2% of the fund
-32%
US BancorpUSB
0.2% of the fund
-31%
Select Sector Spdr TRXLF
0.2% of the fund
-19%
Vanguard Index FDSVTI
0.2% of the fund
-3%
Citizens Financial GroupCFG
0.2% of the fund
-38%
Archer-Daniels-MidlandADM
0.2% of the fund
-45%
Regions FinancialRF
0.2% of the fund
-30%

Sold out

Sold their entire stake.

Duke EnergyDUK
-100%
Palo Alto NetworksPANW
-100%
SalesforceCRM
-100%
ServiceNowNOW
-100%
McDonald'sMCD
-100%
Bunge Global SABG
-100%
Seagate Technology HoldingsSTX
-100%
NextEra EnergyNEE
-100%
Philip Morris InternationalPM
-100%
FirstenergyFE
-100%
Fifth Third BancorpFITB
-100%
Best BUYBBY
-100%
International PaperIP
-100%
International Business MachinesIBM
-100%
Public Service Enterprise GroupPEG
-100%
Conagra BrandsCAG
-100%
Ishares TRSHV
-100%
J P Morgan Exchange Traded FJPST
-100%

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
6.0%
Value
$12m
Shares
15,488
+3%
Dimensional ETF TrustDFAU
Share
5.0%
Value
$10m
Shares
187,100
Held
Ishares TRTLT
Share
3.8%
Value
$7m
Shares
85,097
+38%
AppleAAPL
Share
3.0%
Value
$6m
Shares
20,436
+18%
Ishares TRMBB
Share
2.8%
Value
$5m
Shares
56,994
+136%
Amazon.comAMZN
Share
2.7%
Value
$5m
Shares
21,792
+14%
Spdr Index SHS FDSSPDW
Share
2.5%
Value
$5m
Shares
97,716
-13%
Dimensional ETF TrustDFGP
Share
2.4%
Value
$5m
Shares
85,888
+2%
Ssga Active TRXLSR
Share
2.3%
Value
$4m
Shares
68,536
-2%
MicrosoftMSFT
Share
2.3%
Value
$4m
Shares
11,766
+41%
NvidiaNVDA
Share
2.2%
Value
$4m
Shares
21,397
+33%
Spdr Series TrustSPYM
Share
2.2%
Value
$4m
Shares
48,511
Held
Costco WholesaleCOST
Share
2.1%
Value
$4m
Shares
4,452
+21%
Dimensional ETF TrustDFCF
Share
2.1%
Value
$4m
Shares
97,878
+3%
Ishares TRIEI
Share
1.9%
Value
$4m
Shares
31,467
-26%
Spdr Series TrustCERY
Share
1.9%
Value
$4m
Shares
109,387
Held
AbbVieABBV
Share
1.9%
Value
$4m
Shares
14,379
+38%
AlphabetGOOG
Share
1.8%
Value
$3m
Shares
9,903
+13%
Eli LillyLLY
Share
1.5%
Value
$3m
Shares
2,450
+11%
Invesco QQQ TRQQQ
Share
1.4%
Value
$3m
Shares
3,610
Held
Dimensional ETF TrustDFAT
Share
1.3%
Value
$2m
Shares
35,048
Held
Dimensional ETF TrustDUHP
Share
1.2%
Value
$2m
Shares
56,340
Held
Spdr Index SHS FDSSPEM
Share
1.2%
Value
$2m
Shares
45,012
+6%
Dimensional ETF TrustDFAI
Share
1.1%
Value
$2m
Shares
52,567
Held
Ishares TRIJR
Share
1.1%
Value
$2m
Shares
14,305
Held
Spdr Series TrustSPAB
Share
1.0%
Value
$2m
Shares
77,205
-6%
BroadcomAVGO
Share
1.0%
Value
$2m
Shares
5,161
+248%
Palantir TechnologiesPLTR
Share
1.0%
Value
$2m
Shares
16,694
+106%
ETF Opportunities TrustDYFI
Share
1.0%
Value
$2m
Shares
82,668
-3%
Ssga Active TRFISR
Share
0.9%
Value
$2m
Shares
71,825
-15%
Ishares TRAGG
Share
0.9%
Value
$2m
Shares
18,144
+111%
RTXRTX
Share
0.9%
Value
$2m
Shares
9,395
+198%
IsharesIEMG
Share
0.9%
Value
$2m
Shares
21,107
+5%
Ishares TRIJH
Share
0.9%
Value
$2m
Shares
22,304
Held
GE VernovaGEV
Share
0.9%
Value
$2m
Shares
1,452
-13%
Verizon CommunicationsVZ
Share
0.9%
Value
$2m
Shares
40,263
+19%
JPMorgan ChaseJPM
Share
0.8%
Value
$2m
Shares
4,750
+62%
WalmartWMT
Share
0.8%
Value
$1m
Shares
13,168
+29%
Spdr Gold TRGLD
Share
0.7%
Value
$1m
Shares
3,906
+5%
Vertiv HoldingsVRT
Share
0.7%
Value
$1m
Shares
4,223
New
American Electric PowerAEP
Share
0.7%
Value
$1m
Shares
10,170
+222%
OneokOKE
Share
0.7%
Value
$1m
Shares
15,944
+397%
BlackRockBLK
Share
0.6%
Value
$1m
Shares
1,283
+23%
Spdr Series TrustSPTL
Share
0.6%
Value
$1m
Shares
45,990
+16%
Spdr Series TrustSPSM
Share
0.5%
Value
$998,762
Shares
17,319
-6%
Spdr Series TrustJNK
Share
0.5%
Value
$992,969
Shares
10,304
+148%
Blackstone Secured Lending FundBXSL
Share
0.5%
Value
$931,708
Shares
39,296
New
Kinder MorganKMI
Share
0.5%
Value
$928,984
Shares
29,058
+12%
Meta PlatformsMETA
Share
0.5%
Value
$927,095
Shares
1,646
-4%
Ishares TRSHY
Share
0.5%
Value
$881,056
Shares
10,730
+159%
Dimensional ETF TrustDFEV
Share
0.4%
Value
$858,477
Shares
20,120
Held
Schwab Strategic TRSCHX
Share
0.4%
Value
$845,053
Shares
28,714
Held
Dimensional ETF TrustDFAE
Share
0.4%
Value
$821,830
Shares
20,438
Held
Ssga Active TRALLW
Share
0.4%
Value
$819,707
Shares
28,005
Held
Kimberly-ClarkKMB
Share
0.4%
Value
$765,293
Shares
6,972
New
Spdr Series TrustSPMD
Share
0.4%
Value
$745,713
Shares
11,038
-4%
Ishares TRIEF
Share
0.4%
Value
$740,123
Shares
7,826
+84%
TeslaTSLA
Share
0.4%
Value
$708,758
Shares
1,685
Held
Dimensional ETF TrustDFIV
Share
0.4%
Value
$707,905
Shares
13,104
Held
Ishares Bitcoin Trust ETFIBIT
Share
0.4%
Value
$705,432
Shares
21,191
Held
Dimensional ETF TrustDIHP
Share
0.4%
Value
$692,112
Shares
20,282
Held
Ishares TRLQD
Share
0.4%
Value
$690,621
Shares
6,332
-10%
Vanguard BD Index FDSBSV
Share
0.4%
Value
$687,410
Shares
8,823
-2%
Ishares TRTIP
Share
0.3%
Value
$651,546
Shares
5,954
+65%
Spdr Series TrustEMHC
Share
0.3%
Value
$639,776
Shares
25,148
+5%
Altria GroupMO
Share
0.3%
Value
$638,433
Shares
8,873
+20%
Ishares TRQUAL
Share
0.3%
Value
$621,378
Shares
2,832
Held
Ssga Active ETF TRSRLN
Share
0.3%
Value
$615,642
Shares
15,280
+6%
Schwab Strategic TRSCHM
Share
0.3%
Value
$614,328
Shares
16,662
Held
Applied DigitalAPLD
Share
0.3%
Value
$610,825
Shares
16,376
New
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$607,808
Shares
7,354
Held
Ishares TRIEFA
Share
0.3%
Value
$579,577
Shares
6,001
Held
Price T Rowe GroupTROW
Share
0.3%
Value
$577,488
Shares
5,080
-15%
Spdr Index SHS FDSGWX
Share
0.3%
Value
$564,055
Shares
12,890
+2%
Prudential FinancialPRU
Share
0.3%
Value
$539,023
Shares
4,994
+17%
Mondelez InternationalMDLZ
Share
0.3%
Value
$520,962
Shares
9,007
New
PfizerPFE
Share
0.3%
Value
$509,577
Shares
21,162
Held
Proshares TRURTY
Share
0.3%
Value
$505,524
Shares
5,788
Held
Schwab Strategic TRSCHC
Share
0.3%
Value
$496,631
Shares
10,321
Held
ChevronCVX
Share
0.2%
Value
$483,250
Shares
2,915
New
WatscoWSO
Share
0.2%
Value
$474,001
Shares
1,137
New
Packaging Corp of AmericaPKG
Share
0.2%
Value
$469,042
Shares
1,968
New
WEC Energy GroupWEC
Share
0.2%
Value
$465,498
Shares
3,986
Held
Home DepotHD
Share
0.2%
Value
$452,988
Shares
1,284
Held
General MillsGIS
Share
0.2%
Value
$434,511
Shares
12,486
New
Smurfit WestrockSW
Share
0.2%
Value
$430,867
Shares
9,314
New
Spdr Series TrustSPLB
Share
0.2%
Value
$430,606
Shares
19,224
-7%
Ishares TRIQLT
Share
0.2%
Value
$426,549
Shares
8,608
Held
CMS EnergyCMS
Share
0.2%
Value
$424,512
Shares
5,549
+18%
TargetTGT
Share
0.2%
Value
$406,502
Shares
3,112
New
Wisdomtree TRDTD
Share
0.2%
Value
$404,026
Shares
4,333
-4%
HPHPQ
Share
0.2%
Value
$393,686
Shares
17,944
+62%
Ishares Gold TRIAU
Share
0.2%
Value
$389,783
Shares
5,162
+24%
Ford MotorF
Share
0.2%
Value
$388,748
Shares
27,967
-30%
Principal Financial GroupPFG
Share
0.2%
Value
$388,452
Shares
3,604
Held
Eversource EnergyES
Share
0.2%
Value
$388,322
Shares
5,373
Held
CVS HealthCVS
Share
0.2%
Value
$383,771
Shares
3,710
-27%
Dominion EnergyD
Share
0.2%
Value
$375,964
Shares
5,505
-24%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$372,475
Shares
2,724
-32%
Old Republic InternationalORI
Share
0.2%
Value
$370,137
Shares
9,045
New

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	6.0%	$12m	15,488	+3%
Dimensional ETF TrustDFAU	5.0%	$10m	187,100	Held
Ishares TRTLT	3.8%	$7m	85,097	+38%
AppleAAPL	3.0%	$6m	20,436	+18%
Ishares TRMBB	2.8%	$5m	56,994	+136%
Amazon.comAMZN	2.7%	$5m	21,792	+14%
Spdr Index SHS FDSSPDW	2.5%	$5m	97,716	-13%
Dimensional ETF TrustDFGP	2.4%	$5m	85,888	+2%
Ssga Active TRXLSR	2.3%	$4m	68,536	-2%
MicrosoftMSFT	2.3%	$4m	11,766	+41%
NvidiaNVDA	2.2%	$4m	21,397	+33%
Spdr Series TrustSPYM	2.2%	$4m	48,511	Held
Costco WholesaleCOST	2.1%	$4m	4,452	+21%
Dimensional ETF TrustDFCF	2.1%	$4m	97,878	+3%
Ishares TRIEI	1.9%	$4m	31,467	-26%
Spdr Series TrustCERY	1.9%	$4m	109,387	Held
AbbVieABBV	1.9%	$4m	14,379	+38%
AlphabetGOOG	1.8%	$3m	9,903	+13%
Eli LillyLLY	1.5%	$3m	2,450	+11%
Invesco QQQ TRQQQ	1.4%	$3m	3,610	Held
Dimensional ETF TrustDFAT	1.3%	$2m	35,048	Held
Dimensional ETF TrustDUHP	1.2%	$2m	56,340	Held
Spdr Index SHS FDSSPEM	1.2%	$2m	45,012	+6%
Dimensional ETF TrustDFAI	1.1%	$2m	52,567	Held
Ishares TRIJR	1.1%	$2m	14,305	Held
Spdr Series TrustSPAB	1.0%	$2m	77,205	-6%
BroadcomAVGO	1.0%	$2m	5,161	+248%
Palantir TechnologiesPLTR	1.0%	$2m	16,694	+106%
ETF Opportunities TrustDYFI	1.0%	$2m	82,668	-3%
Ssga Active TRFISR	0.9%	$2m	71,825	-15%
Ishares TRAGG	0.9%	$2m	18,144	+111%
RTXRTX	0.9%	$2m	9,395	+198%
IsharesIEMG	0.9%	$2m	21,107	+5%
Ishares TRIJH	0.9%	$2m	22,304	Held
GE VernovaGEV	0.9%	$2m	1,452	-13%
Verizon CommunicationsVZ	0.9%	$2m	40,263	+19%
JPMorgan ChaseJPM	0.8%	$2m	4,750	+62%
WalmartWMT	0.8%	$1m	13,168	+29%
Spdr Gold TRGLD	0.7%	$1m	3,906	+5%
Vertiv HoldingsVRT	0.7%	$1m	4,223	New
American Electric PowerAEP	0.7%	$1m	10,170	+222%
OneokOKE	0.7%	$1m	15,944	+397%
BlackRockBLK	0.6%	$1m	1,283	+23%
Spdr Series TrustSPTL	0.6%	$1m	45,990	+16%
Spdr Series TrustSPSM	0.5%	$998,762	17,319	-6%
Spdr Series TrustJNK	0.5%	$992,969	10,304	+148%
Blackstone Secured Lending FundBXSL	0.5%	$931,708	39,296	New
Kinder MorganKMI	0.5%	$928,984	29,058	+12%
Meta PlatformsMETA	0.5%	$927,095	1,646	-4%
Ishares TRSHY	0.5%	$881,056	10,730	+159%
Dimensional ETF TrustDFEV	0.4%	$858,477	20,120	Held
Schwab Strategic TRSCHX	0.4%	$845,053	28,714	Held
Dimensional ETF TrustDFAE	0.4%	$821,830	20,438	Held
Ssga Active TRALLW	0.4%	$819,707	28,005	Held
Kimberly-ClarkKMB	0.4%	$765,293	6,972	New
Spdr Series TrustSPMD	0.4%	$745,713	11,038	-4%
Ishares TRIEF	0.4%	$740,123	7,826	+84%
TeslaTSLA	0.4%	$708,758	1,685	Held
Dimensional ETF TrustDFIV	0.4%	$707,905	13,104	Held
Ishares Bitcoin Trust ETFIBIT	0.4%	$705,432	21,191	Held
Dimensional ETF TrustDIHP	0.4%	$692,112	20,282	Held
Ishares TRLQD	0.4%	$690,621	6,332	-10%
Vanguard BD Index FDSBSV	0.4%	$687,410	8,823	-2%
Ishares TRTIP	0.3%	$651,546	5,954	+65%
Spdr Series TrustEMHC	0.3%	$639,776	25,148	+5%
Altria GroupMO	0.3%	$638,433	8,873	+20%
Ishares TRQUAL	0.3%	$621,378	2,832	Held
Ssga Active ETF TRSRLN	0.3%	$615,642	15,280	+6%
Schwab Strategic TRSCHM	0.3%	$614,328	16,662	Held
Applied DigitalAPLD	0.3%	$610,825	16,376	New
Vanguard Scottsdale FDSVCIT	0.3%	$607,808	7,354	Held
Ishares TRIEFA	0.3%	$579,577	6,001	Held
Price T Rowe GroupTROW	0.3%	$577,488	5,080	-15%
Spdr Index SHS FDSGWX	0.3%	$564,055	12,890	+2%
Prudential FinancialPRU	0.3%	$539,023	4,994	+17%
Mondelez InternationalMDLZ	0.3%	$520,962	9,007	New
PfizerPFE	0.3%	$509,577	21,162	Held
Proshares TRURTY	0.3%	$505,524	5,788	Held
Schwab Strategic TRSCHC	0.3%	$496,631	10,321	Held
ChevronCVX	0.2%	$483,250	2,915	New
WatscoWSO	0.2%	$474,001	1,137	New
Packaging Corp of AmericaPKG	0.2%	$469,042	1,968	New
WEC Energy GroupWEC	0.2%	$465,498	3,986	Held
Home DepotHD	0.2%	$452,988	1,284	Held
General MillsGIS	0.2%	$434,511	12,486	New
Smurfit WestrockSW	0.2%	$430,867	9,314	New
Spdr Series TrustSPLB	0.2%	$430,606	19,224	-7%
Ishares TRIQLT	0.2%	$426,549	8,608	Held
CMS EnergyCMS	0.2%	$424,512	5,549	+18%
TargetTGT	0.2%	$406,502	3,112	New
Wisdomtree TRDTD	0.2%	$404,026	4,333	-4%
HPHPQ	0.2%	$393,686	17,944	+62%
Ishares Gold TRIAU	0.2%	$389,783	5,162	+24%
Ford MotorF	0.2%	$388,748	27,967	-30%
Principal Financial GroupPFG	0.2%	$388,452	3,604	Held
Eversource EnergyES	0.2%	$388,322	5,373	Held
CVS HealthCVS	0.2%	$383,771	3,710	-27%
Dominion EnergyD	0.2%	$375,964	5,505	-24%
ExxonMobil HoldingsXOM	0.2%	$372,475	2,724	-32%
Old Republic InternationalORI	0.2%	$370,137	9,045	New

Showing the largest 100 of 160.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 66.7% since 30 June 2025.

Where the money is

Technology10.5%

Everyday goods4.7%

Financial services4.1%

Health care3.8%

Retail & consumer3.8%

Media & telecom3.8%

Utilities2.9%

Industrials2.9%

Energy2.1%

Materials0.6%

Other60.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.