International Private Wealth Advisors LLC

CIK 0002022637 • 6 13F filings • Apr 14, 2025 – Aug 7, 2026

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Filer information

Filed by: International Private Wealth Advisors LLC, Chief Compliance Officer
Address: 3160 CAMINO DEL RIO SOUTH, STE 313, SAN DIEGO, CA, 92108
Phone: 858-384-5700
AUM: $158.8M

AUM over time

$194.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $158.8M149 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.9M	1.2%Prev: 1.0%	8,470 SH	Increased+1,686 SH
ALPHABET INC	CAP STK CL A	$336K	0.2%Prev: 0.4%	1,074 SH	Decreased-1,472 SH
ALPHABET INC	CAP STK CL C	$2.4M	1.5%Prev: 1.7%	7,589 SH	Decreased-3,722 SH
ALTRIA GROUP INC	COM	$1.4M	0.9%Prev: 0.4%	24,847 SH	Increased+15,046 SH
AMAZON COM INC	COM	$4.4M	2.8%Prev: 2.8%	19,152 SH	Decreased-1,328 SH
AMERICAN ELEC PWR CO INC	COM	$329K	0.2%Prev: 0.2%	2,856 SH	Decreased-74 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$896K	0.6%Prev: 0.4%	40,081 SH	Increased+11,269 SH
APPLE INC	COM	$3.4M	2.2%Prev: 2.0%	12,591 SH	Increased+222 SH
ARCHER DANIELS MIDLAND CO	COM	$388K	0.2%Prev: 0.2%	6,744 SH	Decreased+118 SH
AT&T INC	COM	$409K	0.3%Prev: 0.3%	16,467 SH	Decreased+1,109 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	1.1%Prev: 1.6%	3,542 SH	Decreased-1,440 SH
BEST BUY INC	COM	$224K	0.1%Prev: 0.2%	3,345 SH	Decreased+165 SH
BLACKROCK INC	COM	$1.2M	0.7%Prev: 0.4%	1,095 SH	Increased+526 SH
BROADCOM INC	COM	$468K	0.3%Prev: 0.3%	1,352 SH	Increased-66 SH
BUNGE GLOBAL SA	COM SHS	$268K	0.2%Prev: 0.2%	3,010 SH	Increased-42 SH
CHEVRON CORP NEW	COM	$453K	0.3%Prev: 0.3%	2,973 SH	Decreased+11 SH
CITIZENS FINL GROUP INC	COM	$382K	0.2%Prev: 0.2%	6,541 SH	Increased-263 SH
CMS ENERGY CORP	COM	$299K	0.2%Prev: 0.2%	4,278 SH	Decreased-71 SH
COCA COLA CO	COM	$284K	0.2%Prev: 0.2%	4,064 SH	Decreased-448 SH
CONAGRA BRANDS INC	COM	$228K	0.1%Prev: 0.1%	13,153 SH	Decreased+609 SH
COSTCO WHSL CORP NEW	COM	$2.9M	1.8%Prev: 2.3%	3,323 SH	Decreased-624 SH
CROWDSTRIKE HLDGS INC	CL A	$371K	0.2%Prev: 0.2%	792 SH	Decreased
CVS HEALTH CORP	COM	$330K	0.2%Prev: 0.2%	4,158 SH	Increased+9 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.1M	2.0%Prev: 1.6%	73,459 SH	Increased+14,239 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$574K	0.4%Prev: 0.3%	17,024 SH	Increased+3,694 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$561K	0.4%Prev: 0.3%	17,220 SH	Increased+3,765 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$3.6M	2.3%Prev: 1.8%	67,287 SH	Increased+15,965 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$549K	0.3%Prev: 0.2%	11,001 SH	Increased+2,413 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.7M	1.1%Prev: 0.8%	43,768 SH	Increased+10,003 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$531K	0.3%Prev: 0.2%	16,756 SH	Increased+3,719 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.1M	4.5%Prev: 3.3%	151,332 SH	Increased+35,220 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.7M	1.1%Prev: 0.8%	45,199 SH	Increased+10,602 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$243K	0.2%	10,595 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.7M	1.1%Prev: 0.8%	29,106 SH	Increased+6,967 SH
DOMINION ENERGY INC	COM	$367K	0.2%Prev: 0.2%	6,264 SH	Decreased-18 SH
DTE ENERGY CO	COM	$250K	0.2%Prev: 0.2%	1,936 SH	Decreased-9 SH
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.7%Prev: 0.5%	8,956 SH	Increased+2,411 SH
EDISON INTL	COM	$441K	0.3%Prev: 0.3%	7,351 SH	Increased+9 SH
ELI LILLY & CO	COM	$2.0M	1.2%Prev: 1.5%	1,828 SH	Decreased-1,214 SH
ETF OPPORTUNITIES TRUST	IDX DYNAMIC FIXE	$1.9M	1.2%Prev: 1.7%	81,810 SH	Decreased-34,968 SH
EVERSOURCE ENERGY	COM	$309K	0.2%Prev: 0.2%	4,592 SH	Decreased+124 SH
EXELON CORP	COM	$258K	0.2%Prev: 0.2%	5,912 SH	Decreased-106 SH
EXXON MOBIL CORP	COM	$376K	0.2%Prev: 0.2%	3,123 SH	Increased+475 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$503K	0.3%Prev: 0.4%	10,933 SH	Decreased-3,491 SH
FIFTH THIRD BANCORP	COM	$290K	0.2%Prev: 0.2%	6,201 SH	Increased+27 SH
FIRSTENERGY CORP	COM	$293K	0.2%Prev: 0.2%	6,540 SH	Decreased-80 SH
FORD MTR CO	COM	$442K	0.3%Prev: 0.3%	33,716 SH	Increased-1,259 SH
GE VERNOVA INC	COM	$1.2M	0.7%Prev: 0.5%	1,762 SH	Increased+569 SH
GENERAL MLS INC	COM	$246K	0.2%Prev: 0.2%	5,295 SH	Decreased+162 SH
GENUINE PARTS CO	COM	$272K	0.2%Prev: 0.2%	2,213 SH	Decreased-1 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$475K	0.3%Prev: 0.4%	6,950 SH	Decreased
HOME DEPOT INC	COM	$442K	0.3%Prev: 0.3%	1,284 SH	Decreased-8 SH
HP INC	COM	$220K	0.1%Prev: 0.2%	9,872 SH	Decreased+263 SH
HUNTINGTON BANCSHARES INC	COM	$352K	0.2%Prev: 0.2%	20,272 SH	Increased+46 SH
INTERNATIONAL BUSINESS MACHS	COM	$308K	0.2%Prev: 0.2%	1,040 SH	Increased-15 SH
INTERNATIONAL PAPER CO	COM	$243K	0.2%Prev: 0.2%	6,175 SH	Decreased+243 SH
INVESCO EXCHANGE TRADED FD T	S&P MIDCAP 400	$353K	0.2%Prev: 0.3%	2,944 SH	Decreased-544 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$214K	0.1%	6,722 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.3M	1.4%Prev: 1.4%	3,673 SH	Increased-70 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$869K	0.5%Prev: 0.4%	17,506 SH	Increased+8,270 SH
ISHARES GOLD TR	ISHARES NEW	$344K	0.2%Prev: 0.2%	4,236 SH	Increased+591 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.8%Prev: 0.8%	18,911 SH	Increased+75 SH
ISHARES TR	1 3 YR TREAS BD	$298K	0.2%Prev: 2.1%	3,592 SH	Decreased-36,764 SH
ISHARES TR	20 YR TR BD ETF	$4.7M	2.9%Prev: 3.1%	53,682 SH	Decreased-999 SH
ISHARES TR	3 7 YR TREAS BD	$6.5M	4.1%Prev: 2.2%	54,192 SH	Increased+24,612 SH
ISHARES TR	7-10 YR TRSY BD	$352K	0.2%	3,660 SH	New
ISHARES TR	CORE MSCI EAFE	$546K	0.3%Prev: 0.3%	6,108 SH	Increased+30 SH
ISHARES TR	CORE S&P MCP ETF	$1.5M	1.0%Prev: 1.0%	23,310 SH	Increased+80 SH
ISHARES TR	CORE S&P SCP ETF	$1.7M	1.0%Prev: 1.0%	13,809 SH	Increased-36 SH
ISHARES TR	CORE US AGGBD ET	$945K	0.6%Prev: 0.6%	9,466 SH	Increased+636 SH
ISHARES TR	GLOBAL REIT ETF	$290K	0.2%Prev: 0.2%	11,630 SH	Increased+443 SH
ISHARES TR	IBOXX INV CP ETF	$697K	0.4%Prev: 0.4%	6,328 SH	Decreased-42 SH
ISHARES TR	MBS ETF	$290K	0.2%Prev: 0.2%	3,048 SH	Decreased-100 SH
ISHARES TR	MSCI INTL QUALTY	$400K	0.3%Prev: 0.3%	8,800 SH	Decreased-270 SH
ISHARES TR	MSCI USA QLT FCT	$588K	0.4%Prev: 0.4%	2,959 SH	Increased-13 SH
ISHARES TR	RUSSELL 2000 ETF	$244K	0.2%Prev: 0.2%	990 SH	Decreased-32 SH
ISHARES TR	TIPS BD ETF	$387K	0.2%Prev: 0.2%	3,520 SH	Increased+190 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$334K	0.2%Prev: 0.3%	6,610 SH	Decreased-1,424 SH
JPMORGAN CHASE & CO.	COM	$1.6M	1.0%Prev: 0.4%	5,031 SH	Increased+2,958 SH
KEYCORP	COM	$403K	0.3%Prev: 0.2%	19,525 SH	Increased-127 SH
KIMBERLY-CLARK CORP	COM	$206K	0.1%Prev: 0.1%	2,045 SH	Decreased+175 SH
KINDER MORGAN INC DEL	COM	$1.3M	0.8%Prev: 0.3%	47,573 SH	Increased+28,829 SH
LAZARD INC	COM	$325K	0.2%Prev: 0.2%	6,688 SH	Decreased+307 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$278K	0.2%Prev: 0.2%	6,413 SH	Decreased+362 SH
MCDONALDS CORP	COM	$419K	0.3%Prev: 0.3%	1,370 SH	Decreased-96 SH
META PLATFORMS INC	CL A	$2.9M	1.8%Prev: 1.2%	4,403 SH	Increased+1,760 SH
MICROSOFT CORP	COM	$3.1M	1.9%Prev: 2.6%	6,385 SH	Decreased-1,490 SH
NEXTERA ENERGY INC	COM	$309K	0.2%Prev: 0.2%	3,850 SH	Decreased-313 SH
NIKE INC	CL B	$459K	0.3%Prev: 0.3%	7,203 SH	Decreased-26 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$198K	0.1%Prev: 0.1%	24,389 SH	Increased+719 SH
NVIDIA CORPORATION	COM	$2.7M	1.7%Prev: 4.0%	14,665 SH	Decreased-19,529 SH
OGE ENERGY CORP	COM	$281K	0.2%Prev: 0.2%	6,581 SH	Decreased-50 SH
OLD REP INTL CORP	COM	$318K	0.2%Prev: 0.2%	6,960 SH	Increased+153 SH
OMNICOM GROUP INC	COM	$350K	0.2%Prev: 0.2%	4,331 SH	Increased+404 SH
ONEOK INC NEW	COM	$218K	0.1%Prev: 0.1%	2,965 SH	Increased+69 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.5M	1.0%Prev: 0.7%	8,582 SH	Increased+2,631 SH
PALO ALTO NETWORKS INC	COM	$1.1M	0.7%Prev: 0.5%	5,765 SH	Increased+1,599 SH
PFIZER INC	COM	$455K	0.3%Prev: 0.3%	18,261 SH	Decreased-107 SH
PHILIP MORRIS INTL INC	COM	$337K	0.2%Prev: 0.2%	2,099 SH	Increased+151 SH
PIMCO HIGH INCOME FD	COM SHS	$134K	0.1%Prev: 0.1%	27,485 SH	Increased+748 SH
PINNACLE WEST CAP CORP	COM	$242K	0.2%Prev: 0.2%	2,725 SH	Decreased+2 SH
PPL CORP	COM	$263K	0.2%Prev: 0.2%	7,502 SH	Decreased-50 SH
PRICE T ROWE GROUP INC	COM	$506K	0.3%Prev: 0.3%	4,943 SH	Increased+191 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$255K	0.2%Prev: 0.1%	2,890 SH	Increased+33 SH
PROSHARES TR	ULTR RUSSL2000	$308K	0.2%	5,788 SH	New
PRUDENTIAL FINL INC	COM	$422K	0.3%Prev: 0.2%	3,739 SH	Increased+190 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$233K	0.1%Prev: 0.2%	2,906 SH	Decreased+33 SH
REGIONS FINANCIAL CORP NEW	COM	$392K	0.2%Prev: 0.2%	14,464 SH	Increased+336 SH
RTX CORPORATION	COM	$525K	0.3%Prev: 0.2%	2,863 SH	Increased+601 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$443K	0.3%Prev: 0.3%	9,720 SH	Increased+826 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$340K	0.2%Prev: 0.2%	12,398 SH	Increased+397 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	0.7%Prev: 0.8%	39,510 SH	Decreased-8,260 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$501K	0.3%Prev: 0.3%	16,662 SH	Increased
SCHWAB STRATEGIC TR	US TIPS ETF	$281K	0.2%Prev: 0.2%	10,608 SH	Increased+909 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$538K	0.3%	9,815 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$348K	0.2%	2,416 SH	New
SKYWORKS SOLUTIONS INC	COM	$236K	0.1%Prev: 0.2%	3,714 SH	Decreased+208 SH
SMURFIT WESTROCK PLC	SHS	$277K	0.2%Prev: 0.2%	7,152 SH	Decreased+245 SH
SPDR GOLD TR	GOLD SHS	$1.6M	1.0%Prev: 0.9%	4,112 SH	Increased-118 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$4.9M	3.1%Prev: 2.5%	110,456 SH	Increased+16,036 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.9M	1.2%Prev: 1.1%	39,544 SH	Increased+1,829 SH
SPDR INDEX SHS FDS	S&P INTL SMLCP	$498K	0.3%Prev: 0.3%	12,188 SH	Increased+146 SH
SPDR S&P 500 ETF TR	TR UNIT	$11.3M	7.1%Prev: 6.8%	16,566 SH	Increased+289 SH
SPDR SERIES TRUST	BLOOMBERG ENHNCD	$2.9M	1.8%Prev: 2.0%	102,190 SH	Decreased-6,762 SH
SPDR SERIES TRUST	STATE STREET SPD	$9.0M	5.7%	221,118 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$544K	0.3%	13,172 SH	New
SSGA ACTIVE TR	SPDR BRIDGEWATER	$779K	0.5%Prev: 0.5%	28,353 SH	Decreased-1,465 SH
SSGA ACTIVE TR	STATE STREET FIX	$1.8M	1.2%	71,019 SH	New
SSGA ACTIVE TR	STATE STREET US	$3.9M	2.5%	63,061 SH	New
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$114K	0.1%Prev: 0.1%	11,852 SH	Decreased-2,000 SH
TESLA INC	COM	$746K	0.5%Prev: 0.5%	1,658 SH	Increased+26 SH
TRUIST FINL CORP	COM	$391K	0.2%Prev: 0.2%	7,937 SH	Increased-247 SH
US BANCORP DEL	COM NEW	$410K	0.3%Prev: 0.2%	7,682 SH	Increased-129 SH
VALERO ENERGY CORP	COM	$340K	0.2%Prev: 0.2%	2,090 SH	Decreased-79 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$266K	0.2%Prev: 0.3%	9,054 SH	Decreased-6,836 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$314K	0.2%Prev: 0.2%	12,175 SH	Increased+655 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$668K	0.4%Prev: 0.4%	8,480 SH	Decreased+6 SH
VANGUARD INDEX FDS	GROWTH ETF	$216K	0.1%Prev: 0.1%	444 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$234K	0.1%Prev: 0.1%	698 SH	Increased+20 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$248K	0.2%Prev: 0.2%	2,964 SH	Decreased-150 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$637K	0.4%	7,600 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$270K	0.2%Prev: 0.2%	654 SH	Increased+46 SH
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.8%Prev: 0.3%	32,851 SH	Increased+22,183 SH
VISA INC	COM CL A	$1.1M	0.7%Prev: 0.8%	3,109 SH	Decreased-440 SH
WALMART INC	COM	$1.2M	0.7%Prev: 1.0%	10,514 SH	Decreased-4,572 SH
WEC ENERGY GROUP INC	COM	$408K	0.3%Prev: 0.2%	3,866 SH	Increased+1,227 SH
WELLS FARGO CO NEW	COM	$286K	0.2%Prev: 0.2%	3,065 SH	Increased
WISDOMTREE TR	US TOTAL DIVIDND	$382K	0.2%Prev: 0.3%	4,506 SH	Decreased-649 SH
WORLD GOLD TR	SPDR GLD MINIS	$274K	0.2%Prev: 0.2%	3,208 SH	Increased-310 SH

Sold (vs prior filing)

BAKER HUGHES COMPANY — $315K
DIREXION SHS ETF TR — $304K
FASTENAL CO — $204K
HERSHEY CO — $206K
JOHNSON & JOHNSON — $260K
L3HARRIS TECHNOLOGIES INC — $205K
MIZUHO FINANCIAL GROUP INC — $79K
NETFLIX INC — $249K
OPENDOOR TECHNOLOGIES INC — $172K
PROCTER AND GAMBLE CO — $2.0M
QUEST DIAGNOSTICS INC — $201K
SELECT SECTOR SPDR TR — $354K
SELECT SECTOR SPDR TR — $218K
SELECT SECTOR SPDR TR — $297K
SELECT SECTOR SPDR TR — $401K
SERVICENOW INC — $1.2M
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $522K
SPDR SERIES TRUST — $645K
SPDR SERIES TRUST — $211K
… and 10 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001951757-26-000078	$158.8M	View
Nov 6, 2025	Q3 2025	13F-HR	0001951757-25-001292	$158.9M	View
Aug 7, 2026	Q2 2026