Sponsored

The Analysis of International Private Wealth Advisors LLC's Holdings & P&L

Currently, International Private Wealth Advisors LLC holds 152 types of securities in its portfolio with a total value $163.5M. In the most recent quarter, they have increased their positions in MBB (+21.1K shares, valued at $2.0M), DFAU (+34.6K shares, valued at $1.6M), AAPL (+4.8K shares, valued at $1.2M); decreased their positions in META (-2.7K shares, valued at $1.5M), IEI (-11.9K shares, valued at $1.4M), MO (-17.4K shares, valued at $1.2M); initiated new positions in CRM (+2.8K shares, valued at $516.7K), NOW (+4.6K shares, valued at $478.4K), SPLB (+20.6K shares, valued at $458.6K).

1M P&L

+4.6M+2.93%

3M P&L

+6.1M+3.91%

HY P&L

+9.6M+6.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A100.0M

65.6%

2Software - Infrastructure5.5M

3.6%

3Discount Stores4.9M

3.2%

Top Industries by Stock Count

1N/A72 stocks

51.4%

2Utilities - Regulated Electric13 stocks

9.3%

3Banks - Regional7 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T15.0K shares-9.35%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST186.0K shares22.90%2026-03-312026-04-21

TLT ISHARES TR61.5K shares14.60%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS112.5K shares1.81%2026-03-312026-04-21

IEI ISHARES TR42.3K shares-21.93%2026-03-312026-04-21

DFGP DIMENSIONAL ETF TRUST84.2K shares25.08%2026-03-312026-04-21

AAPL APPLE INC17.4K shares37.83%2026-03-312026-04-21

XLSR SSGA ACTIVE TR70.0K shares11.08%2026-03-312026-04-21

Sponsored

DFCF DIMENSIONAL ETF TRUST95.3K shares29.67%2026-03-312026-04-21

AMZN AMAZON COM INC19.1K shares-0.49%2026-03-312026-04-21

CERY SPDR SERIES TRUST110.1K shares7.71%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION3.7K shares10.80%2026-03-312026-04-21

SPYM SPDR SERIES TRUST47.6K shares13.28%2026-03-312026-04-21

MSFT MICROSOFT CORP8.3K shares30.73%2026-03-312026-04-21

NVDA NVIDIA CORPORATION16.1K shares9.63%2026-03-312026-04-21

ALPHABET INC ALPHABET INC8.8K shares15.36%2026-03-312026-04-21

Sponsored

MBB ISHARES TR24.2K shares692.59%2026-03-312026-04-21

ABBV ABBVIE INC10.4K shares22.83%2026-03-312026-04-21

FISR SSGA ACTIVE TR84.8K shares19.33%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST34.8K shares19.57%2026-03-312026-04-21

SPAB SPDR SERIES TRUST82.4K shares18.87%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR3.6K shares-1.66%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST55.7K shares23.20%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST52.0K shares18.81%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO2.2K shares20.46%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS42.5K shares7.47%2026-03-312026-04-21

DYFI ETF OPPORTUNITIES TRUST84.8K shares3.68%2026-03-312026-04-21

IJR ISHARES TR14.1K shares2.12%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC33.8K shares2.95%2026-03-312026-04-21

GLD SPDR GOLD TR3.7K shares-9.87%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-8.72%2026-03-312026-04-21

IJH ISHARES TR22.6K shares-2.85%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC1.7K shares-5.56%2026-03-312026-04-21

IEMG ISHARES INC20.1K shares6.55%2026-03-312026-04-21

WMT WALMART INC10.2K shares-2.78%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC8.1K shares-5.78%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.5K shares-4.76%2026-03-312026-04-21

SPTL SPDR SERIES TRUST39.8K shares-11.53%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.0K shares-4.75%2026-03-312026-04-21

META META PLATFORMS INC1.7K shares-61.21%2026-03-312026-04-21

Sponsored

PANW PALO ALTO NETWORKS INC6.0K shares4.22%2026-03-312026-04-21

SPSM SPDR SERIES TRUST18.3K shares-15.27%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL26.0K shares-45.39%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.9K shares-41.78%2026-03-312026-04-21

AGG ISHARES TR8.6K shares-9.23%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF21.4K shares22.28%2026-03-312026-04-21

ALLW SSGA ACTIVE TR28.3K shares-0.05%2026-03-312026-04-21

LQD ISHARES TR7.1K shares11.60%2026-03-312026-04-21

Sponsored

SCHX SCHWAB STRATEGIC TR28.8K shares-27.12%2026-03-312026-04-21

DFEV DIMENSIONAL ETF TRUST20.1K shares18.16%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS9.0K shares6.34%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST20.4K shares18.50%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST13.0K shares18.07%2026-03-312026-04-21

SPMD SPDR SERIES TRUST11.4K shares2.88%2026-03-312026-04-21

XOM EXXON MOBIL CORP4.0K shares27.51%2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST20.1K shares19.71%2026-03-312026-04-21

Sponsored

VLO VALERO ENERGY CORP2.6K shares22.73%2026-03-312026-04-21

TSLA TESLA INC1.7K shares0.00%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS7.4K shares-3.24%2026-03-312026-04-21

RTX RTX CORPORATION3.2K shares10.13%2026-03-312026-04-21

PFE PFIZER INC21.4K shares17.07%2026-03-312026-04-21

EMHC SPDR SERIES TRUST23.8K shares8.54%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO8.1K shares19.97%2026-03-312026-04-21

SRLN SSGA ACTIVE ETF TR14.4K shares9.22%2026-03-312026-04-21

Sponsored

IEFA ISHARES TR6.1K shares0.03%2026-03-312026-04-21

QUAL ISHARES TR2.8K shares-4.19%2026-03-312026-04-21

LYB LYONDELLBASELL INDUSTRIES NV6.7K shares4.80%2026-03-312026-04-21

TROW PRICE T ROWE GROUP INC6.0K shares21.44%2026-03-312026-04-21

T AT&T INC18.5K shares12.53%2026-03-312026-04-21

GWX SPDR INDEX SHS FDS12.6K shares3.54%2026-03-312026-04-21

CRM SALESFORCE INC2.8K sharesnew addition2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR16.7K shares0.00%2026-03-312026-04-21

Sponsored

MO ALTRIA GROUP INC7.4K shares-70.21%2026-03-312026-04-21

SCHC SCHWAB STRATEGIC TR10.3K shares5.93%2026-03-312026-04-21

NOW SERVICENOW INC4.6K sharesnew addition2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC7.9K shares21.16%2026-03-312026-04-21

BIL SPDR SERIES TRUST5.1K shares86.22%2026-03-312026-04-21

MCD MCDONALDS CORP1.5K shares8.25%2026-03-312026-04-21

F FORD MTR CO39.9K shares18.45%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.0K shares2.82%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC1.5K shares9.84%2026-03-312026-04-21

SPLB SPDR SERIES TRUST20.6K sharesnew addition2026-03-312026-04-21

KEY KEYCORP22.9K shares17.10%2026-03-312026-04-21

BUNGE GLOBAL SA BUNGE GLOBAL SA3.6K shares18.31%2026-03-312026-04-21

USB US BANCORP8.7K shares13.21%2026-03-312026-04-21

D DOMINION ENERGY INC7.3K shares16.09%2026-03-312026-04-21

HD HOME DEPOT INC1.3K shares0.31%2026-03-312026-04-21

PRU PRUDENTIAL FINL INC4.3K shares14.28%2026-03-312026-04-21

Sponsored

RF REGIONS FINANCIAL CORP NEW15.9K shares10.02%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC3.2K shares10.64%2026-03-312026-04-21

IEF ISHARES TR4.3K shares16.50%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR8.2K shares-16.35%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K sharesnew addition2026-03-312026-04-21

TFC TRUIST FINL CORP8.8K shares10.36%2026-03-312026-04-21

TIP ISHARES TR3.6K shares2.61%2026-03-312026-04-21

IQLT ISHARES TR8.6K shares-2.14%2026-03-312026-04-21

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-04-21

NEE NEXTERA ENERGY INC4.2K shares9.74%2026-03-312026-04-21

DTD WISDOMTREE TR4.5K shares0.02%2026-03-312026-04-21

NKE NIKE INC7.2K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC2.2K shares6.53%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR4.2K shares-1.56%2026-03-312026-04-21

OMC OMNICOM GROUP INC4.9K shares12.63%2026-03-312026-04-21

ES EVERSOURCE ENERGY5.3K shares15.33%2026-03-312026-04-21

Sponsored

FE FIRSTENERGY CORP7.2K shares10.75%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF7.0K shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORP5.1K shares22.75%2026-03-312026-04-21

CMS CMS ENERGY CORP4.7K shares9.79%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC22.4K shares10.30%2026-03-312026-04-21

EIX EDISON INTL4.8K shares-35.27%2026-03-312026-04-21

SHY ISHARES TR4.1K shares15.14%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP7.2K shares16.05%2026-03-312026-04-21

Sponsored

EXC EXELON CORP6.8K shares14.58%2026-03-312026-04-21

OGE OGE ENERGY CORP6.8K shares4.03%2026-03-312026-04-21

EMLC VANECK ETF TRUST13.0K shares6.84%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN3.6K shares25.40%2026-03-312026-04-21

REET ISHARES TR12.8K shares10.31%2026-03-312026-04-21

PPL PPL CORP8.2K shares9.17%2026-03-312026-04-21

VTI VANGUARD INDEX FDS973 shares39.40%2026-03-312026-04-21

Sponsored

PNW PINNACLE WEST CAP CORP3.1K shares12.88%2026-03-312026-04-21

DFAR DIMENSIONAL ETF TRUST12.9K shares22.13%2026-03-312026-04-21

KO COCA COLA CO4.0K shares-1.87%2026-03-312026-04-21

URTY PROSHARES TR5.8K shares0.00%2026-03-312026-04-21

DTE DTE ENERGY CO2.0K shares4.44%2026-03-312026-04-21

OKE ONEOK INC NEW3.2K shares8.20%2026-03-312026-04-21

GLDM WORLD GOLD TR3.1K shares-2.87%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR2.2K shares-10.80%2026-03-312026-04-21

Sponsored

SCHP SCHWAB STRATEGIC TR10.7K shares0.53%2026-03-312026-04-21

BBY BEST BUY INC4.4K shares30.94%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR9.2K shares-26.19%2026-03-312026-04-21

IP INTERNATIONAL PAPER CO7.8K shares26.33%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC712 shares-10.10%2026-03-312026-04-21

GPC GENUINE PARTS CO2.6K shares17.94%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.1K shares6.92%2026-03-312026-04-21

GRPM INVESCO EXCHANGE TRADED FD T2.2K shares-25.61%2026-03-312026-04-21

Sponsored

ANGL VANECK ETF TRUST8.9K shares-1.48%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP3.1K shares8.16%2026-03-312026-04-21

V VISA INC833 shares-73.21%2026-03-312026-04-21

WFC WELLS FARGO & CO3.1K shares1.17%2026-03-312026-04-21

SWKS SKYWORKS SOLUTIONS INC4.5K shares21.11%2026-03-312026-04-21

CAG CONAGRA BRANDS INC15.2K shares15.41%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR4.9K shares-55.55%2026-03-312026-04-21

SHV ISHARES TR1.9K sharesnew addition2026-03-312026-04-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F4.2K shares-35.79%2026-03-312026-04-21

HP INC HP INC11.1K shares12.40%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F2.5K shares-14.04%2026-03-312026-04-21

SPTI SPDR SERIES TRUST7.3K shares0.23%2026-03-312026-04-21

RSPH INVESCO EXCHANGE TRADED FD T6.7K shares0.10%2026-03-312026-04-21

JPC NUVEEN PFD & INCOME OPPORTUN23.5K shares-3.52%2026-03-312026-04-21

PHK PIMCO HIGH INCOME FD28.3K shares2.80%2026-03-312026-04-21

ERIC TELEFONAKTIEBOLAGET LM ERICS11.2K shares-5.74%2026-03-312026-04-21

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

-9.35%

Shares15.0K

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

22.90%

Shares186.0K

Event2026-03-31

Filed2026-04-21

TLT

ISHARES TR

14.60%

Shares61.5K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

1.81%

Shares112.5K

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

-21.93%

Shares42.3K

Event2026-03-31

Filed2026-04-21

DFGP

DIMENSIONAL ETF TRUST

25.08%

Shares84.2K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

37.83%

Shares17.4K

Event2026-03-31

Filed2026-04-21

XLSR

SSGA ACTIVE TR

11.08%

Shares70.0K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

29.67%

Shares95.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.49%

Shares19.1K

Event2026-03-31

Filed2026-04-21

CERY

SPDR SERIES TRUST

7.71%

Shares110.1K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

10.80%

Shares3.7K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

13.28%

Shares47.6K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

30.73%

Shares8.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

9.63%

Shares16.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

15.36%

Shares8.8K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

692.59%

Shares24.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

22.83%

Shares10.4K

Event2026-03-31

Filed2026-04-21

FISR

SSGA ACTIVE TR

19.33%

Shares84.8K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

19.57%

Shares34.8K

Event2026-03-31

Filed2026-04-21

SPAB

SPDR SERIES TRUST

18.87%

Shares82.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-1.66%

Shares3.6K

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

23.20%

Shares55.7K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

18.81%

Shares52.0K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

20.46%

Shares2.2K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

7.47%

Shares42.5K

Event2026-03-31

Filed2026-04-21

DYFI

ETF OPPORTUNITIES TRUST

3.68%

Shares84.8K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

2.12%

Shares14.1K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

2.95%

Shares33.8K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-9.87%

Shares3.7K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-8.72%

Shares3.2K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-2.85%

Shares22.6K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

-5.56%

Shares1.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

6.55%

Shares20.1K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-2.78%

Shares10.2K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

-5.78%

Shares8.1K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-4.76%

Shares8.5K

Event2026-03-31

Filed2026-04-21

SPTL

SPDR SERIES TRUST

-11.53%

Shares39.8K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-4.75%

Shares1.0K

Event2026-03-31

Filed2026-04-21