International Private Wealth Advisors LLC: 13F holdings

CIK 20226372026Q2

Positions160
Reported value$194.3m
Filed2026-08-07

Change since last quarter

Positions160 (+8 vs prior quarter)
Reported value$194.3m (+18.8%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T15,488$11.6m6.0%
PAVE DIMENSIONAL ETF TRUST187,100$9.7m5.0%
TLT ISHARES TR85,097$7.4m3.8%
AAPL APPLE INC20,436$5.9m3.0%
MBB ISHARES TR56,994$5.4m2.8%
AMZN AMAZON COM INC21,792$5.2m2.7%
EWU SPDR INDEX SHS FDS97,716$4.9m2.5%
DFGP DIMENSIONAL ETF TRUST85,888$4.7m2.4%
XLSR SSGA ACTIVE TR68,536$4.4m2.3%
MSFT MICROSOFT CORP11,766$4.4m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2022637")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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