Institutional Manager · CIK 0002022637
International Private Wealth Advisors LLC
SAN DIEGO, CA · File #028-24120
Latest AUM
$158.8M
Positions
156
Top-10 Concentration
44.2%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025156 pos · $158.8M
- 13F HOLDINGS REPORTQ/E Sep 2025168 pos · $158.9M
- 13F HOLDINGS REPORTQ/E Jun 2025163 pos · $116.6M
- 13F HOLDINGS REPORTQ/E Mar 2025153 pos · $104.3M
- 13F HOLDINGS REPORTQ/E Dec 2024152 pos · $100.5M
- 13F HOLDINGS REPORTQ/E Sep 2024121 pos · $68.2M
- 13F HOLDINGS REPORTQ/E Jun 2024121 pos · $59.3M
- 13F HOLDINGS REPORTQ/E Mar 2024111 pos · $51.8M
- 13F HOLDINGS REPORTQ/E Mar 2024108 pos · $101.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 16,566 | $11.3M | 9.38% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 151,332 | $7.1M | 5.88% |
| 3 | ISHARES TR | 464288661 | 54,192 | $6.5M | 5.37% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 110,456 | $4.9M | 4.07% |
| 5 | ISHARES TR | 464287432 | 53,682 | $4.7M | 3.88% |
| 6 | AMAZON COM INC | AMZN | 19,152 | $4.4M | 3.67% |
| 7 | SSGA ACTIVE TR | 78470P408 | 63,061 | $3.9M | 3.26% |
| 8 | DIMENSIONAL ETF TRUST | 25434V583 | 67,287 | $3.6M | 3.02% |
| 9 | APPLE INC | AAPL | 12,591 | $3.4M | 2.84% |
| 10 | SPDR SERIES TRUST | 78464A854 | 42,048 | $3.4M | 2.80% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 73,459 | $3.1M | 2.60% |
| 12 | MICROSOFT CORP | MSFT | 6,385 | $3.1M | 2.56% |
| 13 | SPDR SERIES TRUST | 78468R440 | 102,190 | $2.9M | 2.42% |
| 14 | META PLATFORMS INC | META | 4,403 | $2.9M | 2.41% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 3,323 | $2.9M | 2.38% |
| 16 | NVIDIA CORPORATION | NVDA | 14,665 | $2.7M | 2.27% |
| 17 | ALPHABET INC | GOOG | 7,589 | $2.4M | 1.98% |
| 18 | INVESCO QQQ TR | IVZ | 3,673 | $2.3M | 1.87% |
| 19 | ELI LILLY & CO | LLY | 1,828 | $2.0M | 1.63% |
| 20 | ABBVIE INC | ABBV | 8,470 | $1.9M | 1.61% |