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IPWA

International Private Wealth Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
+0.07%
1 Year Est. Return
+16.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$4.67M
Cap. Flow
+$6.43M
Cap. Flow %
3.93%
Top 10 Hldgs %
33.42%
Holding
163
New
7
Increased
100
Reduced
40
Closed
11

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$2.02M
2
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.63M
3
AAPL icon
Apple
AAPL
+$1.24M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$930K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$918K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.73M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.42M
3
MO icon
Altria Group
MO
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
NLY icon
Annaly Capital Management
NLY
+$896K

Sector Composition

Rank Sector Weight
1 Technology 9.44%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Consumer Discretionary 4.37%
5 Utilities 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$1.99M 1.22%
42,498
+2,954
+7% +$144K
DYFI icon
27
IDX Dynamic Fixed Income ETF
DYFI
$57.5M
$1.93M 1.18%
84,822
+3,012
+4% +$69.5K
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.75M 1.07%
14,102
+293
+2% +$37.2K
VZ icon
29
Verizon
VZ
$182B
$1.7M 1.04%
33,820
+969
+3% +$44.9K
GLD icon
30
SPDR Gold Trust
GLD
$129B
$1.59M 0.98%
3,706
-406
-10% -$182K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.55M 0.95%
3,233
-309
-9% -$152K
IJH icon
32
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.53M 0.94%
22,646
-664
-3% -$46.1K
GEV icon
33
GE Vernova
GEV
$284B
$1.45M 0.89%
1,664
-98
-6% -$76.5K
IEMG icon
34
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$1.41M 0.86%
20,149
+1,238
+7% +$89.4K
WMT icon
35
Walmart Inc
WMT
$903B
$1.27M 0.78%
10,222
-292
-3% -$35.9K
PLTR icon
36
Palantir
PLTR
$318B
$1.18M 0.72%
8,086
-496
-6% -$75.8K
DUK icon
37
Duke Energy
DUK
$98.5B
$1.12M 0.68%
8,530
-426
-5% -$53.3K
SPTL icon
38
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$1.05M 0.64%
39,761
-5,183
-12% -$138K
BLK icon
39
Blackrock
BLK
$165B
$1M 0.61%
1,043
-52
-5% -$54.7K
META icon
40
Meta Platforms (Facebook)
META
$1.64T
$977K 0.6%
1,708
-2,695
-61% -$1.73M
PANW icon
41
Palo Alto Networks
PANW
$292B
$963K 0.59%
6,008
+243
+4% +$40.8K
SPSM icon
42
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$887K 0.54%
18,349
-3,306
-15% -$164K
KMI icon
43
Kinder Morgan
KMI
$73B
$871K 0.53%
25,981
-21,592
-45% -$675K
JPM icon
44
JPMorgan Chase
JPM
$903B
$862K 0.53%
2,929
-2,102
-42% -$638K
AGG icon
45
iShares Core US Aggregate Bond ETF
AGG
$138B
$853K 0.52%
8,592
-874
-9% -$87.4K
IBIT icon
46
iShares Bitcoin Trust
IBIT
$47.5B
$822K 0.5%
21,406
+3,900
+22% +$169K
ALLW
47
State Street Bridgewater All Weather ETF
ALLW
$1.6B
$818K 0.5%
28,339
-14
-0% -$405
LQD icon
48
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35B
$770K 0.47%
7,062
+734
+12% +$80.9K
SCHX icon
49
Schwab US Large- Cap ETF
SCHX
$71.5B
$738K 0.45%
28,794
-10,716
-27% -$287K
DFEV icon
50
Dimensional Emerging Markets Value ETF
DFEV
$1.92B
$720K 0.44%
20,115
+3,091
+18% +$113K
1
2
3 4 5

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HCCM
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PWAM
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International Private Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, International Private Wealth Advisors held 163 positions worth $163M, up 2.9% from $159M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

International Private Wealth Advisors deployed $6.43M of net new capital in Q1 2026, opening 7 new positions and adding to 100 existing holdings. Its largest new stake was Salesforce: 2,768 shares worth $517K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 8.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $1.73M trimmed.

  • International Private Wealth Advisors's largest Q1 2026 buy was Salesforce: 2,768 shares worth $517K.
  • International Private Wealth Advisors added most to iShares MBS ETF in Q1 2026, an estimated $2.02M increase.
  • International Private Wealth Advisors's biggest Q1 2026 reduction was Meta Platforms (Facebook), cutting an estimated $1.73M.
  • International Private Wealth Advisors fully exited Annaly Capital Management in Q1 2026, selling an estimated $896K.
  • International Private Wealth Advisors's ten largest holdings make up 33% of its $163M portfolio in Q1 2026.
  • International Private Wealth Advisors opened 7 new positions and closed 11 in Q1 2026.
  • International Private Wealth Advisors's portfolio value rose 2.9% quarter-over-quarter to $163M.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.