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IPWA

International Private Wealth Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
+8.61%
1 Year Est. Return
+19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$30.8M
Cap. Flow
+$19.6M
Cap. Flow %
10.08%
Top 10 Hldgs %
32.7%
Holding
178
New
26
Increased
70
Reduced
58
Closed
18

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$3.11M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.02M
3
AVGO icon
Broadcom
AVGO
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.38M
5
VRT icon
Vertiv
VRT
+$1.34M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.36M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.28M
3
DUK icon
Duke Energy
DUK
+$1.12M
4
PANW icon
Palo Alto Networks
PANW
+$963K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$731K

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.19%
2 Technology 10.69%
3 Consumer Staples 4.68%
4 Financials 4.62%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPAB icon
26
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$1.97M 1.01%
77,205
-5,238
-6% -$134K
AVGO icon
27
Broadcom
AVGO
$1.7T
$1.95M 1%
5,161
+3,676
+248% +$1.47M
PLTR icon
28
Palantir
PLTR
$419B
$1.95M 1%
16,694
+8,608
+106% +$1.17M
DYFI icon
29
IDX Dynamic Fixed Income ETF
DYFI
$59.4M
$1.88M 0.97%
82,668
-2,154
-3% -$49.1K
FISR icon
30
State Street Fixed Income Sector Rotation ETF
FISR
$626M
$1.84M 0.95%
71,825
-12,925
-15% -$331K
AGG icon
31
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.8M 0.92%
18,144
+9,552
+111% +$945K
RTX icon
32
RTX Corp
RTX
$271B
$1.78M 0.92%
9,395
+6,242
+198% +$1.14M
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$1.75M 0.9%
21,107
+958
+5% +$76.4K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$126B
$1.72M 0.89%
22,304
-342
-2% -$25.1K
GEV icon
35
GE Vernova
GEV
$251B
$1.71M 0.88%
1,452
-212
-13% -$216K
VZ icon
36
Verizon
VZ
$208B
$1.7M 0.88%
40,263
+6,443
+19% +$302K
JPM icon
37
JPMorgan Chase
JPM
$953B
$1.55M 0.8%
4,750
+1,821
+62% +$566K
WMT icon
38
Walmart Inc
WMT
$850B
$1.49M 0.77%
13,168
+2,946
+29% +$366K
GLD icon
39
SPDR Gold Trust
GLD
$149B
$1.44M 0.74%
3,906
+200
+5% +$82.9K
VRT icon
40
Vertiv
VRT
$108B
$1.41M 0.73%
+4,223
New +$1.34M
AEP icon
41
American Electric Power
AEP
$67.8B
$1.39M 0.72%
10,170
+7,010
+222% +$923K
OKE icon
42
Oneok
OKE
$60.2B
$1.39M 0.71%
15,944
+12,736
+397% +$1.12M
BLK icon
43
Blackrock
BLK
$174B
$1.23M 0.64%
1,283
+240
+23% +$248K
SPTL icon
44
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$1.21M 0.62%
45,990
+6,229
+16% +$162K
SPSM icon
45
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$999K 0.51%
17,319
-1,030
-6% -$55K
JNK icon
46
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.81B
$993K 0.51%
10,304
+6,151
+148% +$592K
BXSL icon
47
Blackstone Secured Lending
BXSL
$5.76B
$932K 0.48%
+39,296
New +$938K
KMI icon
48
Kinder Morgan
KMI
$69.9B
$929K 0.48%
29,058
+3,077
+12% +$99.2K
META icon
49
Meta Platforms (Facebook)
META
$1.57T
$927K 0.48%
1,646
-62
-4% -$37.9K
SHY icon
50
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$881K 0.45%
10,730
+6,594
+159% +$542K
1
2
3 4 5

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DWM
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PDN
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AIC
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EFG
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International Private Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, International Private Wealth Advisors held 178 positions worth $194M, up 19% from $163M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

International Private Wealth Advisors deployed $19.6M of net new capital in Q2 2026, opening 26 new positions and adding to 70 existing holdings. Its largest new stake was Vertiv: 4,223 shares worth $1.41M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 63% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $1.36M trimmed.

  • International Private Wealth Advisors's largest Q2 2026 buy was Vertiv: 4,223 shares worth $1.41M.
  • International Private Wealth Advisors added most to iShares MBS ETF in Q2 2026, an estimated $3.11M increase.
  • International Private Wealth Advisors's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $1.36M.
  • International Private Wealth Advisors fully exited Duke Energy in Q2 2026, selling an estimated $1.12M.
  • International Private Wealth Advisors's ten largest holdings make up 33% of its $194M portfolio in Q2 2026.
  • International Private Wealth Advisors opened 26 new positions and closed 18 in Q2 2026.
  • International Private Wealth Advisors's portfolio value rose 19% quarter-over-quarter to $194M.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.