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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
(+19%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
10.08%
Top 10 Holdings %
Top 10 Hldgs %
32.7%
Holding
178
New
26
Increased
70
Reduced
58
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MBS ETF
MBB
|
+$3.11M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.02M |
| 3 |
Broadcom
AVGO
|
+$1.47M |
| 4 |
Microsoft
MSFT
|
+$1.38M |
| 5 |
Vertiv
VRT
|
+$1.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.36M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28M |
| 3 |
Duke Energy
DUK
|
+$1.12M |
| 4 |
Palo Alto Networks
PANW
|
+$963K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Mondelez International
MDLZ
$78.2B
| $521K | 0.27% |
+9,007
| New | +$543K |
|
77
Pfizer
PFE
$162B
| $510K | 0.26% |
21,162
-216
| -1% | -$5.65K |
|
78
ProShares UltraPro Russell2000
URTY
$325M
| $506K | 0.26% |
5,788
| – | – |
|
79
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
| $497K | 0.26% |
10,321
+25
| +0.2% | +$1.24K |
|
80
Chevron
CVX
$409B
| $483K | 0.25% |
+2,915
| New | +$543K |
|
81
Watsco Inc
WSO
$13B
| $474K | 0.24% |
+1,137
| New | +$457K |
|
82
Packaging Corp of America
PKG
$21.1B
| $469K | 0.24% |
+1,968
| New | +$431K |
|
83
WEC Energy
WEC
$34.5B
| $465K | 0.24% |
3,986
+11
| +0.3% | +$1.25K |
|
84
Home Depot
HD
$320B
| $453K | 0.23% |
1,284
-4
| -0.3% | -$1.3K |
|
85
General Mills
GIS
$20.5B
| $435K | 0.22% |
+12,486
| New | +$431K |
|
|
SW
86
Smurfit Westrock
SW
$24B
| $431K | 0.22% |
+9,314
| New | +$385K |
|
87
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.23B
| $431K | 0.22% |
19,224
-1,417
| -7% | -$31.6K |
|
88
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
| $427K | 0.22% |
8,608
-4
| -0% | -$195 |
|
89
CMS Energy
CMS
$21.5B
| $425K | 0.22% |
5,549
+852
| +18% | +$63.9K |
|
90
Target
TGT
$74.7B
| $407K | 0.21% |
+3,112
| New | +$395K |
|
91
WisdomTree US Total Dividend Fund
DTD
$1.67B
| $404K | 0.21% |
4,333
-174
| -4% | -$15.9K |
|
92
HP
HPQ
$29.4B
| $394K | 0.2% |
17,944
+6,848
| +62% | +$151K |
|
93
iShares Gold Trust
IAU
$65.8B
| $390K | 0.2% |
5,162
+992
| +24% | +$84.2K |
|
94
Ford
F
$58.3B
| $389K | 0.2% |
27,967
-11,969
| -30% | -$161K |
|
95
Principal Financial Group
PFG
$25B
| $388K | 0.2% |
3,604
-20
| -0.6% | -$2.03K |
|
96
Eversource Energy
ES
$26.8B
| $388K | 0.2% |
5,373
+77
| +1% | +$5.33K |
|
97
CVS Health
CVS
$124B
| $384K | 0.2% |
3,710
-1,394
| -27% | -$124K |
|
98
Dominion Energy
D
$57.9B
| $376K | 0.19% |
5,505
-1,767
| -24% | -$115K |
|
99
ExxonMobil
XOM
$656B
| $372K | 0.19% |
2,724
-1,258
| -32% | -$188K |
|
100
Old Republic International
ORI
$10B
| $370K | 0.19% |
+9,045
| New | +$358K |
|
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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.