We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
101
Alliant Energy
LNT
$17.6B
| $365K | 0.19% |
+4,781
| New | +$348K |
|
102
US Bancorp
USB
$98.7B
| $364K | 0.19% |
6,033
-2,664
| -31% | -$149K |
|
103
iShares Global REIT ETF
REET
$4.93B
| $363K | 0.19% |
13,131
+302
| +2% | +$8.19K |
|
|
DFSD
104
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
| $361K | 0.19% |
7,554
+732
| +11% | +$35K |
|
105
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
| $358K | 0.18% |
6,683
-1,527
| -19% | -$79.4K |
|
106
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5B
| $358K | 0.18% |
14,014
+1,006
| +8% | +$25.7K |
|
107
LyondellBasell Industries
LYB
$20.5B
| $354K | 0.18% |
6,724
+3
| +0% | +$207 |
|
108
Edison International
EIX
$21.8B
| $348K | 0.18% |
4,677
-81
| -2% | -$5.78K |
|
109
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
| $347K | 0.18% |
939
-34
| -3% | -$12.2K |
|
110
MetLife
MET
$62B
| $347K | 0.18% |
+4,097
| New | +$330K |
|
111
OGE Energy
OGE
$9.69B
| $345K | 0.18% |
7,099
+253
| +4% | +$12.1K |
|
112
Citizens Financial Group
CFG
$29.8B
| $342K | 0.18% |
4,878
-3,047
| -38% | -$196K |
|
113
Dimensional US Real Estate ETF
DFAR
$1.72B
| $341K | 0.18% |
13,048
+108
| +0.8% | +$2.78K |
|
114
Genuine Parts
GPC
$19B
| $341K | 0.18% |
2,888
+278
| +11% | +$29K |
|
115
Archer Daniels Midland
ADM
$40.8B
| $340K | 0.18% |
4,454
-3,637
| -45% | -$277K |
|
116
Comcast
CMCSA
$94B
| $338K | 0.17% |
+13,764
| New | +$355K |
|
117
Regions Financial
RF
$25.9B
| $337K | 0.17% |
11,144
-4,769
| -30% | -$134K |
|
118
EOG Resources
EOG
$76.2B
| $335K | 0.17% |
+2,585
| New | +$352K |
|
119
Coca-Cola
KO
$379B
| $329K | 0.17% |
4,046
+58
| +1% | +$4.58K |
|
120
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
| $328K | 0.17% |
+7,400
| New | +$317K |
|
121
Truist Financial
TFC
$63.1B
| $326K | 0.17% |
6,551
-2,208
| -25% | -$109K |
|
122
AT&T
T
$176B
| $326K | 0.17% |
15,749
-2,782
| -15% | -$69K |
|
123
Pinnacle West Capital
PNW
$11.8B
| $325K | 0.17% |
3,037
-39
| -1% | -$3.99K |
|
124
Huntington Bancshares
HBAN
$34.4B
| $319K | 0.16% |
18,003
-4,357
| -19% | -$71.9K |
|
125
KeyCorp
KEY
$23.7B
| $319K | 0.16% |
13,840
-9,023
| -39% | -$197K |
|
Similar funds
GPW
KCM
DWM
PDN
AIC
EFG
II
PFO
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.