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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
VUG icon
151
Vanguard Morningstar Growth ETF
VUG
$228B
$229K 0.12%
+2,661
New +$224K
GLDM icon
152
SPDR Gold MiniShares Trust
GLDM
$31.7B
$228K 0.12%
2,872
-244
-8% -$21.8K
VGK icon
153
Vanguard FTSE Europe ETF
VGK
$30.8B
$226K 0.12%
2,548
– –
FBND icon
154
Fidelity Total Bond ETF
FBND
$28.1B
$220K 0.11%
4,846
-14
-0.3% -$639
RSPH icon
155
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$827M
$215K 0.11%
6,473
-256
-4% -$7.96K
SPTI icon
156
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$207K 0.11%
7,301
– –
BRK.B icon
157
Berkshire Hathaway Class B
BRK.B
$1.08T
$206K 0.11%
412
-2,821
-87% -$1.36M
JPC icon
158
Nuveen Preferred & Income Opportunities Fund
JPC
$2.75B
$190K 0.1%
24,089
+558
+2% +$4.39K
PHK
159
PIMCO High Income Fund
PHK
$842M
$136K 0.07%
29,090
+835
+3% +$3.85K
ERIC icon
160
Ericsson
ERIC
$33B
$128K 0.07%
11,486
+314
+3% +$3.79K
BBY icon
161
Best Buy
BBY
$19B
– –
-4,380
Closed -$281K
BG icon
162
Bunge Global
BG
$22.8B
– –
-3,561
Closed -$453K
CAG icon
163
Conagra Brands
CAG
$7.43B
– –
-15,180
Closed -$239K
CRM icon
164
Salesforce
CRM
$213B
– –
-2,768
Closed -$517K
DUK icon
165
Duke Energy
DUK
$93.7B
– –
-8,530
Closed -$1.12M
FE icon
166
FirstEnergy
FE
$27.1B
– –
-7,243
Closed -$367K
FITB
167
Fifth Third Bancorp
FITB
$49.8B
– –
-7,196
Closed -$334K
IBM icon
168
IBM
IBM
$221B
– –
-1,112
Closed -$270K
IP icon
169
International Paper
IP
$19.7B
– –
-7,801
Closed -$279K
JPST icon
170
JPMorgan Ultra-Short Income ETF
JPST
$41B
– –
-4,244
Closed -$215K
MCD icon
171
McDonald's
MCD
$181B
– –
-1,483
Closed -$461K
NEE icon
172
NextEra Energy
NEE
$174B
– –
-4,225
Closed -$392K
NOW icon
173
ServiceNow
NOW
$146B
– –
-4,576
Closed -$478K
PANW icon
174
Palo Alto Networks
PANW
$272B
– –
-6,008
Closed -$963K
PEG icon
175
Public Service Enterprise Group
PEG
$36.7B
– –
-3,143
Closed -$254K
4 5 6
7
8

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PDN
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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.