International Private Wealth Advisors LLC
โขCIK: 2022637โขFiling: Q4 2025
**International Private Wealth Advisors LLC** manages $159M across a diversified portfolio of 156 positions. The strategy exhibits notable allocations to broad market indices and sector-specific exposure, highlighted by the $11.3M position in SPY and $7.1M in DFAU. Significant overweighting is also evident in fixed income and technology, with $6.5M in IEI and $4.7M in TLT. Top holdings further include substantial allocations to AMZN ($4.4M) and AAPL ($3.4M), suggesting a focus on established growth and defensive assets.
Total AUM
$158.8M
QoQ Performance
-0.1%
Positions
111
Top 10 Concentration
33.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY7.1%
DFAU4.5%
IEI4.1%
SPDW3.1%
TLT2.9%
AMZN2.8%
XLSR2.5%
DFGP2.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other65.1%
Technology9.9%
ETF7.1%
Consumer6.6%
Financial5.0%
Healthcare2.9%
Utilities1.2%
Consumer Staples1.1%
๐ช Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW5 new positions
โ86 increased
โ60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024