Data as of Q4 2025 (Dec 31, 2025)

International Private Wealth Advisors LLC

โ€ขCIK: 2022637โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

IEI
ISHARES TR
+83.2%
4.1% of portfolio
DFAU
DIMENSIONAL ETF TRUST
+30.3%
4.5% of portfolio
META
META PLATFORMS INC
+66.6%
1.8% of portfolio
JPM
JPMORGAN CHASE & CO.
+142.7%
1.0% of portfolio
BAC
VERIZON COMMUNICATIONS INC
+207.9%
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

NVDA
NVIDIA CORPORATION
-57.1%
1.7% of portfolio
SHY
ISHARES TR
-91.1%
0.2% of portfolio
LLY
ELI LILLY & CO
-39.9%
1.2% of portfolio
GOOG
ALPHABET INC
-32.9%
1.5% of portfolio
DYFI
ETF OPPORTUNITIES TRUST
-29.9%
1.2% of portfolio

Sector Breakdown

Other65.1%
Technology9.9%
ETF7.1%
Consumer6.6%
Financial5.0%
Healthcare2.9%
Utilities1.2%
Consumer Staples1.1%

๐Ÿšช Exited Positionssold since Q3 2025

PG
PROCTER AND GAMBLE CO
SOLD
$2.0M
NOW
SERVICENOW INC
SOLD
$1.2M
JNK
SPDR SERIES TRUST
SOLD
$644.5K
SPIB
SPDR SERIES TRUST
SOLD
$488.9K
BKR
BAKER HUGHES COMPANY
SOLD
$314.9K
+12 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘86 increased
โ†“60 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024