Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
International Private Wealth Advisors LLC (CIK 2022637) reported $163.5M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($9.8M, 5.97%), DFAU ($8.4M, 5.13%), TLT ($5.3M, 3.26%), SPDW ($5.1M, 3.14%), IEI ($5.0M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $9.8M | 5.97% | 15,017 | Trimmed |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $8.4M | 5.13% | 185,980 | Added |
| 3 | TLT | ISHARES TR | $5.3M | 3.26% | 61,518 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $5.1M | 3.14% | 112,460 | Added |
| 5 | IEI | ISHARES TR | $5.0M | 3.07% | 42,308 | Trimmed |
| 6 | DFGP | DIMENSIONAL ETF TRUST | $4.5M | 2.78% | 84,165 | Added |
| 7 | AAPL | APPLE INC | $4.4M | 2.69% | 17,354 | Added |
| 8 | XLSR | SSGA ACTIVE TR | $4.0M | 2.47% | 70,046 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $4.0M | 2.46% | 95,257 | Added |
| 10 | AMZN | AMAZON COM INC | $4.0M | 2.43% | 19,058 | Trimmed |
| 11 | CERY | SPDR SERIES TRUST | $3.9M | 2.37% | 110,073 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $3.7M | 2.24% | 3,682 | Added |
| 13 | SPLG | SPDR SERIES TRUST | $3.6M | 2.23% | 47,633 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.1M | 1.89% | 8,347 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.8M | 1.72% | 16,077 | Added |
| 16 | GOOG | ALPHABET INC | $2.5M | 1.54% | 8,755 | Added |
| 17 | MBB | ISHARES TR | $2.3M | 1.40% | 24,158 | Added |
| 18 | ABBV | ABBVIE INC | $2.3M | 1.38% | 10,404 | Added |
| 19 | FISR | SSGA ACTIVE TR | $2.2M | 1.33% | 84,750 | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $2.2M | 1.33% | 34,801 | Added |
| 21 | SPAB | SPDR SERIES TRUST | $2.1M | 1.29% | 82,443 | Added |
| 22 | QQQ | INVESCO QQQ TR | $2.1M | 1.28% | 3,612 | Trimmed |
| 23 | DUHP | DIMENSIONAL ETF TRUST | $2.0M | 1.25% | 55,685 | Added |
| 24 | LLY | ELI LILLY & CO | $2.0M | 1.24% | 2,202 | Added |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.24% | 51,999 | Added |
Source: SEC Form 13F filings · as of 2026-03-31