International Private Wealth Advisors LLC
162 holdingsFiling period: 2026-06-30Current AUM: $198.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 15.5K | $11.6M | $11.7M | 5.92% | +471 | 2026-06-30 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 187.1K | $9.7M | $9.8M | 4.94% | +1.1K | 2026-06-30 |
| 3 | TLT | ISHARES TR | 85.1K | $7.4M | $6.9M | 3.47% | +23.6K | 2026-06-30 |
| 4 | AAPL | APPLE INC | 20.4K | $5.9M | $6.8M | 3.42% | +3.1K | 2026-06-30 |
| 5 | MBB | ISHARES TR | 57.0K | $5.4M | $5.2M | 2.62% | +32.8K | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 21.8K | $5.2M | $5.4M | 2.73% | +2.7K | 2026-06-30 |
| 7 | SPDW | SPDR INDEX SHS FDS | 97.7K | $4.9M | $5.0M | 2.50% | -14,744 | 2026-06-30 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 85.9K | $4.7M | $4.5M | 2.27% | +1.7K | 2026-06-30 |
| 9 | XLSR | SSGA ACTIVE TR | 68.5K | $4.4M | $4.5M | 2.26% | -1,510 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 11.8K | $4.4M | $5.8M | 2.95% | +3.4K | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 21.4K | $4.3M | $4.5M | 2.29% | +5.3K | 2026-06-30 |
| 12 | SPYM | SPDR SERIES TRUST | 48.5K | $4.3M | $4.3M | 2.18% | +878 | 2026-06-30 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 4.5K | $4.2M | $4.0M | 2.02% | +770 | 2026-06-30 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | 97.9K | $4.1M | $4.0M | 2.02% | +2.6K | 2026-06-30 |
| 15 | IEI | ISHARES TR | 31.5K | $3.7M | $3.6M | 1.82% | -10,841 | 2026-06-30 |
| 16 | CERY | SPDR SERIES TRUST | 109.4K | $3.7M | $4.4M | 2.22% | -686 | 2026-06-30 |
| 17 | ABBV | ABBVIE INC | 14.4K | $3.6M | $3.8M | 1.91% | +4.0K | 2026-06-30 |
| 18 | GOOG | ALPHABET INC | 9.9K | $3.5M | $3.4M | 1.71% | +1.1K | 2026-06-30 |
| 19 | LLY | ELI LILLY & CO | 2.5K | $2.9M | $2.8M | 1.40% | +248 | 2026-06-30 |
| 20 | QQQ | INVESCO QQQ TR | 3.6K | $2.7M | $2.5M | 1.28% | -2 | 2026-06-30 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | 35.0K | $2.4M | $2.5M | 1.24% | +247 | 2026-06-30 |
| 22 | DUHP | DIMENSIONAL ETF TRUST | 56.3K | $2.4M | $2.3M | 1.18% | +655 | 2026-06-30 |
| 23 | SPEM | SPDR INDEX SHS FDS | 45.0K | $2.3M | $2.3M | 1.17% | +2.5K | 2026-06-30 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | 52.6K | $2.2M | $2.2M | 1.12% | +568 | 2026-06-30 |
| 25 | IJR | ISHARES TR | 14.3K | $2.1M | $2.0M | 1.01% | +203 | 2026-06-30 |
← Scroll →
Page 1 of 7