International Private Wealth Advisors LLC
154 holdingsFiling period: 2026-03-31Current AUM: $178.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 15.0K | $9.8M | $11.2M | 6.29% | -1,549 | 2026-03-31 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 186.0K | $8.4M | $9.6M | 5.40% | +34.6K | 2026-03-31 |
| 3 | TLT | ISHARES TR | 61.5K | $5.3M | $5.1M | 2.84% | +7.8K | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 112.5K | $5.1M | $5.6M | 3.16% | +2.0K | 2026-03-31 |
| 5 | IEI | ISHARES TR | 42.3K | $5.0M | $4.9M | 2.76% | -11,884 | 2026-03-31 |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 84.2K | $4.5M | $4.5M | 2.51% | +16.9K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 17.4K | $4.4M | $5.4M | 3.01% | +4.8K | 2026-03-31 |
| 8 | XLSR | SSGA ACTIVE TR | 70.0K | $4.0M | $4.5M | 2.52% | +7.0K | 2026-03-31 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 95.3K | $4.0M | $4.0M | 2.22% | +21.8K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 19.1K | $4.0M | $5.2M | 2.90% | -94 | 2026-03-31 |
| 11 | CERY | SPDR SERIES TRUST | 110.1K | $3.9M | $4.0M | 2.22% | +7.9K | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 3.7K | $3.7M | $3.5M | 1.97% | +359 | 2026-03-31 |
| 13 | SPYM | SPDR SERIES TRUST | 47.6K | $3.6M | $4.2M | 2.35% | +5.6K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 8.3K | $3.1M | $3.9M | 2.18% | +2.0K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 16.1K | $2.8M | $3.2M | 1.81% | +1.4K | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 8.8K | $2.5M | $3.1M | 1.75% | +1.2K | 2026-03-31 |
| 17 | MBB | ISHARES TR | 24.2K | $2.3M | $2.2M | 1.26% | +21.1K | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 10.4K | $2.3M | $2.6M | 1.46% | +1.9K | 2026-03-31 |
| 19 | FISR | SSGA ACTIVE TR | 84.8K | $2.2M | $2.1M | 1.20% | +13.7K | 2026-03-31 |
| 20 | DFAT | DIMENSIONAL ETF TRUST | 34.8K | $2.2M | $2.5M | 1.38% | +5.7K | 2026-03-31 |
| 21 | SPAB | SPDR SERIES TRUST | 82.4K | $2.1M | $2.1M | 1.16% | +13.1K | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 3.6K | $2.1M | $2.5M | 1.39% | -61 | 2026-03-31 |
| 23 | DUHP | DIMENSIONAL ETF TRUST | 55.7K | $2.0M | $2.3M | 1.29% | +10.5K | 2026-03-31 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | 52.0K | $2.0M | $2.2M | 1.23% | +8.2K | 2026-03-31 |
| 25 | LLY | ELI LILLY & CO | 2.2K | $2.0M | $2.5M | 1.42% | +374 | 2026-03-31 |
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