2026 Q3 Portfolio Activity
In 2026 Q3, International Private Wealth Advisors LLC maintained a portfolio of 185 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 1.28% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 44.0%. The fund also reduced its exposure to ISHARES TR by 22.6%.
Position History
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Total Positions
185
Quarter
2026 Q3
Top Holding
SPY (5.4%)
Top 10 Concentration
30.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 185
International Private Wealth Advisors LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 5.42% | 5.95% |
#1
Prev: #1
|
6.2 |
—
|
1,493 | 9.6% |
P
S
|
16,981 | $12,950,201 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 4.40% | 4.98% |
#2
Prev: #2
|
5.3 |
—
|
13,738 | 7.3% |
P
S
|
200,838 | $10,515,894 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AAPL
APPLE INC
|
Technology | 3.22% | 3.04% |
#3
1
Prev: #4
|
4.3 |
—
|
2,658 | 13.0% |
P
S
|
23,094 | $7,690,862 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.95% | 2.20% |
#4
7
Prev: #11
|
4.2 |
—
|
9,405 | 44.0% |
P
S
|
30,802 | $7,034,692 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.79% | 2.67% |
#5
1
Prev: #6
|
4.1 |
—
|
4,934 | 22.6% |
P
S
|
26,726 | $6,658,864 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.73% | 2.26% |
#6
4
Prev: #10
|
3.1 |
—
|
959 | 8.2% |
P
S
|
12,725 | $6,526,498 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.25% | 2.14% |
#7
6
Prev: #13
|
3.4 |
—
|
1,464 | 32.9% |
P
S
|
5,916 | $5,385,956 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.21% | 1.86% |
#8
9
Prev: #17
|
3.4 |
—
|
5,814 | 40.4% |
P
S
|
20,193 | $5,282,309 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MBB
ISHARES TR
|
ETF | 2.19% | 2.77% |
#9
4
Prev: #5
|
1.4 |
—
|
1,489 | 2.6% |
P
S
|
58,483 | $5,241,326 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.19% | 2.53% |
#10
3
Prev: #7
|
2.9 |
—
|
6,381 | 6.5% |
P
S
|
104,097 | $5,226,710 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TLT
ISHARES TR
|
ETF | 2.14% | 3.79% |
#11
8
Prev: #3
|
0.9 |
—
|
-19,265 | -22.6% |
P
S
|
65,832 | $5,120,365 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 2.14% | 2.41% |
#12
4
Prev: #8
|
2.9 |
—
|
12,592 | 14.7% |
P
S
|
98,480 | $5,113,671 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.00% | 1.80% |
#13
5
Prev: #18
|
3.3 |
—
|
4,138 | 41.8% |
P
S
|
14,041 | $4,784,233 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 1.90% | 2.29% |
#14
5
Prev: #9
|
1.3 |
—
|
-260 | -0.4% |
P
S
|
68,276 | $4,534,182 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.90% | 2.13% |
#15
1
Prev: #14
|
2.8 |
—
|
15,078 | 15.4% |
P
S
|
112,956 | $4,531,780 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.84% | 2.19% |
#16
4
Prev: #12
|
1.2 |
—
|
516 | 1.1% |
P
S
|
49,027 | $4,400,642 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.68% | 1.51% |
#17
2
Prev: #19
|
3.2 |
—
|
1,028 | 42.0% |
P
S
|
3,478 | $4,023,827 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
CERY
SPDR SERIES TRU...
|
Unknown | 1.61% | 1.88% |
#18
2
Prev: #16
|
1.1 |
—
|
-11,265 | -10.3% |
P
S
|
98,122 | $3,848,336 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AGG
ISHARES TR
|
ETF | 1.43% | 0.92% |
#19
12
Prev: #31
|
3.6 |
—
|
17,968 | 99.0% |
P
S
|
36,112 | $3,414,022 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IEI
ISHARES TR
|
ETF | 1.42% | 1.90% |
#20
5
Prev: #15
|
1.1 |
—
|
-1,491 | -4.7% |
P
S
|
29,976 | $3,400,520 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.37% | 1.37% |
#21
1
Prev: #20
|
3.0 |
—
|
798 | 22.1% |
P
S
|
4,408 | $3,260,933 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.32% | 1.00% |
#22
6
Prev: #28
|
1.0 |
—
|
106 | 0.6% |
P
S
|
16,800 | $3,142,439 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.28% | — |
#23
Prev: #—
|
4.0 |
—
|
53,883 | — |
NEW
|
53,883 | $3,053,003 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.16% | 0.88% |
#24
12
Prev: #36
|
3.5 |
—
|
20,221 | 50.2% |
P
S
|
60,484 | $2,774,395 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DUHP
DFA INVT DIMENS...
|
Unknown | 1.08% | 1.21% |
#25
3
Prev: #22
|
2.4 |
—
|
5,110 | 9.1% |
P
S
|
61,450 | $2,575,369 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SNDK
SANDISK CORP
|
Technology | 1.05% | — |
#26
Prev: #—
|
3.9 |
—
|
1,438 | — |
NEW
|
1,438 | $2,501,962 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.05% | 1.26% |
#27
6
Prev: #21
|
2.4 |
—
|
2,595 | 7.4% |
P
S
|
37,643 | $2,501,026 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.00% | 1.12% |
#28
4
Prev: #24
|
2.4 |
—
|
5,193 | 9.9% |
P
S
|
57,760 | $2,392,982 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.99% | 0.72% |
#29
12
Prev: #41
|
3.4 |
—
|
9,740 | 95.8% |
P
S
|
19,910 | $2,362,106 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.96% | 0.92% |
#30
2
Prev: #32
|
2.9 |
—
|
3,007 | 32.0% |
P
S
|
12,402 | $2,302,432 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.96% | — |
#31
Prev: #—
|
3.9 |
—
|
3,752 | — |
NEW
|
3,752 | $2,295,324 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 0.94% | 0.95% |
#32
2
Prev: #30
|
2.9 |
—
|
20,611 | 28.7% |
P
S
|
92,436 | $2,256,365 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.92% | 1.01% |
#33
7
Prev: #26
|
2.4 |
—
|
12,797 | 16.6% |
P
S
|
90,002 | $2,192,444 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.90% | 0.88% |
#34
1
Prev: #35
|
3.4 |
—
|
798 | 55.0% |
P
S
|
2,250 | $2,138,603 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.88% | 0.80% |
#35
2
Prev: #37
|
2.9 |
—
|
1,624 | 34.2% |
P
S
|
6,374 | $2,108,589 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.88% | 1.20% |
#36
13
Prev: #23
|
0.9 |
—
|
-4,434 | -9.9% |
P
S
|
40,578 | $2,100,339 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SHY
ISHARES TR
|
ETF | 0.85% | 0.45% |
#37
13
Prev: #50
|
3.3 |
—
|
14,198 | 132.3% |
P
S
|
24,928 | $2,024,170 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.80% | 0.77% |
#38
Prev: #38
|
2.8 |
—
|
5,244 | 39.8% |
P
S
|
18,412 | $1,913,401 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IJR
ISHARES TR
|
ETF | 0.79% | 1.09% |
#39
14
Prev: #25
|
0.8 |
—
|
-415 | -2.9% |
P
S
|
13,890 | $1,889,593 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.74% | — |
#40
Prev: #—
|
3.8 |
—
|
1,964 | — |
NEW
|
1,964 | $1,768,308 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.72% | 0.73% |
#41
1
Prev: #40
|
3.3 |
—
|
2,884 | 68.3% |
P
S
|
7,107 | $1,714,991 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IJH
ISHARES TR
|
ETF | 0.70% | 0.89% |
#42
8
Prev: #34
|
0.8 |
—
|
847 | 3.8% |
P
S
|
23,151 | $1,665,722 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DYFI
ETF OPPORTUNITI...
|
ETF | 0.68% | 0.97% |
#43
14
Prev: #29
|
0.8 |
—
|
-9,690 | -11.7% |
P
S
|
72,978 | $1,619,412 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IEMG
ISHARES INC
|
ETF | 0.67% | 0.90% |
#44
11
Prev: #33
|
0.8 |
—
|
-1,248 | -5.9% |
P
S
|
19,859 | $1,611,732 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IEF
ISHARES TR
|
ETF | 0.63% | 0.38% |
#45
12
Prev: #57
|
3.3 |
—
|
9,122 | 116.6% |
P
S
|
16,948 | $1,513,644 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.63% | 0.74% |
#46
7
Prev: #39
|
0.8 |
—
|
32 | 0.8% |
P
S
|
3,938 | $1,499,828 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IWM
ISHARES TR
|
ETF | 0.58% | — |
#47
Prev: #—
|
3.7 |
—
|
4,968 | — |
NEW
|
4,968 | $1,380,558 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BXSL
BLACKSTONE SECD...
|
Financial Services | 0.58% | 0.48% |
#48
1
Prev: #47
|
2.7 |
—
|
18,114 | 46.1% |
P
S
|
57,410 | $1,376,692 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.58% | — |
#49
Prev: #—
|
3.7 |
—
|
20,249 | — |
NEW
|
20,249 | $1,376,328 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.57% | 0.62% |
#50
6
Prev: #44
|
2.7 |
—
|
10,950 | 23.8% |
P
S
|
56,940 | $1,358,011 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-50 of 185 holdings