2026 Q1 Portfolio Activity
In 2026 Q1, International Private Wealth Advisors LLC maintained a portfolio of 163 distinct positions. The most significant new addition was SALESFORCE INC, now representing 0.32% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 692.6%. The fund also reduced its exposure to META PLATFORMS INC by 61.2%.
Position History
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Total Positions
163
Quarter
2026 Q1
Top Holding
SPY (6.0%)
Top 10 Concentration
33.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 163
International Private Wealth Advisors LLC Full Holdings List — 2026 Q1
| 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 | 5.97% | 7.11% |
#1
Prev: #1
|
4.9 |
—
|
-1,549 | -9.4% |
P
S
|
15,017 | $9,766,018 |
$548.17
+37.3%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 5.13% | 4.46% |
#2
Prev: #2
|
6.1 |
—
|
34,648 | 22.9% |
P
S
|
185,980 | $8,391,408 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TLT
ISHARES TR
|
ETF | 3.26% | 2.95% |
#3
2
Prev: #5
|
4.3 |
—
|
7,836 | 14.6% |
P
S
|
61,518 | $5,333,001 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 3.14% | 3.09% |
#4
Prev: #4
|
2.3 |
—
|
2,004 | 1.8% |
P
S
|
112,460 | $5,133,792 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEI
ISHARES TR
|
ETF | 3.07% | 4.07% |
#5
2
Prev: #3
|
1.7 |
—
|
-11,884 | -21.9% |
P
S
|
42,308 | $5,017,718 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 2.78% | 2.29% |
#6
2
Prev: #8
|
3.6 |
—
|
16,878 | 25.1% |
P
S
|
84,165 | $4,544,056 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 2.69% | 2.16% |
#7
2
Prev: #9
|
3.6 |
—
|
4,763 | 37.8% |
P
S
|
17,354 | $4,404,151 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 2.47% | 2.47% |
#8
1
Prev: #7
|
3.0 |
—
|
6,985 | 11.1% |
P
S
|
70,046 | $4,044,477 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.46% | 1.97% |
#9
2
Prev: #11
|
3.5 |
—
|
21,798 | 29.7% |
P
S
|
95,257 | $4,021,742 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.43% | 2.78% |
#10
4
Prev: #6
|
1.5 |
—
|
-94 | -0.5% |
P
S
|
19,058 | $3,969,197 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CERY
SPDR SERIES TRU...
|
Unknown | 2.37% | 1.84% |
#11
2
Prev: #13
|
2.9 |
—
|
7,883 | 7.7% |
P
S
|
110,073 | $3,878,958 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.24% | 1.80% |
#12
3
Prev: #15
|
2.9 |
—
|
359 | 10.8% |
P
S
|
3,682 | $3,669,275 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.23% | 2.12% |
#13
3
Prev: #10
|
2.9 |
—
|
5,585 | 13.3% |
P
S
|
47,633 | $3,645,816 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.89% | 1.94% |
#14
2
Prev: #12
|
3.3 |
—
|
1,962 | 30.7% |
P
S
|
8,347 | $3,089,820 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.72% | 1.72% |
#15
1
Prev: #16
|
2.7 |
—
|
1,412 | 9.6% |
P
S
|
16,077 | $2,803,821 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.54% | 1.50% |
#16
1
Prev: #17
|
2.6 |
—
|
1,166 | 15.4% |
P
S
|
8,755 | $2,511,377 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MBB
ISHARES TR
|
ETF | 1.40% | 0.18% |
#17
102
Prev: #119
|
3.6 |
—
|
21,110 | 692.6% |
P
S
|
24,158 | $2,293,809 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.38% | 1.22% |
#18
2
Prev: #20
|
3.1 |
—
|
1,934 | 22.8% |
P
S
|
10,404 | $2,262,872 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 1.33% | 1.16% |
#19
4
Prev: #23
|
2.5 |
—
|
13,731 | 19.3% |
P
S
|
84,750 | $2,179,764 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.33% | 1.09% |
#20
6
Prev: #26
|
2.5 |
—
|
5,695 | 19.6% |
P
S
|
34,801 | $2,173,348 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 1.29% | 1.12% |
#21
3
Prev: #24
|
2.5 |
—
|
13,087 | 18.9% |
P
S
|
82,443 | $2,112,196 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.28% | 1.42% |
#22
4
Prev: #18
|
1.0 |
—
|
-61 | -1.7% |
P
S
|
3,612 | $2,085,017 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.25% | 1.08% |
#23
4
Prev: #27
|
3.0 |
—
|
10,486 | 23.2% |
P
S
|
55,685 | $2,046,975 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.24% | 1.05% |
#24
4
Prev: #28
|
2.5 |
—
|
8,231 | 18.8% |
P
S
|
51,999 | $2,025,892 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.24% | 1.24% |
#25
6
Prev: #19
|
3.0 |
—
|
374 | 20.5% |
P
S
|
2,202 | $2,024,938 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.22% | 1.17% |
#26
4
Prev: #22
|
2.5 |
—
|
2,954 | 7.5% |
P
S
|
42,498 | $1,993,561 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DYFI
ETF OPPORTUNITI...
|
ETF | 1.18% | 1.19% |
#27
6
Prev: #21
|
1.0 |
—
|
3,012 | 3.7% |
P
S
|
84,822 | $1,928,250 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJR
ISHARES TR
|
ETF | 1.07% | 1.05% |
#28
1
Prev: #29
|
0.9 |
—
|
293 | 2.1% |
P
S
|
14,102 | $1,753,038 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.04% | 0.84% |
#29
6
Prev: #35
|
0.9 |
—
|
969 | 2.9% |
P
S
|
33,820 | $1,697,749 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.98% | 1.03% |
#30
Prev: #30
|
0.9 |
—
|
-406 | -9.9% |
P
S
|
3,706 | $1,594,655 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.95% | 1.12% |
#31
6
Prev: #25
|
0.9 |
—
|
-309 | -8.7% |
P
S
|
3,233 | $1,549,254 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJH
ISHARES TR
|
ETF | 0.94% | 0.97% |
#32
Prev: #32
|
0.9 |
—
|
-664 | -2.8% |
P
S
|
22,646 | $1,529,283 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.89% | 0.73% |
#33
8
Prev: #41
|
0.9 |
—
|
-98 | -5.6% |
P
S
|
1,664 | $1,452,506 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEMG
ISHARES INC
|
ETF | 0.86% | 0.80% |
#34
3
Prev: #37
|
2.3 |
—
|
1,238 | 6.5% |
P
S
|
20,149 | $1,405,425 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.78% | 0.74% |
#35
5
Prev: #40
|
0.8 |
—
|
-292 | -2.8% |
P
S
|
10,222 | $1,270,411 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.72% | 0.96% |
#36
3
Prev: #33
|
0.8 |
—
|
-496 | -5.8% |
P
S
|
8,086 | $1,182,820 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.68% | 0.66% |
#37
8
Prev: #45
|
0.8 |
—
|
-426 | -4.8% |
P
S
|
8,530 | $1,116,918 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.64% | 0.75% |
#38
Prev: #38
|
0.8 |
—
|
-5,183 | -11.5% |
P
S
|
39,761 | $1,045,722 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.61% | 0.74% |
#39
Prev: #39
|
0.7 |
—
|
-52 | -4.7% |
P
S
|
1,043 | $1,002,888 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.60% | 1.83% |
#40
26
Prev: #14
|
0.2 |
—
|
-2,695 | -61.2% |
P
S
|
1,708 | $976,939 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.59% | 0.67% |
#41
3
Prev: #44
|
0.7 |
—
|
243 | 4.2% |
P
S
|
6,008 | $963,225 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.54% | 0.64% |
#42
4
Prev: #46
|
0.7 |
—
|
-3,306 | -15.3% |
P
S
|
18,349 | $886,628 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KMI
KINDER MORGAN I...
|
Energy | 0.53% | 0.82% |
#43
7
Prev: #36
|
0.2 |
—
|
-21,592 | -45.4% |
P
S
|
25,981 | $871,143 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 1.02% |
#44
13
Prev: #31
|
0.2 |
—
|
-2,102 | -41.8% |
P
S
|
2,929 | $861,728 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES TR
|
ETF | 0.52% | 0.60% |
#45
2
Prev: #47
|
0.7 |
—
|
-874 | -9.2% |
P
S
|
8,592 | $852,921 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.50% | 0.55% |
#46
3
Prev: #49
|
2.7 |
—
|
3,900 | 22.3% |
P
S
|
21,406 | $822,419 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ALLW
SSGA ACTIVE TR
|
Unknown | 0.50% | 0.49% |
#47
3
Prev: #50
|
0.7 |
—
|
-14 | -0.0% |
P
S
|
28,339 | $817,580 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LQD
ISHARES TR
|
ETF | 0.47% | 0.44% |
#48
4
Prev: #52
|
2.2 |
—
|
734 | 11.6% |
P
S
|
7,062 | $769,678 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.45% | 0.67% |
#49
6
Prev: #43
|
0.2 |
—
|
-10,716 | -27.1% |
P
S
|
28,794 | $738,278 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.44% | 0.36% |
#50
7
Prev: #57
|
2.2 |
—
|
3,091 | 18.2% |
P
S
|
20,115 | $719,722 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 163 holdings