International Private Wealth Advisors
International Private Wealth Advisors reported 160 stocks worth $194M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPY (6.0%), DFAU (5.0%) and TLT (3.8%). Compared with Q1 2026, the fund opened new positions in VRT, BXSL and KMB, added to SPY, DFAU and TLT, trimmed SPDW, XLSR and IEI and sold out of DUK, PANW and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $11.6M | 6.0% | 15K | +471 (+3%) | 8 of 8 | |
| 2 |  DFAU Dimensional ETF Trust | $9.7M | 5.0% | 187K | +1,120 (+1%) | 4 of 8 | |
| 3 |  TLT Ishares TR | $7.4M | 3.8% | 85K | +24K (+38%) | 7 of 8 | |
| 4 |  AAPL Apple Inc | $5.9M | 3.0% | 20K | +3,082 (+18%) | 8 of 8 | |
| 5 |  MBB Ishares TR | $5.4M | 2.8% | 57K | +33K (+136%) | 7 of 8 | |
| 6 |  AMZN Amazon Com Inc | $5.2M | 2.7% | 22K | +2,734 (+14%) | 8 of 8 | |
| 7 |  SPDW Spdr Developed | $4.9M | 2.5% | 98K | −15K (−13%) | 8 of 8 | |
| 8 |  DFGP Dimensional ETF Trust | $4.7M | 2.4% | 86K | +1,723 (+2%) | 4 of 8 | |
| 9 |  XLSR Ssga Active TR | $4.4M | 2.3% | 69K | −1,510 (−2%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $4.4M | 2.3% | 12K | +3,419 (+41%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DUK Duke Energy Corp New | $1.1M | 8,530 |
 PANW Palo Alto Networks Inc | $963K | 6,008 |
 CRM Salesforce Inc | $517K | 2,768 |
 NOW Servicenow Inc | $478K | 4,576 |
 MCD Mcdonalds Corp | $461K | 1,483 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →International Private Wealth Advisors 13F FAQ
What does International Private Wealth Advisors own?
International Private Wealth Advisors reported 160 stocks worth $194M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are SPY (6.0%), DFAU (5.0%) and TLT (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did International Private Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 66 added to, 56 trimmed and 18 sold out. New positions include VRT, BXSL and KMB. It sold all of DUK, PANW and CRM.
When will International Private Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is International Private Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $194M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.