International Private Wealth Advisors LLC - Portfolio overview
International Private Wealth Advisors LLC has 179 reported holdings in this dataset, with the latest filing dated 2026-04-21.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Consumer Defensive.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 5.55%
- DFAU - DIMENSIONAL ETF TRUST, 4.77%
- TLT - ISHARES TR, 3.03%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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