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

  1. SPY - STATE STR SPDR S&P 500 ETF T, 5.55%
  2. DFAU - DIMENSIONAL ETF TRUST, 4.77%
  3. 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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