International Private Wealth Advisors LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.3B, Dimensional ETF Tr with a value of $7.08B, Ishares Barclays 3 7 Yr Treas with a value of $6.47B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.91B, and Ishares Barclays 20+ Year Trea with a value of $4.68B.

Examining the 13F form we can see an decrease of $151M in the current position value, from $159B to 159B.

International Private Wealth Advisors LLC is based out at San Diego, CA

Below you can find more details about International Private Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $85.2 Billion
Technology: $13.6 Billion
Financial Services: $9.23 Billion
Communication Services: $7.72 Billion
Consumer Cyclical: $7.67 Billion
Consumer Defensive: $7.16 Billion
Utilities: $5.33 Billion
Healthcare: $4.68 Billion
Other: $3.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $159 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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