Institutional Fund
International Private Wealth Advisors LLC
San Diego, CACIK 20226375 filings on record
Portfolio Value
$163.47M
Q1 2026
Holdings
152
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+2.9%
from $158.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr6.0%
- Dimensional ETF Trust5.1%
- Ishares Tr3.3%
- Spdr Index Shs Fds3.1%
- Ishares Tr3.1%
- Dimensional ETF Trust2.8%
- Other76.6%
Portfolio Holdings
152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 15.0K | $9.77M | 6.0% | −1.5K | Reduced |
| 2 | Dimensional ETF Trust | 186.0K | $8.39M | 5.1% | +34.6K | Added |
| 3 | Ishares Tr | 61.5K | $5.33M | 3.3% | +7.8K | Added |
| 4 | Spdr Index Shs Fds | 112.5K | $5.13M | 3.1% | +2.0K | Added |
| 5 | Ishares Tr | 42.3K | $5.02M | 3.1% | −11.9K | Reduced |
| 6 | Dimensional ETF Trust | 84.2K | $4.54M | 2.8% | +16.9K | Added |
| 7 | Apple Inc | 17.4K | $4.40M | 2.7% | +4.8K | Added |
| 8 | Ssga Active Tr | 70.0K | $4.04M | 2.5% | +7.0K | Added |
| 9 | Dimensional ETF Trust | 95.3K | $4.02M | 2.5% | +21.8K | Added |
| 10 | Amazon Com Inc | 19.1K | $3.97M | 2.4% | −94 | Reduced |
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