International Private Wealth Advisors LLC

SAN DIEGO, CA · CIK 2022637 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Diego, CA

$194.3m reported value +18.8% vs Q1 2026

160positions

32.7%in top 10

26 new 70 added 58 reduced 18 sold out vs Q1 2026

Also in the report of:

AE Wealth Management LLC – $24.4m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,488	$11.6m5.95%	5.95%	Added +471	+471 3.1%
2	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	187,100	$9.7m4.98%	4.98%	Added +1.1k	+1,120 0.6%
3	ISHARES TR 20 YR TR BD ETF TLT	TLT	85,097	$7.4m3.79%	3.79%	Added +23.6k	+23,579 38.3%
4	APPLE INC COM AAPL	AAPL	20,436	$5.9m3.04%	3.04%	Added +3.1k	+3,082 17.8%
5	ISHARES TR MBS ETF MBB	MBB	56,994	$5.4m2.77%	2.77%	Added +32.8k	+32,836 135.9%
6	AMAZON COM INC COM AMZN	AMZN	21,792	$5.2m2.67%	2.67%	Added +2.7k	+2,734 14.3%
7	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	97,716	$4.9m2.53%	2.53%	Reduced -14.7k	-14,744 -13.1%
8	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	85,888	$4.7m2.41%	2.41%	Added +1.7k	+1,723 2.0%
9	SSGA ACTIVE TR SPDR SSGA US SCT XLSR	XLSR	68,536	$4.4m2.29%	2.29%	Reduced -1.5k	-1,510 -2.2%
10	MICROSOFT CORP COM MSFT	MSFT	11,766	$4.4m2.26%	2.26%	Added +3.4k	+3,419 41.0%
11	NVIDIA CORPORATION COM NVDA	NVDA	21,397	$4.3m2.20%	2.20%	Added +5.3k	+5,320 33.1%
12	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	48,511	$4.3m2.19%	2.19%	Added +878	+878 1.8%
13	COSTCO WHSL CORP NEW COM COST	COST	4,452	$4.2m2.14%	2.14%	Added +770	+770 20.9%
14	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	97,878	$4.1m2.13%	2.13%	Added +2.6k	+2,621 2.8%
15	ISHARES TR 3 7 YR TREAS BD IEI	IEI	31,467	$3.7m1.90%	1.90%	Reduced -10.8k	-10,841 -25.6%
16	SPDR SERIES TRUST STATE STRET SPDR CERY	CERY	109,387	$3.7m1.88%	1.88%	Reduced -686	-686 -0.6%
17	ABBVIE INC COM ABBV	ABBV	14,379	$3.6m1.86%	1.86%	Added +4.0k	+3,975 38.2%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	9,903	$3.5m1.80%	1.80%	Added +1.1k	+1,148 13.1%
19	ELI LILLY & CO COM LLY	LLY	2,450	$2.9m1.51%	1.51%	Added +248	+248 11.3%
20	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,610	$2.7m1.37%	1.37%	Reduced -2	-2 -0.1%
21	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	35,048	$2.4m1.26%	1.26%	Added +247	+247 0.7%
22	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		56,340	$2.4m1.21%	1.21%	Added +655	+655 1.2%
23	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	45,012	$2.3m1.20%	1.20%	Added +2.5k	+2,514 5.9%
24	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	52,567	$2.2m1.12%	1.12%	Added +568	+568 1.1%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,305	$2.1m1.09%	1.09%	Added +203	+203 1.4%
26	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	77,205	$2.0m1.01%	1.01%	Reduced -5.2k	-5,238 -6.3%
27	BROADCOM INC COM AVGO	AVGO	5,161	$1.9m1.00%	1.00%	Added +3.7k	+3,676 247.5%
28	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	16,694	$1.9m1.00%	1.00%	Added +8.6k	+8,608 106.5%
29	ETF OPPORTUNITIES TRUST IDX DYNAMIC FIXE DYFI	DYFI	82,668	$1.9m0.97%	0.97%	Reduced -2.2k	-2,154 -2.5%
30	SSGA ACTIVE TR SPDR SSGA FXD FISR	FISR	71,825	$1.8m0.95%	0.95%	Reduced -12.9k	-12,925 -15.2%
31	ISHARES TR CORE US AGGBD ET AGG	AGG	18,144	$1.8m0.92%	0.92%	Added +9.6k	+9,552 111.2%
32	RTX CORPORATION COM RTX	RTX	9,395	$1.8m0.92%	0.92%	Added +6.2k	+6,242 198.0%
33	ISHARES INC CORE MSCI EMKT IEMG	IEMG	21,107	$1.7m0.90%	0.90%	Added +958	+958 4.8%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	22,304	$1.7m0.89%	0.89%	Reduced -342	-342 -1.5%
35	GE VERNOVA INC COM GEV	GEV	1,452	$1.7m0.88%	0.88%	Reduced -212	-212 -12.7%
36	VERIZON COMMUNICATIONS INC COM VZ	VZ	40,263	$1.7m0.88%	0.88%	Added +6.4k	+6,443 19.1%
37	JPMORGAN CHASE & CO COM JPM	JPM	4,750	$1.6m0.80%	0.80%	Added +1.8k	+1,821 62.2%
38	WALMART INC COM WMT	WMT	13,168	$1.5m0.77%	0.77%	Added +2.9k	+2,946 28.8%
39	SPDR GOLD TR GOLD SHS GLD	GLD	3,906	$1.4m0.74%	0.74%	Added +200	+200 5.4%
40	VERTIV HOLDINGS CO COM CL A VRT	VRT	4,223	$1.4m0.73%	0.73%	New
41	AMERICAN ELEC PWR CO INC COM AEP	AEP	10,170	$1.4m0.72%	0.72%	Added +7.0k	+7,010 221.8%
42	ONEOK INC NEW COM OKE	OKE	15,944	$1.4m0.71%	0.71%	Added +12.7k	+12,736 397.0%
43	BLACKROCK INC COM BLK	BLK	1,283	$1.2m0.63%	0.63%	Added +240	+240 23.0%
44	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	45,990	$1.2m0.62%	0.62%	Added +6.2k	+6,229 15.7%
45	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	17,319	$998.8k0.51%	0.51%	Reduced -1.0k	-1,030 -5.6%
46	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	10,304	$993.0k0.51%	0.51%	Added +6.2k	+6,151 148.1%
47	BLACKSTONE SECD LENDING FD COMMON STOCK BXSL	BXSL	39,296	$931.7k0.48%	0.48%	New
48	KINDER MORGAN INC DEL COM KMI	KMI	29,058	$929.0k0.48%	0.48%	Added +3.1k	+3,077 11.8%
49	META PLATFORMS INC CL A META	META	1,646	$927.1k0.48%	0.48%	Reduced -62	-62 -3.6%
50	ISHARES TR 1 3 YR TREAS BD SHY	SHY	10,730	$881.1k0.45%	0.45%	Added +6.6k	+6,594 159.4%
51	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	20,120	$858.5k0.44%	0.44%	Added +5	+5 0.0%
52	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	28,714	$845.1k0.43%	0.43%	Reduced -80	-80 -0.3%
53	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	20,438	$821.8k0.42%	0.42%	Added +32	+32 0.2%
54	SSGA ACTIVE TR SST BRIDGEWATER ALLW	ALLW	28,005	$819.7k0.42%	0.42%	Reduced -334	-334 -1.2%
55	KIMBERLY-CLARK CORP COM KMB	KMB	6,972	$765.3k0.39%	0.39%	New
56	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	11,038	$745.7k0.38%	0.38%	Reduced -403	-403 -3.5%
57	ISHARES TR 7-10 YR TRSY BD IEF	IEF	7,826	$740.1k0.38%	0.38%	Added +3.6k	+3,562 83.5%
58	TESLA INC COM TSLA	TSLA	1,685	$708.8k0.36%	0.36%	Added +27	+27 1.6%
59	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	13,104	$707.9k0.36%	0.36%	Added +115	+115 0.9%
60	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	21,191	$705.4k0.36%	0.36%	Reduced -215	-215 -1.0%
61	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	20,282	$692.1k0.36%	0.36%	Added +224	+224 1.1%
62	ISHARES TR IBOXX INV CP ETF LQD	LQD	6,332	$690.6k0.36%	0.36%	Reduced -730	-730 -10.3%
63	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,823	$687.4k0.35%	0.35%	Reduced -195	-195 -2.2%
64	ISHARES TR TIPS BD ETF TIP	TIP	5,954	$651.5k0.34%	0.34%	Added +2.3k	+2,342 64.8%
65	SPDR SERIES TRUST BLOOMBERG EMG MK EMHC	EMHC	25,148	$639.8k0.33%	0.33%	Added +1.3k	+1,307 5.5%
66	ALTRIA GROUP INC COM MO	MO	8,873	$638.4k0.33%	0.33%	Added +1.5k	+1,471 19.9%
67	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,832	$621.4k0.32%	0.32%	Reduced -3	-3 -0.1%
68	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	15,280	$615.6k0.32%	0.32%	Added +893	+893 6.2%
69	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	16,662	$614.3k0.32%	0.32%	Unchanged
70	APPLIED DIGITAL CORP COM NEW APLD	APLD	16,376	$610.8k0.31%	0.31%	New
71	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	7,354	$607.8k0.31%	0.31%	Unchanged
72	ISHARES TR CORE MSCI EAFE IEFA	IEFA	6,001	$579.6k0.30%	0.30%	Reduced -109	-109 -1.8%
73	PRICE T ROWE GROUP INC COM TROW	TROW	5,080	$577.5k0.30%	0.30%	Reduced -923	-923 -15.4%
74	SPDR INDEX SHS FDS S&P INTL SMLCP GWX	GWX	12,890	$564.1k0.29%	0.29%	Added +270	+270 2.1%
75	PRUDENTIAL FINL INC COM PRU	PRU	4,994	$539.0k0.28%	0.28%	Added +721	+721 16.9%
76	MONDELEZ INTL INC CL A MDLZ	MDLZ	9,007	$521.0k0.27%	0.27%	New
77	PFIZER INC COM PFE	PFE	21,162	$509.6k0.26%	0.26%	Reduced -216	-216 -1.0%
78	PROSHARES TR ULTR RUSSL2000 URTY	URTY	5,788	$505.5k0.26%	0.26%	Unchanged
79	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	10,321	$496.6k0.26%	0.26%	Added +25	+25 0.2%
80	CHEVRON CORP NEW COM CVX	CVX	2,915	$483.2k0.25%	0.25%	New
81	WATSCO INC COM WSO	WSO	1,137	$474.0k0.24%	0.24%	New
82	PACKAGING CORP AMER COM PKG	PKG	1,968	$469.0k0.24%	0.24%	New
83	WEC ENERGY GROUP INC COM WEC	WEC	3,986	$465.5k0.24%	0.24%	Added +11	+11 0.3%
84	HOME DEPOT INC COM HD	HD	1,284	$453.0k0.23%	0.23%	Reduced -4	-4 -0.3%
85	GENERAL MLS INC COM GIS	GIS	12,486	$434.5k0.22%	0.22%	New
86	SMURFIT WESTROCK PLC SHS SW	SW	9,314	$430.9k0.22%	0.22%	New
87	SPDR SER TR PORTFOLIO LN COR SPLB	SPLB	19,224	$430.6k0.22%	0.22%	Reduced -1.4k	-1,417 -6.9%
88	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	8,608	$426.5k0.22%	0.22%	Reduced -4	-4 -0.1%
89	CMS ENERGY CORP COM CMS	CMS	5,549	$424.5k0.22%	0.22%	Added +852	+852 18.1%
90	TARGET CORP COM TGT	TGT	3,112	$406.5k0.21%	0.21%	New
91	WISDOMTREE TR US TOTAL DIVIDND DTD	DTD	4,333	$404.0k0.21%	0.21%	Reduced -174	-174 -3.9%
92	HP INC COM HPQ	HPQ	17,944	$393.7k0.20%	0.20%	Added +6.8k	+6,848 61.7%
93	ISHARES GOLD TR ISHARES NEW IAU	IAU	5,162	$389.8k0.20%	0.20%	Added +992	+992 23.8%
94	FORD MTR CO COM F	F	27,967	$388.7k0.20%	0.20%	Reduced -12.0k	-11,969 -30.0%
95	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	3,604	$388.5k0.20%	0.20%	Reduced -20	-20 -0.6%
96	EVERSOURCE ENERGY COM ES	ES	5,373	$388.3k0.20%	0.20%	Added +77	+77 1.4%
97	CVS HEALTH CORP COM CVS	CVS	3,710	$383.8k0.20%	0.20%	Reduced -1.4k	-1,394 -27.3%
98	DOMINION ENERGY INC COM D	D	5,505	$376.0k0.19%	0.19%	Reduced -1.8k	-1,767 -24.3%
99	EXXON MOBIL CORP COM XOM	XOM	2,724	$372.5k0.19%	0.19%	Reduced -1.3k	-1,258 -31.6%
100	OLD REP INTL CORP COM ORI	ORI	9,045	$370.1k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUKE ENERGY CORP NEW DUK	DUK	8,530	$1.1m8.5k shares
PALO ALTO NETWORKS INC PANW	PANW	6,008	$963.2k6.0k shares
SALESFORCE INC CRM	CRM	2,768	$516.7k2.8k shares
SERVICENOW INC NOW	NOW	4,576	$478.4k4.6k shares
MCDONALDS CORP MCD	MCD	1,483	$461.0k1.5k shares
BUNGE GLOBAL SA BG	BG	3,561	$452.9k3.6k shares
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	1,029	$403.2k1.0k shares
NEXTERA ENERGY INC NEE	NEE	4,225	$392.4k4.2k shares
PHILIP MORRIS INTL INC PM	PM	2,236	$369.6k2.2k shares
FIRSTENERGY CORP FE	FE	7,243	$366.9k7.2k shares
FIFTH THIRD BANCORP FITB	FITB	7,196	$334.3k7.2k shares
BEST BUY INC BBY	BBY	4,380	$281.2k4.4k shares
INTERNATIONAL PAPER CO IP	IP	7,801	$278.5k7.8k shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	1,112	$269.5k1.1k shares
PUBLIC SVC ENTERPRISE GRP IN PEG	PEG	3,143	$254.5k3.1k shares
CONAGRA BRANDS INC CAG	CAG	15,180	$238.6k15.2k shares
ISHARES TR SHV	SHV	1,946	$214.8k1.9k shares
J P MORGAN EXCHANGE TRADED F JPST	JPST	4,244	$214.8k4.2k shares