Filed: 7/11/2025ACC: 0001951757-25-000617
📋 What this filing means
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 163 equity positions with a total reported market value of $116.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
163
Positions
$116.56M
Total AUM (reported)
1.89M
Total Shares
Allocation by class
COM$42.85M36.8%
TR UNIT$8.50M7.3%
PORTFOLIO DEVLPD$3.20M2.7%
SPDR SSGA US SCT$3.19M2.7%
PORTFOLIO S&P500$2.90M2.5%
IDX DYNAMIC FIXE$2.88M2.5%
BLOOMBERG ENHNCD$2.63M2.3%
Portfolio Concentration
Top 3$15.40M13.2%
4–10$19.89M17.1%
11–25$24.64M21.1%
Rest$56.64M48.6%
Top 3 weight
13.2%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 1.89M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole163
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings163
Rows:
SPDR S&P 500 ETF TR
SOLEShares13.76K
TypeSH
Market value$8.50M
7.29%
Sole
0.00
Shared
0.00
None
13.76K
AMAZON COM INC
SOLEShares16.85K
TypeSH
Market value$3.70M
3.17%
Sole
0.00
Shared
0.00
None
16.85K
SPDR INDEX SHS FDS
SOLEShares79.12K
TypeSH
Market value$3.20M
2.75%
Sole
0.00
Shared
0.00
None
79.12K
SSGA ACTIVE TR
SOLEShares58.09K
TypeSH
Market value$3.19M
2.74%
Sole
0.00
Shared
0.00
None
58.09K
SPDR SERIES TRUST
SOLEShares39.93K
TypeSH
Market value$2.90M
2.49%
Sole
0.00
Shared
0.00
None
39.93K
ETF OPPORTUNITIES TRUST
SOLEShares124.15K
TypeSH
Market value$2.88M
2.47%
Sole
0.00
Shared
0.00
None
124.15K
MICROSOFT CORP
SOLEShares5.76K
TypeSH
Market value$2.86M
2.46%
Sole
0.00
Shared
0.00
None
5.76K
COSTCO WHSL CORP NEW
SOLEShares2.79K
TypeSH
Market value$2.76M
2.37%
Sole
0.00
Shared
0.00
None
2.79K
NVIDIA CORPORATION
SOLEShares16.83K
TypeSH
Market value$2.66M
2.28%
Sole
0.00
Shared
0.00
None
16.83K
SPDR SERIES TRUST
SOLEShares96.67K
TypeSH
Market value$2.63M
2.26%
Sole
0.00
Shared
0.00
None
96.67K
APPLE INC
SOLEShares12.57K
TypeSH
Market value$2.58M
2.21%
Sole
0.00
Shared
0.00
None
12.57K
SPDR SERIES TRUST
SOLEShares84.56K
TypeSH
Market value$2.16M
1.86%
Sole
0.00
Shared
0.00
None
84.56K
INVESCO QQQ TR
SOLEShares3.68K
TypeSH
Market value$2.03M
1.74%
Sole
0.00
Shared
0.00
None
3.68K
SSGA ACTIVE TR
SOLEShares75.16K
TypeSH
Market value$1.94M
1.67%
Sole
0.00
Shared
0.00
None
75.16K
ISHARES TR
SOLEShares21.73K
TypeSH
Market value$1.92M
1.65%
Sole
0.00
Shared
0.00
None
21.73K
ISHARES TR
SOLEShares19.66K
TypeSH
Market value$1.63M
1.40%
Sole
0.00
Shared
0.00
None
19.66K
SCHWAB STRATEGIC TR
SOLEShares65.08K
TypeSH
Market value$1.59M
1.36%
Sole
0.00
Shared
0.00
None
65.08K
ISHARES TR
SOLEShares13.81K
TypeSH
Market value$1.51M
1.30%
Sole
0.00
Shared
0.00
None
13.81K
ALPHABET INC
SOLEShares8.20K
TypeSH
Market value$1.45M
1.25%
Sole
0.00
Shared
0.00
None
8.20K
ISHARES TR
SOLEShares23.36K
TypeSH
Market value$1.45M
1.24%
Sole
0.00
Shared
0.00
None
23.36K
SPDR GOLD TR
SOLEShares4.47K
TypeSH
Market value$1.36M
1.17%
Sole
0.00
Shared
0.00
None
4.47K
ELI LILLY & CO
SOLEShares1.68K
TypeSH
Market value$1.31M
1.12%
Sole
0.00
Shared
0.00
None
1.68K
SPDR INDEX SHS FDS
SOLEShares30.07K
TypeSH
Market value$1.29M
1.10%
Sole
0.00
Shared
0.00
None
30.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.54K
TypeSH
Market value$1.23M
1.06%
Sole
0.00
Shared
0.00
None
2.54K
ISHARES TR
SOLEShares12.37K
TypeSH
Market value$1.18M
1.02%
Sole
0.00
Shared
0.00
None
12.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.76K | SH | $8.50M 7.29% | 0.00 | 0.00 | 13.76K |
AMAZON COM INCSOLE | COM | 16.85K | SH | $3.70M 3.17% | 0.00 | 0.00 | 16.85K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 79.12K | SH | $3.20M 2.75% | 0.00 | 0.00 | 79.12K |
SSGA ACTIVE TRSOLE | SPDR SSGA US SCT | 58.09K | SH | $3.19M 2.74% | 0.00 | 0.00 | 58.09K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 39.93K | SH | $2.90M 2.49% | 0.00 | 0.00 | 39.93K |
ETF OPPORTUNITIES TRUSTSOLE | IDX DYNAMIC FIXE | 124.15K | SH | $2.88M 2.47% | 0.00 | 0.00 | 124.15K |
MICROSOFT CORPSOLE | COM | 5.76K | SH | $2.86M 2.46% | 0.00 | 0.00 | 5.76K |
COSTCO WHSL CORP NEWSOLE | COM | 2.79K | SH | $2.76M 2.37% | 0.00 | 0.00 | 2.79K |
NVIDIA CORPORATIONSOLE | COM | 16.83K | SH | $2.66M 2.28% | 0.00 | 0.00 | 16.83K |
SPDR SERIES TRUSTSOLE | BLOOMBERG ENHNCD | 96.67K | SH | $2.63M 2.26% | 0.00 | 0.00 | 96.67K |
APPLE INCSOLE | COM | 12.57K | SH | $2.58M 2.21% | 0.00 | 0.00 | 12.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 84.56K | SH | $2.16M 1.86% | 0.00 | 0.00 | 84.56K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.68K | SH | $2.03M 1.74% | 0.00 | 0.00 | 3.68K |
SSGA ACTIVE TRSOLE | SPDR SSGA FXD | 75.16K | SH | $1.94M 1.67% | 0.00 | 0.00 | 75.16K |
ISHARES TRSOLE | 20 YR TR BD ETF | 21.73K | SH | $1.92M 1.65% | 0.00 | 0.00 | 21.73K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 19.66K | SH | $1.63M 1.40% | 0.00 | 0.00 | 19.66K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 65.08K | SH | $1.59M 1.36% | 0.00 | 0.00 | 65.08K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.81K | SH | $1.51M 1.30% | 0.00 | 0.00 | 13.81K |
ALPHABET INCSOLE | CAP STK CL C | 8.20K | SH | $1.45M 1.25% | 0.00 | 0.00 | 8.20K |
ISHARES TRSOLE | CORE S&P MCP ETF | 23.36K | SH | $1.45M 1.24% | 0.00 | 0.00 | 23.36K |
SPDR GOLD TRSOLE | GOLD SHS | 4.47K | SH | $1.36M 1.17% | 0.00 | 0.00 | 4.47K |
ELI LILLY & COSOLE | COM | 1.68K | SH | $1.31M 1.12% | 0.00 | 0.00 | 1.68K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 30.07K | SH | $1.29M 1.10% | 0.00 | 0.00 | 30.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.54K | SH | $1.23M 1.06% | 0.00 | 0.00 | 2.54K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 12.37K | SH | $1.18M 1.02% | 0.00 | 0.00 | 12.37K |
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