Filed: 11/6/2025ACC: 0001951757-25-001292
📋 What this filing means
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $158.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$158.94M
Total AUM (reported)
2.28M
Total Shares
Allocation by class
COM$54.42M34.2%
TR UNIT$10.84M6.8%
US CORE EQT MKT$5.31M3.3%
20 YR TR BD ETF$4.89M3.1%
PORTFOLIO DEVLPD$4.04M2.5%
CL A$3.73M2.3%
SPDR SSGA US SCT$3.65M2.3%
Portfolio Concentration
Top 3$22.54M14.2%
4–10$28.34M17.8%
11–25$38.18M24.0%
Rest$69.89M44.0%
Top 3 weight
14.2%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 2.28M
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
2.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole168
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings168
Rows:
SPDR S&P 500 ETF TR
SOLEShares16.28K
TypeSH
Market value$10.84M
6.82%
Sole
0.00
Shared
0.00
None
16.28K
NVIDIA CORPORATION
SOLEShares34.19K
TypeSH
Market value$6.38M
4.01%
Sole
0.00
Shared
0.00
None
34.19K
DIMENSIONAL ETF TRUST
SOLEShares116.11K
TypeSH
Market value$5.31M
3.34%
Sole
0.00
Shared
0.00
None
116.11K
ISHARES TR
SOLEShares54.68K
TypeSH
Market value$4.89M
3.07%
Sole
0.00
Shared
0.00
None
54.68K
AMAZON COM INC
SOLEShares20.48K
TypeSH
Market value$4.50M
2.83%
Sole
0.00
Shared
0.00
None
20.48K
MICROSOFT CORP
SOLEShares7.88K
TypeSH
Market value$4.08M
2.57%
Sole
0.00
Shared
0.00
None
7.88K
SPDR INDEX SHS FDS
SOLEShares94.42K
TypeSH
Market value$4.04M
2.54%
Sole
0.00
Shared
0.00
None
94.42K
COSTCO WHSL CORP NEW
SOLEShares3.95K
TypeSH
Market value$3.65M
2.30%
Sole
0.00
Shared
0.00
None
3.95K
SSGA ACTIVE TR
SOLEShares61.23K
TypeSH
Market value$3.65M
2.30%
Sole
0.00
Shared
0.00
None
61.23K
ISHARES TR
SOLEShares29.58K
TypeSH
Market value$3.54M
2.22%
Sole
0.00
Shared
0.00
None
29.58K
ISHARES TR
SOLEShares40.36K
TypeSH
Market value$3.35M
2.11%
Sole
0.00
Shared
0.00
None
40.36K
SPDR SERIES TRUST
SOLEShares42.22K
TypeSH
Market value$3.31M
2.08%
Sole
0.00
Shared
0.00
None
42.22K
APPLE INC
SOLEShares12.37K
TypeSH
Market value$3.15M
1.98%
Sole
0.00
Shared
0.00
None
12.37K
SPDR SERIES TRUST
SOLEShares108.95K
TypeSH
Market value$3.12M
1.96%
Sole
0.00
Shared
0.00
None
108.95K
DIMENSIONAL ETF TRUST
SOLEShares51.32K
TypeSH
Market value$2.85M
1.79%
Sole
0.00
Shared
0.00
None
51.32K
ALPHABET INC
SOLEShares11.31K
TypeSH
Market value$2.75M
1.73%
Sole
0.00
Shared
0.00
None
11.31K
ETF OPPORTUNITIES TRUST
SOLEShares116.78K
TypeSH
Market value$2.72M
1.71%
Sole
0.00
Shared
0.00
None
116.78K
DIMENSIONAL ETF TRUST
SOLEShares59.22K
TypeSH
Market value$2.53M
1.59%
Sole
0.00
Shared
0.00
None
59.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.98K
TypeSH
Market value$2.50M
1.58%
Sole
0.00
Shared
0.00
None
4.98K
ELI LILLY & CO
SOLEShares3.04K
TypeSH
Market value$2.32M
1.46%
Sole
0.00
Shared
0.00
None
3.04K
INVESCO QQQ TR
SOLEShares3.74K
TypeSH
Market value$2.25M
1.41%
Sole
0.00
Shared
0.00
None
3.74K
PROCTER AND GAMBLE CO
SOLEShares12.80K
TypeSH
Market value$1.97M
1.24%
Sole
0.00
Shared
0.00
None
12.80K
META PLATFORMS INC
SOLEShares2.64K
TypeSH
Market value$1.94M
1.22%
Sole
0.00
Shared
0.00
None
2.64K
SPDR INDEX SHS FDS
SOLEShares37.72K
TypeSH
Market value$1.77M
1.11%
Sole
0.00
Shared
0.00
None
37.72K
ISHARES TR
SOLEShares13.85K
TypeSH
Market value$1.65M
1.04%
Sole
0.00
Shared
0.00
None
13.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16.28K | SH | $10.84M 6.82% | 0.00 | 0.00 | 16.28K |
NVIDIA CORPORATIONSOLE | COM | 34.19K | SH | $6.38M 4.01% | 0.00 | 0.00 | 34.19K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 116.11K | SH | $5.31M 3.34% | 0.00 | 0.00 | 116.11K |
ISHARES TRSOLE | 20 YR TR BD ETF | 54.68K | SH | $4.89M 3.07% | 0.00 | 0.00 | 54.68K |
AMAZON COM INCSOLE | COM | 20.48K | SH | $4.50M 2.83% | 0.00 | 0.00 | 20.48K |
MICROSOFT CORPSOLE | COM | 7.88K | SH | $4.08M 2.57% | 0.00 | 0.00 | 7.88K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 94.42K | SH | $4.04M 2.54% | 0.00 | 0.00 | 94.42K |
COSTCO WHSL CORP NEWSOLE | COM | 3.95K | SH | $3.65M 2.30% | 0.00 | 0.00 | 3.95K |
SSGA ACTIVE TRSOLE | SPDR SSGA US SCT | 61.23K | SH | $3.65M 2.30% | 0.00 | 0.00 | 61.23K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 29.58K | SH | $3.54M 2.22% | 0.00 | 0.00 | 29.58K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 40.36K | SH | $3.35M 2.11% | 0.00 | 0.00 | 40.36K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 42.22K | SH | $3.31M 2.08% | 0.00 | 0.00 | 42.22K |
APPLE INCSOLE | COM | 12.37K | SH | $3.15M 1.98% | 0.00 | 0.00 | 12.37K |
SPDR SERIES TRUSTSOLE | BLOOMBERG ENHNCD | 108.95K | SH | $3.12M 1.96% | 0.00 | 0.00 | 108.95K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 51.32K | SH | $2.85M 1.79% | 0.00 | 0.00 | 51.32K |
ALPHABET INCSOLE | CAP STK CL C | 11.31K | SH | $2.75M 1.73% | 0.00 | 0.00 | 11.31K |
ETF OPPORTUNITIES TRUSTSOLE | IDX DYNAMIC FIXE | 116.78K | SH | $2.72M 1.71% | 0.00 | 0.00 | 116.78K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 59.22K | SH | $2.53M 1.59% | 0.00 | 0.00 | 59.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.98K | SH | $2.50M 1.58% | 0.00 | 0.00 | 4.98K |
ELI LILLY & COSOLE | COM | 3.04K | SH | $2.32M 1.46% | 0.00 | 0.00 | 3.04K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.74K | SH | $2.25M 1.41% | 0.00 | 0.00 | 3.74K |
PROCTER AND GAMBLE COSOLE | COM | 12.80K | SH | $1.97M 1.24% | 0.00 | 0.00 | 12.80K |
META PLATFORMS INCSOLE | CL A | 2.64K | SH | $1.94M 1.22% | 0.00 | 0.00 | 2.64K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 37.72K | SH | $1.77M 1.11% | 0.00 | 0.00 | 37.72K |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.85K | SH | $1.65M 1.04% | 0.00 | 0.00 | 13.85K |
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