International Private Wealth Advisors LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 163 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 $8.5B, Amazon Com Inc with a value of $3.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $3.2B, Ssga Active Tr Spdr Ssga Us Se with a value of $3.19B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $2.9B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $104B to 117B.

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 $117 Billion
ETFs: $57.6 Billion
Technology: $11.4 Billion
Consumer Defensive: $8.36 Billion
Consumer Cyclical: $7.31 Billion
Financial Services: $7.08 Billion
Utilities: $4.92 Billion
Communication Services: $4.56 Billion
Healthcare: $3.69 Billion
Other: $2.98 Billion

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $117 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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