13F-HR filed by International Private Wealth Advisors LLC
International Private Wealth Advisors LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 168 holding rows worth $158,943,005.
- Accession
- 0001951757-25-001292
- Filer
- CIK 2022637
- Filed
- 2025-11-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 168 entries on the cover page, a total value of $158,943,005 stated on the cover page (in dollars after the unit check, H1), rows summing to $158,943,005 with VALUE read as dollars as filed, 13F file number 028-24120. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 16,277 | $10,843,183 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 34,194 | $6,379,994 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 116,112 | $5,313,278 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 54,681 | $4,886,828 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 20,480 | $4,496,780 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,875 | $4,078,728 | dollars as filed | |
| SPDW | 78463X889 | COM | 94,420 | $4,040,252 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,947 | $3,653,851 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 61,227 | $3,649,716 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 29,580 | $3,535,155 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 40,356 | $3,347,950 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 42,215 | $3,307,127 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,369 | $3,149,550 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 108,952 | $3,121,465 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 51,322 | $2,851,964 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 11,311 | $2,754,724 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N660 | IDX DY FI IN ETF | 116,778 | $2,722,679 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 59,220 | $2,532,235 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,982 | $2,504,651 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,042 | $2,320,718 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,743 | $2,247,454 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 12,798 | $1,966,375 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,643 | $1,941,163 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 37,715 | $1,765,433 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 13,845 | $1,645,251 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 61,931 | $1,600,921 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,784 | $1,570,869 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 15,086 | $1,554,775 | dollars as filed | |
| IJH | 464287507 | COM | 23,230 | $1,515,963 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,230 | $1,503,638 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 52,090 | $1,357,195 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 34,597 | $1,306,735 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 22,139 | $1,288,719 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 47,770 | $1,258,262 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 18,836 | $1,241,692 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 33,765 | $1,227,349 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,549 | $1,211,699 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,316 | $1,211,088 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 25,583 | $1,185,001 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 5,951 | $1,085,581 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 11,377 | $1,043,824 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,830 | $885,200 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,166 | $848,281 | dollars as filed | |
| SSGA ACTIVE TR | 78470P630 | SPDR BRIDGEWATER | 29,818 | $831,326 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 6,545 | $809,955 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,193 | $733,576 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,632 | $725,921 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 6,370 | $710,054 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 8,474 | $668,704 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 14,424 | $666,966 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 569 | $662,947 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,073 | $653,944 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 9,801 | $647,483 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 6,577 | $644,518 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 6,950 | $623,858 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,546 | $618,923 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 9,236 | $600,340 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 21,843 | $588,672 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 10,227 | $584,868 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 28,812 | $582,291 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,972 | $578,012 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,078 | $530,670 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 18,744 | $530,643 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,292 | $523,674 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 20,737 | $522,427 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 12,309 | $511,813 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 7,229 | $504,055 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 16,662 | $493,862 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 14,425 | $488,872 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 4,752 | $487,781 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 12,042 | $483,844 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 15,890 | $472,410 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10,668 | $468,863 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 18,368 | $468,018 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,418 | $467,829 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,962 | $460,016 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,466 | $445,626 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 15,358 | $433,707 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 5,155 | $433,008 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 13,330 | $425,102 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 13,455 | $424,251 | dollars as filed | |
| INVESCO S&P MIDCAP 400 GARP ETF | 46137V225 | ETF | 3,488 | $420,724 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 34,975 | $418,304 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 8,034 | $407,552 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 7,342 | $405,880 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 8,894 | $404,785 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,423 | $401,111 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 9,070 | $400,824 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 13,037 | $396,266 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 8,588 | $396,071 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 6,626 | $395,861 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 792 | $388,381 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 6,282 | $384,259 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,262 | $378,538 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 7,811 | $377,487 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 8,184 | $374,163 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 14,128 | $372,560 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,330 | $370,363 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 2,169 | $369,357 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,549 | $368,223 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 19,652 | $367,293 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 6,804 | $361,676 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 6,568 | $353,843 | dollars as filed | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 20,226 | $349,295 | dollars as filed | |
| LAZARD INC | 52110M109 | COM | 6,381 | $336,768 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,930 | $329,680 | dollars as filed | |
| SCHD | 808524797 | COM | 12,001 | $327,627 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 3,927 | $320,146 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 4,349 | $318,581 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 4,468 | $317,866 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,948 | $315,952 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 6,463 | $314,877 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,163 | $314,243 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 4,149 | $312,797 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,214 | $306,922 | dollars as filed | |
| OGE ENERGY CORP | 670837103 | COM | 6,631 | $306,804 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 6,722 | $304,103 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 6,620 | $303,346 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,639 | $302,370 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 3,148 | $299,532 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,512 | $299,236 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,648 | $298,520 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,055 | $297,618 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 6,051 | $296,728 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 3,401 | $296,615 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 6,907 | $294,016 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 11,520 | $293,880 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 6,807 | $289,103 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 11,187 | $285,938 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 7,552 | $280,631 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 5,932 | $275,249 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 1,945 | $275,120 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 6,174 | $275,050 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 6,018 | $270,852 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 3,506 | $269,877 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 3,518 | $268,951 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,645 | $265,247 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 9,609 | $261,653 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 9,699 | $261,376 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,404 | $260,256 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 5,133 | $258,789 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,065 | $256,918 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 208 | $249,375 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 3,114 | $248,497 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 3,052 | $247,992 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,022 | $247,283 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 608 | $244,679 | dollars as filed | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 2,723 | $244,105 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 3,180 | $240,480 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 2,873 | $239,745 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 2,857 | $236,863 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 1,870 | $232,479 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 12,544 | $229,674 | dollars as filed | |
| VTI | 922908769 | COM | 678 | $222,499 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,567 | $218,129 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 444 | $212,724 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 2,896 | $211,339 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 7,285 | $210,536 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 3,686 | $209,623 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,100 | $205,755 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 670 | $204,625 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 4,158 | $203,908 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 1,056 | $201,252 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 23,670 | $194,091 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 21,550 | $171,754 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 26,737 | $133,415 | dollars as filed | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 13,852 | $114,556 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 11,858 | $79,449 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-001292 | this filing | 2025-11-06 | acceptance time not in the bulk data set |