International Private Wealth Advisors LLC holds a diversified book of 160 reported positions worth $194.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
International Private Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning International Private Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as International Private Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $148.2M |
| Emerald Advisors, LLC | 25 / 80 | $646.4M |
| Clarity Financial LLC | 39 / 80 | $921.1M |
| Hoey Investments, Inc | 35 / 80 | $602.3M |
| Marest Capital, LLC | 13 / 80 | $155.1M |
| AdviceOne Advisory Services, LLC | 15 / 80 | $134.8M |
| Trust Asset Management LLC | 18 / 80 | $1.2B |
| Wallace Hart LLC | 11 / 80 | $116.3M |
Ranked by the share of each fund's own book sitting in the names it shares with International Private Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $11.6M | 15.5K | 6.0% | ▲+3.1% Added · +471 sh | |
| 2 | Dimensional ETF Trust US CORE EQT MKT | $9.7M | 187.1K | 5.0% | ▲+0.6% Added · +1K sh | |
| 3 | Ishares TR 20 YR TR BD ETF | $7.4M | 85.1K | 3.8% | ▲+38% Added · +24K sh | |
| 4 | Apple Inc COM | $5.9M | 20.4K | 3.0% | ▲+18% Added · +3K sh | |
| 5 | Ishares TR MBS ETF | $5.4M | 57.0K | 2.8% | ▲+136% Added · +33K sh | |
| 6 | Amazon Com Inc COM | $5.2M | 21.8K | 2.7% | ▲+14% Added · +3K sh | |
| 7 | SPDR Index SHS FDS ST STR PO EX ETF | $4.9M | 97.7K | 2.5% | ▼−13% Reduced · −15K sh | |
| 8 | Dimensional ETF Trust GLOB CO PLUS ETF | $4.7M | 85.9K | 2.4% | ▲+2.0% Added · +2K sh | |
| 9 | Ssga Active TR STATE STREET US | $4.4M | 68.5K | 2.3% | ▼−2.1% Reduced · −2K sh | |
| 10 | Microsoft Corp COM | $4.4M | 11.8K | 2.3% | ▲+41% Added · +3K sh | |
| 11 | Nvidia Corporation COM | $4.3M | 21.4K | 2.2% | ▲+33% Added · +5K sh | |
| 12 | SPDR Series Trust ST STR P500ETF | $4.3M | 48.5K | 2.2% | ▲+1.8% Added · +878 sh | |
| 13 | Costco Wholesale Corporation COM | $4.2M | 4.5K | 2.1% | ▲+21% Added · +770 sh | |
| 14 | Dimensional ETF Trust CORE FIXE IN ETF | $4.1M | 97.9K | 2.1% | ▲+2.8% Added · +3K sh | |
| 15 | Ishares TR 3 7 YR TREAS BD | $3.7M | 31.5K | 1.9% | ▼−26% Reduced · −11K sh | |
| 16 | SPDR Series Trust STATE STRET SPDR | $3.7M | 109.4K | 1.9% | ▼−0.6% Reduced · −686 sh | |
| 17 | Abbvie Inc COM | $3.6M | 14.4K | 1.9% | ▲+38% Added · +4K sh | |
| 18 | Alphabet Inc CAP STK CL C | $3.5M | 9.9K | 1.8% | ▲+13% Added · +1K sh | |
| 19 | Eli Lilly & Co COM | $2.9M | 2.5K | 1.5% | ▲+11% Added · +248 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.7M | 3.6K | 1.4% | ▼−0.1% Reduced · −2 sh | |
| 21 | Dimensional ETF Trust US TARGETED VLU | $2.4M | 35.0K | 1.3% | ▲+0.7% Added · +247 sh | |
| 22 | Dimensional ETF Trust US HIGH PROF ETF | $2.4M | 56.3K | 1.2% | ▲+1.2% Added · +655 sh | |
| 23 | SPDR Index SHS FDS ST PORT MARK ETF | $2.3M | 45.0K | 1.2% | ▲+5.9% Added · +3K sh | |
| 24 | Dimensional ETF Trust INTL CORE EQT MK | $2.2M | 52.6K | 1.1% | ▲+1.1% Added · +568 sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $2.1M | 14.3K | 1.1% | ▲+1.4% Added · +203 sh | |
| 26 | SPDR Series Trust ST STR AGGRE ETF | $2.0M | 77.2K | 1.0% | ▼−6.3% Reduced · −5K sh | |
| 27 | Broadcom Inc COM | $1.9M | 5.2K | 1.0% | ▲+248% Added · +4K sh | |
| 28 | Palantir Technologies Inc CL A | $1.9M | 16.7K | 1.0% | ▲+106% Added · +9K sh | |
| 29 | ETF Opportunities Trust IDX DY FI IN ETF | $1.9M | 82.7K | 1.0% | ▼−2.5% Reduced · −2K sh | |
| 30 | Ssga Active TR ST STR SECTO ETF | $1.8M | 71.8K | 0.9% | ▼−15% Reduced · −13K sh | |
| 31 | Ishares TR CORE US AGGBD ET | $1.8M | 18.1K | 0.9% | ▲+111% Added · +10K sh | |
| 32 | RTX Corporation COM | $1.8M | 9.4K | 0.9% | ▲+198% Added · +6K sh | |
| 33 | Ishares Inc CORE MSCI EMKT | $1.7M | 21.1K | 0.9% | ▲+4.8% Added · +958 sh | |
| 34 | Ishares TR CORE S&P MCP ETF | $1.7M | 22.3K | 0.9% | ▼−1.5% Reduced · −342 sh | |
| 35 | Ge Vernova Inc COM | $1.7M | 1.5K | 0.9% | ▼−13% Reduced · −212 sh | |
| 36 | Verizon Communications Inc COM | $1.7M | 40.3K | 0.9% | ▲+19% Added · +6K sh | |
| 37 | JPMorgan Chase & Co COM | $1.6M | 4.8K | 0.8% | ▲+62% Added · +2K sh | |
| 38 | Walmart Inc COM | $1.5M | 13.2K | 0.8% | ▲+29% Added · +3K sh | |
| 39 | SPDR Gold TR GOLD SHS | $1.4M | 3.9K | 0.7% | ▲+5.4% Added · +200 sh | |
| 40 | Vertiv Holdings Co COM CL A | $1.4M | 4.2K | 0.7% | ▲New New position | |
| 41 | American Elec PWR Co Inc COM | $1.4M | 10.2K | 0.7% | ▲+222% Added · +7K sh | |
| 42 | Oneok Inc New COM | $1.4M | 15.9K | 0.7% | ▲+397% Added · +13K sh | |
| 43 | BlackRock Inc COM | $1.2M | 1.3K | 0.6% | ▲+23% Added · +240 sh | |
| 44 | SPDR Series Trust ST LON TREAS ETF | $1.2M | 46.0K | 0.6% | ▲+16% Added · +6K sh | |
| 45 | SPDR Series Trust ST STR SP600 SML | $999K | 17.3K | 0.5% | ▼−5.6% Reduced · −1K sh | |
| 46 | SPDR Series Trust ST BLOO HIGH ETF | $993K | 10.3K | 0.5% | ▲+148% Added · +6K sh | |
| 47 | Blackstone Secd Lending FD COMMON STOCK | $932K | 39.3K | 0.5% | ▲New New position | |
| 48 | Kinder Morgan Inc Del COM | $929K | 29.1K | 0.5% | ▲+12% Added · +3K sh | |
| 49 | Meta Platforms Inc CL A | $927K | 1.6K | 0.5% | ▼−3.6% Reduced · −62 sh | |
| 50 | Ishares TR 1 3 YR TREAS BD | $881K | 10.7K | 0.5% | ▲+159% Added · +7K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.