Portfolio (Quarterly)
Guide ↗
International Private Wealth Advisors LLC
· CIK 0002022637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DYFI | ETF OPPORTUNITIES TRUST | — | 81,810.0 | $1.9M | 1.19% | NEW | — | $23.07 | -1.2% |
| 22 | SPEM | SPDR INDEX SHS FDS | — | 39,544.0 | $1.9M | 1.17% | NEW | — | $46.81 | +12.0% |
| 23 | FISR | SSGA ACTIVE TR | — | 71,019.0 | $1.8M | 1.16% | NEW | — | $25.91 | -1.4% |
| 24 | SPAB | SPDR SERIES TRUST | — | 69,356.0 | $1.8M | 1.12% | NEW | — | $25.75 | -1.1% |
| 25 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,542.0 | $1.8M | 1.12% | NEW | — | $502.65 | — |
| 26 | DFAT | DIMENSIONAL ETF TRUST | — | 29,106.0 | $1.7M | 1.09% | NEW | — | $59.54 | +13.5% |
| 27 | DUHP | DIMENSIONAL ETF TRUST | — | 45,199.0 | $1.7M | 1.08% | NEW | — | $38.03 | +8.0% |
| 28 | DFAI | DIMENSIONAL ETF TRUST | — | 43,768.0 | $1.7M | 1.05% | NEW | — | $38.11 | +10.1% |
| 29 | IJR | ISHARES TR | — | 13,809.0 | $1.7M | 1.04% | NEW | — | $120.18 | +15.9% |
| 30 | GLD | SPDR GOLD TR | Financial Services | 4,112.0 | $1.6M | 1.03% | NEW | — | $396.31 | +4.7% |
| 31 | JPM | JPMORGAN CHASE & CO. | Financial Services | 5,031.0 | $1.6M | 1.02% | NEW | — | $322.24 | -4.3% |
| 32 | IJH | ISHARES TR | — | 23,310.0 | $1.5M | 0.97% | NEW | — | $66.00 | +12.9% |
| 33 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 8,582.0 | $1.5M | 0.96% | NEW | — | $177.75 | -23.6% |
| 34 | MO | ALTRIA GROUP INC | Consumer Defensive | 24,847.0 | $1.4M | 0.90% | NEW | — | $57.66 | +25.4% |
| 35 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 32,851.0 | $1.3M | 0.84% | NEW | — | $40.73 | +17.7% |
| 36 | KMI | KINDER MORGAN INC DEL | Energy | 47,573.0 | $1.3M | 0.82% | NEW | — | $27.49 | +20.6% |
| 37 | IEMG | ISHARES INC | — | 18,911.0 | $1.3M | 0.80% | NEW | — | $67.22 | +24.0% |
| 38 | SPTL | SPDR SERIES TRUST | — | 44,944.0 | $1.2M | 0.75% | NEW | — | $26.47 | -2.2% |
| 39 | BLK | BLACKROCK INC | Financial Services | 1,095.0 | $1.2M | 0.74% | NEW | — | $1070.09 | +0.5% |
| 40 | WMT | WALMART INC | Consumer Defensive | 10,514.0 | $1.2M | 0.74% | NEW | — | $111.41 | +6.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
33.9%
Technology
17.6%
Communication Services
10.0%
Consumer Cyclical
10.0%
Consumer Defensive
9.3%
Utilities
8.4%
Healthcare
6.1%
Energy
3.5%
Industrials
0.7%
Basic Materials
0.4%