International Private Wealth Advisors LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$163.5M
Holdings
154
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
6.0%
02
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.1%
03
$TLT
ISHARES TR
Held since at least Q1 2024
3.3%
04
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.1%
05
$IEI
ISHARES TR
Held since at least Q1 2024
3.1%
06
$DFGP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.8%
07
$AAPL
APPLE INC
Held since at least Q1 2024
2.7%
08
$XLSR
SSGA ACTIVE TR
Held since at least Q1 2024
2.5%
09
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.5%
10
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:57 UTC.