International Private Wealth Advisors LLC 13F Portfolio

CIK 2022637 Filing since Q4 2023 Q3 2026 filed Nov 5, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 5, 2026.

Portfolio Snapshot

100 positions · Q3 2026

International Private Wealth Advisors LLC reported 100 positions worth $111.27M for the quarter ended Sep 30, 2026, up 38.4% on the prior quarter. It opened 14 new positions, added to 46, trimmed 39 and exited 2. Its largest holding is Apple Inc. at 6.9% of the portfolio.

Portfolio Value
$111.27M
+38.4% QoQ · +55.4% YoY
Positions
100
14 new · 2 sold out
Top 10 Concentration
47.9%
of portfolio value
Largest Position
AAPL 6.9%
Apple Inc.
Net Buying
+$27.57M
$31.37M bought · $3.80M sold
Turnover
4%
of the portfolio traded
Top Sector
Technology
36.2% of value
Track Record
12
quarters on file since Q4 2023

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

11 sectors
36.23%
Technology
Technology36.23%
Financial Services12.16%
Healthcare9.81%
Consumer Staples9.65%
Consumer Discretionary8.32%
Industrials6.79%
Utilities5.82%
Energy5.06%
Communication Services3.38%
Other1.66%
Basic Materials1.12%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesHealthcareConsumer StaplesConsumer DiscretionaryIndustrialsUtilitiesEnergyCommunication ServicesOtherBasic MaterialsReal Estate

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
SNDK Sandisk Corp +1,438 – $2.50M 2.25%
AMD Advanced Micro Devices Inc +3,752 – $2.30M 2.06%
NVDA Nvidia Corp +9,405 +44.0% $2.15M 6.32%
GS Goldman Sachs Group Inc +1,964 – $1.77M 1.59%
ABBV AbbVie Inc. +5,814 +40.4% $1.52M 4.75%
GOOG Alphabet Inc. +4,138 +41.8% $1.41M 4.3%
WMB Williams Companies, Inc. +20.2K – $1.38M 1.24%
COST Costco Wholesale Corp +1,464 +32.9% $1.33M 4.84%
WDC Western Digital Corp +2,846 – $1.29M 1.16%
AMZN Amazon Com Inc +4,934 +22.6% $1.23M 5.98%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
BLK BlackRock, Inc. -1,283 -100.0% $1.23M Exited
AVGO Broadcom Inc. -3,424 -66.3% $1.20M 0.548%
OKE Oneok Inc -10.3K -64.7% $879.32K 0.431%
ERIC Ericsson Lm Telephone Co -11.5K -100.0% $128.07K Exited
ASML Asml Holding Nv -18 -13.6% $32.61K 0.186%
NKE NIKE, Inc. -908 -12.5% $32.14K 0.203%
HPQ Hp Inc -1,026 -5.7% $32.09K 0.476%
HD Home Depot, Inc. -103 -8.0% $29.29K 0.302%
MDLZ Mondelez International, Inc. -488 -5.4% $28.22K 0.443%
META Meta Platforms, Inc. -38 -2.3% $27.56K 1.05%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SNDK Sandisk Corp +1,438 $2.50M 2.25%
AMD Advanced Micro Devices Inc +3,752 $2.30M 2.06%
GS Goldman Sachs Group Inc +1,964 $1.77M 1.59%
WMB Williams Companies, Inc. +20.2K $1.38M 1.24%
WDC Western Digital Corp +2,846 $1.29M 1.16%
DUK Duke Energy CORP +4,174 $475.88K 0.428%
UPS United Parcel Service Inc +4,664 $435.77K 0.392%
MMM 3M Co +2,498 $410.05K 0.369%
CAH Cardinal Health Inc +1,825 $406.07K 0.365%
AFL Aflac Inc +3,612 $403.75K 0.363%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
BLK BlackRock, Inc. -1,283 $1.23M 1.53%
ERIC Ericsson Lm Telephone Co -11.5K $128.07K 0.159%
Holdings · Q3 2026

100 Positions

As ofSep 30, 2026
Value$111.27M
Top 1047.9%
Avg position$1.11M
# Activity
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Showing 1–15 of 100 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at International Private Wealth Advisors.

About International Private Wealth Advisors LLC’s 13F Portfolio

What are International Private Wealth Advisors LLC’s largest holdings?

As of its Q3 2026 13F filing, International Private Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 6.9%, Nvidia Corp (NVDA) at 6.3%, Amazon Com Inc (AMZN) at 6.0%, Microsoft Corp (MSFT) at 5.9%, Costco Wholesale Corp (COST) at 4.8% of the reported portfolio.

How much is International Private Wealth Advisors LLC’s portfolio worth?

International Private Wealth Advisors LLC reported a 13F portfolio worth $111.27M across 100 positions for Q3 2026. That is up 38.4% from the previous quarter.

What did International Private Wealth Advisors LLC buy in Q3 2026?

Its largest purchases by value were Sandisk Corp ($2.50M), Advanced Micro Devices Inc ($2.30M), Nvidia Corp ($2.15M). It opened 14 new positions.

What did International Private Wealth Advisors LLC sell in Q3 2026?

Its largest sales by value were BlackRock, Inc. ($1.23M), Broadcom Inc. ($1.20M), Oneok Inc ($879.32K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports International Private Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.