International Private Wealth Advisors LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 194,265
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 160 | 194,265 | 13F-HR | International Private Wealth Advisors LLC |
| Q1 2026 | 4/21/2026 | 152 | 163,465 | 13F-HR | International Private Wealth Advisors LLC |
| Q4 2025 | 1/14/2026 | 156 | 158,792 | 13F-HR | International Private Wealth Advisors LLC |
| Q3 2025 | 11/6/2025 | 168 | 158,943 | 13F-HR | International Private Wealth Advisors LLC |
| Q2 2025 | 7/11/2025 | 163 | 116,562 | 13F-HR | International Private Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.34 K | 42.9% | 15.03 K | 0 | 15.03 K |
| ETFs | 110.2 K | 56.7% | 15.79 K | 0 | 15.79 K |
| Debt | 687 | 0.4% | 0 | 20 | -20 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
194,265
Holdings
160
QoQ value change ($000)
30,800
(18.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.