International Private Wealth Advisors LLC

CIK 2022637 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$194.3M
#6.551 dari 9.443 berdasarkan nilai 13F · top 69.4%
Posisi
160
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +18.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
32,70%
Bobot 25 kepemilikan teratas
57,58%
Posisi di atas 1%
28
Jumlah posisi efektif
53,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 8,57% Perkiraan pembelian $34.764.979 · penjualan $15.331.081

Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 68,7% masih dipegang

Posisi baru
26
Meningkat
70
Menurun
58
Tertutup
18
Di halaman ini

Rincian sektor

Technology
10,6%
Retail
6,0%
Healthcare
3,8%
Financials
3,0%
Utilities
2,9%
Industrials
2,8%
Communication Services
2,7%
Energy
2,1%
Financial Services
1,5%
Consumer Staples
1,2%
Telecommunication
1,0%
Consumer Discretionary
0,9%
Packaging
0,5%
Consumer products
0,4%
Materials
0,2%
Communications
0,1%
Lainnya/Tidak terpetakan
60,3%

Portofolio lengkap 160 posisi

Tipe Rentetan Tren 8 kuartal
SPY SPY $11.565.627 5,95% 15.488 $1.799.609 Naik ×1
DFAU $9.671.174 4,98% 187.100 $1.279.766 Naik ×3
TLT iShares 20+ Year Treasury Bond ETF $7.354.059 3,79% 85.097 $2.021.058 Naik ×2
AAPL Apple Inc. - Common Stock $5.913.279 3,04% 20.436 $1.509.128 Naik ×3
MBB iShares MBS ETF $5.387.114 2,77% 56.994 $3.093.305 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $5.193.890 2,67% 21.792 $1.224.693 Naik ×1
SPDW $4.923.910 2,53% 97.716 $-209.882 Turun ×1
DFGP Dimensional Global Core Plus Fixed Income ETF $4.677.459 2,41% 85.888 $133.403 Naik ×3
XLSR $4.445.219 2,29% 68.536 $400.742 Turun ×1
MSFT Microsoft Corporation - Common Stock $4.388.916 2,26% 11.766 $1.299.096 Naik ×2
NVDA NVIDIA Corporation - Common Stock $4.281.241 2,20% 21.397 $1.477.420 Naik ×2
SPYM $4.263.171 2,19% 48.511 $617.355 Naik ×2
COST Costco Wholesale Corporation - Common Stock $4.165.106 2,14% 4.452 $495.831 Naik ×2
DFCF $4.131.440 2,13% 97.878 $109.698 Naik ×3
IEI iShares 3-7 Year Treasury Bond ETF $3.695.819 1,90% 31.467 $-1.321.899 Turun ×2
CERY $3.656.800 1,88% 109.387 $-222.158 Turun ×1
ABBV AbbVie Inc. Common Stock $3.618.341 1,86% 14.379 $1.355.469 Naik ×5
GOOG Alphabet Inc. - Class C Capital Stock $3.498.926 1,80% 9.903 $987.549 Naik ×2
LLY Eli Lilly and Company Common Stock $2.938.088 1,51% 2.450 $913.150 Naik ×2
QQQ Invesco QQQ Trust, Series 1 $2.658.713 1,37% 3.610 $573.696 Turun ×3
DFAT $2.449.840 1,26% 35.048 $276.492 Naik ×3
DUHP $2.351.065 1,21% 56.340 $304.090 Naik ×3
SPEM $2.330.744 1,20% 45.012 $337.183 Naik ×4
DFAI $2.168.390 1,12% 52.567 $142.498 Naik ×3
IJR $2.121.545 1,09% 14.305 $368.507 Naik ×2
SPAB $1.970.277 1,01% 77.205 $-141.919 Turun ×1
AVGO Broadcom Inc. - Common Stock $1.949.653 1,00% 5.161 $1.489.974 Naik ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $1.947.689 1,00% 16.694 $764.869 Naik ×1
DYFI IDX Dynamic Fixed Income ETF $1.881.912 0,97% 82.668 $-46.338 Turun ×1
FISR $1.842.310 0,95% 71.825 $-337.454 Turun ×1
AGG $1.795.886 0,92% 18.144 $942.965 Naik ×1
RTX RTX Corporation Common Stock $1.782.574 0,92% 9.395 $1.174.306 Naik ×3
IEMG $1.748.479 0,90% 21.107 $343.054 Naik ×6
IJH $1.719.866 0,89% 22.304 $190.583 Turun ×2
GEV GE Vernova Inc. Common Stock $1.705.897 0,88% 1.452 $253.391 Turun ×2
VZ Verizon Communications Inc. Common Stock $1.704.732 0,88% 40.263 $6.983 Naik ×3
JPM JP Morgan Chase & Co. Common Stock $1.554.670 0,80% 4.750 $692.942 Naik ×1
WMT Walmart Inc. - Common Stock $1.491.433 0,77% 13.168 $221.022 Naik ×1
GLD $1.438.892 0,74% 3.906 $-155.763 Naik ×1
VRT Vertiv Holdings, LLC Class A Common Stock $1.413.945 0,73% 4.223 Naik ×1
AEP American Electric Power Company, Inc. - Common Stock $1.391.349 0,72% 10.170 $977.079 Naik ×2
OKE ONEOK, Inc. Common Stock $1.386.208 0,71% 15.944 $1.096.218 Naik ×3
BLK BlackRock, Inc. Common Stock $1.233.575 0,63% 1.283 $230.687 Naik ×1
SPTL $1.206.318 0,62% 45.990 $160.596 Naik ×1
SPSM $998.762 0,51% 17.319 $112.134 Turun ×3
JNK $992.969 0,51% 10.304 $595.474 Naik ×1
BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest $931.708 0,48% 39.296 Naik ×1
KMI Kinder Morgan, Inc. Common Stock $928.984 0,48% 29.058 $57.841 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $927.095 0,48% 1.646 $-49.844 Turun ×2
SHY iShares 1-3 Year Treasury Bond ETF $881.056 0,45% 10.730 $539.530 Naik ×2
DFEV $858.477 0,44% 20.120 $138.755 Naik ×3
SCHX $845.053 0,43% 28.714 $106.775 Turun ×6
DFAE $821.830 0,42% 20.438 $130.899 Naik ×3
ALLW SPDR Bridgewater All Weather ETF $819.707 0,42% 28.005 $2.127 Turun ×4
KMB Kimberly-Clark Corporation - Common Stock $765.293 0,39% 6.972
SPMD $745.713 0,38% 11.038 $68.199 Turun ×1
IEF iShares 7-10 Year Treasury Bond ETF $740.123 0,38% 7.826 $333.148 Naik ×2
TSLA Tesla, Inc. - Common Stock $708.758 0,36% 1.685 $92.281 Naik ×1
DFIV $707.905 0,36% 13.104 $22.357 Naik ×3
IBIT iShares Bitcoin Trust ETF $705.432 0,36% 21.191 $-116.987 Turun ×1
DIHP $692.112 0,36% 20.282 $45.829 Naik ×3
LQD $690.621 0,36% 6.332 $-79.057 Turun ×1
BSV $687.410 0,35% 8.823 $-19.714 Turun ×1
TIP $651.546 0,34% 5.954 $252.926 Naik ×3
EMHC $639.776 0,33% 25.148 $48.514 Naik ×6
MO Altria Group, Inc. $638.433 0,33% 8.873 $149.962 Naik ×1
QUAL $621.378 0,32% 2.832 $77.638 Turun ×4
SRLN $615.642 0,32% 15.280 $38.130 Naik ×6
SCHM $614.328 0,32% 16.662 $98.472
APLD Applied Digital Corporation - Common Stock $610.825 0,31% 16.376 Naik ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $607.808 0,31% 7.354 $-736
IEFA $579.577 0,30% 6.001 $26.439 Turun ×1
TROW T. Rowe Price Group, Inc. - Common Stock $577.488 0,30% 5.080 $36.356 Turun ×1
GWX $564.055 0,29% 12.890 $31.121 Naik ×6
PRU Prudential Financial, Inc. Common Stock $539.023 0,28% 4.994 $121.616 Naik ×3
MDLZ Mondelez International, Inc. - Class A Common Stock $520.962 0,27% 9.007
PFE Pfizer, Inc. Common Stock $509.577 0,26% 21.162 $-90.720 Turun ×1
URTY $505.524 0,26% 5.788 $207.153
SCHC $496.631 0,26% 10.321 $15.398 Naik ×4
CVX Chevron Corporation Common Stock $483.250 0,25% 2.915
WSO Watsco, Inc. Common Stock $474.001 0,24% 1.137
PKG Packaging Corporation of America Common Stock $469.042 0,24% 1.968 Naik ×1
WEC WEC Energy Group, Inc. Common Stock $465.498 0,24% 3.986 $5.266 Naik ×3
HD Home Depot, Inc. (The) Common Stock $452.988 0,23% 1.284 $29.241 Turun ×1
GIS General Mills, Inc. Common Stock $434.511 0,22% 12.486
SW Smurfit WestRock plc Ordinary Shares $430.867 0,22% 9.314
SPLB $430.606 0,22% 19.224 $-28.031 Turun ×1
IQLT $426.549 0,22% 8.608 $28.395 Turun ×5
CMS CMS Energy Corporation Common Stock $424.512 0,22% 5.549 $60.098 Naik ×2
TGT Target Corporation Common Stock $406.502 0,21% 3.112 Naik ×1
DTD $404.026 0,21% 4.333 $14.839 Turun ×1
HPQ HP Inc. Common Stock $393.686 0,20% 17.944 $180.524 Naik ×3
IAU $389.783 0,20% 5.162 $22.156 Naik ×1
F Ford Motor Company Common Stock $388.748 0,20% 27.967 $-72.109 Turun ×1
PFG Principal Financial Group Inc - Common Stock $388.452 0,20% 3.604 $61.921 Turun ×1
ES Eversource Energy (D/B/A) Common Stock $388.322 0,20% 5.373 $21.383 Naik ×3
CVS CVS Health Corporation Common Stock $383.771 0,20% 3.710 $17.202 Turun ×1
D Dominion Energy, Inc. Common Stock $375.964 0,19% 5.505 $-73.576 Turun ×1
XOM Exxon Mobil Corporation Common Stock $372.475 0,19% 2.724 $-303.055 Turun ×1
ORI Old Republic International Corporation Common Stock $370.137 0,19% 9.045

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
DFAU $9.671.174 4,98% naik ×3
AAPL $5.913.279 3,04% naik ×3
DFGP $4.677.459 2,41% naik ×3
DFCF $4.131.440 2,13% naik ×3
ABBV $3.618.341 1,86% naik ×5
DFAT $2.449.840 1,26% naik ×3
DUHP $2.351.065 1,21% naik ×3
SPEM $2.330.744 1,20% naik ×4
DFAI $2.168.390 1,12% naik ×3
RTX $1.782.574 0,92% naik ×3
IEMG $1.748.479 0,90% naik ×6
VZ $1.704.732 0,88% naik ×3
OKE $1.386.208 0,71% naik ×3
DFEV $858.477 0,44% naik ×3
DFAE $821.830 0,42% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
VRT $1.413.945 4.223 0,73%
BXSL $931.708 39.296 0,48%
KMB $765.293 6.972 0,39%
APLD $610.825 16.376 0,31%
MDLZ $520.962 9.007 0,27%
CVX $483.250 2.915 0,25%
WSO $474.001 1.137 0,24%
PKG $469.042 1.968 0,24%
GIS $434.511 12.486 0,22%
SW $430.867 9.314 0,22%
TGT $406.502 3.112 0,21%
ORI $370.137 9.045 0,19%
LNT $364.761 4.781 0,19%
MET $346.664 4.097 0,18%
CMCSA $337.915 13.764 0,17%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
MBB Beli lebih banyak +33K +$3.1M
TLT Beli lebih banyak +24K +$2.0M
SPY Beli lebih banyak +471 +$1.8M
AAPL Beli lebih banyak +3K +$1.5M
AVGO Beli lebih banyak +4K +$1.5M
NVDA Beli lebih banyak +5K +$1.5M
ABBV Beli lebih banyak +4K +$1.4M
IEI Dipangkas -11K -$1.3M
MSFT Beli lebih banyak +3K +$1.3M
DFAU Beli lebih banyak +1K +$1.3M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
PG 31 Des. 2025 12.798 $1.966.375 0,0%
NOW 31 Des. 2025 1.316 $1.211.088 -15,4%
IEF 30 Sep. 2025 12.372 $1.184.876
DUK 30 Juni 2026 8.530 $1.116.918 -3,5%
PANW 30 Juni 2026 6.008 $963.225 0,9%
NLY 31 Maret 2026 40.081 $896.211 10,0%
JNK 31 Des. 2025 6.577 $644.518 Tidak lagi dilacak
ANET 30 Juni 2025 7.738 $599.540 84,1%
SPLB 30 Sep. 2025 24.098 $543.891 Tidak lagi dilacak
CRM 30 Juni 2026 2.768 $516.728 31,2%
VCIT 30 Juni 2025 6.318 $516.560
JNK 31 Maret 2025 5.258 $501.999 Tidak lagi dilacak
SPIB 31 Des. 2025 14.425 $488.872 Tidak lagi dilacak
NOW 30 Juni 2026 4.576 $478.421 30,6%
RWR 30 Sep. 2025 4.872 $469.872 Tidak lagi dilacak
MCD 30 Juni 2026 1.483 $460.990 -0,6%
PSA 30 Sep. 2025 1.548 $454.214 11,6%
CVX 31 Maret 2026 2.973 $453.153 -0,1%
BG 30 Juni 2026 3.561 $452.904 10,1%
TSLA 31 Maret 2025 1.108 $447.455 34,6%
ETR 30 Juni 2025 5.013 $428.570 28,7%
LNT 30 Juni 2025 6.480 $416.984 14,5%
SPEU 30 Juni 2025 9.302 $409.371 Tidak lagi dilacak
STX 30 Juni 2026 1.029 $403.181 -11,0%
MINT 30 Sep. 2025 3.988 $400.934 Tidak lagi dilacak
NEE 30 Juni 2026 4.225 $392.373 -3,2%
WSO 30 Juni 2025 766 $389.214 -28,3%
PM 30 Juni 2026 2.236 $369.627 4,9%
FE 30 Juni 2026 7.243 $366.911 -1,4%
NI 30 Juni 2025 8.884 $356.167 2,9%
GOOGL 31 Maret 2026 1.074 $336.192 18,9%
FITB 30 Juni 2026 7.196 $334.335 -2,3%
LAZ 31 Maret 2026 6.688 $324.748 2,4%
ORI 31 Maret 2026 6.960 $317.632 5,3%
BKR 31 Des. 2025 6.463 $314.877 40,3%
NRG 30 Juni 2025 3.220 $307.381 -28,6%
TNA 31 Des. 2025 6.722 $304.103 Tidak lagi dilacak
FNF 30 Juni 2025 4.657 $303.076 -11,9%
XLU 31 Des. 2025 3.401 $296.615 Tidak lagi dilacak
TNA 31 Maret 2025 6.722 $281.517 Tidak lagi dilacak
BBY 30 Juni 2026 4.380 $281.201 15,1%
IP 30 Juni 2026 7.801 $278.508 7,3%
SW 31 Maret 2026 7.152 $276.566 22,6%
NEM 30 Juni 2025 5.726 $276.458 124,6%
VLO 31 Maret 2025 2.251 $275.911 162,0%
IPG 30 Juni 2025 10.133 $275.210 Tidak lagi dilacak
WHR 31 Maret 2025 2.380 $272.510 -54,1%
FMC 31 Maret 2025 5.604 $272.398 -74,0%
MGK 31 Maret 2026 654 $269.973 Tidak lagi dilacak
IBM 30 Juni 2026 1.112 $269.516 -16,9%
IVZ 30 Juni 2025 17.665 $267.983 104,1%
CMA 31 Maret 2025 4.246 $262.645 Tidak lagi dilacak
BEN 30 Juni 2025 13.581 $261.440 44,9%
JNJ 31 Des. 2025 1.404 $260.256 29,1%
PULS 30 Sep. 2025 5.182 $257.856 Tidak lagi dilacak
AMD 31 Maret 2025 2.132 $257.524 358,2%
SON 30 Juni 2025 5.446 $257.271 35,5%
PEG 30 Juni 2026 3.143 $254.451 -8,5%
UNM 30 Juni 2025 3.099 $252.450 8,8%
XLE 31 Maret 2025 2.946 $252.354 Tidak lagi dilacak
NFLX 31 Des. 2025 208 $249.375 -15,1%
ADP 30 Sep. 2025 806 $248.570 -4,9%
FANG 31 Maret 2025 1.509 $247.219 32,3%
GIS 31 Maret 2026 5.295 $246.221 5,7%
PEP 30 Juni 2025 1.627 $243.952 8,0%
IWM 31 Maret 2026 990 $243.698 Tidak lagi dilacak
RTX 30 Juni 2025 1.836 $243.129 45,6%
CAG 30 Juni 2026 15.180 $238.624 19,4%
MKC 30 Sep. 2025 3.100 $235.042 -17,3%
AMGN 30 Sep. 2025 823 $229.808 54,5%
EMR 30 Juni 2025 2.095 $229.660 17,0%
FHN 30 Juni 2025 11.735 $227.894 17,1%
CL 30 Sep. 2025 2.507 $227.891 12,9%
CLX 30 Juni 2025 1.544 $227.354 -12,1%
STX 30 Juni 2025 2.664 $226.331 495,1%
XLV 31 Des. 2025 1.567 $218.129 Tidak lagi dilacak
PAYX 30 Sep. 2025 1.497 $217.754 -3,7%
VUG 31 Maret 2026 444 $216.383 Tidak lagi dilacak
SHV 30 Juni 2026 1.946 $214.819
JPST 30 Juni 2026 4.244 $214.781 Tidak lagi dilacak
LULU 31 Maret 2025 558 $213.385 -58,4%
MDLZ 30 Sep. 2025 3.123 $210.609 2,6%
TSCO 31 Des. 2025 3.686 $209.623 -30,2%
FNDA 30 Sep. 2025 7.219 $206.824 Tidak lagi dilacak
KMB 31 Maret 2026 2.045 $206.335 12,4%
HSY 31 Des. 2025 1.100 $205.755 3,3%
LHX 31 Des. 2025 670 $204.625 -7,9%
FAST 31 Des. 2025 4.158 $203.908 26,9%
UNH 30 Sep. 2025 647 $201.715 12,2%
DGX 31 Des. 2025 1.056 $201.252 38,6%
OPEN 31 Des. 2025 21.550 $171.754 -40,4%
WBA 31 Maret 2025 14.730 $137.435 Tidak lagi dilacak
PDBC 30 Sep. 2025 10.041 $130.936
MFG 31 Des. 2025 11.858 $79.449 40,4%
LYG 30 Sep. 2025 15.988 $67.949 32,6%
MFG 30 Juni 2025 10.042 $55.331 84,8%