International Private Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0002022637
13F-HR · 84 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
50.2%
International Private Wealth Advisors LLC — $90.5M AUM allocation strategy
International Private Wealth Advisors LLC files SEC Form 13F and reports $90.5M of long US equity value across 84 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.7%, followed by Financials 9.9% and Consumer Staples 5.4%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
International Private Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$90.5M
total across 84 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$F +6.22K sh · +$18.5K+$SPYM +5.58K sh · +$273K+$AAPL +4.76K sh · +$981K
Biggest trims (shares)
−$KMI −21.6K sh · −$437K−$MO −17.4K sh · −$944K−$SCHW −13.3K sh · −$328K
Exited to nil (held last quarter, gone now)
$CVX ($453K last qtr)$GOOG ($336K last qtr)$SW ($277K last qtr)$GIS ($246K last qtr)$IWM ($244K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data5.6%—
- Consumer Staples Merchandise Retail5.4%—
- Technology Hardware, Storage & Peripherals4.9%—
- Broadline Retail4.4%—
- Systems Software3.4%—
- Semiconductors3.1%—
- Interactive Media & Services2.8%—
- Investment Banking & Brokerage2.5%—
- Other holdings67.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 112K | $5.13M | +2K | 5.7% |
| $AAPL | Apple Inc | 17.4K | $4.4M | +4.76K | 4.9% |
| $AMZN | Amazon.com Inc | 19.1K | $3.97M | -94 | 4.4% |
| $COST | Costco Wholesale Corporation | 3.68K | $3.67M | +359 | 4.1% |
| $MSFT | Microsoft Corporation | 8.35K | $3.09M | +1.96K | 3.4% |
| $NVDA | NVIDIA Corporation | 16.1K | $2.8M | +1.41K | 3.1% |
| $GOOGL | Alphabet Inc | 8.76K | $2.51M | +1.17K | 2.8% |
…and 77 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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