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International Private Wealth Advisors LLC

SEC CIK
0002022637
Latest filing
Aug 7, 2026

The latest 13F from International Private Wealth Advisors LLC covers Q2 2026 (filed Aug 7, 2026): 160 long positions worth $194.3M. The top 10 holdings make up 32.7% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 6.0%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
26
Est. +$11.5M
Added
70
Est. +$23.3M
Reduced
58
Est. −$7.72M
Sold out
18
Est. −$7.61M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    6.0%$11.6MHistory
  2. Dimensional ETF Trust25434V104
    5.0%$9.67M
  3. iShares Tr464287432
    3.8%$7.35M
  4. AAPLApple Inc.
    3.0%$5.91MHistory
  5. iShares Tr464288588
    2.8%$5.39M

Share of portfolio

Top 5 holdings and the other 155 positions, by share of portfolio value

  1. SPY6.0%
  2. Dimensional ETF Trust5.0%
  3. iShares Tr3.8%
  4. AAPL3.0%
  5. iShares Tr2.8%
  6. Other 155 positions79.5%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr464288588
    +$3.10MAdded
  2. iShares Tr464287432
    +$2.04MAdded
  3. VRTVertiv Holdings Co
    +$1.41MNewHistory
  4. AVGOBroadcom Inc.
    +$1.39MAddedHistory
  5. MSFTMicrosoft Corp
    +$1.28MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464288588
    +1.37 pp1.4% → 2.8%
  2. VRTVertiv Holdings Co
    +0.73 pp0.0% → 0.7%History
  3. AVGOBroadcom Inc.
    +0.72 pp0.3% → 1.0%History
  4. RTXRTX Corp
    +0.55 pp0.4% → 0.9%History
  5. OKEONEOK Inc
    +0.54 pp0.2% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BRK.BBerkshire Hathaway Inc
    −$1.41MReducedHistory
  2. iShares Tr464288661
    −$1.27MReduced
  3. DUKDuke Energy CORP
    −$1.12MSold outHistory
  4. PANWPalo Alto Networks Inc
    −$963.2KSold outHistory
  5. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −$743.0KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288661
    −1.17 pp3.1% → 1.9%
  2. BRK.BBerkshire Hathaway Inc
    −0.84 pp0.9% → 0.1%History
  3. DUKDuke Energy CORP
    −0.68 pp0.7% → 0.0%History
  4. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −0.61 pp3.1% → 2.5%
  5. PANWPalo Alto Networks Inc
    −0.59 pp0.6% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$194.3M
+$30.8M (+18.8%) vs. prior quarter
Positions
160
+8 vs. prior quarter
Top 10 concentration
32.7%
Top 10 as share of value
Turnover
8.6%
Q2 2026, one quarter
Average holding period
7.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $194.3M (Q2 2026)

Q4 2023: $101.1MQ1 2024: $51.8MQ2 2024: $59.3MQ3 2024: $68.2MQ4 2024: $100.5MQ1 2025: $104.3MQ2 2025: $116.6MQ3 2025: $158.9MQ4 2025: $158.8MQ1 2026: $163.5MQ2 2026: $194.3M
Q4 2023Q2 2026
13F filings of International Private Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026160$194.3MSPYDimensional ETF TrustiShares Trvs. Q1 2026SEC
Q1 2026Apr 21, 2026152$163.5MSPYDimensional ETF TrustiShares Trvs. Q4 2025SEC
Q4 2025Jan 14, 2026156$158.8MSPYDimensional ETF TrustiShares Trvs. Q3 2025SEC
Q3 2025Nov 6, 2025168$158.9MSPYNVDADimensional ETF Trustvs. Q2 2025SEC
Q2 2025Jul 11, 2025163$116.6MSPYAMZNState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2025SEC
Q1 2025Apr 14, 2025153$104.3MSPYAAPLState Street SPDR Portfolio Developed World Ex-US ETFvs. Q4 2024SEC
Q4 2024Jan 29, 2025152$100.5MSPYAAPLETF Opportunities Trustvs. Q3 2024SEC
Q3 2024Nov 6, 2024121$68.2MSPYETF Opportunities TrustAAPLvs. Q2 2024SEC
Q2 2024Jul 31, 2024121$59.3MSPYETF Opportunities TrustSchwab U.S. Large-Cap ETFvs. Q1 2024SEC
Q1 2024May 10, 2024111$51.8MSPYETF Opportunities TrustSchwab U.S. Large-Cap ETFvs. Q4 2023SEC
Q4 2023May 10, 2024106$101.1MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFSPY–SEC