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Home > Institutional Investor > International Private Wealth Advisors Llc > Profile

Instuitional Investor - International Private Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: International Private Wealth Advisors Llc
Portfolio Value $194,265,105
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 15,488 $11,565,627 5.95%
2.
Dimensional Etf Trust
 DFAC 187,100 $9,671,174 4.98%
3.
Ishares Trust
 IEF 85,097 $7,354,059 3.79%
4.
Apple Inc.
 AAPL 20,436 $5,913,279 3.04%
5.
Ishares Tr - MBS ETF
 56,994 $5,387,114 2.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.