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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 $163,465,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 15,017 $9,766,018 5.97%
2.
Dimensional Etf Trust
 185,980 $8,391,408 5.13%
3.
Ishares Trust
 IEF 61,518 $5,333,001 3.26%
4.
Spdr Index Shs Fds
 112,460 $5,133,792 3.14%
5.
Ishares Tr
 42,308 $5,017,718 3.07%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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