IP
International Private Wealth Advisors LLC
13F filer · CIK 0002022637Reported Aug 7, 2026
Net buyer this quarter
13F portfolio value$194MU.S. long equity reported on 13F
Positions9623 new · 16 closed
Net flow last quarter+$11.8MBuys minus sells
Top 10 positions weight24.8%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 7, 202696 positions | |||||
| $11.6M | 5.95% | Not reported | +3.1% | Q4 2023 | |
| $5.91M | 3.04% | 0.00% | +17.8% | Q4 2023 | |
| $5.19M | 2.67% | 0.00% | +14.4% | Q4 2023 | |
| $4.39M | 2.26% | 0.00% | +41.0% | Q4 2023 | |
| $4.28M | 2.20% | 0.00% | +33.1% | Q4 2023 | |
| $4.17M | 2.14% | 0.00% | +20.9% | Q4 2023 | |
| $3.62M | 1.86% | 0.00% | +38.2% | Q4 2024 | |
| $3.5M | 1.80% | Not reported | +13.1% | Q4 2023 | |
| $2.94M | 1.51% | 0.00% | +11.3% | Q2 2024 | |
| $2.66M | 1.37% | Not reported | -0.1% | Q4 2023 | |
| $1.97M | 1.01% | Not reported | -6.4% | Q4 2023 | |
| $1.95M | 1.00% | 0.00% | +247.5% | Q4 2024 | |
| $1.95M | 1.00% | 0.00% | +106.5% | Q1 2025 | |
| $1.78M | 0.92% | 0.00% | +198.0% | Q4 2024 | |
| $1.71M | 0.88% | 0.00% | -12.7% | Q4 2024 | |
| $1.7M | 0.88% | 0.00% | +19.1% | Q4 2023 | |
| $1.55M | 0.80% | 0.00% | +62.2% | Q4 2024 | |
| $1.49M | 0.77% | 0.00% | +28.8% | Q4 2023 | |
| $1.44M | 0.74% | 0.00% | +5.4% | Q4 2023 | |
| $1.41M | 0.73% | 0.00% | New | Q2 2026 | |
| $1.39M | 0.72% | 0.00% | +221.8% | Q1 2024 | |
| $1.39M | 0.71% | 0.00% | +397.0% | Q1 2024 | |
| $1.23M | 0.63% | 0.00% | +23.0% | Q3 2025 | |
| $932K | 0.48% | 0.02% | New | Q2 2026 | |
| $929K | 0.48% | 0.00% | +11.8% | Q3 2025 | |
| $927K | 0.48% | Not reported | -3.6% | Q4 2023 | |
| $765K | 0.39% | 0.00% | Not reported | Q4 2023 | |
| $746K | 0.38% | Not reported | -3.5% | Q3 2024 | |
| $709K | 0.36% | 0.00% | +1.6% | Q4 2023 | |
| $705K | 0.36% | 0.00% | -1.0% | Q2 2025 | |
| $687K | 0.35% | 0.09% | -2.2% | Q4 2023 | |
| $638K | 0.33% | 0.00% | +19.9% | Q1 2024 | |
| $611K | 0.31% | 0.01% | New | Q2 2026 | |
| $577K | 0.30% | 0.00% | -15.4% | Q2 2025 | |
| $539K | 0.28% | 0.00% | +16.9% | Q4 2023 | |
| $521K | 0.27% | 0.00% | Not reported | Q3 2024 | |
| $510K | 0.26% | 0.00% | -1.0% | Q2 2024 | |
| $483K | 0.25% | 0.00% | Not reported | Q4 2023 | |
| $474K | 0.24% | Not reported | Not reported | Q4 2023 | |
| $469K | 0.24% | 0.00% | New | Q2 2026 | |
| $465K | 0.24% | 0.00% | +0.3% | Q1 2024 | |
| $453K | 0.23% | 0.00% | -0.3% | Q4 2023 | |
| $435K | 0.22% | 0.00% | Not reported | Q2 2025 | |
| $431K | 0.22% | 0.00% | Not reported | Q2 2025 | |
| $425K | 0.22% | 0.00% | +18.1% | Q1 2024 | |
| $407K | 0.21% | 0.00% | New | Q2 2026 | |
| $394K | 0.20% | 0.00% | +61.7% | Q1 2024 | |
| $390K | 0.20% | 0.00% | +23.8% | Q4 2023 | |
| $389K | 0.20% | 0.00% | -30.0% | Q4 2023 | |
| $388K | 0.20% | 0.00% | -0.6% | Q1 2024 | |
| Q1 2026Reported Apr 21, 202689 positions | |||||
| $9.77M | 5.97% | Not reported | -9.4% | Q4 2023 | |
| $4.4M | 2.69% | 0.00% | +37.8% | Q4 2023 | |
| $3.97M | 2.43% | 0.00% | -0.5% | Q4 2023 | |
| $3.67M | 2.24% | 0.00% | +10.8% | Q4 2023 | |
| $3.09M | 1.89% | 0.00% | +30.7% | Q4 2023 | |
| $2.8M | 1.72% | 0.00% | +9.6% | Q4 2023 | |
| $2.51M | 1.54% | Not reported | +15.4% | Q4 2023 | |
| $2.26M | 1.38% | 0.00% | +22.8% | Q4 2024 | |
| $2.11M | 1.29% | Not reported | +18.9% | Q4 2023 | |
| $2.09M | 1.28% | Not reported | -1.7% | Q4 2023 | |
| $2.02M | 1.24% | 0.00% | +20.5% | Q2 2024 | |
| $1.7M | 1.04% | 0.00% | +3.0% | Q4 2023 | |
| $1.59M | 0.98% | 0.00% | -9.9% | Q4 2023 | |
| $1.55M | 0.95% | Not reported | -8.7% | Q4 2024 | |
| $1.45M | 0.89% | 0.00% | -5.6% | Q4 2024 | |
| $1.27M | 0.78% | 0.00% | -2.8% | Q4 2023 | |
| $1.18M | 0.72% | 0.00% | -5.8% | Q1 2025 | |
| DEDUKDuke Energy CORP | $1.12M | 0.68% | 0.00% | -4.8% | Q4 2024 |
| $1M | 0.61% | 0.00% | -4.8% | Q3 2025 | |
| $977K | 0.60% | Not reported | -61.2% | Q4 2023 | |
| $963K | 0.59% | 0.00% | +4.2% | Q4 2024 | |
| $871K | 0.53% | 0.00% | -45.4% | Q3 2025 | |
| $862K | 0.53% | 0.00% | -41.8% | Q4 2024 | |
| $822K | 0.50% | 0.00% | +22.3% | Q2 2025 | |
| $707K | 0.43% | 0.09% | +6.3% | Q4 2023 | |
| $678K | 0.41% | Not reported | +2.9% | Q3 2024 | |
| $676K | 0.41% | 0.00% | +27.5% | Q4 2023 | |
| $634K | 0.39% | 0.00% | +22.7% | Q1 2024 | |
| $616K | 0.38% | 0.00% | Not reported | Q4 2023 | |
| $608K | 0.37% | 0.00% | +10.1% | Q4 2024 | |
| $600K | 0.37% | 0.00% | +17.1% | Q2 2024 | |
| $588K | 0.36% | 0.00% | +20.0% | Q2 2025 | |
| $541K | 0.33% | 0.00% | +4.8% | Q4 2023 | |
| $541K | 0.33% | 0.00% | +21.4% | Q2 2025 | |
| $537K | 0.33% | 0.00% | +12.5% | Q4 2023 | |
| $517K | 0.32% | 0.00% | New | Q1 2026 | |
| $488K | 0.30% | 0.00% | -70.2% | Q1 2024 | |
| $478K | 0.29% | 0.00% | Not reported | Q2 2025 | |
| $475K | 0.29% | 0.00% | +21.2% | Q1 2024 | |
| $461K | 0.28% | 0.00% | +8.3% | Q4 2023 | |
| $461K | 0.28% | 0.00% | +18.5% | Q4 2023 | |
| $460K | 0.28% | 0.00% | +2.8% | Q1 2024 | |
| $460K | 0.28% | 0.00% | +9.8% | Q4 2024 | |
| $458K | 0.28% | 0.00% | +17.1% | Q4 2023 | |
| $453K | 0.28% | 0.00% | +18.3% | Q2 2025 | |
| $452K | 0.28% | 0.00% | +13.2% | Q4 2023 | |
| $450K | 0.28% | 0.00% | +16.1% | Q1 2024 | |
| $424K | 0.26% | 0.00% | +0.3% | Q4 2023 | |
| $417K | 0.26% | 0.00% | +14.3% | Q4 2023 | |
| $416K | 0.25% | 0.00% | +10.0% | Q2 2024 | |
| Q4 2025Reported Jan 14, 202694 positions | |||||
| $11.3M | 7.11% | Not reported | +1.8% | Q4 2023 | |
| $4.42M | 2.78% | 0.00% | -6.5% | Q4 2023 | |
| $3.42M | 2.16% | 0.00% | +1.8% | Q4 2023 | |
| $3.09M | 1.94% | 0.00% | -18.9% | Q4 2023 | |
| $2.91M | 1.83% | Not reported | +66.6% | Q4 2023 | |
| $2.87M | 1.80% | 0.00% | -15.8% | Q4 2023 | |
| $2.73M | 1.72% | 0.00% | -57.1% | Q4 2023 | |
| $2.38M | 1.50% | Not reported | -32.9% | Q4 2023 | |
| $2.26M | 1.42% | Not reported | -1.9% | Q4 2023 | |
| $1.96M | 1.24% | 0.00% | -39.9% | Q2 2024 | |
| $1.94M | 1.22% | 0.00% | +24.9% | Q4 2024 | |
| $1.79M | 1.12% | Not reported | +12.0% | Q4 2023 | |
| $1.78M | 1.12% | Not reported | -28.9% | Q4 2024 | |
| $1.63M | 1.03% | 0.00% | -2.8% | Q4 2023 | |
| $1.62M | 1.02% | 0.00% | +142.7% | Q4 2024 | |
| $1.53M | 0.96% | 0.00% | +44.2% | Q1 2025 | |
| $1.43M | 0.90% | 0.00% | +153.5% | Q1 2024 | |
| $1.34M | 0.84% | 0.00% | +207.9% | Q4 2023 | |
| $1.31M | 0.82% | 0.00% | +153.8% | Q3 2025 | |
| $1.17M | 0.74% | 0.00% | +92.4% | Q3 2025 | |
| $1.17M | 0.74% | 0.00% | -30.3% | Q4 2023 | |
| $1.15M | 0.73% | 0.00% | +47.7% | Q4 2024 | |
| $1.09M | 0.69% | 0.00% | -12.4% | Q4 2023 | |
| $1.06M | 0.67% | 0.00% | +38.4% | Q4 2024 | |
| DEDUKDuke Energy CORP | $1.05M | 0.66% | 0.00% | +36.8% | Q4 2024 |
| $896K | 0.56% | 0.01% | +39.1% | Q4 2024 | |
| $869K | 0.55% | 0.00% | +89.5% | Q2 2025 | |
| $746K | 0.47% | 0.00% | +1.6% | Q4 2023 | |
| $668K | 0.42% | 0.09% | +0.1% | Q4 2023 | |
| $644K | 0.41% | Not reported | +8.7% | Q3 2024 | |
| $525K | 0.33% | 0.00% | +26.6% | Q4 2024 | |
| $506K | 0.32% | 0.00% | +4.0% | Q2 2025 | |
| $475K | 0.30% | 0.00% | Not reported | Q4 2023 | |
| $468K | 0.29% | 0.00% | -4.7% | Q4 2024 | |
| $459K | 0.29% | 0.00% | -0.4% | Q4 2023 | |
| $455K | 0.29% | 0.00% | -0.6% | Q2 2024 | |
| $453K | 0.29% | 0.00% | +0.4% | Q4 2023 | |
| $442K | 0.28% | 0.00% | -3.6% | Q4 2023 | |
| $442K | 0.28% | 0.00% | -0.6% | Q4 2023 | |
| $441K | 0.28% | 0.00% | +0.1% | Q1 2024 | |
| $422K | 0.27% | 0.00% | +5.4% | Q4 2023 | |
| $419K | 0.26% | 0.00% | -6.6% | Q4 2023 | |
| $410K | 0.26% | 0.00% | -1.7% | Q4 2023 | |
| $409K | 0.26% | 0.00% | +7.2% | Q4 2023 | |
| $408K | 0.26% | 0.00% | +46.5% | Q1 2024 | |
| $403K | 0.25% | 0.00% | -0.7% | Q4 2023 | |
| $392K | 0.25% | 0.00% | +2.4% | Q2 2024 | |
| $391K | 0.25% | 0.00% | -3.0% | Q1 2024 | |
| $388K | 0.24% | 0.00% | +1.8% | Q2 2025 | |
| $382K | 0.24% | 0.00% | -3.9% | Q1 2024 | |
| Q3 2025Reported Nov 6, 2025106 positions | |||||
| $10.8M | 6.82% | Not reported | +18.3% | Q4 2023 | |
| $6.38M | 4.01% | 0.00% | +103.2% | Q4 2023 | |
| $4.5M | 2.83% | 0.00% | +21.6% | Q4 2023 | |
| $4.08M | 2.57% | 0.00% | +36.8% | Q4 2023 | |
| $3.65M | 2.30% | 0.00% | +41.5% | Q4 2023 | |
| $3.15M | 1.98% | 0.00% | -1.6% | Q4 2023 | |
| $2.75M | 1.73% | Not reported | +38.0% | Q4 2023 | |
| $2.5M | 1.58% | Not reported | +96.0% | Q4 2024 | |
| $2.32M | 1.46% | 0.00% | +81.5% | Q2 2024 | |
| $2.25M | 1.41% | Not reported | +1.8% | Q4 2023 | |
| $1.97M | 1.24% | 0.00% | +89.5% | Q4 2023 | |
| $1.94M | 1.22% | Not reported | +87.1% | Q4 2023 | |
| $1.6M | 1.01% | Not reported | -26.8% | Q4 2023 | |
| $1.57M | 0.99% | 0.00% | +79.2% | Q4 2024 | |
| $1.55M | 0.98% | 0.00% | +52.4% | Q4 2023 | |
| $1.5M | 0.95% | 0.00% | -5.5% | Q4 2023 | |
| $1.21M | 0.76% | 0.00% | +92.2% | Q4 2023 | |
| $1.21M | 0.76% | 0.00% | +200.5% | Q2 2025 | |
| $1.09M | 0.68% | 0.00% | +38.1% | Q1 2025 | |
| $848K | 0.53% | 0.00% | +84.2% | Q4 2024 | |
| DEDUKDuke Energy CORP | $810K | 0.51% | 0.00% | +87.5% | Q4 2024 |
| $734K | 0.46% | 0.00% | +32.4% | Q4 2024 | |
| $726K | 0.46% | 0.00% | -0.1% | Q4 2023 | |
| $669K | 0.42% | 0.09% | -39.6% | Q4 2023 | |
| $663K | 0.42% | 0.00% | New | Q3 2025 | |
| $654K | 0.41% | 0.00% | +38.9% | Q4 2024 | |
| $647K | 0.41% | 0.00% | -12.4% | Q1 2024 | |
| $624K | 0.39% | 0.00% | Not reported | Q4 2023 | |
| $619K | 0.39% | 0.00% | -0.4% | Q4 2024 | |
| $600K | 0.38% | 0.00% | +100.8% | Q2 2025 | |
| $585K | 0.37% | Not reported | +6.0% | Q3 2024 | |
| $582K | 0.37% | 0.00% | +76.8% | Q4 2024 | |
| $531K | 0.33% | 0.00% | New | Q3 2025 | |
| $524K | 0.33% | 0.00% | -20.4% | Q4 2023 | |
| $504K | 0.32% | 0.00% | 0.0% | Q4 2023 | |
| $488K | 0.31% | 0.00% | -10.9% | Q2 2025 | |
| $469K | 0.29% | 0.00% | -10.3% | Q4 2023 | |
| $468K | 0.29% | 0.00% | -11.2% | Q2 2024 | |
| $468K | 0.29% | 0.00% | +0.7% | Q4 2024 | |
| $460K | 0.29% | 0.00% | -9.6% | Q4 2023 | |
| $446K | 0.28% | 0.00% | -8.7% | Q4 2023 | |
| $434K | 0.27% | 0.00% | -10.3% | Q4 2023 | |
| $418K | 0.26% | 0.00% | -11.8% | Q4 2023 | |
| $406K | 0.26% | 0.00% | -10.4% | Q1 2024 | |
| $396K | 0.25% | 0.00% | -11.6% | Q2 2025 | |
| $388K | 0.24% | 0.00% | +17.9% | Q1 2025 | |
| $384K | 0.24% | 0.00% | -10.7% | Q1 2024 | |
| $379K | 0.24% | 0.00% | Not reported | Q4 2024 | |
| $377K | 0.24% | 0.00% | -11.8% | Q4 2023 | |
| $374K | 0.24% | 0.00% | -14.2% | Q1 2024 | |
Premium opens every quarter this fund has filed