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Todd Lunsford

International Private Wealth Advisors Llc

Assets Managed
$163.465M
Holdings
152
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
2.95%(2Q avg: 1.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in International Private Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of International Private Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 163.465M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of 1.43%. The portfolio is managed by Todd Lunsford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -9.35%
5.98%
$9.766M
15,017 shares@ $650.34 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 22.9%
5.14%
$8.391M
185,980 shares@ $45.12 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 14.6%
3.27%
$5.333M
61,518 shares@ $86.7 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.82%
3.15%
$5.134M
112,460 shares@ $45.65 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -21.92%
3.07%
$5.018M
42,308 shares@ $118.6 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 25.09%
2.78%
$4.544M
84,165 shares@ $53.99 avg price
AAPL
Apple Inc
Recent Activity
Increased 37.83%
2.7%
$4.404M
17,354 shares@ $253.79 avg price
XLSR
Spdr Ssga Us Sector Rotate
Recent Activity
Increased 11.08%
2.48%
$4.044M
70,046 shares@ $57.75 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 29.68%
2.47%
$4.022M
95,257 shares@ $42.22 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.49%
2.43%
$3.969M
19,058 shares@ $208.27 avg price

1-10 of 152