Intercontinental Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
San Antonio, TX
CIK
0001709698
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 304 418,865 SPY, QQQ, AAPL, BRK-B 13F-HR 7/21/2023 000108514623002818
Q1 2023 304 391,279 SPY, QQQ, BRK-B, AAPL 13F-HR 5/3/2023 000108514623002038
Q4 2022 264 336,224 SPY, QQQ, BRK-B, DIA 13F-HR 2/13/2023 000108514623001117
Q3 2022 265 318,716 SPY, QQQ, DIA, BRK-B 13F-HR 11/10/2022 000108514622003903
Q2 2022 274 369,012 SPY, QQQ, DIA, BRK-B 13F-HR 8/5/2022 000108514622002845
Q1 2022 280 439,335 SPY, QQQ, DIA, ACWI 13F-HR 5/9/2022 000108514622001811
Q4 2021 287 474,494 SPY, QQQ, NFLX, ACWI 13F-HR 2/7/2022 000108514622000594
Q3 2021 281 428,865 SPY, QQQ, NFLX, ACWI 13F-HR 11/12/2021 000108514621003127
Q2 2021 285 504,763 SPY, QQQ, NFLX, DIA 13F-HR 8/5/2021 000108514621002241
Q1 2021 273 459,325 QQQ, NFLX, SPY, DIA 13F-HR 5/14/2021 000108514621001686
Q4 2020 253 416,096 NFLX, QQQ, SPY, ACWI 13F-HR 2/19/2021 000108514621001042
Q3 2020 205 341,597 NFLX, SPY, QQQ, ACWI RESTATEMENT 3/10/2021 000108514621001075
Q2 2020 181 307,582 NFLX, SPY, QQQ, ACWI RESTATEMENT 3/10/2021 000108514621001074
Q1 2020 155 189,252 SPY, ACWI, QQQ, IWF RESTATEMENT 3/10/2021 000108514621001073
Q4 2019 362 119,972 SPY, QQQ, ACWI, EWJ 13F-HR 2/7/2020 000170969820000002
Q3 2019 442 162,638 SPY, QQQ, ACWI, EWJ 13F-HR 10/9/2019 000170969819000006
Q2 2019 420 193,638 SPY, QQQ, DIA, ACWI 13F-HR 8/2/2019 000170969819000005
Q1 2019 447 201,672 SPY, QQQ, DIA, ACWI 13F-HR 5/8/2019 000170969819000004
Q4 2018 465 179,141 SPY, QQQ, DIA, ACWI 13F-HR 1/31/2019 000170969819000001
Q3 2018 142 199,532 SPY, QQQ, DIA, HEDJ 13F-HR 10/17/2018 000170969818000015
Q2 2018 132 179,940 SPY, QQQ, DIA, HEDJ 13F-HR 7/30/2018 000170969818000014
Q1 2018 135 172,634 SPY, QQQ, DXJ, HEDJ 13F-HR 5/2/2018 000170969818000013
Q4 2017 150 178,425 SPY, QQQ, DXJ, DIA 13F-HR 2/20/2018 000170969818000004
Q3 2017 134 163,798 SPY, QQQ, DXJ, HEDJ 13F-HR 11/13/2017 000170969817000002
Q2 2017 126 155,620 SPY, QQQ, DXJ, DIA 13F-HR 8/9/2017 000170969817000001
Q1 2017 155 166,742 SPY, QQQ, DIA, VIRTUS KAR SMALL- CAP VALUE FU 13F-HR 3/9/2018 000170969818000007
Q4 2016 139 154,969 SPY, QQQ, DIA, VIRTUS KAR SMALL- CAP VALUE FU 13F-HR 3/9/2018 000170969818000008
Q3 2016 119 140,294 SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C 13F-HR 3/12/2018 000170969818000012
Q2 2016 121 135,689 SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C 13F-HR 3/9/2018 000170969818000009
Q1 2016 125 132,804 SPY, DIA, QQQ, MFS MERIDIAN U.S. VALUE FUND C 13F-HR 3/9/2018 000170969818000010
Q4 2015 130 145,629 SPY, QQQ, HEDJ, DIA 13F-HR 3/9/2018 000170969818000011
Additional filings from Intercontinental Wealth Advisors, LLC that have since been restated