Intercontinental Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2023 - Jul 21, 2023
Value $
$419M
Signature - Title
Marissa Oyervides - Chief Operations Officer
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Intercontinental Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intercontinental Wealth Advisors, LLC reported 304 stock holdings with total value $419M as of Q2 2023. Top holdings included SPY, QQQ, AAPL, BRKB, and DIA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 304 $419M +$24.2M -$23.4M +$812K SPY, QQQ, AAPL, BRKB, DIA 13F-HR 7/21/2023, 10:45 AM
Q1 2023 304 $391M +$55M -$28.9M +$26.1M SPY, QQQ, BRKB, AAPL, ACWI 13F-HR 5/3/2023, 09:32 PM
Q4 2022 264 $336M +$20M -$25.9M -$5.88M SPY, QQQ, BRKB, DIA, AAPL 13F-HR 2/13/2023, 04:27 PM
Q3 2022 265 $319M +$22.1M -$46.3M -$24.2M SPY, QQQ, DIA, BRKB, AAPL 13F-HR 11/10/2022, 11:39 AM
Q2 2022 274 $369M +$49.8M -$36.3M +$13.5M SPY, QQQ, DIA, BRKB, AAPL 13F-HR 8/5/2022, 01:47 PM
Q1 2022 280 $439M +$36.6M -$36.6M +$16.4K SPY, QQQ, DIA, ACWI, AAPL 13F-HR 5/6/2022, 07:48 PM
Q4 2021 287 $474M +$43.6M -$29.3M +$14.4M SPY, QQQ, NFLX, ACWI, AAPL 13F-HR 2/7/2022, 08:14 PM
Q3 2021 281 $429M +$50.5M -$123M -$72.9M SPY, QQQ, NFLX, ACWI, AAPL 13F-HR 11/12/2021, 10:03 AM
Q2 2021 285 $505M +$53.9M -$34.4M +$19.5M SPY, QQQ, NFLX, DIA, ACWI 13F-HR 8/5/2021, 06:40 PM
Q1 2021 273 $459M +$66.2M -$42.4M +$23.8M QQQ, NFLX, SPY, DIA, ACWI 13F-HR 5/14/2021, 04:04 PM
Q4 2020 253 $416M +$56.9M -$29.9M +$27M NFLX, QQQ, SPY, ACWI, IWF 13F-HR 2/19/2021, 10:16 AM
Q3 2020 205 $342M +$31.5M -$16.2M +$15.3M NFLX, SPY, QQQ, ACWI, IWF Restatement 3/10/2021, 08:24 AM
Q2 2020 181 $308M +$92.9M -$13.7M +$79.2M NFLX, SPY, QQQ, ACWI, IWF Restatement 3/10/2021, 08:24 AM
Q1 2020 155 $189M +$116M -$25M +$91.4M SPY, ACWI, QQQ, IWF, DIA Restatement 3/10/2021, 08:24 AM
Q4 2019 347 $120M +$3.88M -$60.9M -$57M SPY, QQQ, ACWI, EWJ, DIA 13F-HR 2/6/2020, 06:07 PM
Q3 2019 421 $163M +$12.8M -$44.2M -$31.4M SPY, QQQ, ACWI, EWJ, DIA 13F-HR 10/9/2019, 03:57 PM
Q2 2019 396 $194M +$7.35M -$19.7M -$12.4M SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 8/2/2019, 12:27 PM
Q1 2019 427 $202M +$11M -$10.5M +$573K SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 5/7/2019, 05:59 PM
Q4 2018 442 $179M +$29.4M -$21.5M +$7.89M SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 1/31/2019, 04:01 PM
Q3 2018 141 $200M +$14.3M -$4.71M +$9.57M SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 10/16/2018, 05:58 PM
Q2 2018 131 $180M +$48.2M -$37.8M +$10.4M SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 7/30/2018, 04:22 PM
Q1 2018 134 $173M +$14.3M -$17.1M -$2.79M SPY, QQQ, DXJ, HEDJ, DIA 13F-HR 5/1/2018, 05:37 PM
Q4 2017 149 $178M +$19.8M -$12.6M +$7.23M SPY, QQQ, DXJ, DIA, HEDJ 13F-HR 2/20/2018, 03:25 PM
Q3 2017 134 $164M +$11.8M -$10.4M +$1.49M SPY, QQQ, DXJ, HEDJ, DIA 13F-HR 11/13/2017, 11:25 AM
Q2 2017 126 $156M +$37.1M -$50.3M -$13.3M SPY, QQQ, DXJ, DIA, HEDJ 13F-HR 8/9/2017, 01:43 PM
Q1 2017 154 $167M +$16.4M -$11.1M +$5.29M SPY, QQQ, DIA, HEDJ, MO 13F-HR 3/8/2018, 05:55 PM
Q4 2016 138 $155M +$16.2M -$9.29M +$6.92M SPY, QQQ, DIA, HEDJ, MO 13F-HR 3/8/2018, 06:01 PM
Q3 2016 118 $140M +$6.33M -$6.11M +$227K SPY, DIA, QQQ, MO, UPRO 13F-HR 3/12/2018, 11:09 AM
Q2 2016 120 $136M +$5.1M -$5.88M -$786K SPY, DIA, QQQ, MO, T 13F-HR 3/8/2018, 06:10 PM
Q1 2016 124 $133M +$12M -$26.5M -$14.5M SPY, DIA, QQQ, MO, T 13F-HR 3/8/2018, 06:14 PM
Q4 2015 128 $146M $0 $0 SPY, QQQ, HEDJ, DIA, MO 13F-HR 3/8/2018, 06:31 PM