13F Filings History of Intercontinental Wealth Advisors, LLC

Latest 13F report
Q2 2023 - 21 Jul 2023
Value $
$418,865,734
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 $418,865,734 as of Q2 2023. Top holdings included SPY, QQQ, AAPL, BRKB, and DIA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2023 304 $418,865,734 +$24,231,932 -$23,419,688 +$812,244 SPY, QQQ, AAPL, BRKB, DIA 13F-HR 21 Jul 2023, 10:45
Q1 2023 304 $391,279,374 +$55,028,947 -$28,922,448 +$26,106,499 SPY, QQQ, BRKB, AAPL, ACWI 13F-HR 03 May 2023, 21:32
Q4 2022 264 $336,224,582 +$20,039,090 -$25,922,047 -$5,882,957 SPY, QQQ, BRKB, DIA, AAPL 13F-HR 13 Feb 2023, 16:27
Q3 2022 265 $318,716,000 +$22,075,427 -$46,258,048 -$24,182,621 SPY, QQQ, DIA, BRKB, AAPL 13F-HR 10 Nov 2022, 11:39
Q2 2022 274 $369,012,000 +$49,771,003 -$36,284,046 +$13,486,957 SPY, QQQ, DIA, BRKB, AAPL 13F-HR 05 Aug 2022, 13:47
Q1 2022 280 $439,335,000 +$36,611,267 -$36,594,917 +$16,350 SPY, QQQ, DIA, ACWI, AAPL 13F-HR 06 May 2022, 19:48
Q4 2021 287 $474,494,000 +$43,645,329 -$29,253,130 +$14,392,199 SPY, QQQ, NFLX, ACWI, AAPL 13F-HR 07 Feb 2022, 20:14
Q3 2021 281 $428,865,000 +$50,533,640 -$123,437,438 -$72,903,798 SPY, QQQ, NFLX, ACWI, AAPL 13F-HR 12 Nov 2021, 10:03
Q2 2021 285 $504,763,000 +$53,932,151 -$34,389,810 +$19,542,341 SPY, QQQ, NFLX, DIA, ACWI 13F-HR 05 Aug 2021, 18:40
Q1 2021 273 $459,325,000 +$66,238,278 -$42,389,178 +$23,849,100 QQQ, NFLX, SPY, DIA, ACWI 13F-HR 14 May 2021, 16:04
Q4 2020 253 $416,096,000 +$56,940,006 -$29,949,260 +$26,990,746 NFLX, QQQ, SPY, ACWI, IWF 13F-HR 19 Feb 2021, 10:16
Q3 2020 205 $341,597,000 +$31,504,239 -$16,209,360 +$15,294,879 NFLX, SPY, QQQ, ACWI, IWF Restatement 10 Mar 2021, 08:24
Q2 2020 181 $307,582,000 +$92,905,875 -$13,661,252 +$79,244,623 NFLX, SPY, QQQ, ACWI, IWF Restatement 10 Mar 2021, 08:24
Q1 2020 155 $189,252,000 +$116,418,025 -$24,982,397 +$91,435,628 SPY, ACWI, QQQ, IWF, DIA Restatement 10 Mar 2021, 08:24
Q4 2019 347 $119,863,000 +$3,878,532 -$60,863,786 -$56,985,254 SPY, QQQ, ACWI, EWJ, DIA 13F-HR 06 Feb 2020, 18:07
Q3 2019 421 $162,636,000 +$12,783,887 -$44,161,325 -$31,377,438 SPY, QQQ, ACWI, EWJ, DIA 13F-HR 09 Oct 2019, 15:57
Q2 2019 396 $193,637,000 +$7,351,485 -$19,728,831 -$12,377,346 SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 02 Aug 2019, 12:27
Q1 2019 427 $201,665,000 +$11,036,008 -$10,462,548 +$573,460 SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 07 May 2019, 17:59
Q4 2018 442 $179,140,000 +$29,428,422 -$21,539,652 +$7,888,770 SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 31 Jan 2019, 16:01
Q3 2018 141 $199,532,000 +$14,281,727 -$4,712,638 +$9,569,089 SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 16 Oct 2018, 17:58
Q2 2018 131 $179,940,000 +$48,195,860 -$37,803,700 +$10,392,160 SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 30 Jul 2018, 16:22
Q1 2018 134 $172,634,000 +$14,344,251 -$17,135,896 -$2,791,645 SPY, QQQ, DXJ, HEDJ, DIA 13F-HR 01 May 2018, 17:37
Q4 2017 149 $178,425,000 +$19,819,717 -$12,588,312 +$7,231,405 SPY, QQQ, DXJ, DIA, HEDJ 13F-HR 20 Feb 2018, 15:25
Q3 2017 134 $163,798,000 +$11,836,799 -$10,351,375 +$1,485,424 SPY, QQQ, DXJ, HEDJ, DIA 13F-HR 13 Nov 2017, 11:25
Q2 2017 126 $155,620,000 +$37,086,729 -$50,340,524 -$13,253,795 SPY, QQQ, DXJ, DIA, HEDJ 13F-HR 09 Aug 2017, 13:43
Q1 2017 154 $166,742,000 +$16,383,138 -$11,089,903 +$5,293,235 SPY, QQQ, DIA, HEDJ, MO 13F-HR 08 Mar 2018, 17:55
Q4 2016 138 $154,969,000 +$16,206,943 -$9,288,249 +$6,918,694 SPY, QQQ, DIA, HEDJ, MO 13F-HR 08 Mar 2018, 18:01
Q3 2016 118 $140,294,000 +$6,334,448 -$6,107,401 +$227,047 SPY, DIA, QQQ, MO, UPRO 13F-HR 12 Mar 2018, 11:09
Q2 2016 120 $135,689,000 +$5,096,562 -$5,882,333 -$785,771 SPY, DIA, QQQ, MO, T 13F-HR 08 Mar 2018, 18:10
Q1 2016 124 $132,804,000 +$12,016,897 -$26,515,682 -$14,498,785 SPY, DIA, QQQ, MO, T 13F-HR 08 Mar 2018, 18:14
Q4 2015 128 $145,629,000 $0 $0 $0 SPY, QQQ, HEDJ, DIA, MO 13F-HR 08 Mar 2018, 18:31