• 13F History

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 -$20.9M +$3.38M SPY, QQQ, AAPL, BRKB, DIA 13F-HR 7/21/2023, 10:45 AM
Q1 2023 304 $391M +$55M -$24.7M +$30.4M SPY, QQQ, BRKB, AAPL, ACWI 13F-HR 5/3/2023, 09:32 PM
Q4 2022 264 $336M +$20M -$19.2M +$887K SPY, QQQ, BRKB, DIA, AAPL 13F-HR 2/13/2023, 03:27 PM
Q3 2022 265 $319M +$22.1M -$40.2M -$18.1M SPY, QQQ, DIA, BRKB, AAPL 13F-HR 11/10/2022, 10:39 AM
Q2 2022 274 $369M +$49.8M -$29.7M +$20.1M SPY, QQQ, DIA, BRKB, AAPL 13F-HR 8/5/2022, 01:47 PM
Q1 2022 280 $439M +$36.6M -$26.8M +$9.78M SPY, QQQ, DIA, ACWI, AAPL 13F-HR 5/6/2022, 07:48 PM
Q4 2021 287 $474M +$43.6M -$24.9M +$18.8M SPY, QQQ, NFLX, ACWI, AAPL 13F-HR 2/7/2022, 07:14 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 +$23.9M QQQ, NFLX, SPY, DIA, ACWI 13F-HR 5/14/2021, 04:04 PM
Q4 2020 252 $416M +$56.9M -$27.3M +$29.6M NFLX, QQQ, SPY, ACWI, IWF 13F-HR 2/19/2021, 09:16 AM
Q3 2020 205 $341M +$31.5M -$13.4M +$18.1M NFLX, SPY, QQQ, ACWI, IWF Restatement 3/10/2021, 07:24 AM
Q2 2020 181 $306M +$91.5M -$9.56M +$81.9M NFLX, SPY, QQQ, ACWI, IWF Restatement 3/10/2021, 07:24 AM
Q1 2020 155 $189M +$116M -$744K +$116M SPY, ACWI, QQQ, IWF, DIA Restatement 3/10/2021, 07:24 AM
Q4 2019 337 $120M +$3.87M -$55.8M -$51.9M SPY, QQQ, ACWI, EWJ, DIA 13F-HR 2/6/2020, 05:07 PM
Q3 2019 416 $163M +$12.8M -$41.7M -$28.9M SPY, QQQ, ACWI, EWJ, DIA 13F-HR 10/9/2019, 03:57 PM
Q2 2019 395 $194M +$7.35M -$15.3M -$7.96M SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 8/2/2019, 12:27 PM
Q1 2019 421 $202M +$11M -$7.29M +$3.75M SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 5/7/2019, 05:59 PM
Q4 2018 441 $179M +$29.4M -$17.3M +$12.1M SPY, QQQ, DIA, ACWI, HEDJ 13F-HR 1/31/2019, 03:01 PM
Q3 2018 140 $196M +$14.1M -$2.66M +$11.4M SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 10/16/2018, 05:58 PM
Q2 2018 131 $180M +$48.2M -$4.18M +$44M SPY, QQQ, DIA, HEDJ, DXJ 13F-HR 7/30/2018, 04:22 PM
Q1 2018 133 $172M +$14M -$9.4M +$4.59M SPY, QQQXXXX, DXJ, HEDJ, DIA 13F-HR 5/1/2018, 05:37 PM
Q4 2017 149 $174M +$19.8M -$3.95M +$15.8M SPY, QQQXXXX, DXJ, DIA, HEDJ 13F-HR 2/20/2018, 02:25 PM
Q3 2017 134 $164M +$11.8M -$8.2M +$3.64M SPY, QQQXXXX, DXJ, HEDJ, DIA 13F-HR 11/13/2017, 10:25 AM
Q2 2017 126 $156M +$37.1M -$10.8M +$26.3M SPY, QQQXXXX, DXJ, DIA, HEDJ 13F-HR 8/9/2017, 01:43 PM
Q1 2017 153 $166M +$15.7M -$4.2M +$11.5M SPY, QQQXXXX, DIA, HEDJ, MO 13F-HR 3/8/2018, 04:55 PM
Q4 2016 138 $155M +$16.2M -$8.11M +$8.1M SPY, QQQXXXX, DIA, HEDJ, MO 13F-HR 3/8/2018, 05:01 PM
Q3 2016 117 $140M +$6.33M -$4.01M +$2.33M SPY, DIA, QQQXXXX, MO, UPRO 13F-HR 3/12/2018, 11:09 AM
Q2 2016 119 $135M +$5.1M -$3.6M +$1.5M SPY, DIA, QQQXXXX, MO, T 13F-HR 3/8/2018, 05:10 PM
Q1 2016 124 $130M +$9.8M -$18.9M -$9.12M SPY, DIA, QQQXXXX, MO, T 13F-HR 3/8/2018, 05:14 PM
Q4 2015 128 $145M SPY, QQQXXXX, HEDJ, DIA, MO 13F-HR 3/8/2018, 05:31 PM