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Private Wealth Advisors

Latest statistics and disclosures from Private Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, XLP, DEM, XLI, VPL, and represent 31.37% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XLB, XLK, DECK, XLE, XLU, XLV, XLP, DCTH, EWJ, XLI.
Started 6 new stock positions in ISRG, VTIP, YCL, DECK, VGLT, EWJ.
Reduced shares in these 10 stocks: SLV, , GDX, IWM, ALB, XME, FXY, GLD, TLT, UBFO.
Sold out of its positions in ALB, EIDO, PMO, XHB, SPTS, YieldMax MSTR Opt.
Private Wealth Advisors was a net buyer of stock by $17M.
Private Wealth Advisors has $313M in assets under management (AUM), dropping by 5.26%.
Central Index Key (CIK): 0001787027

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Positions held by Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Private Wealth Advisors

Private Wealth Advisors holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	17.8	$56M		141k	396.31	View chart
Select Sector Spdr Tr State Street Con (XLP)	3.7	$12M	+22%	151k	77.68	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	3.6	$11M	+5%	239k	46.71	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.2	$10M	+11%	64k	155.12	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	3.1	$9.7M	+3%	107k	90.40	View chart
Select Sector Spdr Tr State Street Mat (XLB)	3.0	$9.3M	+102%	206k	45.35	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.8	$8.9M	+99%	62k	143.97	View chart
Archer Daniels Midland Company (ADM)	2.8	$8.7M		152k	57.49	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.5	$7.8M		143k	54.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.5	$7.8M	+41%	51k	154.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.5	$7.7M		63k	123.26	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$7.4M		39k	190.99	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	2.2	$6.8M	+3%	105k	64.39	View chart
Ishares Tr Msci Uk Etf New (EWU)	2.0	$6.2M		142k	43.98	View chart
Ishares Tr Core Msci Euro (IEUR)	2.0	$6.2M	+3%	87k	70.98	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.8	$5.5M	+101%	130k	42.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.7	$5.2M	+150%	117k	44.71	View chart
Ishares Msci Mexico Etf (EWW)	1.6	$5.0M	+2%	72k	69.33	View chart
Ishares Tr Msci India Etf (INDA)	1.5	$4.6M	+14%	86k	54.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$4.6M	+4%	86k	53.76	View chart
Deckers Outdoor Corporation (DECK)	1.4	$4.4M	NEW	43k	103.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$4.1M	-10%	48k	87.16	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	1.3	$4.1M		121k	34.00	View chart
Genmab A/s Sponsored Ads (GMAB)	1.3	$4.1M	-2%	132k	30.80	View chart
Spdr Series Trust State Street Spd (XME)	1.3	$4.0M	-25%	39k	103.61	View chart
Ishares Jp Morgan Em Etf (LEMB)	1.3	$4.0M	+8%	96k	41.57	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	1.3	$3.9M	-14%	67k	58.67	View chart
At&t (T)	1.3	$3.9M		159k	24.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.2	$3.9M	+5%	40k	96.28	View chart
Sprott Fds Tr Uranium Miners E (URNM)	1.2	$3.8M	+30%	69k	54.89	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	1.1	$3.5M		139k	25.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$3.2M	-34%	13k	246.16	View chart
Apple (AAPL)	1.0	$3.2M	+4%	12k	271.85	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$3.1M	-51%	48k	64.42	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.0	$3.0M		26k	117.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.0M		31k	96.03	View chart
Delcath Sys Com New (DCTH)	0.9	$2.9M	+85%	291k	10.10	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.8	$2.6M	-2%	37k	68.80	View chart
Ishares Msci Sth Afr Etf (EZA)	0.8	$2.4M		35k	68.80	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.8	$2.4M	-51%	28k	85.77	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.7	$2.2M	-7%	43k	51.75	View chart
Target Corporation Call Option (TGT)	0.7	$2.1M	+6%	21k	97.75	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.6	$1.9M		99k	19.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.9M	-13%	7.3k	257.93	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.6	$1.9M		10k	186.43	View chart
Applied Materials (AMAT)	0.6	$1.9M		7.2k	256.99	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$1.8M		46k	40.35	View chart
Vanguard World Energy Etf (VDE)	0.6	$1.8M		14k	125.92	View chart
Vanguard World Materials Etf (VAW)	0.5	$1.7M	+3%	8.3k	207.55	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.7M	-4%	5.3k	322.21	View chart
Vanguard World Financials Etf (VFH)	0.5	$1.6M		12k	133.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.6M		2.1k	753.92	View chart
Range Resources (RRC)	0.5	$1.6M	+4%	45k	35.26	View chart
Vanguard World Industrial Etf (VIS)	0.5	$1.5M		4.9k	298.37	View chart
Ishares Msci Japan Etf (EWJ)	0.4	$1.3M	NEW	17k	80.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M		2.2k	473.36	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$1.0M	+100%	8.4k	119.41	View chart
Proshares Tr Ii Ultra Yen New (YCL)	0.3	$937k	NEW	49k	19.06	View chart
Wal-Mart Stores (WMT)	0.3	$914k	-2%	8.2k	111.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$887k		9.9k	89.46	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$883k		14k	64.10	View chart
Bank of America Corporation (BAC)	0.3	$866k		16k	55.00	View chart
Spdr Index Shs Fds Spdr S&p Emergin (XCNY)	0.2	$729k		26k	28.10	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$704k	NEW	13k	55.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$684k	+8%	3.6k	191.56	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$655k		2.2k	301.16	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$616k	-2%	4.4k	139.17	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.2	$596k	+188%	8.2k	72.79	View chart
Eli Lilly & Co. (LLY)	0.2	$583k		542.00	1075.28	View chart
Rivian Automotive Com Cl A Call Option (RIVN)	0.2	$580k	+5%	29k	19.71	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$567k	+5%	21k	26.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$472k	NEW	9.5k	49.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$467k	-2%	5.6k	83.62	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$461k	-9%	8.4k	54.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$405k	-31%	3.4k	120.34	View chart
Microsoft Corporation (MSFT)	0.1	$351k	+2%	726.00	483.74	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$269k		9.7k	27.77	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$265k		3.6k	74.52	View chart
Oneok (OKE)	0.1	$260k		3.5k	73.49	View chart
Analog Devices (ADI)	0.1	$254k	-5%	935.00	271.09	View chart
Edison International (EIX)	0.1	$244k		4.1k	60.03	View chart
Intuitive Surgical Com New (ISRG)	0.1	$233k	NEW	411.00	566.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$231k	+5%	3.7k	62.47	View chart
McDonald's Corporation (MCD)	0.1	$215k	-5%	704.00	305.54	View chart
Chevron Corporation (CVX)	0.1	$210k	+5%	1.4k	152.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$205k		520.00	394.15	View chart
United Security Bancshares (UBFO)	0.0	$128k	-74%	13k	10.07	View chart

Past Filings by Private Wealth Advisors

SEC 13F filings are viewable for Private Wealth Advisors going back to 2019

Private Wealth Advisors 2025 Q4 filed Feb. 6, 2026
Private Wealth Advisors 2025 Q3 filed Dec. 1, 2025
Private Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Private Wealth Advisors 2025 Q1 filed May 12, 2025
Private Wealth Advisors 2024 Q4 filed Feb. 5, 2025
Private Wealth Advisors 2024 Q3 filed Nov. 5, 2024
Private Wealth Advisors 2024 Q2 filed July 23, 2024
Private Wealth Advisors 2024 Q1 filed May 8, 2024
Private Wealth Advisors 2023 Q4 filed Jan. 23, 2024
Private Wealth Advisors 2023 Q3 filed Oct. 19, 2023
Private Wealth Advisors 2023 Q2 filed July 20, 2023
Private Wealth Advisors 2023 Q1 filed April 25, 2023
Private Wealth Advisors 2022 Q4 filed Feb. 13, 2023
Private Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Private Wealth Advisors 2022 Q2 filed Aug. 15, 2022
Private Wealth Advisors 2022 Q1 filed May 17, 2022

View all past filings

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