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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, DEM, XLP, XLB, VPL, and represent 29.89% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GLD (+$9.4M), EIDO, IWM, TGT, ALB, SQM, PPLT, XLV, XHB, VEA.
Started 8 new stock positions in TGT, ALB, VEA, PPLT, VCR, SQM, XHB, EIDO.
Reduced shares in these 10 stocks: XLRE, ARGT, RRC, DEM, PALL, DBA, FEZ, URNM, IEUR, IVW.
Sold out of its positions in PALL, CAT, ARGT, ISRG.
Private Wealth Advisors was a net buyer of stock by $3.2M.
Private Wealth Advisors has $297M in assets under management (AUM), dropping by 9.14%.
Central Index Key (CIK): 0001787027

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Portfolio Holdings for Private Wealth Advisors

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	17.0	$51M	+22%	142k	355.47	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	3.5	$10M	-11%	227k	45.99	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.3	$9.7M		123k	78.37	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.1	$9.1M		102k	89.62	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	3.1	$9.1M		104k	87.84	View chart
Archer Daniels Midland Company (ADM)	3.1	$9.1M		152k	59.74	View chart
Select Sector Spdr Tr Indl (XLI)	3.0	$8.9M	-4%	58k	154.23	View chart
Select Sector Spdr Tr Technology (XLK)	2.9	$8.7M		31k	281.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$7.6M	-11%	63k	120.72	View chart
Select Sector Spdr Tr Financial (XLF)	2.5	$7.6M	-2%	141k	53.87	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$7.4M	-9%	40k	186.49	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	2.1	$6.3M	-15%	101k	62.12	View chart
Ishares Tr Msci Uk Etf New (EWU)	2.0	$5.8M		139k	41.97	View chart
Ishares Tr Core Msci Euro (IEUR)	1.9	$5.7M	-16%	84k	68.12	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.9	$5.6M	-5%	64k	87.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.7	$5.0M	+38%	36k	139.17	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	1.6	$4.9M		79k	62.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$4.9M	+92%	20k	241.96	View chart
Spdr Series Trust S&p Metals Mng (XME)	1.6	$4.8M		52k	93.19	View chart
Ishares Msci Mexico Etf (EWW)	1.6	$4.8M		71k	68.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$4.7M	-7%	53k	89.37	View chart
At&t (T)	1.5	$4.5M		158k	28.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$4.4M		82k	54.18	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.5	$4.4M	-2%	58k	76.40	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	1.5	$4.4M	+2%	123k	35.66	View chart
Ishares Silver Tr Ishares (SLV)	1.4	$4.3M		101k	42.37	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$4.2M		47k	89.34	View chart
Genmab A/s Sponsored Ads (GMAB)	1.4	$4.1M	-8%	135k	30.67	View chart
Ishares Tr Msci India Etf (INDA)	1.3	$3.9M	-9%	75k	52.06	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	1.2	$3.7M	-24%	139k	26.76	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.2	$3.6M	-3%	38k	95.19	View chart
Ishares Jp Morgan Em Etf (LEMB)	1.2	$3.6M	-5%	88k	41.21	View chart
Ishares Tr Msci Indonia Etf (EIDO)	1.1	$3.2M	NEW	182k	17.55	View chart
Sprott Fds Tr Uranium Miners E (URNM)	1.1	$3.2M	-26%	53k	60.43	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$3.0M	-9%	26k	118.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.9M	-2%	31k	93.37	View chart
Apple (AAPL)	1.0	$2.9M	-3%	11k	254.63	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.8	$2.5M	-4%	47k	53.28	View chart
Ishares Msci Sth Afr Etf (EZA)	0.8	$2.2M		35k	64.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$2.1M	-3%	8.4k	254.29	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.6	$1.9M	-54%	45k	42.13	View chart
Vanguard World Energy Etf (VDE)	0.6	$1.8M		15k	125.86	View chart
Target Corporation (TGT)	0.6	$1.8M	NEW	20k	89.69	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.6	$1.8M		98k	17.84	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.7M		5.5k	315.45	View chart
Delcath Sys Com New (DCTH)	0.6	$1.7M	-7%	156k	10.75	View chart
Albemarle Corporation (ALB)	0.6	$1.7M	NEW	20k	81.08	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.6	$1.6M	NEW	38k	42.98	View chart
Vanguard World Materials Etf (VAW)	0.6	$1.6M		8.0k	204.85	View chart
Range Resources (RRC)	0.5	$1.6M	-53%	43k	37.64	View chart
Vanguard World Financials Etf (VFH)	0.5	$1.6M	-3%	12k	131.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.6M		2.1k	746.62	View chart
Applied Materials (AMAT)	0.5	$1.5M		7.2k	204.74	View chart
Vanguard World Industrial Etf (VIS)	0.5	$1.5M		5.0k	296.29	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.5	$1.4M	NEW	10k	142.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M		2.2k	468.46	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$1.0M		4.2k	239.66	View chart
Wal-Mart Stores (WMT)	0.3	$865k	-6%	8.4k	103.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$854k	+2%	9.8k	87.31	View chart
Ishares Msci Eurzone Etf (EZU)	0.3	$854k		14k	61.94	View chart
Bank of America Corporation (BAC)	0.3	$811k		16k	51.59	View chart
Spdr Index Shs Fds Spdr S&p Emergin (XCNY)	0.2	$708k		26k	27.29	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$637k		4.6k	140.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$625k		3.3k	189.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$590k		2.2k	271.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$552k		4.9k	112.75	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$546k		20k	26.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$496k		9.3k	53.40	View chart
United Security Bancshares (UBFO)	0.2	$471k	-2%	50k	9.33	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$455k		5.7k	79.80	View chart
Eli Lilly & Co. (LLY)	0.1	$415k		543.00	763.68	View chart
Rivian Automotive Com Cl A Call Option (RIVN)	0.1	$411k		28k	14.68	View chart
Microsoft Corporation (MSFT)	0.1	$365k		705.00	517.99	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$259k		9.5k	27.13	View chart
Oneok (OKE)	0.1	$259k		3.5k	72.97	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$256k	-7%	3.6k	71.72	View chart
Analog Devices (ADI)	0.1	$243k		991.00	245.65	View chart
McDonald's Corporation (MCD)	0.1	$227k		748.00	303.76	View chart
Edison International (EIX)	0.1	$221k		4.0k	55.29	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.1	$214k	NEW	1.9k	110.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$211k	NEW	3.5k	59.91	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$210k	-11%	7.2k	29.32	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$208k		2.8k	73.44	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$207k	NEW	523.00	396.40	View chart
Chevron Corporation (CVX)	0.1	$202k	-46%	1.3k	155.26	View chart
Tidal Trust Ii Yieldmax Mstr Op (MSTY)	0.1	$169k		12k	13.96	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.0	$115k	-5%	11k	10.33	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 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
Private Wealth Advisors 2021 Q4 filed Feb. 11, 2022

View all past filings

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