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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, NKE, XLF, XLV, ADM, and represent 29.37% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NKE (+$11M), XLC (+$6.2M), MSFT (+$5.6M), AMAT, XLV, XLY, GRID, ADM, XLF, EZA.
Started 2 new stock positions in PFG, VCR.
Reduced shares in these 10 stocks: FXY (-$6.6M), IGV (-$6.6M), TLT, , DCTH, SCJ, , GDX, ITA, AFK.
Sold out of its positions in PPLT, RNRG, FXB, FXY, SCJ, ECH, IGV, ITA, MCD, RRC. XLU, USO, GDX, AFK, VGLT.
Private Wealth Advisors was a net buyer of stock by $27M.
Private Wealth Advisors has $391M in assets under management (AUM), dropping by 9.94%.
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 82 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	12.7	$50M	+3%	134k	368.38	View chart
Nike CL B (NKE)	4.8	$19M	+144%	461k	41.05	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	4.2	$17M	+24%	308k	53.61	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	3.8	$15M	+42%	95k	158.66	View chart
Archer Daniels Midland Company (ADM)	3.8	$15M	+27%	195k	76.40	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	3.2	$13M	+47%	107k	117.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.0	$12M	+20%	61k	190.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	2.8	$11M	+21%	60k	185.23	View chart
Applied Materials Put Option (AMAT)	2.7	$11M	+85%	15k	723.00	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.6	$10M	-2%	87k	115.69	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	2.5	$9.6M	+29%	140k	68.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$9.3M	+31%	155k	59.69	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	2.3	$9.0M	-3%	177k	50.83	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	2.2	$8.6M	-6%	161k	53.79	View chart
Ishares Msci Japan Etf (EWJ)	2.2	$8.5M	+10%	91k	93.27	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$8.4M	+2%	39k	217.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$8.3M		60k	137.53	View chart
Ishares Tr Core Msci Euro (IEUR)	2.1	$8.0M	+6%	107k	75.17	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.9	$7.6M	+2%	92k	83.07	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.9	$7.5M	+458%	70k	107.13	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.8	$7.0M	+4%	151k	46.14	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	1.8	$6.9M	+4%	194k	35.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$6.9M	+11%	138k	50.23	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.6	$6.4M	+145%	34k	191.75	View chart
Microsoft Corporation (MSFT)	1.5	$5.9M	+2044%	16k	373.02	View chart
Ishares Msci Sth Afr Etf (EZA)	1.3	$5.0M	+82%	78k	63.19	View chart
Ishares Msci Mexico Etf (EWW)	1.3	$4.9M		66k	75.27	View chart
Deckers Outdoor Corporation (DECK)	1.2	$4.6M	+3%	47k	99.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$4.4M		15k	300.45	View chart
Ishares Tr Msci India Etf (INDA)	1.1	$4.3M	+70%	87k	49.39	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.1	$4.2M		80k	53.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$4.0M	+75%	68k	58.92	View chart
Delcath Sys Com New Call Option (DCTH)	1.0	$4.0M	-46%	316k	12.59	View chart
Sprott Fds Tr Urani Miner Etf (URNM)	1.0	$3.9M	+9%	74k	52.59	View chart
Alps Etf Tr Alerian Energy (ENFR)	1.0	$3.8M	+8%	100k	38.10	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.9	$3.6M		136k	26.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.5M	+3%	34k	103.88	View chart
At&t (T)	0.9	$3.5M	+6%	168k	20.70	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.9	$3.4M	+3%	32k	106.93	View chart
Apple (AAPL)	0.9	$3.4M		12k	289.35	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.8	$3.1M	+2%	42k	74.04	View chart
Analog Devices (ADI)	0.8	$3.0M		7.5k	397.16	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.7	$2.6M	+80%	82k	31.77	View chart
Ishares Msci Brazil Etf (EWZ)	0.6	$2.2M	+10%	64k	34.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$2.2M		7.2k	303.14	View chart
Vanguard World Energy Etf (VDE)	0.5	$2.1M		14k	150.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.9M	+663%	16k	119.52	View chart
Vanguard World Industrial Etf (VIS)	0.4	$1.7M		4.8k	360.41	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M		5.3k	327.36	View chart
Vanguard World Materials Etf (VAW)	0.4	$1.6M	-4%	7.0k	228.80	View chart
Vanguard World Financials Etf (VFH)	0.4	$1.5M		11k	131.60	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.5M	+8%	2.3k	640.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.4M	+30%	6.7k	212.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.1M	+290%	8.6k	124.17	View chart
Wal-Mart Stores (WMT)	0.2	$920k		8.1k	113.26	View chart
Bank of America Corporation (BAC)	0.2	$899k		16k	56.98	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$880k		13k	69.50	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.2	$748k	-10%	41k	18.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$733k		7.6k	96.58	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$683k	-14%	16k	44.03	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.2	$668k	+3%	8.4k	79.20	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$662k	-2%	4.4k	152.20	View chart
Spdr Index Shs Fds State Street (XCNY)	0.2	$659k		20k	33.74	View chart
Eli Lilly & Co. (LLY)	0.2	$647k		540.00	1198.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$580k		8.5k	68.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$569k	+52%	773.00	736.01	View chart
Invesco Currencyshares Euro Euro Shs Put Option (FXE)	0.1	$527k		5.0k	105.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$478k	-91%	5.5k	86.42	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$452k	+3%	26k	17.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$448k	-5%	3.3k	136.71	View chart
Target Corporation (TGT)	0.1	$438k	-9%	3.4k	130.62	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$412k		4.7k	88.53	View chart
Oneok (OKE)	0.1	$315k		3.6k	86.94	View chart
Edison International (EIX)	0.1	$311k		4.2k	74.44	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$304k		3.5k	86.76	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$276k		9.4k	29.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$252k		3.5k	71.25	View chart
Ishares Tr China Lg-cap Etf Call Option (FXI)	0.1	$251k	+23%	7.9k	31.59	View chart
Johnson & Johnson (JNJ)	0.1	$240k		945.00	253.88	View chart
Principal Financial (PFG)	0.1	$227k	NEW	2.1k	107.76	View chart
Chevron Corporation (CVX)	0.1	$219k		1.3k	165.76	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$206k	NEW	518.00	396.87	View chart

Past Filings by Private Wealth Advisors

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

Private Wealth Advisors 2026 Q2 filed Aug. 6, 2026
Private Wealth Advisors 2026 Q1 filed May 13, 2026
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

View all past filings

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