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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, XLF, ADM, NKE, XLV, and represent 27.86% of Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NKE (+$9.9M), XLY (+$7.0M), IGV (+$6.6M), VTIP (+$5.7M), EWJ (+$5.6M), XLF (+$5.2M), ENFR, SCJ, DCTH, FXY.
Started 18 new stock positions in IGV, FXE, QQQ, NKE, AFK, GRID, JNJ, EWZ, ENFR, SRVR. ECH, USO, FXI, ITA, FXB, PAVE, SCJ, RNRG.
Reduced shares in these 10 stocks: XLP (-$5.0M), GLD, GMAB, LEMB, EMB, DEM, , XLI, XLU, XLE.
Sold out of its positions in GMAB, ISRG, LEMB, EMB, SLV, LTPZ, YCL, SPTL, United Security Bancshares, VCR.
Private Wealth Advisors was a net buyer of stock by $29M.
Private Wealth Advisors has $356M in assets under management (AUM), dropping by 13.62%.
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 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	15.8	$56M	-7%	130k	430.29	View chart
Select Sector Spdr Tr State Street Fin (XLF)	3.4	$12M	+73%	248k	49.37	View chart
Archer Daniels Midland Company (ADM)	3.1	$11M		153k	72.69	View chart
Nike CL B (NKE)	2.8	$9.9M	NEW	188k	52.82	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.7	$9.7M	+31%	66k	146.61	View chart
Select Sector Spdr Tr State Street Mat (XLB)	2.6	$9.2M	-10%	184k	49.97	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.5	$8.8M	-16%	90k	97.73	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	2.4	$8.6M	-27%	172k	49.69	View chart
Select Sector Spdr Tr State Street Ind (XLI)	2.3	$8.0M	-22%	50k	161.73	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.2	$7.9M	+765%	73k	108.98	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$7.4M	-3%	38k	196.20	View chart
Select Sector Spdr Tr State Street Con (XLP)	2.1	$7.3M	-40%	89k	81.98	View chart
Ishares Tr Core Msci Euro (IEUR)	2.0	$7.0M	+15%	100k	70.27	View chart
Ishares Msci Japan Etf (EWJ)	2.0	$7.0M	+397%	83k	84.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$6.9M	-2%	61k	113.11	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	1.9	$6.8M	+53%	186k	36.47	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.9	$6.7M	-18%	50k	132.90	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	1.9	$6.7M	+2%	108k	62.08	View chart
Invesco Currencyshares Japanese Yen (FXY)	1.9	$6.6M	+70%	114k	57.88	View chart
Ishares Tr Expanded Tech (IGV)	1.9	$6.6M	NEW	82k	80.05	View chart
Ishares Tr Msci Uk Etf New (EWU)	1.9	$6.6M	+2%	145k	45.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$6.4M	+37%	118k	54.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.7	$6.1M	+1187%	123k	49.95	View chart
Delcath Sys Com New (DCTH)	1.5	$5.5M	+103%	592k	9.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$5.4M	+30%	62k	86.69	View chart
Ishares Msci Mexico Etf (EWW)	1.4	$4.9M	-9%	66k	75.23	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.4	$4.9M	-31%	80k	61.26	View chart
At&t (T)	1.3	$4.6M		158k	28.99	View chart
Deckers Outdoor Corporation (DECK)	1.3	$4.5M	+6%	45k	100.09	View chart
Sprott Fds Tr Uranium Miners E (URNM)	1.2	$4.3M		68k	63.15	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	1.0	$3.7M		136k	27.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$3.6M	-38%	80k	45.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$3.6M	+11%	15k	248.00	View chart
Alps Etf Tr Alerian Energy (ENFR)	1.0	$3.5M	NEW	93k	38.21	View chart
Spdr Series Trust State Street Spd (XME)	0.9	$3.3M	-20%	31k	108.01	View chart
Ishares Msci Japn Smcetf (SCJ)	0.9	$3.3M	NEW	34k	97.08	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.9	$3.3M	+8%	41k	80.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.2M	+6%	33k	97.13	View chart
Apple (AAPL)	0.8	$3.0M		12k	253.80	View chart
Ishares Msci Sth Afr Etf (EZA)	0.8	$2.9M	+23%	43k	67.80	View chart
Applied Materials (AMAT)	0.8	$2.7M	+9%	7.9k	341.79	View chart
Range Resources (RRC)	0.7	$2.6M	+27%	57k	45.18	View chart
Vanguard World Energy Etf (VDE)	0.7	$2.5M		14k	173.04	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$2.4M	-40%	51k	46.84	View chart
Analog Devices (ADI)	0.7	$2.4M	+696%	7.4k	318.13	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.6	$2.2M	NEW	14k	163.58	View chart
Ishares Msci Brazil Etf (EWZ)	0.6	$2.2M	NEW	58k	38.39	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$2.1M	-15%	23k	91.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$2.1M	NEW	9.4k	218.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$2.0M	NEW	39k	50.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.9M		7.2k	261.92	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.5	$1.9M	NEW	72k	25.75	View chart
Ishares Msci Chile Etf (ECH)	0.5	$1.8M	NEW	46k	39.76	View chart
Vanguard World Materials Etf (VAW)	0.5	$1.6M	-11%	7.3k	225.34	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M		5.3k	294.17	View chart
Vanguard World Industrial Etf (VIS)	0.4	$1.5M		4.8k	312.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.4M		2.1k	697.75	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.4	$1.4M	NEW	45k	31.22	View chart
Global X Fds Renewable Energy (RNRG)	0.4	$1.4M	NEW	38k	36.91	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.4	$1.4M	-51%	13k	110.86	View chart
Vanguard World Financials Etf (VFH)	0.4	$1.4M	-4%	11k	120.81	View chart
Wal-Mart Stores (WMT)	0.3	$1.0M		8.1k	124.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$985k	+43%	5.1k	191.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$939k		2.2k	426.45	View chart
Invesco Currencyshares Brit Brit Poun Strl (FXB)	0.2	$841k	NEW	6.6k	127.35	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$793k	-8%	13k	62.64	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.2	$780k	-54%	45k	17.31	View chart
Bank of America Corporation (BAC)	0.2	$768k		16k	48.75	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$737k	-60%	18k	40.83	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$695k	-2%	2.1k	328.70	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.2	$688k		8.1k	84.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$682k	-23%	7.5k	90.53	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.2	$672k	-62%	3.8k	178.23	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$648k		4.4k	145.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$634k	-9%	12k	55.35	View chart
Exxon Mobil Corporation (XOM)	0.2	$591k	+3%	3.5k	169.64	View chart
Spdr Index Shs Fds State Street (XCNY)	0.2	$562k	-24%	20k	28.79	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.2	$534k	NEW	5.0k	106.69	View chart
Eli Lilly & Co. (LLY)	0.1	$500k		543.00	920.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$478k		8.4k	56.79	View chart
Target Corporation (TGT)	0.1	$447k	-82%	3.7k	121.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$381k	-17%	4.6k	82.42	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$380k	-14%	25k	15.05	View chart
Oneok (OKE)	0.1	$324k		3.6k	90.40	View chart
Edison International (EIX)	0.1	$302k		4.1k	73.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$293k	NEW	508.00	577.08	View chart
Chevron Corporation (CVX)	0.1	$275k	-3%	1.3k	206.86	View chart
Microsoft Corporation (MSFT)	0.1	$273k		738.00	370.42	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$265k		3.6k	74.60	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$254k	-2%	9.4k	26.93	View chart
United Sts Oil Units (USO)	0.1	$242k	NEW	1.9k	127.25	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.1	$231k	NEW	6.4k	35.90	View chart
Johnson & Johnson (JNJ)	0.1	$230k	NEW	941.00	244.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$227k	-4%	3.5k	64.09	View chart
McDonald's Corporation (MCD)	0.1	$206k	-5%	663.00	310.58	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 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
Private Wealth Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

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