Private Wealth Advisors

Private Wealth Advisors as of Dec. 31, 2025

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