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Latest Private Wealth Advisors, LLC Stock Portfolio

$355Million | No. of Holdings #95

Private Wealth Advisors, LLC Performance

2026 Q1+2.92%
YTD+2.92%
2025+33.66%

About Private Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Private Wealth Advisors, LLC reported an equity portfolio of $355.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Private Wealth Advisors, LLC are GLD, XLB, ADM. The fund has invested 15.8% of it's portfolio in SPDR GOLD TR and 3.4% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off GENMAB A/S (GMAB), ISHARES INC (ACWV) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ABRDN PLATINUM ETF TRUST (PPLT), SELECT SECTOR SPDR TR (XLB) and VANECK ETF TRUST (AFK). Private Wealth Advisors, LLC opened new stock positions in NIKE INC (NKE), ISHARES TR (IJR) and ALPS ETF TR (ACES). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MALVERN FDS (VTIP), SELECT SECTOR SPDR TR (XLB) and ANALOG DEVICES INC (ADI).
Private Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$355Million
  as of May 13, 2026

Private Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Private Wealth Advisors, LLC made a return of 2.92% in the last quarter. In trailing 12 months, it's portfolio return was 32.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nike inc9,936,500
ishares tr6,597,560
alps etf tr3,539,960
ishares inc3,324,120
first tr exchange-traded fd2,234,340
ishares inc2,219,600
ishares tr2,055,810
global x fds1,976,260
New stocks bought by Private Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard malvern fds1,187
select sector spdr tr765
analog devices inc696
ishares inc397
rivian automotive inc151
delcath sys inc103
archer daniels midland co99.32
spdr gold tr93.26
Additions to existing portfolio by Private Wealth Advisors, LLC

Reductions

Ticker% Reduced
abrdn platinum etf trust-62.17
select sector spdr tr-60.54
vaneck etf trust-54.46
select sector spdr tr-51.12
select sector spdr tr-40.64
ishares tr-40.05
select sector spdr tr-38.73
select sector spdr tr-31.58
Private Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
genmab a/s-4,054,910
ishares inc-3,971,360
proshares tr ii-937,009
ishares silver tr-3,119,130
pimco etf tr-2,221,840
ishares tr-3,888,450
spdr series trust-567,146
united sec bancshares calif-128,338
Private Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Private Wealth Advisors, LLC has about 84.4% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
  • Consumer Defensive
  • Technology
  • Healthcare
  • Communication Services
  • Energy
Sector%
Others84.4
Consumer Cyclical4.2
Consumer Defensive3.5
Technology2.3
Healthcare1.7
Communication Services1.3
Energy1.1

Market Cap. Distribution

Private Wealth Advisors, LLC has about 12.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED84.4
LARGE-CAP8.3
MEGA-CAP4.4
SMALL-CAP1.5
MID-CAP1.4

Stocks belong to which Index?

About 11.3% of the stocks held by Private Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88
S&P 50011.3
Top 5 Winners (%)%
XOM
exxon mobil corp
40.0 %
VAW
vanguard world fd
37.3 %
CVX
chevron corporation
35.1 %
XLB
select sector spdr tr
31.2 %
AMAT
applied matls inc
31.1 %
Top 5 Winners ($)$
GLD
spdr gold tr
3.4 M
ADM
archer daniels midland co
1.7 M
XLB
select sector spdr tr
1.6 M
XLB
select sector spdr tr
0.9 M
VEU
vanguard intl equity index f
0.7 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.3 %
RIVN
rivian automotive inc
-17.8 %
LLY
eli lilly & co
-14.4 %
BAC
bank america corp
-11.4 %
AMPS
ishares tr
-10.7 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.1 M
IJR
ishares tr
-0.6 M
XLB
select sector spdr tr
-0.6 M
AMPS
ishares tr
-0.5 M
XLB
select sector spdr tr
-0.5 M

Private Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Private Wealth Advisors, LLC

Private Wealth Advisors, LLC has 95 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Private Wealth Advisors, LLC last quarter.

$355.61MTotal Value
105Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Private Wealth Advisors, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Private Wealth Advisors, LLC's holding in Ishares Tr over time
0.58%9,398
$2.06M
0.58%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Private Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Private Wealth Advisors, LLC's holding in Alps Etf Tr over time
1%92,645
$3.54M
1%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Private Wealth Advisors, LLC's holding in Ishares Tr over time
1.98%100,230
$7.04M
1.98%
increased 15.44 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
1.39%65,702
$4.94M
1.39%
decreased 9.21 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0.94%34,241
$3.32M
0.94%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0.82%42,842
$2.90M
0.82%
increased 23.44 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0.62%57,817
$2.22M
0.62%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0.52%46,440
$1.85M
0.52%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0.22%12,655
$792.7K
0.22%
decreased 8.16 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Private Wealth Advisors, LLC's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Private Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.6%23,422
$2.15M
0.6%
decreased 15.81 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Private Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.52%71,903
$1.85M
0.52%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Private Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.22%45,036
$779.6K
0.22%
decreased 54.46 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Private Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.19%8,143
$688.1K
0.19%
decreased 0.46 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Private Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.4%45,326
$1.42M
0.4%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Private Wealth Advisors, LLC's holding in Global X Fds over time
0.56%38,895
$1.98M
0.56%
new position