Private Wealth Advisors, LLC

CIK

1787027

Location

Fresno, CA

Portfolio Value

Small $125,659,245

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,866 / 8,232 ▲ 573

Top Industry

Footwear & Accessories 25.5%

3Y Alpha vs SPY

+1.9%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.6%

SPY

+76.3%

Annualised alpha

+1.9%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.6%

−5.7 pts

Top 5

71.0%

+1.6 pts

Top 10

86.2%

+1.7 pts

HHI

2,244

Moderately concentrated−460

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.9%	$69,003,979	8
Consumer Cyclical	12.0%	$15,034,940	4
Consumer Defensive	10.0%	$12,559,068	3
Technology	6.6%	$8,327,805	4
Healthcare	4.9%	$6,218,795	3
Communication Services	3.6%	$4,585,464	1
Energy	3.0%	$3,768,422	4
Basic Materials	2.6%	$3,292,639	1
Financial Services	2.0%	$2,566,705	3
Utilities	0.2%	$301,428	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
DCTH	Delcath Systems, Inc.	+301,043	591,524	$5,489,342
FXY	Invesco CurrencyShares Japanese Yen Trust	+47,035	114,209	$6,610,416
RRC	Range Resources Corp	+12,438	57,073	$2,578,558
ADI	Analog Devices Inc	+6,508	7,443	$2,367,916
SQM	Chemical & Mining Co Of Chile Inc	+3,325	40,680	$3,292,639
DECK	Deckers Outdoor Corp	+2,579	45,082	$4,512,257
ADM	Archer-Daniels-Midland Co	+900	152,718	$11,101,071
AMAT	Applied Materials Inc /De	+695	7,914	$2,704,926
XOM	Exxon Mobil Corp	+113	3,482	$590,756
EIX	Edison International	+58	4,119	$301,428
OKE	Oneok Inc /New/	+44	3,586	$324,138
BAC	Bank Of America Corp /De/	+20	15,758	$768,202
MSFT	Microsoft Corp	+12	738	$273,185
LLY	ELI LILLY & Co	+1	543	$499,435
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
TGT	Target Corp	−17,442	3,690	$447,228
GLD	Spdr Gold Trust	−10,202	130,345	$56,086,150
PPLT	abrdn Platinum ETF Trust	−6,196	3,771	$672,105
RIVN	Rivian Automotive, Inc. / DE	−4,171	25,258	$380,132
DBA	Invesco Db Agriculture Fund	−2,483	136,397	$3,726,366
T	At&T Inc.	−453	158,174	$4,585,464
GDV	Gabelli Dividend & Income Trust	−243	9,427	$253,869
WMT	Walmart Inc.	−73	8,133	$1,010,769
CVX	Chevron Corp	−51	1,329	$274,970
MCD	Mcdonalds Corp	−41	663	$206,053
AAPL	Apple Inc.	−13	11,749	$2,981,778
JPM	Jpmorgan Chase & Co	−11	5,251	$1,544,634
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NKE	NIKE, Inc.	188,120	$9,936,498
FXB	Invesco CurrencyShares British Pound Sterling Trust	6,600	$840,510
FXE	Invesco CurrencyShares Euro Trust	5,000	$533,450
QQQ	Invesco Qqq Trust, Series 1	508	$293,207
USO	United States Oil Fund, LP	1,900	$241,775
JNJ	Johnson & Johnson	941	$230,018
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GMAB	Genmab A/S	131,653	$4,054,912
SLV	iShares Silver Trust	48,419	$3,119,151
ISRG	Intuitive Surgical Inc	411	$232,773
UBFO	UNITED SECURITY BANCSHARES	12,745	$128,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $125,659,245 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	130,345	-10,202	$56,086,150	+0.7%	44.63%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	152,718	+900	$11,101,071	+27.2%	8.83%
NKE	NIKE, Inc. Consumer Cyclical	NEW	188,120	NEW	$9,936,498	NEW	7.91%
FXY	Invesco CurrencyShares Japanese Yen Trust	Added	114,209	+47,035	$6,610,416	+67.7%	5.26%
DCTH	Delcath Systems, Inc. Healthcare	Added	591,524	+301,043	$5,489,342	+87.1%	4.37%
T	At&T Inc. Communication Services	Reduced	158,174	-453	$4,585,464	+16.4%	3.65%
DECK	Deckers Outdoor Corp Consumer Cyclical	Added	45,082	+2,579	$4,512,257	+2.4%	3.59%
DBA	Invesco Db Agriculture Fund	Reduced	136,397	-2,483	$3,726,366	+5.1%	2.97%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Added	40,680	+3,325	$3,292,639	+28.1%	2.62%
AAPL	Apple Inc. Technology	Reduced	11,749	-13	$2,981,778	−6.7%	2.37%
AMAT	Applied Materials Inc /De Technology	Added	7,914	+695	$2,704,926	+45.8%	2.15%
RRC	Range Resources Corp Energy	Added	57,073	+12,438	$2,578,558	+63.8%	2.05%
ADI	Analog Devices Inc Technology	Added	7,443	+6,508	$2,367,916	+833.8%	1.88%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,251	-11	$1,544,634	−8.9%	1.23%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,133	-73	$1,010,769	+10.6%	0.80%
FXB	Invesco CurrencyShares British Pound Sterling Trust	NEW	6,600	NEW	$840,510	NEW	0.67%
BAC	Bank Of America Corp /De/ Financial Services	Added	15,758	+20	$768,202	−11.3%	0.61%
PPLT	abrdn Platinum ETF Trust	Reduced	3,771	-6,196	$672,105	−63.8%	0.53%
XOM	Exxon Mobil Corp Energy	Added	3,482	+113	$590,756	+45.7%	0.47%
FXE	Invesco CurrencyShares Euro Trust	NEW	5,000	NEW	$533,450	NEW	0.42%
LLY	ELI LILLY & Co Healthcare	Added	543	+1	$499,435	−14.3%	0.40%
TGT	Target Corp Consumer Defensive	Reduced	3,690	-17,442	$447,228	−78.3%	0.36%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Reduced	25,258	-4,171	$380,132	−34.5%	0.30%
OKE	Oneok Inc /New/ Energy	Added	3,586	+44	$324,138	+24.5%	0.26%
EIX	Edison International Utilities	Added	4,119	+58	$301,428	+23.7%	0.24%
QQQ	Invesco Qqq Trust, Series 1	NEW	508	NEW	$293,207	NEW	0.23%
CVX	Chevron Corp Energy	Reduced	1,329	-51	$274,970	+30.7%	0.22%
MSFT	Microsoft Corp Technology	Added	738	+12	$273,185	−22.2%	0.22%
GDV	Gabelli Dividend & Income Trust Financial Services	Reduced	9,427	-243	$253,869	−5.5%	0.20%
USO	United States Oil Fund, LP	NEW	1,900	NEW	$241,775	NEW	0.19%
JNJ	Johnson & Johnson Healthcare	NEW	941	NEW	$230,018	NEW	0.18%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	663	-41	$206,053	−4.2%	0.16%