Private Wealth Advisors, LLC
CIK
1787027
Location
Fresno, CA
Portfolio Value
Small
$125,659,245
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,223
/ 8,622
▲ 451
· as of Mar 2026
Top Industry
Footwear & Accessories
25.5%
3Y Alpha vs SPY
+2.1%
Period ended 4 months ago
Filed May 13, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+76.1%
SPY
+67.9%
Annualised alpha
+1.9%
Max drawdown
−13.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 79% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Unclassified | 54.9% | $69,003,979 |
| Consumer Cyclical | 12.0% | $15,034,940 |
| Consumer Defensive | 10.0% | $12,559,068 |
| Technology | 6.6% | $8,327,805 |
| Healthcare | 4.9% | $6,218,795 |
| Communication Services | 3.6% | $4,585,464 |
| Energy | 3.0% | $3,768,422 |
| Basic Materials | 2.6% | $3,292,639 |
| Financial Services | 2.0% | $2,566,705 |
| Utilities | 0.2% | $301,428 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | ExxonMobil Holdings 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
32 tracked positions ·
$125,659,245 total
· filing declares
95 positions · $355,612,364
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 130,345 | $56,086,150 | 44.63% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 152,718 | $11,101,071 | 8.83% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
NEW | 188,120 | $9,936,498 | 7.91% | |
| FXY |
Invesco CurrencyShares Japanese Yen Trust
|
Added | 114,209 | $6,610,416 | 5.26% | |
| DCTH |
Delcath Systems, Inc.
Healthcare
|
Added | 591,524 | $5,489,342 | 4.37% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 158,174 | $4,585,464 | 3.65% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Added | 45,082 | $4,512,257 | 3.59% | |
| DBA |
Invesco Db Agriculture Fund
|
Reduced | 136,397 | $3,726,366 | 2.97% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Added | 40,680 | $3,292,639 | 2.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,749 | $2,981,778 | 2.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 7,914 | $2,704,926 | 2.15% | |
| RRC |
Range Resources Corp
Energy
|
Added | 57,073 | $2,578,558 | 2.05% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 7,443 | $2,367,916 | 1.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,251 | $1,544,634 | 1.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,133 | $1,010,769 | 0.80% | |
| FXB |
Invesco CurrencyShares British Pound Sterling Trust
|
NEW | 6,600 | $840,510 | 0.67% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 15,758 | $768,202 | 0.61% | |
| PPLT |
abrdn Platinum ETF Trust
|
Reduced | 3,771 | $672,105 | 0.53% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,482 | $590,756 | 0.47% | |
| FXE |
Invesco CurrencyShares Euro Trust
|
NEW | 5,000 | $533,450 | 0.42% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 543 | $499,435 | 0.40% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 3,690 | $447,228 | 0.36% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Reduced | 25,258 | $380,132 | 0.30% | |
| OKE |
Oneok Inc /New/
Energy
|
Added | 3,586 | $324,138 | 0.26% | |
| EIX |
Edison International
Utilities
|
Added | 4,119 | $301,428 | 0.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 508 | $293,207 | 0.23% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,329 | $274,970 | 0.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 738 | $273,185 | 0.22% | |
| GDV |
Gabelli Dividend & Income Trust
Financial Services
|
Reduced | 9,427 | $253,869 | 0.20% | |
| USO |
United States Oil Fund, LP
|
NEW | 1,900 | $241,775 | 0.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 941 | $230,018 | 0.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 663 | $206,053 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.