Private Wealth Advisors, LLC

Registered adviser

CIK

1787027

Location

Fresno, CA

Portfolio Value

Small $387,136,300

Diversification

Diversified

Filing Date

Global Rank

#4,508 / 8,818 ▼ 57

Top Industry

Footwear & Accessories 24.7%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 141971

Roster of Oct 1, 2026

Regulatory AUM

$451,158,900

Main clients

Individuals and high net worth (97% of AUM)

Private funds

1 fund · Real estate funds

Focus by fund count, roster of Oct 1, 2026

$6,154,000 gross assets

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$451,158,900	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$368,758,974	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$352,844,806	Individuals and high net worth (98%)
May 2023 to Mar 2024	$349,032,473	Individuals and high net worth (98%)
Apr 2023	$349,032,473	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$353,480,056	Individuals and high net worth (88%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.7% of the book (60%+)

Turnover

Medium turnover

42.3% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 18.7 quarters (12+), a floor since 56.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.4%; sector active share 67.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

82 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.2%

−0.2 pts

Top 5

50.1%

−3.8 pts

Top 10

70.1%

−0.8 pts

HHI

722

Diversified−54

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.4%	$291,715,314	58
Consumer Cyclical	6.2%	$23,991,593	3
Technology	5.9%	$22,874,105	4
Financial Services	5.1%	$19,608,967	5
Consumer Defensive	4.2%	$16,225,856	3
Healthcare	1.3%	$4,864,408	3
Communication Services	0.9%	$3,473,729	1
Basic Materials	0.8%	$3,089,393	1
Energy	0.3%	$982,330	3
Utilities	0.1%	$310,605	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLF	State Street Corp	+59,573	307,538	$16,487,112
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+57,462	69,986	$7,497,600
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+37,257	155,178	$9,262,574
SRVR	Pacer Data & Infrastructure Real Estate ETF	+36,332	81,658	$2,594,274
INDA	iShares MSCI India ETF	+35,997	87,351	$4,314,265
EZA	iShares MSCI South Africa ETF	+35,500	78,342	$4,950,430
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+34,650	107,216	$12,574,292
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	+32,017	139,494	$9,580,447
PAVE	Global X U.S. Infrastructure Development ETF	+29,441	68,336	$4,026,357
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+28,477	94,801	$15,041,126
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+19,908	33,567	$6,436,472
MSFT	Microsoft Corp	+14,789	15,527	$5,791,881
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+14,602	137,517	$6,907,478
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+13,670	15,729	$1,879,930
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+10,619	60,147	$11,141,028
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+10,501	60,760	$11,575,995
T	At&T Inc.	+9,639	167,813	$3,473,729
EWJ	iShares MSCI Japan ETF	+8,460	91,145	$8,501,094
PDBA		+8,424	194,226	$6,918,330
ENFR	Alerian Energy Infrastructure ETF	+7,472	100,117	$0
IEUR	iShares Core MSCI Europe ETF	+6,831	107,061	$8,047,775
URNM		+6,524	74,110	$3,897,444
IWF	iShares Russell 1000 Growth ETF	+6,388	8,590	$1,066,620
EWZ	iShares MSCI Brazil ETF	+6,352	64,169	$2,213,830
EWU	iShares MSCI United Kingdom ETF	+6,094	150,836	$6,959,573
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCTH	Delcath Systems, Inc.	−280,661	310,863	$3,913,765
ADM	Archer-Daniels-Midland Co	−78,914	73,804	$5,638,625
NKE	NIKE, Inc.	−66,460	121,660	$4,994,143
GLD	Spdr Gold Trust	−64,714	65,631	$24,177,147
TLT	iShares 20+ Year Treasury Bond ETF	−60,618	1,525	$131,790
RIVN	Rivian Automotive, Inc.	−14,221	11,037	$191,491
DEM	WisdomTree Emerging Markets High Dividend Fund	−11,455	160,714	$8,644,806
—		−7,233	176,767	$8,985,066
FXI	iShares China Large-Cap ETF	−6,399	45	$1,421
VNM	VanEck Vietnam ETF	−4,517	40,519	$748,385
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−2,550	15,502	$682,553
VPL	VANGUARD PACIFIC STOCK INDEX FUND	−2,433	87,412	$10,112,694
EFA	iShares MSCI EAFE ETF	−920	31,796	$3,302,968
AMAT	Applied Materials Inc	−864	7,050	$5,097,150
DBA	Invesco Db Agriculture Fund	−614	135,783	$3,621,332
IVW	iShares S&P 500 Growth ETF	−462	60,389	$8,305,299
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−430	79,583	$4,226,653
QQQ	Invesco Qqq Trust, Series 1	−335	173	$127,397
TGT	Target Corp	−334	3,356	$438,327
VAW	VANGUARD MATERIALS INDEX FUND	−323	6,984	$1,597,869
VDE	VANGUARD ENERGY INDEX FUND	−242	13,983	$2,099,267
VFH	VANGUARD FINANCIALS INDEX FUND	−219	11,229	$1,477,736
XOM	ExxonMobil Holdings Corp	−202	3,280	$448,441
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−90	4,352	$662,287
EWW	iShares MSCI Mexico ETF	−76	65,626	$4,939,669
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PFG	Principal Financial Group Inc	2,106	$226,984
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	518	$205,443
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
FXY	Invesco CurrencyShares Japanese Yen Trust	114,209	$6,610,416
IGV	iShares Expanded Tech-Software Sector ETF	82,418	$6,597,560
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	79,479	$3,647,291
SCJ	iShares MSCI Japan Small-Cap ETF	34,241	$3,324,116
RRC	Range Resources Corp	57,073	$2,578,558
GDX	VanEck Gold Miners ETF	23,422	$2,149,436
ITA	iShares U.S. Aerospace & Defense ETF	9,398	$2,055,812
AFK	VanEck ETF Trust	71,903	$1,851,502
ECH	iShares MSCI Chile ETF	46,440	$1,846,454
RNRG	Global X Renewable Energy Producers ETF	38,010	$1,402,797
FXB	Invesco CurrencyShares British Pound Sterling Trust	6,600	$840,510
PPLT	abrdn Platinum ETF Trust	3,771	$672,105
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	11,450	$633,872
FXE	Invesco CurrencyShares Euro Trust	5,000	$533,450
USO	United States Oil Fund, LP	1,900	$241,775
MCD	Mcdonalds Corp	663	$206,053
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $387,136,300 total · filing declares 95 positions · $390,950,852 · as of Jun 30, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GLD	Spdr Gold Trust PUT + SHARES	Added	134,431	+4,086	$49,521,691	−11.7%	26+	before history	12.79%
NKE	NIKE, Inc. CALL + SHARES Consumer Cyclical	Added	460,560	+272,440	$18,905,988	+90.3%	2	$60.64	4.88%
XLF	State Street Corp Financial Services	Added	307,538	+59,573	$16,487,112	+34.7%	26+	before history	4.26%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	94,801	+28,477	$15,041,126	+54.7%	26+	before history	3.89%
ADM	Archer-Daniels-Midland Co PUT + SHARES Consumer Defensive	Added	194,604	+41,886	$14,867,745	+33.9%	24	$65.77	3.84%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	107,216	+34,650	$12,574,292	+59.0%	26+	before history	3.25%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	60,760	+10,501	$11,575,995	+73.3%	26+	before history	2.99%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	60,147	+10,619	$11,141,028	+39.1%	26+	before history	2.88%
AMAT	Applied Materials Inc PUT + SHARES Technology	Added	14,650	+6,736	$10,591,950	+291.6%	6	$182.93	2.74%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Reduced	87,412	-2,433	$10,112,694	+15.2%	26+	before history	2.61%
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	Added	139,494	+32,017	$9,580,447	+43.6%	26+	before history	2.47%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	155,178	+37,257	$9,262,574	+45.3%	26+	before history	2.39%
		Reduced	176,767	-7,233	$8,985,066	−2.3%	26+	before history	2.32%
DEM	WisdomTree Emerging Markets High Dividend Fund	Reduced	160,714	-11,455	$8,644,806	+1.0%	11	unpriced	2.23%
EWJ	iShares MSCI Japan ETF	Added	91,145	+8,460	$8,501,094	+21.8%	3	$86.13	2.20%
VTV	VANGUARD VALUE INDEX FUND	Added	38,747	+1,016	$8,444,133	+14.1%	26+	before history	2.18%
IVW	iShares S&P 500 Growth ETF	Reduced	60,389	-462	$8,305,299	+20.7%	26+	before history	2.15%
IEUR	iShares Core MSCI Europe ETF	Added	107,061	+6,831	$8,047,775	+14.3%	10	unpriced	2.08%
		Added	91,471	+2,105	$7,598,495	+3.7%	26+	before history	1.96%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	69,986	+57,462	$7,497,600	+440.0%	26+	before history	1.94%
EWU	iShares MSCI United Kingdom ETF	Added	150,836	+6,094	$6,959,573	+5.5%	10	unpriced	1.80%
PDBA		Added	194,226	+8,424	$6,918,330	+2.1%	11	$33.17	1.79%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	137,517	+14,602	$6,907,478	+12.5%	3	$49.80	1.78%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	33,567	+19,908	$6,436,472	+188.1%	2	$179.03	1.66%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	15,827	+15,089	$5,903,787	+2061.1%	11	$403.03	1.52%
EZA	iShares MSCI South Africa ETF	Added	78,342	+35,500	$4,950,430	+70.4%	6	$58.57	1.28%
EWW	iShares MSCI Mexico ETF	Reduced	65,626	-76	$4,939,669	−0.1%	16	$48.23	1.28%
DECK	Deckers Outdoor Corp Consumer Cyclical	Added	46,670	+1,588	$4,633,864	+2.7%	3	$94.87	1.20%
IWM	iShares Russell 2000 ETF	Reduced	14,637	-55	$4,397,686	+20.7%	7	unpriced	1.14%
INDA	iShares MSCI India ETF	Added	87,351	+35,997	$4,314,265	+79.4%	6	unpriced	1.11%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	79,583	-430	$4,226,653	−13.8%	26+	before history	1.09%
PAVE	Global X U.S. Infrastructure Development ETF	Added	68,336	+29,441	$4,026,357	+103.7%	2	$53.83	1.04%
DCTH	Delcath Systems, Inc. CALL + SHARES Healthcare	Reduced	315,863	-275,661	$3,976,715	−27.6%	6	$10.90	1.03%
URNM		Added	74,110	+6,524	$3,897,444	−8.7%	22	unpriced	1.01%
DBA	Invesco Db Agriculture Fund	Reduced	135,783	-614	$3,621,332	−2.8%	25	$14.54	0.94%
EFA	iShares MSCI EAFE ETF CALL + SHARES	Added	33,796	+1,080	$3,510,728	+10.5%	26+	before history	0.91%
T	At&T Inc. Communication Services	Added	167,813	+9,639	$3,473,729	−24.2%	23	unpriced	0.90%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Added	32,102	+1,201	$3,432,666	+2.8%	22	unpriced	0.89%
AAPL	Apple Inc. Technology	Added	11,772	+23	$3,406,345	+14.2%	26+	before history	0.88%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Added	41,726	+1,046	$3,089,393	−6.2%	4	$45.48	0.80%
ADI	Analog Devices Inc Technology	Added	7,483	+40	$2,972,023	+25.5%	5	$304.86	0.77%
SRVR	Pacer Data & Infrastructure Real Estate ETF	Added	81,658	+36,332	$2,594,274	+83.3%	2	$32.63	0.67%
EWZ	iShares MSCI Brazil ETF	Added	64,169	+6,352	$2,213,830	−0.3%	2	$36.64	0.57%
VB	Vanguard Index Funds	Reduced	7,173	-24	$2,174,279	+15.3%	5	$223.09	0.56%
VDE	VANGUARD ENERGY INDEX FUND	Reduced	13,983	-242	$2,099,267	—	23	unpriced	0.54%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	15,729	+13,670	$1,879,930	—	26+	before history	0.49%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Reduced	4,830	-14	$1,740,635	—	26+	before history	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,256	+5	$1,720,446	+11.4%	26+	before history	0.44%
VAW	VANGUARD MATERIALS INDEX FUND	Reduced	6,984	-323	$1,597,869	—	26+	before history	0.41%
VFH	VANGUARD FINANCIALS INDEX FUND	Reduced	11,229	-219	$1,477,736	—	26+	before history	0.38%

Showing the top 50 of 82 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.