Institutional Manager · CIK 0001787027
Private Wealth Advisors, LLC
Fresno, CA · File #028-19641
Latest AUM
$313.0M
Positions
91
Top-10 Concentration
46.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202591 pos · $313.0M
- 13F HOLDINGS REPORTQ/E Dec 202590 pos · $297.4M
- 13F HOLDINGS REPORTQ/E Jun 202585 pos · $272.5M
- 13F HOLDINGS REPORTQ/E Mar 202585 pos · $276.5M
- 13F HOLDINGS REPORTQ/E Dec 202488 pos · $255.0M
- 13F HOLDINGS REPORTQ/E Sep 202480 pos · $261.1M
- 13F HOLDINGS REPORTQ/E Jun 202479 pos · $259.7M
- 13F HOLDINGS REPORTQ/E Mar 202477 pos · $245.7M
- 13F HOLDINGS REPORTQ/E Dec 202377 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Sep 202379 pos · $244.7M
- 13F HOLDINGS REPORTQ/E Jun 202381 pos · $237.8M
- 13F HOLDINGS REPORTQ/E Mar 202382 pos · $297.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 73,100 | $29.0M | 10.17% |
| 2 | SPDR GOLD TR | GLD | 67,447 | $26.7M | 9.39% |
| 3 | SELECT SECTOR SPDR TR | 81369Y308 | 150,542 | $11.7M | 4.11% |
| 4 | WISDOMTREE TR | WT | 238,507 | $11.1M | 3.91% |
| 5 | SELECT SECTOR SPDR TR | 81369Y704 | 64,276 | $10.0M | 3.50% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042866 | 107,214 | $9.7M | 3.40% |
| 7 | SELECT SECTOR SPDR TR | 81369Y100 | 206,075 | $9.3M | 3.28% |
| 8 | SELECT SECTOR SPDR TR | 81369Y803 | 61,568 | $8.9M | 3.11% |
| 9 | SELECT SECTOR SPDR TR | 81369Y605 | 142,803 | $7.8M | 2.75% |
| 10 | SELECT SECTOR SPDR TR | 81369Y209 | 50,497 | $7.8M | 2.74% |
| 11 | ISHARES TR | 464287309 | 62,589 | $7.7M | 2.71% |
| 12 | VANGUARD INDEX FDS | 922908744 | 38,929 | $7.4M | 2.61% |
| 13 | SPDR INDEX SHS FDS | 78463X202 | 105,218 | $6.8M | 2.38% |
| 14 | ISHARES TR | 46435G334 | 141,528 | $6.2M | 2.19% |
| 15 | ISHARES TR | 46434V738 | 86,827 | $6.2M | 2.16% |
| 16 | SELECT SECTOR SPDR TR | 81369Y886 | 129,710 | $5.5M | 1.94% |
| 17 | SELECT SECTOR SPDR TR | 81369Y506 | 116,939 | $5.2M | 1.84% |
| 18 | ISHARES INC | 464286822 | 72,364 | $5.0M | 1.76% |
| 19 | ISHARES TR | 46429B598 | 85,655 | $4.6M | 1.63% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 85,506 | $4.6M | 1.61% |