Private Wealth Advisors, LLC Portfolio Holdings

Private Wealth Advisors, LLC

  • $290 Million
  • Q3 2025

Private Wealth Advisors, LLC has filed its 13F form on December 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $25.2M, Wisdomtree Tr Emerging Mkts Hi with a value of $10.4M, Consumer Staples Sector Spdr with a value of $9.38M, Select Sector Spdr Fd Material with a value of $9.13M, and Vanguard Ftse Pacific ETF Ftse with a value of $9.09M.

Examining the 13F form we can see an increase of $24M in the current position value, from $266M to 290M.

Private Wealth Advisors, LLC is based out at Fresno, CA

Below you can find more details about Private Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
ETFs: $253 Million
Consumer Defensive: $11.7 Million
Healthcare: $6.24 Million
Technology: $4.96 Million
Communication Services: $4.46 Million
Financial Services: $3.39 Million
Basic Materials: $3.31 Million
Energy: $2.61 Million
Other: $859,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.87 Million 0.99% of portfolio
11,280
Q3 2025 Reduced 3.07%
$881B
$1.74 Million 0.6% of portfolio
5,509
Q3 2025 Reduced 0.18%
$279B
$864,000 0.3% of portfolio
8,388
Q3 2025 Reduced 6.46%
$413B
$811,000 0.28% of portfolio
15,721
Q3 2025 Reduced 0.46%
$490B
$552,000 0.19% of portfolio
4,896
Q3 2025 Reduced 0.65%
$971B
$414,000 0.14% of portfolio
543
Q3 2025 Added 0.74%
$3.78T
$365,000 0.13% of portfolio
705
Q3 2025 Added 0.14%
$224B
$227,000 0.08% of portfolio
748
Q3 2025 Added 0.67%
$303B
$202,000 0.07% of portfolio
1,303
Q3 2025 Reduced 46.69%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $290 Million
  • Prior Value $266 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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