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Funds / Private Wealth Advisors, LLC
Institutional Fund

Private Wealth Advisors, LLC

Fresno, CACIK 17870275 filings on record

Portfolio Value
$355.61M
Q1 2026
Holdings
95
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+28.1%
from $277.56M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Spdr Gold Tr15.8%
  • Select Sector Spdr Tr3.4%
  • Archer Daniels Midland Co3.1%
  • Nike Inc2.8%
  • Select Sector Spdr Tr2.7%
  • Select Sector Spdr Tr2.6%
  • Other69.5%

Portfolio Holdings

95 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr Gold Tr130.3K$56.09M15.8%+62.9KAdded
2Select Sector Spdr Tr248.0K$12.24M3.4%+105.2KAdded
3Archer Daniels Midland Co152.7K$11.10M3.1%+76.1KAdded
4Nike Inc188.1K$9.94M2.8%+188.1KNew
5Select Sector Spdr Tr66.3K$9.72M2.7%+15.8KAdded
6Select Sector Spdr Tr184.0K$9.19M2.6%22.1KReduced
7Vanguard Intl Equity Index F89.8K$8.78M2.5%17.4KReduced
8Wisdomtree Tr172.2K$8.56M2.4%66.3KReduced
9Select Sector Spdr Tr49.5K$8.01M2.3%14.7KReduced
10Select Sector Spdr Tr72.6K$7.91M2.2%+64.2KAdded

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