Private Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Private Wealth Advisors, LLC reported 82 stock positions worth $254.8 million. Its top holding was SPDR Gold Shares (GLD) at 8.6% of the portfolio, followed by Wisdomtree Emerging Markets (DEM, 4.5%) and SS Consumer Staples Sel Sect (XLP, 4.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 5, added to 43 and reduced 28. The biggest buy was Wisdomtree Emerging Markets (DEM, shares +52%) and the biggest sale SS Health Care Select Sector (XLV, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- Fresno, CA
- CIK
- 0001787027
- Portfolio Value
- $254.8M (Q2 2025)
- SEC Filing
- 0001172661-25-003330 ↗ filed Aug 14, 2025
Holdings Value
Holdings 82 stocks · $254.8M
| GLD SPDR Gold Shares | 8.63% | 72,140 | $22.0M | Reduce -1.3% |
| DEM Wisdomtree Emerging Markets | 4.54% | 255,213 | $11.6M | Add +52.5% |
| XLP SS Consumer Staples Sel Sect | 3.98% | 125,368 | $10.2M | Add +42.6% |
| XLB SS Materials Select Sector | 3.57% | 103,590 | $9.1M | Reduce -1.0% |
| XLI SS Industrial Select Sector | 3.50% | 60,475 | $8.9M | Reduce -1.6% |
| VPL Vanguard Ftse Pacific ETF | 3.37% | 104,383 | $8.6M | Add +0.9% |
| XLK SS Technology Select Sector | 3.08% | 31,027 | $7.9M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 3.08% | 71,295 | $7.8M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.04% | 43,854 | $7.8M | Reduce -2.9% |
| XLF SS Financial Select Sector | 2.97% | 144,269 | $7.6M | Reduce -6.9% |
| FEZ State Street SPDR Euro Stoxx | 2.83% | 120,622 | $7.2M | Add +1.9% |
| IEUR iShares Core MSCI Europe ETF | 2.60% | 99,914 | $6.6M | Add +0.8% |
| EWU iShares MSCI United Kingdom | 2.20% | 140,905 | $5.6M | Reduce -1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 2.17% | 67,753 | $5.5M | Reduce -0.2% |
| FXY Invesco Currencyshares Japan | 2.00% | 79,545 | $5.1M | Add +0.2% |
| TLT iShares 20+ Year Treasury BD | 1.98% | 57,295 | $5.1M | Add +7.7% |
| DBA Invesco DB Agriculture Fund | 1.89% | 184,499 | $4.8M | Reduce -0.4% |
| INDA iShares MSCI India ETF | 1.80% | 82,596 | $4.6M | Add +63.5% |
| T AT&T Inc. | 1.80% | 158,735 | $4.6M | Reduce -1.7% |
| EWW iShares MSCI Mexico ETF | 1.71% | 72,021 | $4.4M | Add +1.5% |
| PDBA Invesco Agriculture Cmdtyk-1 | 1.64% | 120,049 | $4.2M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.61% | 83,171 | $4.1M | Reduce -48.8% |
| XLRE SS Real Estate Select Sector | 1.60% | 98,337 | $4.1M | Reduce -0.6% |
| ADM Archer-Daniels-Midland Co. | 1.58% | 76,379 | $4.0M | Add +0.4% |
| XLE SS Energy Select Sector | 1.55% | 46,491 | $3.9M | Reduce -18.6% |
| LEMB iShares JP Morgan Em Local C | 1.47% | 92,538 | $3.7M | Add +0.8% |
| RRC Range Resources Corp. | 1.46% | 91,629 | $3.7M | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 1.44% | 39,499 | $3.7M | Add +2.4% |
| XME SS SPDR S&P Metals Mining | 1.40% | 52,993 | $3.6M | Add +1.3% |
| XLV SS Health Care Select Sector | 1.37% | 25,883 | $3.5M | Reduce -65.1% |
| URNM Sprott Uranium Miners ETF | 1.34% | 71,295 | $3.4M | Add +2.1% |
| SLV iShares Silver Trust | 1.32% | 102,780 | $3.4M | Reduce -0.4% |
| GDX Vaneck Gold Miners ETF | 1.21% | 59,167 | $3.1M | Reduce -1.8% |
| XLC SS Comm Select Sector SPDR | 1.21% | 28,369 | $3.1M | Reduce -2.2% |
| GMAB Genmab A/S -SP ADR | 1.20% | 148,336 | $3.1M | New |
| EFA iShares MSCI Eafe ETF | 1.11% | 31,539 | $2.8M | Add +4.9% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.01% | 48,918 | $2.6M | Add +2.9% |
| AAPL Apple Inc. | 0.94% | 11,637 | $2.4M | Reduce -1.1% |
| DCTH Delcath Systems Inc. | 0.90% | 168,596 | $2.3M | Add +97.9% |
| IWM iShares Russell 2000 ETF | 0.89% | 10,462 | $2.3M | Reduce -37.9% |
| ARGT Global X MSCI Argentina ETF | 0.88% | 26,581 | $2.3M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 8,740 | $2.1M | New |
| EZA iShares MSCI South Africa Et | 0.74% | 35,236 | $1.9M | Reduce -1.5% |
| VDE Vanguard Energy ETF | 0.67% | 14,432 | $1.7M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.63% | 5,519 | $1.6M | Add +0.2% |
| VFH Vanguard Financials ETF | 0.62% | 12,451 | $1.6M | Add +4.2% |
| VAW Vanguard Materials ETF | 0.61% | 7,958 | $1.6M | Reduce -9.2% |
| VGT Vanguard Info Tech ETF | 0.55% | 2,105 | $1.4M | Add +8.4% |
| VIS Vanguard Industrials ETF | 0.55% | 4,959 | $1.4M | Add +0.1% |
| VNM Vaneck Vietnam ETF | 0.54% | 100,131 | $1.4M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.52% | 7,300 | $1.3M | Reduce -3.5% |
| PALL Abrdn Physical Palladium SHS | 0.49% | 12,455 | $1.3M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 0.37% | 2,202 | $935K | No change |
| XLY SS Consumer Disc Select Sect | 0.36% | 4,178 | $908K | Reduce -24.5% |
| WMT Walmart Inc. | 0.34% | 8,967 | $877K | Reduce -2.0% |
| EZU iShares MSCI Eurozone ETF | 0.32% | 13,780 | $819K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 9,586 | $800K | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 15,793 | $747K | Add +0.1% |
| XCNY State Street SPDR S&P Emergi | 0.26% | 25,937 | $674K | Reduce -2.5% |
| SDY SS SPDR S&P Dividend ETF | 0.24% | 4,539 | $616K | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 3,238 | $588K | Add +27.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.21% | 20,249 | $538K | No change |
| XOM Exxon Mobil Corp. | 0.21% | 4,928 | $531K | Add +0.8% |
| SOXX iShares Semiconductor ETF | 0.20% | 2,175 | $519K | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.18% | 9,291 | $448K | Add +0.7% |
| UBFO United Security Bancshare | 0.17% | 51,556 | $446K | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.17% | 5,700 | $442K | Add +1.3% |
| LLY Eli Lilly & Co. | 0.17% | 539 | $420K | Add +0.2% |
| MSFT Microsoft Corp. | 0.14% | 704 | $350K | Add +0.1% |
| CVX Chevron Corp. | 0.14% | 2,444 | $350K | Add +1.0% |
| OKE Oneok Inc. | 0.11% | 3,497 | $285K | Add +1.2% |
| TIDAL TRUST II | 0.11% | 12,124 | $269K | New |
| IYT iShares US Transportation Et | 0.10% | 3,853 | $264K | Reduce -16.5% |
| XGDVX Gabelli Dividend & Income TR | 0.10% | 9,412 | $245K | Add +1.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.09% | 8,128 | $238K | Reduce -4.5% |
| CAT Caterpillar Inc. | 0.09% | 611 | $237K | Add +0.3% |
| ADI Analog Devices Inc. | 0.09% | 990 | $236K | New |
| ISRG Intuitive Surgical Inc. | 0.09% | 411 | $223K | No change |
| MCD McDonald's Corp. | 0.09% | 743 | $217K | Reduce -0.3% |
| MOO Vaneck Agribusiness ETF | 0.08% | 2,819 | $208K | New |
| EIX Edison International | 0.08% | 3,945 | $204K | Add +1.5% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.05% | 11,774 | $116K | No change |
Options reported separately and not counted above: GLD puts ($13.3M), ADM puts ($4.0M), RIVN calls ($385K).
Portfolio Sells Q1 2025 → Q2 2025
| XLV SS Health Care Select Sector | Reduce -65.1% | 1.37% | −3.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -48.8% | 1.61% | −1.47 |
| XLE SS Energy Select Sector | Reduce -18.6% | 1.55% | −0.69 |
| PHO Invesco Water Resources ETF | Sold out | 0.00% | −0.58 |
| IWM iShares Russell 2000 ETF | Reduce -37.9% | 0.89% | −0.52 |
| XLF SS Financial Select Sector | Reduce -6.9% | 2.97% | −0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.9% | 3.04% | −0.23 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.22 |
| GLD SPDR Gold Shares | Reduce -1.3% | 8.63% | −0.21 |
| XLB SS Materials Select Sector | Reduce -1.0% | 3.57% | −0.21 |
| AAPL Apple Inc. | Reduce -1.1% | 0.94% | −0.16 |
| DBA Invesco DB Agriculture Fund | Reduce -0.4% | 1.89% | −0.16 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.15 |
| XLRE SS Real Estate Select Sector | Reduce -0.6% | 1.60% | −0.14 |
| CWBC Community West Bancshares | Sold out | 0.00% | −0.12 |
| T AT&T Inc. | Reduce -1.7% | 1.80% | −0.11 |
| XLY SS Consumer Disc Select Sect | Reduce -24.5% | 0.36% | −0.10 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.09 |
| VAW Vanguard Materials ETF | Reduce -9.2% | 0.61% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.2% | 2.17% | −0.08 |
| EWU iShares MSCI United Kingdom | Reduce -1.6% | 2.20% | −0.06 |
| IYT iShares US Transportation Et | Reduce -16.5% | 0.10% | −0.02 |
| SLV iShares Silver Trust | Reduce -0.4% | 1.32% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.09% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.5% | 0.09% | −0.01 |
| XCNY State Street SPDR S&P Emergi | Reduce -2.5% | 0.26% | +0.00 |
| WMT Walmart Inc. | Reduce -2.0% | 0.34% | +0.01 |
| EZA iShares MSCI South Africa Et | Reduce -1.5% | 0.74% | +0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -2.2% | 1.21% | +0.03 |
| GDX Vaneck Gold Miners ETF | Reduce -1.8% | 1.21% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 0.52% | +0.06 |
| XLI SS Industrial Select Sector | Reduce -1.6% | 3.50% | +0.12 |
| XLK SS Technology Select Sector | Reduce -1.9% | 3.08% | +0.34 |
Portfolio Buys Q1 2025 → Q2 2025
| DEM Wisdomtree Emerging Markets | Add +52.5% | 4.54% | +1.58 |
| GMAB Genmab A/S -SP ADR | New | 1.20% | +1.20 |
| XLP SS Consumer Staples Sel Sect | Add +42.6% | 3.98% | +0.97 |
| ARGT Global X MSCI Argentina ETF | New | 0.88% | +0.88 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.81% | +0.81 |
| INDA iShares MSCI India ETF | Add +63.5% | 1.80% | +0.71 |
| DCTH Delcath Systems Inc. | Add +97.9% | 0.90% | +0.44 |
| URNM Sprott Uranium Miners ETF | Add +2.1% | 1.34% | +0.39 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 3.08% | +0.30 |
| VPL Vanguard Ftse Pacific ETF | Add +0.9% | 3.37% | +0.22 |
| EWW iShares MSCI Mexico ETF | Add +1.5% | 1.71% | +0.19 |
| XME SS SPDR S&P Metals Mining | Add +1.3% | 1.40% | +0.17 |
| FEZ State Street SPDR Euro Stoxx | Add +1.9% | 2.83% | +0.12 |
| VGT Vanguard Info Tech ETF | Add +8.4% | 0.55% | +0.11 |
| TIDAL TRUST II | New | 0.11% | +0.11 |
| ADI Analog Devices Inc. | New | 0.09% | +0.09 |
| IEUR iShares Core MSCI Europe ETF | Add +0.8% | 2.60% | +0.09 |
| MOO Vaneck Agribusiness ETF | New | 0.08% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +4.9% | 1.11% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.63% | +0.06 |
| ADM Archer-Daniels-Midland Co. | Add +0.4% | 1.58% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +27.8% | 0.23% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.20% | +0.03 |
| VIS Vanguard Industrials ETF | Add +0.1% | 0.55% | +0.03 |
| PALL Abrdn Physical Palladium SHS | Add +2.1% | 0.49% | +0.03 |
| MSFT Microsoft Corp. | Add +0.1% | 0.14% | +0.03 |
| VNM Vaneck Vietnam ETF | Add +1.6% | 0.54% | +0.02 |
| LEMB iShares JP Morgan Em Local C | Add +0.8% | 1.47% | +0.02 |
| VFH Vanguard Financials ETF | Add +4.2% | 0.62% | +0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.29% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 0.31% | +0.01 |
| CAT Caterpillar Inc. | Add +0.3% | 0.09% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.3% | 0.17% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.7% | 0.18% | +0.01 |
| XGDVX Gabelli Dividend & Income TR | Add +1.5% | 0.10% | +0.00 |
| EIX Edison International | Add +1.5% | 0.08% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 0.24% | −0.02 |
| UBFO United Security Bancshare | Add +0.1% | 0.17% | −0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.17% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +2.4% | 1.44% | −0.03 |
| OKE Oneok Inc. | Add +1.2% | 0.11% | −0.03 |
| CVX Chevron Corp. | Add +1.0% | 0.14% | −0.03 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.21% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Add +7.7% | 1.98% | −0.05 |
| FXY Invesco Currencyshares Japan | Add +0.2% | 2.00% | −0.06 |
| RRC Range Resources Corp. | Add +0.3% | 1.46% | −0.07 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +2.9% | 1.01% | −0.09 |
| VDE Vanguard Energy ETF | Add +1.2% | 0.67% | −0.10 |
| PDBA Invesco Agriculture Cmdtyk-1 | Add +0.6% | 1.64% | −0.12 |
Options Activity Q1 2025 → Q2 2025
| GLD SPDR Gold Shares | put | Reduce -42.3% | 43,600 | $13.3M |
| FEZ State Street SPDR Euro Stoxx | put | Sold out | 230,500 | $12.5Mbefore exit |
| RIVN Rivian Automotive Inc. Class A | call | Reduce -28.0% | 28,000 | $385K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $334.6M | GLD, XLF, XLV, XLY, XLK |
| Q1 2026 | 95 | $355.6M | GLD, XLF, ADM, NKE, XLV |
| Q4 2025 | 87 | $277.6M | GLD, XLP, DEM, XLI, VPL |
| Q3 2025 | 86 | $265.5M | GLD, DEM, XLP, XLB, VPL |
| Q2 2025 | 82 | $254.8M | GLD, DEM, XLP, XLB, XLI |
| Q1 2025 | 81 | $238.1M | GLD, XLV, XLB, XLI, VTV |
| Q4 2024 | 81 | $229.3M | GLD, XLP, XLV, XLK, XLB |
| Q3 2024 | 76 | $245.6M | GLD, VWO, XLV, XLP, SPTS |
| Q2 2024 | 75 | $229.0M | GLD, XLP, XLV, SPTS, XLK |
| Q1 2024 | 74 | $238.9M | GLD, XLV, XLP, PDBA, DBA |