1y return+19.5%S&P 500 +20.9%
3y return+46.3%S&P 500 +68.5%
5y return+48.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $212 against $299 in the S&P 500.2
Private Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDSpdr Gold Tr | $24.2M | 7.2% | −49.6% |
| XLFSelect Sector Spdr Tr | $16.5M | 4.9% | +24.0% |
| XLVSelect Sector Spdr Tr | $15.0M | 4.5% | +42.9% |
| XLYSelect Sector Spdr Tr | $12.6M | 3.8% | +47.7% |
| XLKSelect Sector Spdr Tr | $11.6M | 3.5% | +20.9% |
| XLISelect Sector Spdr Tr | $11.1M | 3.3% | +21.4% |
| VPLVanguard Intl Equity Index F | $10.1M | 3.0% | −2.7% |
| FEZSpdr Index Shs Fds | $9.6M | 2.9% | +29.8% |
| VWOVanguard Intl Equity Index F | $9.3M | 2.8% | +31.6% |
| XLBSelect Sector Spdr Tr | $9.0M | 2.7% | −3.9% |
| DEMWisdomtree Tr | $8.6M | 2.6% | −6.7% |
| EWJIshares Inc | $8.5M | 2.5% | +10.2% |
| VTVVanguard Index Fds | $8.4M | 2.5% | +2.7% |
| IVWIshares Tr | $8.3M | 2.5% | |
| IEURIshares Tr | $8.0M | 2.4% | +6.8% |
| XLPSelect Sector Spdr Tr | $7.6M | 2.3% | +2.4% |
| XLCSelect Sector Spdr Tr | $7.5M | 2.2% | +458.8% |
| EWUIshares Tr | $7.0M | 2.1% | +4.2% |
| PDBAInvesco Actvely Mngd Etc Fd | $6.9M | 2.1% | +4.5% |
| VTIPVanguard Malvern Fds | $6.9M | 2.1% | +11.9% |
| GRIDFirst Tr Exchange-traded Fd | $6.4M | 1.9% | +145.8% |
| MSFTMicrosoft Corp | $5.8M | 1.7% | +2003.9% |
| ADMArcher Daniels Midland Co | $5.6M | 1.7% | −51.7% |
| AMATApplied Matls Inc | $5.1M | 1.5% | −10.9% |
| NKENike Inc | $5.0M | 1.5% | −35.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | March 31, 2025 | +398.2% | $5.1M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $11.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.4M |
| XLESelect Sector Spdr Tr | June 30, 2020 | +180.6% | $4.2M |
| XLISelect Sector Spdr Tr | June 30, 2020 | +169.6% | $11.1M |
| XMESpdr Series Trust | March 31, 2021 | +167.9% | $3.4M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $8.3M |
| XLFSelect Sector Spdr Tr | June 30, 2020 | +131.6% | $16.5M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $24.2M |
| VTVVanguard Index Fds | June 30, 2020 | +118.8% | $8.4M |
Sold off last quarter
- FXYInvesco Currencyshares was $6.6M
- IGVIshares Tr was $6.6M
- XLUSelect Sector Spdr Tr was $3.6M
- SCJIshares Inc was $3.3M
- RRCRange Res Corp was $2.6M
- GDXVaneck Etf Trust was $2.1M
- ITAIshares Tr was $2.1M
- AFKVaneck Etf Trust was $1.9M
- ECHIshares Inc was $1.8M
- RNRGGlobal X Fds was $1.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.2% | +14.8% |
| March 31, 2026 | +3.4% | −4.6% |
| December 31, 2025 | +4.3% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | +3.7% | −4.6% |
| December 31, 2024 | −5.0% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +7.0% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +2.5% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +10.2% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | +0.7% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Private Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1787027&type=13F-HR&dateb=&owner=include&count=40CIK 1787027
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1787027/000117266126003131/Filed August 6, 2026 · accession 0001172661-26-003131