Private Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Fresno, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$355,612
Net value change ($000)
+42,621 (13.6%)
New positions
18
Sold out positions
10
Turnover %
16.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLD 29,356 109.8%
NKE 9,936 NEW
XLY 6,906 689.2%
ADM 6,696 152.0%
IGV 6,598 NEW
VTIP 5,668 1200.8%
EWJ 5,640 420.3%
XLF 4,421 56.5%
ENFR 3,540 NEW
SCJ 3,324 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLP -4,368 -37.4%
GMAB -4,055 -100.0%
LEMB -3,971 -100.0%
EMB -3,888 -100.0%
SLV -3,119 -100.0%
DEM -2,586 -23.2%
INDA -2,225 -48.1%
LTPZ -2,222 -100.0%
XLK -2,185 -24.7%
XLI -1,960 -19.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type