Private Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Fresno, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$390,951
Net value change ($000)
+35,339 (9.9%)
New positions
2
Sold out positions
16
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLC 6,110 440.2%
MSFT 5,519 2021.6%
XLV 5,317 54.7%
XLK 4,897 73.3%
XLY 4,666 59.0%
XLF 4,245 34.7%
GRID 4,202 188.1%
XLI 3,131 39.1%
FEZ 2,908 43.6%
VWO 2,889 45.3%
Top Reduces (Value $000, Stocks/ETFs)
GLD -31,909 -56.9%
FXY -6,610 -100.0%
IGV -6,598 -100.0%
ADM -5,462 -49.2%
TLT -5,255 -97.5%
NKE -4,942 -49.7%
XLU -3,647 -100.0%
SCJ -3,324 -100.0%
RRC -2,579 -100.0%
GDX -2,149 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 56,317 (14.4% of total reported value)
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