Private Wealth Advisors, LLC
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,951
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 95 | 390,951 | 13F-HR | Private Wealth Advisors, LLC |
| Q1 2026 | 5/13/2026 | 95 | 355,612 | 13F-HR | Private Wealth Advisors, LLC |
| Q4 2025 | 2/6/2026 | 91 | 312,991 | 13F-HR | Private Wealth Advisors, LLC |
| Q3 2025 | 12/1/2025 | 90 | 297,354 | 13F-HR | Private Wealth Advisors, LLC |
| Q2 2025 | 8/14/2025 | 85 | 272,457 | 13F-HR | Private Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
56.32 K
(14.4% of total reported value)
· QoQ Δ:
+56.32 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.54 K | 20.2% | 0 | 5.832 K | -5.832 K |
| ETFs | 267.1 K | 79.8% | 0 | 15.15 K | -15.15 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
390,951
Holdings
95
QoQ value change ($000)
35,339
(9.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.