Private Wealth Advisors, LLC
All 13F Filings
- Location
- Fresno, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 355,612
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.37 K | 20.6% | 0 | 114.5 K | -114.5 K |
| ETFs | 282.2 K | 79.4% | 196.4 K | 0 | 196.4 K |
| Other | 0 | 0.0% | 0 | 3.888 K | -3.888 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
355,612
Holdings
95
QoQ value change ($000)
42,621
(13.6%)
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.