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Private Wealth Advisors, LLC
Private Wealth Advisors, LLC is an SEC-registered investment advisory firm headquartered in Fresno, California. The firm was founded in 2009 and has approximately 6 employees. They provide comprehensive investment management, financial planning, and wealth advisory services to high-net-worth individuals, families, and select institutions.
Investment Strategy
Private Wealth Advisors, LLC employs a personalized investment approach, focusing on comprehensive wealth management and tailored financial strategies. Their philosophy emphasizes building long-term relationships with clients, managing risk, and providing objective advice aimed at growing and preserving wealth. The firm leverages a broad array of asset classes and financial planning techniques to address the unique goals and challenges of each client.
Latest 13F Filing Activity
Private Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions and 3 options positions with a total 13F market value of $272M. The fund increased holdings in Wisdomtree TR, Genmab A/s, Select Sector SPDR TR among other positions. Private Wealth Advisors, LLC reduced exposure to Select Sector SPDR TR, Vanguard Intl Equity Index F, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR GOLD TR | 8.07% | $22.0M | 72,140 | $160.86 | $304.83 | +$940.7K |
D DEM | WISDOMTREE TR | 4.24% | $11.6M | 255,213 | $42.55 | $45.29 | +$4.5M |
X XLP | SELECT SECTOR SPDR TR | 3.73% | $10.2M | 125,368 | $73.35 | $80.97 | +$3.0M |
X XLB | SELECT SECTOR SPDR TR | 3.34% | $9.1M | 103,590 | $64.37 | $87.81 | +$97.2K |
X XLI | SELECT SECTOR SPDR TR | 3.27% | $8.9M | 60,475 | $95.21 | $147.52 | +$869.3K |
Options Positions (3)
Industry Allocation
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