13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001787027
Total reported value
$391.0M
$391.0M
87 檔
25.1%
At the close of Q4 2025, Private Wealth Advisors, LLC disclosed equity holdings valued at approximately $391.0M, spread across 87 reported holdings.
In Q4 2025, Private Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLD, XLP, DEM) accounted for 25.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DECK
市值: $4.4M
Top Position Liquidated / Trimmed
EIDO
前期市值: $3.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 17.80% | -3.10% | -1.17% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.74% | -0.12% | +22.03% | |
| 3 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 3.56% | -0.20% | +5.09% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 3.19% | +0.60% | +11.13% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.10% | +0.12% | +3.64% | |
| 6 | XLB | Ss Materials Select Sector | ETF-Other | 2.99% | -0.29% | +102.37% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.83% | +1.08% | +99.15% | |
| 8 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 2.79% | +0.68% | — | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.50% | +0.78% | +1.51% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.50% | +1.12% | +41.02% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.46% | +0.18% | -0.63% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.38% | +0.08% | -1.92% | |
| 13 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.16% | +0.57% | +3.72% | |
| 14 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.99% | -0.07% | +1.78% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.97% | +0.08% | +3.47% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.77% | -1.03% | EXIT | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.67% | -0.30% | +150.36% | |
| 18 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.60% | -0.13% | +2.02% | |
| 19 | INDA | Ishares Msci India ETF | ETF-Other | 1.48% | +0.42% | +14.80% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | +0.58% | +4.39% | |
| 21 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.41% | -0.08% | — | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.32% | -1.39% | -10.14% | |
| 23 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 1.32% | -0.14% | -1.27% | |
| 24 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.30% | — | -2.55% | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.28% | -0.06% | -25.54% | |
| 26 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.27% | — | +8.91% | |
| 27 | FXY | Invesco Currencyshares Japan | ETF-Other | 1.26% | -1.86% | EXIT | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.26% | -0.40% | +0.51% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.24% | — | +5.58% | |
| 30 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.20% | -0.20% | +30.08% | |
| 31 | DBA | Invesco Db Agriculture Fund | ETF-Other | 1.13% | -0.12% | +0.10% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | +0.10% | -34.49% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.03% | +4.27% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 1.00% | — | -51.94% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.96% | +1.53% | +0.20% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | +0.01% | -0.14% | |
| 37 | DCTH | Delcath Systems Inc | Stock-Other | 0.94% | -0.52% | +85.87% | |
| 38 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.82% | -0.14% | -2.66% | |
| 39 | EZA | Ishares Msci South Africa Et | ETF-Other | 0.76% | +0.45% | -0.53% | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.76% | -0.60% | EXIT | |
| 41 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.71% | — | -7.86% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.66% | -0.02% | +6.54% | |
| 43 | VNM | Vaneck Vietnam ETF | ETF-Other | 0.60% | -0.03% | +0.59% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.03% | -13.64% | |
| 45 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.59% | -0.19% | EXIT | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +1.95% | -0.15% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.59% | -0.04% | +1.97% | |
| 48 | VDE | Vanguard Energy ETF | ETF-Other | 0.58% | -0.15% | -0.93% | |
| 49 | VAW | Vanguard Materials ETF | ETF-Other | 0.55% | -0.05% | +3.64% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | -4.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +0.8% | +41.02% | Add |
| 2 | GLD | Spdr Gold Shares | +0.8% | -1.17% | Trim |
| 3 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +22.03% | Add |
| 4 | DCTH | Delcath Systems Inc | +0.4% | +85.87% | Add |
| 5 | XLE | Ss Energy Select Sector | +0.3% | +150.36% | Add |
| 6 | SQM | Quimica Y Minera Chil-sp Adr | +0.3% | -2.66% | Trim |
| 7 | XLI | Ss Industrial Select Sector | +0.2% | +11.13% | Add |
| 8 | INDA | Ishares Msci India ETF | +0.2% | +14.80% | Add |
| 9 | URNM | Sprott Uranium Miners ETF | +0.1% | +30.08% | Add |
| 10 | MOO | Vaneck Agribusiness ETF | +0.1% | +188.78% | Add |
| 11 | PPLT | Abrdn Physical Platinum Shrs | +0.1% | -0.55% | Trim |
| 12 | AMAT | Applied Materials Inc | +0.1% | -0.15% | Trim |
| 13 | TGT | Target CORP | +0.1% | +6.54% | Add |
| 14 | DEM | Wisdomtree Emerging Markets | +0.1% | +5.09% | Add |
| 15 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +3.47% | Add |
| 16 | LEMB | Ishares Jp Morgan Em Local C | +0.1% | +8.91% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +4.27% | Add |
| 18 | RIVN | Rivian Automotive Inc-a | +0.1% | +5.10% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.18% | Trim |
| 20 | VPL | Vanguard Ftse Pacific ETF | 0% | +3.64% | Add |
| 21 | FEZ | State Street Spdr Euro Stoxx | 0% | +3.72% | Add |
| 22 | EWU | Ishares Msci United Kingdom | 0% | +1.78% | Add |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +5.58% | Add |
| 24 | EWW | Ishares Msci Mexico ETF | 0% | +2.02% | Add |
| 25 | XLF | Ss Financial Select Sector | -0.1% | +1.51% | Add |
| 26 | XLB | Ss Materials Select Sector | -0.1% | +102.37% | Add |
| 27 | UBFO | United Security Bancshare/ca | -0.1% | -74.73% | Trim |
| 28 | VB | Vanguard Small-cap ETF | -0.1% | -13.64% | Trim |
| 29 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.1% | -7.86% | Trim |
| 30 | DBA | Invesco Db Agriculture Fund | -0.1% | +0.10% | Add |
| 31 | PDBA | Invesco Agriculture Cmdtyk-1 | -0.2% | -1.27% | Trim |
| 32 | T | At&t Inc | -0.2% | +0.51% | Add |
| 33 | ADM | Archer-daniels-midland Co | -0.3% | — | Unchanged |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -10.14% | Trim |
| 35 | XME | Ss Spdr S&p Metals Mining | -0.4% | -25.54% | Trim |
| 36 | FXY | Invesco Currencyshares Japan | -0.4% | -14.80% | Trim |
| 37 | SLV | Ishares Silver Trust | -0.4% | -51.94% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | -0.6% | -34.49% | Trim |
| 39 | GDX | Vaneck Gold Miners ETF | -0.7% | -51.91% | Trim |
| 40 | DECK | Deckers Outdoor CORP | — | NEW | New buy |
| 41 | EIDO | Ishares Msci Indonesia ETF | — | EXIT | Sold out |
| 42 | ALB | Albemarle CORP | — | EXIT | Sold out |
| 43 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 44 | YCL | Proshares Ultra Yen | — | NEW | New buy |
| 45 | VGLT | Vanguard Long-term Treasury | — | NEW | New buy |
| 46 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 47 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | Sold out |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | — | EXIT | Sold out |
| 50 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
According to official SEC Form 13F filings, Private Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $391.0M across 87 disclosed positions in Q4 2025.
During Q4 2025, Private Wealth Advisors, LLC's top holdings by market value included GLD (17.8%)、XLP (3.7%)、DEM (3.6%). The largest single position, GLD, represented 17.8% of total portfolio value.
In Q4 2025, Private Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.