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
95 檔
25.3%
During the Q1 2026 filing period, Private Wealth Advisors, LLC (CIK: 0001787027) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $391.0M across 95 reported positions.
Private Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 10 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 15.77% | -3.10% | -7.26% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 3.44% | +0.78% | +73.64% | |
| 3 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 3.12% | +0.68% | +0.59% | |
| 4 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.79% | +2.05% | — | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 2.73% | +1.12% | +31.34% | |
| 6 | XLB | Ss Materials Select Sector | ETF-Other | 2.59% | -0.29% | -10.71% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.47% | +0.12% | -16.20% | |
| 8 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.41% | -0.20% | -27.81% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 2.25% | +0.60% | -22.94% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.22% | +1.00% | +765.12% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.08% | +0.08% | -3.08% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.06% | -0.12% | -40.64% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.98% | +0.08% | +15.44% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.96% | +0.21% | +397.44% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | +0.18% | -2.78% | |
| 16 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 1.91% | -0.14% | +53.05% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.88% | +1.08% | -18.37% | |
| 18 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.88% | +0.57% | +2.15% | |
| 19 | FXY | Invesco Currencyshares Japan | ETF-Other | 1.86% | -1.86% | EXIT | |
| 20 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.86% | -1.86% | EXIT | |
| 21 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.85% | -0.07% | +2.27% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.79% | +0.58% | +37.91% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.73% | +0.04% | +1187.20% | |
| 24 | DCTH | Delcath Systems Inc | Stock-Other | 1.54% | -0.52% | +103.64% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.51% | -1.39% | +30.74% | |
| 26 | EWW | Ishares Msci Mexico ETF | ETF-Other | 1.39% | -0.13% | -9.21% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 1.38% | -0.30% | -31.58% | |
| 28 | T | At&t Inc | Stock-Comm Services | 1.29% | -0.40% | -0.29% | |
| 29 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.27% | -0.08% | +6.07% | |
| 30 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.20% | -0.20% | -1.40% | |
| 31 | DBA | Invesco Db Agriculture Fund | ETF-Other | 1.05% | -0.12% | -1.79% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.03% | -1.03% | EXIT | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | +0.10% | +11.61% | |
| 34 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.00% | -0.02% | — | |
| 35 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.94% | -0.06% | -20.11% | |
| 36 | SCJ | Ishares Msci Japan Small-cap | ETF-Other | 0.93% | -0.93% | EXIT | |
| 37 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.93% | -0.14% | +8.90% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.89% | +0.01% | +6.36% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.03% | -0.11% | |
| 40 | EZA | Ishares Msci South Africa Et | ETF-Other | 0.82% | +0.45% | +23.44% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | +1.95% | +9.63% | |
| 42 | RRC | Range Resources CORP | Stock-Energy | 0.73% | -0.73% | EXIT | |
| 43 | VDE | Vanguard Energy ETF | ETF-Other | 0.69% | -0.15% | -0.64% | |
| 44 | INDA | Ishares Msci India ETF | ETF-Other | 0.68% | +0.42% | -40.05% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.67% | +0.09% | +696.04% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.63% | +1.02% | — | |
| 47 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.62% | -0.05% | — | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.60% | -0.60% | EXIT | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.58% | -0.58% | EXIT | |
| 50 | PAVE | Global X US Infrastructure | ETF-Other | 0.56% | +0.47% | — |
According to official SEC Form 13F filings, Private Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $391.0M across 95 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including GLD, XLF, ADM) accounted for 25.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
NKE
市值: $9.9M
Top Position Liquidated / Trimmed
GMAB
前期市值: $4.1M
During Q1 2026, Private Wealth Advisors, LLC's top holdings by market value included GLD (15.8%)、XLF (3.4%)、ADM (3.1%). The largest single position, GLD, represented 15.8% of total portfolio value.
In Q1 2026, Private Wealth Advisors, LLC made 103 total portfolio adjustments, initiating 18 new buys, adding to 30 positions, trimming 45 holdings, and fully liquidating 10 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.
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.