StockDriftsStockDriftsTop 50 Private Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 7.22% | 65.6K | $24.2M | -49.65%(-64.71K) | $281.41(+43.63%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 4.93% | 307.5K | $16.5M | +24.02%(+59.57K) | $43.58(+33.34%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.49% | 94.8K | $15.0M | +42.94%(+28.48K) | $139.76(+19.71%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.76% | 107.2K | $12.6M | +47.75%(+34.65K) | $108.54(+8.90%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.46% | 60.8K | $11.6M | +20.89%(+10.50K) | $59.70(+219.49%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.33% | 60.1K | $11.1M | +21.44%(+10.62K) | $118.45(+58.16%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 3.02% | 87.4K | $10.1M | -2.71%(-2.43K) | $70.21(+63.40%) | 2026-06-30 | |
| FEZ | SPDR INDEX SHS FDS | 2.86% | 139.5K | $9.6M | +29.79%(+32.02K) | $47.74(+51.02%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.77% | 155.2K | $9.3M | +31.59%(+37.26K) | $49.78(+21.30%) | 2026-06-30 | |
| XLB | SELECT SECTOR SPDR TR | 2.69% | 176.8K | $9.0M | -3.93%(-7.23K) | $33.21(+58.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.14% | +41.02% | +7.42% | +43.02% |
| Top 20 Holdings Unweighted | +12.64% | +42.93% | +8.15% | +47.96% |
Private Wealth Advisors, LLC reports $390.95M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are GLD (7.2%), XLF (4.9%) and XLV (4.5%). The top 20 holdings account for 61.77% of reported assets. Its disclosed equity book has returned +41.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Private Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1787027). View Private Wealth Advisors, LLC’s 13F filings on SEC