MondegarAI
Private Wealth Advisors, LLC

Q3 2025 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2025-12-01 · accession 0001172661-25-005231

$297.4M
Reported value
90
Positions
2025-09-30
Period end
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The Brief · Private Wealth Advisors, LLC · Q3 2025

AI · grounded in 13F

Private Wealth Advisors, LLC established a new position in GLD valued at $50.6M. The fund also initiated new stakes in DEM for $10.4M and XLP for $9.7M. Additional new positions include XLB at $9.1M and VPL at $9.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$25.4M8.54%71,400PUTNONE
78463V107GLDSPDR GOLD TR$25.2M8.46%70,808CommonNONE
97717W315DEMWISDOMTREE TR$10.4M3.51%226,958CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$9.7M3.25%123,369CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$9.1M3.07%101,831CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$9.1M3.06%103,451CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$8.9M3.00%57,836CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.7M2.93%30,916CommonNONE
464287309IVWISHARES TR$7.6M2.56%62,985CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$7.6M2.55%140,681CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M2.49%39,692CommonNONE
78463X202FEZSPDR INDEX SHS FDS$6.3M2.12%101,445CommonNONE
46435G334EWUISHARES TR$5.8M1.96%139,048CommonNONE
46434V738IEURISHARES TR$5.7M1.92%83,919CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.6M1.89%64,275CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$5.0M1.68%35,808CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$4.9M1.65%78,841CommonNONE
464287655IWMISHARES TR$4.9M1.64%20,095CommonNONE
78464A755XMESPDR SERIES TRUST$4.8M1.63%51,947CommonNONE
464286822EWWISHARES INC$4.8M1.63%70,934CommonNONE
464287432TLTISHARES TR$4.7M1.59%52,893CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.6M1.54%76,618CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.5M1.51%75,200PUTNONE
00206R102TAT&T INC$4.5M1.50%157,820CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.4M1.49%81,909CommonNONE
92189F106GDXVANECK ETF TRUST$4.4M1.49%57,855CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.4M1.47%122,960CommonNONE
46428Q109SLVISHARES SILVER TR$4.3M1.44%100,741CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$4.2M1.40%46,709CommonNONE
372303206GMABGENMAB A/S$4.1M1.39%135,093CommonNONE
46429B598INDAISHARES TR$3.9M1.31%74,610CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.7M1.25%138,746CommonNONE
464288281EMBISHARES TR$3.6M1.22%38,251CommonNONE
464286517LEMBISHARES INC$3.6M1.22%87,718CommonNONE
46429B309EIDOISHARES TR$3.2M1.07%181,771CommonNONE
85208P303URNMSPROTT FDS TR$3.2M1.07%52,694CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$3.0M1.02%25,571CommonNONE
464287465EFAISHARES TR$2.9M0.97%30,805CommonNONE
037833100AAPLAPPLE INC$2.9M0.97%11,280CommonNONE
72201R304LTPZPIMCO ETF TR$2.5M0.83%46,596CommonNONE
464286780EZAISHARES INC$2.2M0.75%34,893CommonNONE
922908751VBVANGUARD INDEX FDS$2.1M0.72%8,403CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.9M0.64%44,866CommonNONE
92204A306VDEVANGUARD WORLD FD$1.8M0.61%14,451CommonNONE
92189F817VNMVANECK ETF TRUST$1.8M0.59%98,324CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.58%5,509CommonNONE
24661P807DCTHDELCATH SYS INC$1.7M0.56%156,283CommonNONE
012653101ALBALBEMARLE CORP$1.7M0.56%20,434CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$1.6M0.55%38,375CommonNONE
92204A801VAWVANGUARD WORLD FD$1.6M0.55%7,984CommonNONE
75281A109RRCRANGE RES CORP$1.6M0.54%42,585CommonNONE
92204A405VFHVANGUARD WORLD FD$1.6M0.53%12,077CommonNONE
92204A702VGTVANGUARD WORLD FD$1.6M0.53%2,107CommonNONE
87612E106TGTTARGET CORP$1.5M0.51%17,000CALLNONE
038222105AMATAPPLIED MATLS INC$1.5M0.50%7,230CommonNONE
92204A603VISVANGUARD WORLD FD$1.5M0.50%4,971CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$1.4M0.48%10,022CommonNONE
464287614IWFISHARES TR$1.0M0.35%2,202CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.34%4,185CommonNONE
931142103WMTWALMART INC$864,4620.29%8,388CommonNONE
46432F842IEFAISHARES TR$854,2700.29%9,784CommonNONE
464286608EZUISHARES INC$853,5330.29%13,780CommonNONE
060505104BACBANK AMERICA CORP$811,0670.27%15,721CommonNONE
78470E700XCNYSPDR INDEX SHS FDS$707,8210.24%25,937CommonNONE
78464A763SDYSPDR SERIES TRUST$637,3160.21%4,551CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$625,2510.21%3,296CommonNONE
464287523SOXXISHARES TR$589,8800.20%2,176CommonNONE
30231G102XOMEXXON MOBIL CORP$552,0100.19%4,896CommonNONE
78464A664SPTLSPDR SERIES TRUST$545,7110.18%20,249CommonNONE
464287234EEMISHARES TR$496,1200.17%9,291CommonNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$470,6470.16%50,444CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$455,1940.15%5,704CommonNONE
532457108LLYELI LILLY & CO$414,6790.14%543CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$411,0400.14%28,000CALLNONE
594918104MSFTMICROSOFT CORP$365,1810.12%705CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$258,8500.09%9,541CommonNONE
682680103OKEONEOK INC NEW$258,6710.09%3,545CommonNONE
464287192IYTISHARES TR$255,4590.09%3,562CommonNONE
87612E106TGTTARGET CORP$254,1770.09%2,834CommonNONE
032654105ADIANALOG DEVICES INC$243,4400.08%991CommonNONE
580135101MCDMCDONALDS CORP$227,2160.08%748CommonNONE
281020107EIXEDISON INTL$221,1980.07%4,001CommonNONE
78464A888XHBSPDR SERIES TRUST$214,1880.07%1,933CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$210,4790.07%3,513CommonNONE
78468R101SPTSSPDR SERIES TRUST$210,0780.07%7,165CommonNONE
92189F700MOOVANECK ETF TRUST$208,0530.07%2,833CommonNONE
92204A108VCRVANGUARD WORLD FD$207,3170.07%523CommonNONE
166764100CVXCHEVRON CORP NEW$202,2990.07%1,303CommonNONE
88634T493TIDAL TRUST II$169,2510.06%12,124CommonNONE
746922103PMOPUTNAM MUN OPPORTUNITIES TR$114,5940.04%11,093CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.