MondegarAI
Private Wealth Advisors, LLC

Q4 2025 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2026-02-06 · accession 0001172661-26-000510

$313.0M
Reported value
91
Positions
2025-12-31
Period end
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The Brief · Private Wealth Advisors, LLC · Q4 2025

AI · grounded in 13F

Private Wealth Advisors, LLC established a new position in DECK valued at $4.41M. The fund closed its positions in EIDO, selling $3.19M, and ALB, selling $1.66M. Other notable activity includes a new position in EWJ for $1.34M and a 41.02% increase in shares of XLV.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$29.0M9.26%73,100PUTNONE
78463V107GLDSPDR GOLD TR$26.7M8.54%67,447CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$11.7M3.74%150,542CommonNONE
97717W315DEMWISDOMTREE TR$11.1M3.56%238,507CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$10.0M3.19%64,276CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$9.7M3.10%107,214CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$9.3M2.99%206,075CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.9M2.83%61,568CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$7.8M2.50%142,803CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$7.8M2.50%50,497CommonNONE
464287309IVWISHARES TR$7.7M2.46%62,589CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M2.38%38,929CommonNONE
78463X202FEZSPDR INDEX SHS FDS$6.8M2.16%105,218CommonNONE
46435G334EWUISHARES TR$6.2M1.99%141,528CommonNONE
46434V738IEURISHARES TR$6.2M1.97%86,827CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$5.5M1.77%129,710CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.2M1.67%116,939CommonNONE
464286822EWWISHARES INC$5.0M1.60%72,364CommonNONE
46429B598INDAISHARES TR$4.6M1.48%85,655CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.6M1.47%85,506CommonNONE
243537107DECKDECKERS OUTDOOR CORP$4.4M1.41%42,503CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.4M1.41%76,618CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$4.3M1.38%75,200PUTNONE
464287432TLTISHARES TR$4.1M1.32%47,530CommonNONE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$4.1M1.32%121,398CommonNONE
372303206GMABGENMAB A/S$4.1M1.30%131,653CommonNONE
78464A755XMESPDR SERIES TRUST$4.0M1.28%38,678CommonNONE
464286517LEMBISHARES INC$4.0M1.27%95,534CommonNONE
46138W107FXYINVESCO CURRENCYSHARES JAPAN$3.9M1.26%67,174CommonNONE
00206R102TAT&T INC$3.9M1.26%158,627CommonNONE
464288281EMBISHARES TR$3.9M1.24%40,387CommonNONE
85208P303URNMSPROTT FDS TR$3.8M1.20%68,546CommonNONE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.5M1.13%138,880CommonNONE
464287655IWMISHARES TR$3.2M1.04%13,164CommonNONE
037833100AAPLAPPLE INC$3.2M1.02%11,762CommonNONE
46428Q109SLVISHARES SILVER TR$3.1M1.00%48,419CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$3.0M0.96%25,622CommonNONE
464287465EFAISHARES TR$3.0M0.94%30,761CommonNONE
24661P807DCTHDELCATH SYS INC$2.9M0.94%290,481CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$2.6M0.82%37,355CommonNONE
464286780EZAISHARES INC$2.4M0.76%34,708CommonNONE
92189F106GDXVANECK ETF TRUST$2.4M0.76%27,820CommonNONE
72201R304LTPZPIMCO ETF TR$2.2M0.71%42,934CommonNONE
92189F817VNMVANECK ETF TRUST$1.9M0.60%98,903CommonNONE
922908751VBVANGUARD INDEX FDS$1.9M0.60%7,257CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$1.9M0.59%9,967CommonNONE
038222105AMATAPPLIED MATLS INC$1.9M0.59%7,219CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.8M0.59%45,749CommonNONE
92204A306VDEVANGUARD WORLD FD$1.8M0.58%14,317CommonNONE
87612E106TGTTARGET CORP$1.8M0.56%18,000CALLNONE
92204A801VAWVANGUARD WORLD FD$1.7M0.55%8,275CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.54%5,262CommonNONE
92204A405VFHVANGUARD WORLD FD$1.6M0.51%11,956CommonNONE
92204A702VGTVANGUARD WORLD FD$1.6M0.51%2,100CommonNONE
75281A109RRCRANGE RES CORP$1.6M0.50%44,635CommonNONE
92204A603VISVANGUARD WORLD FD$1.5M0.47%4,936CommonNONE
46434G822EWJISHARES INC$1.3M0.43%16,622CommonNONE
464287614IWFISHARES TR$1.0M0.33%2,202CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.0M0.32%8,388CommonNONE
74347W270YCLPROSHARES TR II$937,0090.30%49,161CommonNONE
931142103WMTWALMART INC$914,1950.29%8,206CommonNONE
46432F842IEFAISHARES TR$886,4500.28%9,909CommonNONE
464286608EZUISHARES INC$883,2980.28%13,780CommonNONE
060505104BACBANK AMERICA CORP$865,6010.28%15,738CommonNONE
78470E700XCNYSPDR INDEX SHS FDS$728,7880.23%25,937CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$704,0840.22%12,618CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$684,2520.22%3,572CommonNONE
464287523SOXXISHARES TR$655,3310.21%2,176CommonNONE
78464A763SDYSPDR SERIES TRUST$616,3990.20%4,429CommonNONE
92189F700MOOVANECK ETF TRUST$595,4690.19%8,181CommonNONE
532457108LLYELI LILLY & CO$582,8040.19%542CommonNONE
78464A664SPTLSPDR SERIES TRUST$567,1460.18%21,426CommonNONE
922020805VTIPVANGUARD MALVERN FDS$472,2940.15%9,549CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$467,3380.15%5,589CommonNONE
464287234EEMISHARES TR$460,6970.15%8,421CommonNONE
30231G102XOMEXXON MOBIL CORP$405,4300.13%3,369CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$382,3740.12%19,400CALLNONE
594918104MSFTMICROSOFT CORP$351,1980.11%726CommonNONE
87612E106TGTTARGET CORP$306,1660.10%3,132CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$268,5330.09%9,670CommonNONE
464287192IYTISHARES TR$265,2790.08%3,560CommonNONE
682680103OKEONEOK INC NEW$260,3160.08%3,542CommonNONE
032654105ADIANALOG DEVICES INC$253,4670.08%935CommonNONE
281020107EIXEDISON INTL$243,7690.08%4,061CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$232,7740.07%411CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$230,8990.07%3,696CommonNONE
580135101MCDMCDONALDS CORP$215,0970.07%704CommonNONE
166764100CVXCHEVRON CORP NEW$210,3280.07%1,380CommonNONE
92204A108VCRVANGUARD WORLD FD$204,9560.07%520CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$197,6720.06%10,029CommonNONE
911460103UBFOUNITED SEC BANCSHARES CALIF$128,3380.04%12,745CommonNONE

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.