MondegarAI
Private Wealth Advisors, LLC

Q1 2026 · 13F-HR

Private Wealth Advisors, LLCholdings as filed

Filed 2026-05-13 · accession 0001172661-26-001791

$355.6M
Reported value
95
Positions
2026-03-31
Period end
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The Brief · Private Wealth Advisors, LLC · Q1 2026

AI · grounded in 13F

Private Wealth Advisors, LLC established a new position in NKE valued at $9.9M. The fund also opened a new position in IGV for $6.6M and increased its holdings in XLY by 765.1%. On the sell side, the fund closed its positions in GMAB for $4.1M and LEMB for $4.0M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$56.1M15.8%130,345CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$12.2M3.44%247,965CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11.1M3.12%152,718CommonSOLE
654106103NKENIKE INC$9.9M2.79%188,120CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$9.7M2.73%66,324CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$9.2M2.59%184,000CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$8.8M2.47%89,845CommonSOLE
97717W315DEMWISDOMTREE TR$8.6M2.41%172,169CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$8.0M2.25%49,528CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$7.9M2.22%72,566CommonSOLE
922908744VTVVANGUARD INDEX FDS$7.4M2.08%37,731CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$7.3M2.06%89,366CommonSOLE
46434V738IEURISHARES TR$7.0M1.98%100,230CommonSOLE
46434G822EWJISHARES INC$7.0M1.96%82,685CommonSOLE
464287309IVWISHARES TR$6.9M1.94%60,851CommonSOLE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$6.8M1.91%185,802CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$6.7M1.88%50,259CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$6.7M1.88%107,477CommonSOLE
46138W107FXYINVESCO CURRENCYSHARES$6.6M1.86%114,209CommonSOLE
464287515IGVISHARES TR$6.6M1.86%82,418CommonSOLE
46435G334EWUISHARES TR$6.6M1.85%144,742CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.4M1.79%117,921CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$6.1M1.73%122,915CommonSOLE
24661P807DCTHDELCATH SYS INC$5.5M1.54%591,524CommonSOLE
464287432TLTISHARES TR$5.4M1.51%62,143CommonSOLE
464286822EWWISHARES INC$4.9M1.39%65,702CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.9M1.38%80,013CommonSOLE
00206R102TAT&T INC$4.6M1.29%158,174CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$4.5M1.27%45,082CommonSOLE
85208P303URNMSPROTT FDS TR$4.3M1.20%67,586CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3.7M1.05%136,397CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$3.6M1.03%79,479CommonSOLE
464287655IWMISHARES TR$3.6M1.02%14,692CommonSOLE
00162Q676ENFRALPS ETF TR$3.5M1.00%92,645CommonSOLE
78464A755XMESPDR SERIES TRUST$3.3M0.94%30,901CommonSOLE
464286582SCJISHARES INC$3.3M0.93%34,241CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$3.3M0.93%40,680CommonSOLE
464287465EFAISHARES TR$3.2M0.89%32,716CommonSOLE
037833100AAPLAPPLE INC$3.0M0.84%11,749CommonSOLE
464286780EZAISHARES INC$2.9M0.82%42,842CommonSOLE
038222105AMATAPPLIED MATLS INC$2.7M0.76%7,914CommonSOLE
75281A109RRCRANGE RES CORP$2.6M0.73%57,073CommonSOLE
92204A306VDEVANGUARD WORLD FD$2.5M0.69%14,225CommonSOLE
46429B598INDAISHARES TR$2.4M0.68%51,354CommonSOLE
032654105ADIANALOG DEVICES INC$2.4M0.67%7,443CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$2.2M0.63%13,659CommonSOLE
464286400EWZISHARES INC$2.2M0.62%57,817CommonSOLE
92189F106GDXVANECK ETF TRUST$2.1M0.60%23,422CommonSOLE
464288760ITAISHARES TR$2.1M0.58%9,398CommonSOLE
37954Y673PAVEGLOBAL X FDS$2.0M0.56%38,895CommonSOLE
922908751VBVANGUARD INDEX FDS$1.9M0.53%7,197CommonSOLE
92189F866AFKVANECK ETF TRUST$1.9M0.52%71,903CommonSOLE
464286640ECHISHARES INC$1.8M0.52%46,440CommonSOLE
92204A801VAWVANGUARD WORLD FD$1.6M0.46%7,307CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.5M0.43%5,251CommonSOLE
92204A603VISVANGUARD WORLD FD$1.5M0.43%4,844CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.4M0.40%2,059CommonSOLE
69374H741SRVRPACER FDS TR$1.4M0.40%45,326CommonSOLE
37960A180RNRGGLOBAL X FDS$1.4M0.39%38,010CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.4M0.39%12,524CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.4M0.39%11,448CommonSOLE
931142103WMTWALMART INC$1.0M0.28%8,133CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$984,5500.28%5,130CommonSOLE
464287614IWFISHARES TR$939,0420.26%2,202CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$840,5100.24%6,600CommonSOLE
464286608EZUISHARES INC$792,7090.22%12,655CommonSOLE
92189F817VNMVANECK ETF TRUST$779,5730.22%45,036CommonSOLE
060505104BACBANK AMERICA CORP$768,2100.22%15,758CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$737,0630.21%18,052CommonSOLE
464287523SOXXISHARES TR$694,8710.20%2,114CommonSOLE
92189F700MOOVANECK ETF TRUST$688,0760.19%8,143CommonSOLE
46432F842IEFAISHARES TR$681,7720.19%7,531CommonSOLE
003260106PPLTABRDN PLATINUM ETF TRUST$672,1050.19%3,771CommonSOLE
78464A763SDYSPDR SERIES TRUST$648,2180.18%4,442CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$633,8150.18%11,450CommonSOLE
30231G102XOMEXXON MOBIL CORP$590,6720.17%3,482CommonSOLE
78470E700XCNYSPDR INDEX SHS FDS$562,2220.16%19,530CommonSOLE
46138K103FXEINVESCO CURRENCYSHARES EURO$533,4500.15%5,000CommonSOLE
532457108LLYELI LILLY & CO$499,6510.14%543CommonSOLE
464287234EEMISHARES TR$478,2120.13%8,421CommonSOLE
87612E106TGTTARGET CORP$447,2460.13%3,690CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$380,5450.11%4,617CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$380,1330.11%25,258CommonSOLE
682680103OKEONEOK INC NEW$324,1580.09%3,586CommonSOLE
281020107EIXEDISON INTL$301,4650.08%4,119CommonSOLE
46090E103QQQINVESCO QQQ TR$293,1550.08%508CommonSOLE
166764100CVXCHEVRON CORPORATION$274,9200.08%1,329CommonSOLE
594918104MSFTMICROSOFT CORP$273,3690.08%738CommonSOLE
464287192IYTISHARES TR$265,0470.07%3,553CommonSOLE
36242H104XGDVXGABELLI DIVID & INCOME TR$253,8660.07%9,427CommonSOLE
91232N207USOUNITED STS OIL FD LP$241,7750.07%1,900CommonSOLE
464287184FXIISHARES TR$231,3500.07%6,444CommonSOLE
478160104JNJJOHNSON & JOHNSON$230,1040.06%941CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$226,6070.06%3,536CommonSOLE
580135101MCDMCDONALDS CORP$205,9160.06%663CommonSOLE

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.