Private Wealth Advisors, LLC
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$355.6M
Holdings
95
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 78%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GQ9
SPDR GOLD TR
Q1 2026: Sold 94.2% (146.2k → 8.4k shares)
15.8%
02
$XLF
SELECT SECTOR SPDR TR
Q1 2026: Sold 94.3% (142.8k → 8.1k shares)
3.4%
03
$ADM
ARCHER DANIELS MIDLAND CO
Q1 2026: Exited (was 150.4k shares)
3.1%
04
$NKE
NIKE INC
Q1 2026: New position (181.2k shares)
2.8%
05
$XLV
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 50.5k shares)
2.7%
06
$XLB
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 206.1k shares)
2.6%
07
$VPL
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 107.2k shares)
2.5%
08
$DEM
WISDOMTREE TR
Q1 2026: Exited (was 238.5k shares)
2.4%
09
$XLI
SELECT SECTOR SPDR TR
Q1 2026: Sold 95.2% (64.3k → 3.1k shares)
2.3%
10
$XLY
SELECT SECTOR SPDR TR
Q1 2026: Sold 74.0% (8.4k → 2.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.