Private Wealth Advisors, LLC

CIK 0001787027 · Q1 2026

13F Equity AUM

$355.6M

+13.6% QoQ

Positions

+8 QoQ

AUM Rank

#5,328

Top 43%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,762 · Top 58%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 27.9%Top 10: 39.8%Top 20: 59.2%

GQ915.8%

XLF3.4%

ADM3.1%

NKE2.8%

XLV2.7%

XLB2.6%

VPL2.5%

DEM2.4%

XLI2.3%

XLY2.2%

Others (85)60.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.8%

Consumer Cyclical4.2%

Consumer Defensive3.5%

Technology2.3%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 95Median: 0.60%Avg: 1.05%

0–0.5%

42(8.3%)

0.5–1%

20(14.4%)

1–3%

30(54.9%)

3–5%

2(6.6%)

5%+

1(15.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 91Unique: 4vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.7%

BANK OF AMERICA CORP /DE/

1.9%

1.7%

2.3%

1.6%

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New17Increased30Decreased45Exited10

New Positions

NKE2.8%

+188K

IGV1.9%

+82K

ENFR1.0%

+93K

SCJ0.9%

+34K

GRID0.6%

+14K

EWZ0.6%

+58K

PAVE0.6%

+39K

ECH0.5%

+46K

AFK0.5%

+72K

SRVR0.4%

+45K

Increased

DCTH1.5%

+301K(+104%)

VTIP1.7%

+113K(+1187%)

XLF3.4%

+105K(+74%)

EWJ2.0%

+66K(+397%)

PDBA1.9%

+64K(+53%)

XLY2.2%

+64K(+765%)

FXY1.9%

+47K(+70%)

VWO1.8%

+32K(+38%)

XLV2.7%

+16K(+31%)

TLT1.5%

+15K(+31%)

Decreased

DEM2.4%

-66,338(-28%)

XLP2.1%

-61,176(-41%)

VNM0.2%

-53,867(-54%)

XLU1.0%

-50,231(-39%)

XLE1.4%

-36,926(-32%)

INDA0.7%

-34,301(-40%)

XLRE0.2%

-27,697(-61%)

XLB2.6%

-22,075(-11%)

DYH0.1%

-17,442(-83%)

VPL2.5%

-17,369(-16%)

Exited

-131,653

-95,534

-40,387

-48,419

-42,934

-49,161

-21,426

-411

-520

-12,745

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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