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Dan Lillibridge

Private Wealth Advisors, Llc

Assets Managed
$355.612M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
13.62%(2Q avg: 9.44%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Private Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 355.612M in assets, with a quarterly growth rate of 13.62% and a 2-quarter average growth rate of 9.44%. The portfolio is managed by Dan Lillibridge, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -7.25%
15.78%
$56.086M
130,345 shares@ $430.3 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 73.65%
3.45%
$12.242M
247,965 shares@ $49.38 avg price
ADM
Archer-daniels-midland Co
Recent Activity
Increased 0.6%
3.13%
$11.101M
152,718 shares@ $72.69 avg price
NKE
Nike Inc -cl B
Recent Activity
New Position
2.8%
$9.936M
188,120 shares@ $52.82 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 31.35%
2.74%
$9.724M
66,324 shares@ $146.62 avg price
XLB
Materials Select Sector Spdr
Recent Activity
Decreased -10.71%
2.59%
$9.194M
184,000 shares@ $49.97 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Decreased -16.2%
2.47%
$8.781M
89,845 shares@ $97.73 avg price
DEM
Wisdomtree Emerging Markets
Recent Activity
Decreased -27.81%
2.41%
$8.555M
172,169 shares@ $49.69 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -22.94%
2.26%
$8.01M
49,528 shares@ $161.73 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 765.12%
2.23%
$7.908M
72,566 shares@ $108.99 avg price

1-10 of 95