Private Capital Advisors, Inc.

DARIEN, CT · CIK 1350780 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2003 · corporation

Assets managed$1.3bn
Staff6 · 2 in investment roles
Main clients (by assets)High net worth individuals 93%, Individuals 3%, Charities 3%
Websiteprivatecapitaladv.com
Form ADV · 2026-03-30SEC adviser record

Kindhedge funds, wealth
Others nearbyDarien, CT, Palm Beach, FL
FamilyPrivate Capital Advisors, Inc. · 2 related pages

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Darien, CT (main office)United States	United States
Palm Beach, FLUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +30.9% vs Q1 2026

76positions

74.6%in top 10

12 new 21 added 10 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	411,425	$493.5m43.24%	43.24%	Added +5.5k	+5,470 1.4%
2	APPLE INC COM AAPL	AAPL	265,024	$76.7m6.72%	6.72%	Reduced -1.7k	-1,745 -0.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	186,747	$66.7m5.85%	5.85%	Added +1.6k	+1,574 0.8%
4	PALO ALTO NETWORKS INC COM PANW	PANW	138,524	$47.2m4.14%	4.14%	Added +75	+75 0.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	189,291	$37.9m3.32%	3.32%	Reduced -821	-821 -0.4%
6	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	1,510,980	$28.9m2.53%	2.53%	Added +25.8k	+25,822 1.7%
7	CACI INTL INC CL A CACI	CACI	59,728	$27.7m2.42%	2.42%	Added +27.2k	+27,223 83.8%
8	TESLA INC COM TSLA	TSLA	60,012	$25.2m2.21%	2.21%	Added +36.7k	+36,727 157.7%
9	MICROSOFT CORP COM MSFT	MSFT	64,082	$23.9m2.09%	2.09%	Added +58.8k	+58,753 1102.5%
10	ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR	XOVR	1,115,325	$23.5m2.06%	2.06%	New
11	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	130,673	$22.3m1.96%	1.96%	New
12	META PLATFORMS INC CL A META	META	35,057	$19.7m1.73%	1.73%	Added +457	+457 1.3%
13	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	530,308	$19.5m1.71%	1.71%	Added +1.1k	+1,124 0.2%
14	NASDAQ INC COM NDAQ	NDAQ	242,816	$19.1m1.68%	1.68%	New
15	WILLIAMS COS INC COM WMB	WMB	251,908	$18.7m1.64%	1.64%	Unchanged
16	AMAZON COM INC COM AMZN	AMZN	75,943	$18.1m1.59%	1.59%	Added +576	+576 0.8%
17	UNION PAC CORP COM UNP	UNP	54,350	$14.8m1.30%	1.30%	Unchanged
18	MPLX LP COM UNIT REP LTD MPLX	MPLX	260,486	$14.7m1.29%	1.29%	Added +2.7k	+2,734 1.1%
19	ABBVIE INC COM ABBV	ABBV	55,904	$14.1m1.23%	1.23%	Unchanged
20	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	27,861	$14.0m1.22%	1.22%	Reduced -43	-43 -0.1%
21	NETFLIX INC COM NFLX	NFLX	175,962	$12.6m1.10%	1.10%	Reduced -2.1k	-2,075 -1.2%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	30,133	$10.6m0.93%	0.93%	Unchanged
23	NORTHROP GRUMMAN CORP COM NOC	NOC	20,820	$10.6m0.93%	0.93%	Added +418	+418 2.0%
24	LOCKHEED MARTIN CORP COM LMT	LMT	19,491	$9.9m0.87%	0.87%	Added +335	+335 1.8%
25	REGAL REXNORD CORPORATION COM RRX	RRX	40,639	$9.7m0.85%	0.85%	Added +90	+90 0.2%
26	BLACKSTONE INC COM BX	BX	78,047	$9.2m0.80%	0.80%	Unchanged
27	BLACKROCK INC COM BLK	BLK	8,743	$8.4m0.74%	0.74%	Added +23	+23 0.3%
28	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	27,815	$3.8m0.33%	0.33%	New
29	PARKER-HANNIFIN CORP COM PH	PH	3,727	$3.6m0.32%	0.32%	Unchanged
30	CANADIAN NATL RY CO COM CNI	CNI	28,493	$3.4m0.30%	0.30%	Reduced -3.4k	-3,385 -10.6%
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,326	$3.2m0.28%	0.28%	Added +4	+4 0.1%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,259	$3.1m0.27%	0.27%	Reduced -1.6k	-1,581 -27.1%
33	CHEVRON CORP NEW COM CVX	CVX	16,237	$2.7m0.24%	0.24%	Reduced -48	-48 -0.3%
34	ISHARES TR SELECT DIVID ETF DVY	DVY	13,975	$2.2m0.19%	0.19%	Unchanged
35	MICRON TECHNOLOGY INC COM MU	MU	1,400	$1.6m0.14%	0.14%	New
36	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	29,760	$1.6m0.14%	0.14%	Reduced -4.6k	-4,629 -13.5%
37	EDWARDS LIFESCIENCES CORP COM EW	EW	13,200	$1.2m0.10%	0.10%	Unchanged
38	OMNICOM GROUP INC COM OMC	OMC	16,000	$1.2m0.10%	0.10%	Unchanged
39	INTUIT COM INTU	INTU	4,300	$1.1m0.10%	0.10%	Unchanged
40	Columbia Tax-Exempt A MUTUAL FUND COLTX	COLTX	83,477	$990.0k0.09%	0.09%	Added +838	+838 1.0%
41	COCA COLA CO COM KO	KO	10,811	$878.6k0.08%	0.08%	Unchanged
42	GOLDMAN SACHS GROUP INC COM GS	GS	860	$869.8k0.08%	0.08%	Unchanged
43	JOHNSON & JOHNSON COM JNJ	JNJ	3,301	$838.4k0.07%	0.07%	Unchanged
44	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,626	$690.8k0.06%	0.06%	Unchanged
45	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	9,185	$676.6k0.06%	0.06%	Added +685	+685 8.1%
46	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,316	$658.5k0.06%	0.06%	Unchanged
47	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	10,556	$648.8k0.06%	0.06%	Added +3.0k	+3,014 40.0%
48	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	13,998	$637.2k0.06%	0.06%	Unchanged
49	GRAYSCALE ETHEREUM TRUST ETF SHS ETHE	ETHE	45,611	$582.0k0.05%	0.05%	Unchanged
50	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	9,092	$513.5k0.05%	0.05%	Added +2.0k	+2,017 28.5%
51	BROADCOM INC COM AVGO	AVGO	1,267	$478.6k0.04%	0.04%	Reduced -351	-351 -21.7%
52	FIDELITY INVESTMENT GRADE BOND BOND FUNDS FBNDX	FBNDX	58,984	$425.9k0.04%	0.04%	Reduced -840	-840 -1.4%
53	SPDR GOLD TR GOLD SHS GLD	GLD	1,143	$421.1k0.04%	0.04%	Unchanged
54	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	197	$409.9k0.04%	0.04%	Unchanged
55	AMERICAN FUNDS NEW PERSPECTIVE A COM ANWPX	ANWPX	5,028	$379.8k0.03%	0.03%	Unchanged
56	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	535	$367.4k0.03%	0.03%	Unchanged
57	ISHARES ETHEREUM TR SHS ETHA	ETHA	30,135	$358.3k0.03%	0.03%	Unchanged
58	JPMORGAN CHASE & CO COM JPM	JPM	1,007	$329.6k0.03%	0.03%	Unchanged
59	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,241	$306.6k0.03%	0.03%	Unchanged
60	SOUTHERN CO COM SO	SO	3,200	$306.3k0.03%	0.03%	Unchanged
61	REPLIMUNE GROUP INC COM REPL	REPL	27,066	$299.6k0.03%	0.03%	New
62	VERADERMICS INC COMMON STOCK MANE	MANE	2,435	$299.4k0.03%	0.03%	New
63	BEIGENE LTD SPONSORED ADR ONC	ONC	999	$284.7k0.02%	0.02%	Unchanged
64	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,180	$260.6k0.02%	0.02%	New
65	CIPHER MINING INC COM CIFR	CIFR	10,000	$245.0k0.02%	0.02%	Unchanged
66	D-WAVE QUANTUM INC COM QBTS	QBTS	10,002	$239.9k0.02%	0.02%	New
67	IMMUNITYBIO INC COM IBRX	IBRX	26,978	$236.2k0.02%	0.02%	Unchanged
68	AXOVANT SCIENCES LTD COM COM		419	$234.9k0.02%	0.02%	New
69	BTQ TECHNOLOGIES CORP COM BTQ	BTQ	41,493	$223.6k0.02%	0.02%	Unchanged
70	REGENERON PHARMACEUTICALS COM REGN	REGN	350	$218.2k0.02%	0.02%	Unchanged
71	CEREBRAS SYSTEMS INC. COM COM		979	$216.4k0.02%	0.02%	New
72	AEVEX CORP COM CL A AVEX	AVEX	9,940	$207.6k0.02%	0.02%	New
73	PIMCO INCOME I2 BOND FUNDS PONPX	PONPX	16,595	$180.2k0.02%	0.02%	Unchanged
74	LADDER CAP CORP CL A LADR	LADR	18,098	$180.1k0.02%	0.02%	Unchanged
75	SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB NON-SWEEP MMF SWVXX	SWVXX	28,641	$28.6k0.00%	0.00%	Added +170	+170 0.6%
76	RSTK URBANFETCH COM INC OC PFD PFD PFD		18,750	$00.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NEXTERA ENERGY INC NEE	NEE	159,882	$14.8m159.9k shares
EXXON MOBIL CORP XOM	XOM	27,815	$4.7m27.8k shares
PTC THERAPEUTICS INC PTCT	PTCT	38,983	$2.7m39.0k shares
IMMUNOME INC IMNM	IMNM	34,082	$745.4k34.1k shares
CANADIAN PACIFIC KANSAS CITY CP	CP	9,000	$707.9k9.0k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	1,142	$445.8k1.1k shares
ROBINHOOD MKTS INC HOOD	HOOD	4,251	$294.6k4.3k shares
ADVANCED MICRO DEVICES INC AMD	AMD	1,126	$229.1k1.1k shares
TEMPUS AI INC TEM	TEM	4,764	$215.4k4.8k shares