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Pitcairn Wealth Advisors LLC

SEC CIK
0002089089
Latest filing
Aug 10, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.

Institution overview
Positions
267
No filing for Q3 2025
Portfolio value
$1.11B
No filing for Q3 2025
Filed
Feb 13, 2026
SEC

Pitcairn Wealth Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Pitcairn Wealth Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
STEPStepStone Group Inc.COM CL A4,040,795$259.3M23.3%––History
iShares Tr464287689RUSSELL 3000 ETF511,769$198.0M17.8%–––
OUNZVanEck Merk Gold ETFGOLD SHS1,336,033$55.4M5.0%––History
SPYSPDR S&P 500 ETF TrustETF66,172$45.1M4.1%––History
SPDR Index Shs FDS78463X848ST STR ACWI ETF1,004,300$36.1M3.2%–––
iShares Tr464287622RUS 1000 ETF88,267$33.0M3.0%–––
BRK.ABerkshire Hathaway IncCL A43$32.5M2.9%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF70,331$23.6M2.1%–––
Direxion Shs ETF Tr25460E307AUSPCE CMD STG603,060$17.8M1.6%–––
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX43,733$13.5M1.2%–––
New York Life Investments Et45409B107HEDGE MULTI STRA368,986$12.4M1.1%–––
PGProcter & Gamble CoStock82,768$11.9M1.1%––History
iShares MSCI Acwi Ex U.S. ETF464288240ETF174,436$11.7M1.1%–––
MSFTMicrosoft CorpStock22,141$10.7M1.0%––History
Vanguard S&P 500 ETF922908363ETF16,811$10.5M0.9%–––
GLDSPDR Gold TrustETF26,040$10.3M0.9%––History
iShares Core S&P 500 ETF464287200ETF14,513$9.94M0.9%–––
Vanguard Ftse Developed Markets ETF921943858ETF157,079$9.81M0.9%–––
Schwab International Equity ETF808524805ETF374,946$9.01M0.8%–––
AAPLApple Inc.Stock32,868$8.94M0.8%––History
NVDANVIDIA CorpStock45,100$8.41M0.8%––History
iShares Russell 1000 Growth ETF464287614ETF16,912$8.00M0.7%–––
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX25,272$7.59M0.7%–––
BRK.BBerkshire Hathaway IncStock14,434$7.26M0.7%––History
GLDMWorld Gold TrustSPDR GLD MINIS83,647$7.14M0.6%––History
iShares Core S&P Mid-Cap ETF464287507ETF106,294$7.02M0.6%–––
GOOGLAlphabet Inc.Stock21,843$6.84M0.6%––History
LOWLowes Companies IncStock27,856$6.72M0.6%––History
AMZNAmazon Com IncStock24,085$5.56M0.5%––History
Vanguard Morningstar Large-Cap ETF922908637ETF16,112$5.07M0.5%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF15,959$4.63M0.4%–––
iShares Tr464287150CORE S&P TTL STK31,146$4.63M0.4%–––
Vanguard Index FDS922908652EXTEND MKT ETF21,544$4.51M0.4%–––
iShares Core MSCI Total International Stock ETF46432F834ETF53,225$4.50M0.4%–––
iShares Tr46435G516ESG AW MSCI EAFE45,549$4.33M0.4%–––
LLYEli Lilly & CoStock3,917$4.21M0.4%––History
INGRIngredion IncCOM36,011$3.97M0.4%––History
AVGOBroadcom Inc.Stock11,156$3.86M0.3%––History
Vanguard BD Index FDS92203C303VANGUARD ULTRA76,464$3.81M0.3%–––
METAMeta Platforms, Inc.Stock5,751$3.80M0.3%––History
iShares Tr464288570ESG MSCI KLD ETF28,526$3.68M0.3%–––
Abrdn ETFs003261104BBRG ALL COMD K1175,776$3.43M0.3%–––
JPMJPMorgan Chase & CoStock9,935$3.20M0.3%––History
Vanguard Morningstar Small-Cap ETF922908751ETF11,227$2.90M0.3%–––
SPDR Series Trust78464A805ST STR PR SP150033,050$2.73M0.2%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF17,322$2.49M0.2%–––
Vanguard BD Index FDS921937793LONG TERM BOND34,477$2.40M0.2%–––
iShares Tr464288877EAFE VALUE ETF33,549$2.40M0.2%–––
RBB FD Inc74933W452F/M US TREASURY45,192$2.25M0.2%–––
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,951$2.11M0.2%––History
iShares Inc46434G863ESG AWR MSCI EM45,897$2.03M0.2%–––
GOOGAlphabet Inc.Stock6,417$2.01M0.2%––History
VVXV2X, Inc.COM36,149$1.97M0.2%––History
iShares Core MSCI Eafe ETF46432F842ETF20,284$1.81M0.2%–––
MAMastercard IncStock3,122$1.78M0.2%––History
BF.ABrown Forman CorpCL A67,460$1.77M0.2%––History
ProShares Tr74347B508DJ BRKFLD GLB32,241$1.75M0.2%–––
RTXRTX CorpStock9,349$1.71M0.2%––History
NOWServiceNow, Inc.Stock11,132$1.71M0.2%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF16,693$1.67M0.1%–––
JNJJohnson & JohnsonStock7,784$1.61M0.1%––History
VVisa Inc.Stock4,556$1.60M0.1%––History
iShares S&P 500 Value ETF464287408ETF7,530$1.60M0.1%–––
NTRSNorthern Trust CorpCOM11,284$1.54M0.1%––History
DISWalt Disney CoStock13,516$1.54M0.1%––History
WFCWells Fargo & CompanyStock16,431$1.53M0.1%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD18,536$1.48M0.1%–––
MDYSPDR S&P Midcap 400 ETF TrustETF2,433$1.47M0.1%––History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX14,540$1.45M0.1%–––
Global X FDS37954Y632ARTIFICIAL ETF28,419$1.45M0.1%–––
CCitigroup IncStock12,294$1.43M0.1%––History
CSCOCisco Systems, Inc.Stock18,312$1.41M0.1%––History
CAVACava Group, Inc.COM23,972$1.41M0.1%––History
GMGeneral Motors CoCOM17,235$1.40M0.1%––History
iShares S&P 500 Growth ETF464287309ETF11,317$1.39M0.1%–––
ACNAccenture plcStock5,087$1.36M0.1%––History
Schwab US Dividend Equity ETF808524797ETF49,683$1.36M0.1%–––
XOMExxonMobil Holdings CorpCOM10,923$1.31M0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF24,126$1.30M0.1%–––
iShares MSCI Eafe ETF464287465ETF12,701$1.22M0.1%–––
AXSMAxsome Therapeutics, Inc.COM6,639$1.21M0.1%––History
UPSUnited Parcel Service IncStock12,156$1.21M0.1%––History
LRCXLam Research CorpStock6,911$1.18M0.1%––History
ABBVAbbVie Inc.Stock5,122$1.17M0.1%––History
iShares Tr46434V647GLOBAL REIT ETF46,274$1.15M0.1%–––
NFLXNetflix IncStock12,107$1.14M0.1%––History
MSMorgan StanleyStock6,362$1.13M0.1%––History
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX10,060$1.12M0.1%–––
UBERUber Technologies, IncStock13,714$1.12M0.1%––History
SPGIS&P Global Inc.Stock2,083$1.09M0.1%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF19,839$1.09M0.1%–––
CATCaterpillar IncStock1,890$1.08M0.1%––History
MPWRMonolithic Power Systems, Inc.COM1,189$1.08M0.1%––History
URIUnited Rentals, Inc.COM1,330$1.08M0.1%––History
ABTAbbott LaboratoriesStock8,435$1.06M0.1%––History
ORLYO Reilly Automotive IncStock11,097$1.01M0.1%––History
DKNGDraftKings Inc.Stock29,115$1.00M0.1%––History
PHParker-Hannifin CorpStock1,128$991.5K0.1%––History
CDNSCadence Design Systems IncStock3,098$968.4K0.1%––History
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF13,220$944.6K0.1%–––