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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
EXFYExpensify, Inc.COM CL A33,000$49.8K<0.1%––History
BACBank of America CorpStock3,723$204.8K<0.1%––History
iShares Tr464287762US HLTHCARE ETF3,150$205.1K<0.1%–––
VanEck ETF Trust92189F106GOLD MINERS ETF2,403$206.1K<0.1%–––
VZVerizon Communications IncStock5,060$206.1K<0.1%––History
ULTAUlta Beauty, Inc.Stock342$206.9K<0.1%––History
INTCIntel CorpStock5,643$208.2K<0.1%––History
VEEVVeeva Systems IncStock934$208.5K<0.1%––History
Ea Series Trust02072Q846JLENS 500 JEWISH7,294$209.2K<0.1%–––
Schwab U.S. Mid-Cap ETF808524508ETF7,028$211.3K<0.1%–––
iShares Russell Midcap ETF464287499ETF2,312$222.6K<0.1%–––
GEGeneral Electric CoStock729$224.6K<0.1%––History
SPOTSpotify Technology S.A.Stock391$227.1K<0.1%––History
DLTRDollar Tree, Inc.COM1,864$229.3K<0.1%––History
ENBEnbridge IncStock4,834$231.2K<0.1%––History
TXNTexas Instruments IncStock1,336$231.8K<0.1%––History
METMetlife IncStock3,010$237.6K<0.1%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,126$238.5K<0.1%–––
iShares Tr46435G268RUSEL 2500 ETF3,202$239.9K<0.1%–––
WisdomTree Tr97717W505US MIDCAP DIVID4,700$242.5K<0.1%–––
ALLEAllegion plcORD SHS1,547$246.3K<0.1%––History
KOCoca Cola CoStock3,585$250.6K<0.1%––History
IQVIQVIA Holdings Inc.Stock1,125$253.6K<0.1%––History
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,005$254.8K<0.1%–––
NEMNEWMONT CorpStock2,576$257.2K<0.1%––History
BLKBlackRock, Inc.Stock242$259.0K<0.1%––History
CXTCrane NXT, Co.COM5,556$261.5K<0.1%––History
Vanguard Morningstar Value ETF922908744ETF1,414$270.0K<0.1%–––
MPCMarathon Petroleum CorpStock1,680$273.2K<0.1%––History
TOLToll Brothers, Inc.COM2,028$274.2K<0.1%––History
VLTOVeralto CorpStock2,768$276.2K<0.1%––History
WMTWalmart Inc.Stock2,509$279.5K<0.1%––History
TWLOTwilio IncCL A2,024$287.9K<0.1%––History
TEMTempus AI, Inc.CL A4,986$294.4K<0.1%––History
RUSHARush Enterprises IncCL A5,503$296.8K<0.1%––History
FISVFiserv IncStock4,446$298.6K<0.1%––History
GNRCGenerac Holdings Inc.Stock2,230$304.1K<0.1%––History
GSGoldman Sachs Group IncStock347$305.0K<0.1%––History
CSGPCostar Group, Inc.COM4,610$310.0K<0.1%––History
FOXAFox CorpCL A COM4,310$314.9K<0.1%––History
TDGTransDigm Group INCCOM240$319.2K<0.1%––History
Fidelity Merrimack STR Tr316188309TOTAL BD ETF6,962$320.5K<0.1%–––
WSTWest Pharmaceutical Services IncCOM1,205$331.5K<0.1%––History
GLPIGaming & Leisure Properties, Inc.COM7,546$337.2K<0.1%––History
AMTAmerican Tower CorpREIT1,948$342.0K<0.1%––History
ECLEcolab Inc.Stock1,306$342.9K<0.1%––History
Vanguard Total Bond Market ETF921937835ETF4,720$349.6K<0.1%–––
TTTrane Technologies plcSHS904$351.8K<0.1%––History
CTASCintas CorpStock1,881$353.8K<0.1%––History
JBLJabil IncStock1,576$359.4K<0.1%––History
iShares Inc46434G764MSCI EMRG CHN5,084$369.5K<0.1%–––
WMBWilliams Companies, Inc.COM6,171$370.9K<0.1%––History
UALUnited Airlines Holdings, Inc.COM3,357$375.4K<0.1%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD7,477$376.0K<0.1%–––
DDOGDatadog, Inc.CL A COM2,778$377.8K<0.1%––History
EOGEOG Resources IncStock3,601$378.2K<0.1%––History
HIGHartford Insurance Group, Inc.Stock2,756$379.8K<0.1%––History
IBMInternational Business Machines CorpStock1,291$382.4K<0.1%––History
DJPBarclays Bank PLCDJUBS CMDT ETN3610,413$391.6K<0.1%––History
iShares Tr464287721U.S. TECH ETF1,963$392.0K<0.1%–––
ADSKAutodesk, Inc.COM1,331$394.0K<0.1%––History
SLViShares Silver TrustETF6,121$394.3K<0.1%––History
HCAHCA Healthcare, Inc.COM845$394.5K<0.1%––History
HPQHP IncStock17,951$399.9K<0.1%––History
MOAltria Group, Inc.Stock7,018$404.7K<0.1%––History
FICOFair Isaac CorpCOM240$405.7K<0.1%––History
iShares Select U.S. REIT ETF464287564ETF6,897$411.5K<0.1%–––
GILDGilead Sciences, Inc.Stock3,357$412.0K<0.1%––History
PEPPepsiCo IncStock2,912$417.9K<0.1%––History
MUMicron Technology IncStock1,465$418.1K<0.1%––History
LENLennar CorpCL A4,068$418.2K<0.1%––History
SPDR Index Shs FDS78463X871ST INTL CAP ETF10,237$418.3K<0.1%–––
LDOSLeidos Holdings, Inc.COM2,326$419.6K<0.1%––History
IOTSamsara Inc.Stock11,960$424.0K<0.1%––History
BXBlackstone Inc.COM2,882$444.2K<0.1%––History
BIIBBiogen Inc.COM2,565$451.4K<0.1%––History
PGRProgressive CorpStock2,032$462.7K<0.1%––History
PFEPfizer IncStock18,651$464.4K<0.1%––History
WABWestinghouse Air Brake Technologies CorpStock2,177$464.7K<0.1%––History
SONYSony Group CorpSPONSORED ADR18,500$473.6K<0.1%––History
SYFSynchrony FinancialCOM5,751$479.8K<0.1%––History
iShares Russell 2000 ETF464287655ETF1,977$486.7K<0.1%–––
EBAYeBay IncCOM5,613$488.9K<0.1%––History
BMYBristol Myers Squibb CoStock9,106$491.2K<0.1%––History
iShares S&P Small-Cap 600 Growth ETF464287887ETF3,500$494.1K<0.1%–––
Vanguard World FD921910816MEGA GRWTH IND1,201$495.7K<0.1%–––
CNPCenterpoint Energy IncCOM12,986$497.9K<0.1%––History
STXSeagate Technology Holdings plcORD SHS1,817$500.4K<0.1%––History
TFCTruist Financial CorpCOM10,309$507.3K<0.1%––History
XYLXylem Inc.COM3,806$518.3K<0.1%––History
BLDQXO Insulation, LLCStock1,254$523.2K<0.1%––History
IAUiShares Gold TrustETF6,465$524.8K<0.1%––History
QCOMQualcomm IncStock3,114$532.6K<0.1%––History
NUENucor CorpCOM3,295$537.4K<0.1%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF4,520$539.7K<0.1%–––
TAT&T Inc.Stock21,736$539.9K<0.1%––History
HDHome Depot, Inc.Stock1,578$543.1K<0.1%––History
CZRCaesars Entertainment, Inc.COM23,248$543.8K<0.1%––History
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,556$551.6K<0.1%–––
TPRTapestry, Inc.COM4,420$564.7K0.1%––History