Pitcairn Wealth Advisors LLC
- SEC CIK
- 0002089089
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 267
- 2025 年第 3 季沒有申報
- 總值
- $11.1 億
- 2025 年第 3 季沒有申報
Pitcairn Wealth Advisors LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STEPStepStone Group Inc. | COM CL A | 4,040,795 | $2.59 億 | 23.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 511,769 | $1.98 億 | 17.8% | – | – | – |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 1,336,033 | $5,542 萬 | 5.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 66,172 | $4,512 萬 | 4.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 1,004,300 | $3,607 萬 | 3.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 88,267 | $3,296 萬 | 3.0% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 43 | $3,246 萬 | 2.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 70,331 | $2,358 萬 | 2.1% | – | – | – |
| Direxion Shs ETF Tr25460E307 | AUSPCE CMD STG | 603,060 | $1,784 萬 | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 43,733 | $1,352 萬 | 1.2% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 368,986 | $1,236 萬 | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 82,768 | $1,186 萬 | 1.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 174,436 | $1,171 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 22,141 | $1,071 萬 | 1.0% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 16,811 | $1,054 萬 | 0.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 26,040 | $1,032 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 14,513 | $994.1 萬 | 0.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 157,079 | $981.3 萬 | 0.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 374,946 | $901.4 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 32,868 | $893.5 萬 | 0.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 45,100 | $841.1 萬 | 0.8% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,912 | $800.4 萬 | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 25,272 | $759.0 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,434 | $725.5 萬 | 0.7% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 83,647 | $714.1 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 106,294 | $701.5 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 21,843 | $683.7 萬 | 0.6% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 27,856 | $671.8 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,085 | $555.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 16,112 | $507.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,959 | $463.2 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 31,146 | $463.1 萬 | 0.4% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 21,544 | $450.5 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 53,225 | $450.5 萬 | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 45,549 | $433.1 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,917 | $421.0 萬 | 0.4% | – | – | 歷史 |
| INGRIngredion Inc | COM | 36,011 | $397.1 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,156 | $386.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 76,464 | $381.1 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 5,751 | $379.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 28,526 | $367.5 萬 | 0.3% | – | – | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 175,776 | $343.3 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,935 | $320.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,227 | $289.6 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 33,050 | $272.7 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 17,322 | $249.4 萬 | 0.2% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 34,477 | $239.7 萬 | 0.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 33,549 | $239.6 萬 | 0.2% | – | – | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 45,192 | $225.4 萬 | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,951 | $211.2 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 45,897 | $202.7 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,417 | $201.4 萬 | 0.2% | – | – | 歷史 |
| VVXV2X, Inc. | COM | 36,149 | $197.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,284 | $181.5 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 3,122 | $178.2 萬 | 0.2% | – | – | 歷史 |
| BF.ABrown Forman Corp | CL A | 67,460 | $177.5 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 32,241 | $174.6 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 9,349 | $171.5 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 11,132 | $170.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,693 | $166.7 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,784 | $161.1 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,556 | $159.8 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 7,530 | $159.7 萬 | 0.1% | – | – | – |
| NTRSNorthern Trust Corp | COM | 11,284 | $154.1 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 13,516 | $153.8 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 16,431 | $153.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,536 | $147.8 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,433 | $146.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 14,540 | $144.7 萬 | 0.1% | – | – | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 28,419 | $144.5 萬 | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 12,294 | $143.5 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,312 | $141.1 萬 | 0.1% | – | – | 歷史 |
| CAVACava Group, Inc. | COM | 23,972 | $140.7 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 17,235 | $140.2 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,317 | $139.5 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 5,087 | $136.5 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 49,683 | $136.3 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 10,923 | $131.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 24,126 | $129.7 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 12,701 | $122.0 萬 | 0.1% | – | – | – |
| AXSMAxsome Therapeutics, Inc. | COM | 6,639 | $121.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,156 | $120.6 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 6,911 | $118.3 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,122 | $117.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 46,274 | $115.5 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 12,107 | $113.5 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 6,362 | $112.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 10,060 | $112.5 萬 | 0.1% | – | – | – |
| UBERUber Technologies, Inc | Stock | 13,714 | $112.1 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,083 | $108.9 萬 | 0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 19,839 | $108.7 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 1,890 | $108.3 萬 | 0.1% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,189 | $107.8 萬 | 0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,330 | $107.6 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 8,435 | $105.7 萬 | 0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 11,097 | $101.2 萬 | 0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 29,115 | $100.3 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,128 | $99.1 萬 | 0.1% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,098 | $96.8 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 13,220 | $94.5 萬 | 0.1% | – | – | – |