Q2 2026 13F · SEC CIK 2089089

Pitcairn Wealth Advisors LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $912.9M
Reported positions: 281
Holdings vs S&P 500, 3 yrs: —
Assets under management: $5.9B

Pitcairn Wealth Advisors LLC is a wealth manager that reported 281 positions worth $912.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Russell 3000 Index (IWV, 23.5%), Vaneck Merk Gold ETF (OUNZ, 5.6%), Spdr S&p 500 ETF Tr (SPY, 5.4%).

Pitcairn Wealth Advisors LLC holdings largest 50 of 281 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pitcairn Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWVIshares Russell 3000 Index	23.5%	18.1%	503,370	-0.8%	$214.6M
OUNZVaneck Merk Gold ETF	5.6%	5.1%	1,319,924	-1.3%	$50.9M
SPYSpdr S&p 500 ETF Tr	5.4%	4.2%	66,043	-0.2%	$49.3M
CWISpdr Index Shs Fds	4.4%	3.3%	988,601	-1.8%	$40.2M
IWBIshares Russell 1000 ETF	4.0%	3.2%	89,429	-3.1%	$36.6M
BRK-ABerkshire Hathaway Inc Del	3.5%	3.0%	43	+0.0%	$32.2M
VTIVanguard Index Fds	2.8%	0.9%	69,804	+144.4%	$25.8M
COMDirexion Shs ETF Tr	1.6%	1.6%	450,318	-25.3%	$14.7M
VONEVanguard Scottsdale Fds	1.6%	1.2%	42,892	-1.9%	$14.5M
ACWXIshares Tr	1.5%	1.1%	179,937	+3.2%	$13.7M
IVVIshares Core S&p 500 ETF	1.5%	0.9%	17,801	+22.7%	$13.3M
SCHFSchwab Intl Equity	1.4%	0.5%	451,796	+101.9%	$12.5M
PGProcter & Gamble Co Com	1.3%	1.1%	83,968	+1.5%	$12.3M
VEAVanguard Tax-Managed Fds	1.2%	0.9%	157,079	+0.0%	$11.2M
VOOVanguard S&p 500 ETF	1.2%	1.0%	16,033	-4.6%	$11.0M
GLDMWorld Gold Tr	1.2%	0.7%	135,573	+58.1%	$10.8M
AAPLApple Inc	1.0%	0.8%	33,057	+0.6%	$9.6M
GLDSpdr Gold Shares	1.0%	0.9%	25,760	+2.6%	$9.5M
ITOTIshares Total US Stock Market ETF	1.0%	0.4%	56,971	+83.6%	$9.4M
NVDANvidia Corporation Com	1.0%	0.8%	45,213	-0.2%	$9.0M
IWFIshares Russell 1000 Growth ETF	0.9%	0.7%	67,648	+300.0%	$8.4M
IJHIshares Tr	0.9%	0.6%	106,294	+0.0%	$8.2M
VVVanguard Inx Lrg	0.9%	0.5%	23,699	+47.1%	$8.2M
VTHRVanguard Scottsdale Fds	0.9%	0.7%	23,750	-6.0%	$7.9M
GOOGLAlphabet Inc	0.8%	0.6%	21,345	-2.3%	$7.6M
IXUSIshares Core Msci Total International St	0.8%	0.4%	79,478	+52.4%	$7.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	13,714	-5.0%	$6.9M
QAINew York Life Investments Et	0.7%	1.1%	181,586	-50.8%	$6.6M
MSFTMicrosoft Corp	0.6%	0.8%	14,738	-19.1%	$5.5M
VOVanguard Index Fds	0.6%	0.2%	67,397	+683.1%	$5.4M
VXFVanguard Index Fds	0.6%	0.4%	21,544	+0.0%	$5.3M
ESGDIshares Msci Eafe Esg	0.5%	0.4%	45,419	-0.3%	$4.7M
AMZNAmazon Com Inc Com	0.5%	0.5%	19,430	-19.7%	$4.6M
LOWLowes Cos Inc	0.5%	0.6%	20,757	-25.5%	$4.6M
DSIiShares ESG MSCI KLD 400 ETF	0.4%	0.3%	28,513	-0.0%	$4.1M
LLYLilly Eli & Co	0.4%	0.3%	3,293	+5.6%	$4.0M
BCIAbrdn Etfs	0.4%	0.3%	164,987	-6.1%	$3.7M
MUMicron Technology Inc	0.4%	—	3,086	—	$3.6M
INGRIngredion Inc	0.4%	0.4%	35,761	-0.7%	$3.4M
VBVanguard Indx Fd	0.4%	—	11,122	—	$3.4M
AVGOBroadcom Inc	0.4%	0.4%	8,632	-23.3%	$3.3M
AGGIshares Tr	0.3%	—	30,861	—	$3.1M
SPTMSpdr Series Trust	0.3%	0.3%	33,050	+0.0%	$3.0M
TSMTaiwan Semiconductor Manufac	0.3%	0.2%	6,232	-23.4%	$3.0M
XLKState Street Technology Select Sector Sp	0.3%	0.2%	15,589	-10.0%	$3.0M
JPMJpmorgan Chase & Co	0.3%	0.3%	9,034	-9.1%	$3.0M
VUSBVanguard Bd Index Fds	0.3%	0.4%	56,554	-26.0%	$2.8M
METAMeta Platforms Inc Class A	0.3%	0.4%	4,634	-20.1%	$2.6M
VWOVanguard Intl Equity Index F	0.3%	—	42,923	—	$2.6M
ESGEIshares Inc	0.3%	—	45,683	—	$2.5M

What Pitcairn Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+683.1% shares
IWF Ishares Russell 1000 Growth ETF+300.0% shares
VTI Vanguard Index Fds+144.4% shares
SCHF Schwab Intl Equity+101.9% shares
ITOT Ishares Total US Stock Market ETF+83.6% shares
GLDM World Gold Tr+58.1% shares
IXUS Ishares Core Msci Total International St+52.4% shares
VV Vanguard Inx Lrg+47.1% shares

Reduced

QAI New York Life Investments Et-50.8% shares
VUSB Vanguard Bd Index Fds-26.0% shares
LOW Lowes Cos Inc-25.5% shares
COM Direxion Shs ETF Tr-25.3% shares
TSM Taiwan Semiconductor Manufac-23.4% shares
AVGO Broadcom Inc-23.3% shares
META Meta Platforms Inc Class A-20.1% shares
AMZN Amazon Com Inc Com-19.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$912.9M	281
Q1 2026	$1.1B	271
Q4 2025	$1.1B	267

Questions about Pitcairn Wealth Advisors LLC's portfolio

What stocks does Pitcairn Wealth Advisors LLC own?

Pitcairn Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 281 positions worth $912.9M. The largest are Ishares Russell 3000 Index (IWV) at 23.5%, Vaneck Merk Gold ETF (OUNZ) at 5.6%, Spdr S&p 500 ETF Tr (SPY) at 5.4%, Spdr Index Shs Fds (CWI) at 4.4% and Ishares Russell 1000 ETF (IWB) at 4.0%.

What did Pitcairn Wealth Advisors LLC buy last quarter?

In Q2 2026, Pitcairn Wealth Advisors LLC added Vanguard Index Fds (VO) (+683.1% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares) and Vanguard Index Fds (VTI) (+144.4% shares), compared with its Q1 2026 filing.

What did Pitcairn Wealth Advisors LLC sell last quarter?

In Q2 2026, Pitcairn Wealth Advisors LLC cut from its top 50 Stepstone Group Inc (STEP), cut from its top 50 Vanguard Bd Index Fds (BLV), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Rbb Fd Inc (TBIL), cut from its top 50 Alphabet Inc (GOOG), New York Life Investments Et (QAI) (-50.8% shares), Vanguard Bd Index Fds (VUSB) (-26.0% shares) and Lowes Cos Inc (LOW) (-25.5% shares), compared with its Q1 2026 filing.

When is Pitcairn Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pitcairn Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pitcairn Wealth Advisors LLC manage?

Pitcairn Wealth Advisors LLC reported $5.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $912.9M.