Pitcairn Wealth Advisors LLC

Est. AUM

$1.09B

13F long equity, this entity only

Positions

271

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STEPSTONE GROUP INC	COM CL A	$259.3M	4040795	23.86%	SOLE
2	ISHARES TR	RUSSELL 3000 ETF	$196.3M	507490	18.07%	SOLE
3	VANECK MERK GOLD ETF	GOLD SHS	$55.5M	1336957	5.10%	SOLE
4	SPDR S&P 500 ETF TR	TR UNIT	$45.1M	66171	4.15%	SOLE
5	SPDR INDEX SHS FDS	MSCI ACWI EXUS	$36.2M	1006609	3.33%	SOLE
6	ISHARES TR	RUS 1000 ETF	$34.5M	92276	3.17%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL A	$32.5M	43	2.99%	SOLE
8	DIREXION SHS ETF TR	AUSPCE CMD STG	$17.8M	603060	1.64%	SOLE
9	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$13.5M	43733	1.24%	SOLE
10	NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$12.4M	368985	1.14%	SOLE
11	PROCTER AND GAMBLE CO	COM	$11.9M	82767	1.09%	SOLE
12	ISHARES TR	MSCI ACWI EX US	$11.7M	174436	1.08%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.5M	16811	0.97%	SOLE
14	SPDR GOLD TR	GOLD SHS	$10.0M	25110	0.92%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$9.9M	14513	0.91%	SOLE
16	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.8M	157079	0.90%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$9.6M	28563	0.88%	SOLE
18	APPLE INC	COM	$8.9M	32866	0.82%	SOLE
19	MICROSOFT CORP	COM	$8.8M	18217	0.81%	SOLE
20	NVIDIA CORPORATION	COM	$8.4M	45304	0.78%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$8.0M	16912	0.74%	SOLE
22	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$7.6M	25272	0.70%	SOLE
23	WORLD GOLD TR	SPDR GLD MINIS	$7.3M	85742	0.67%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.3M	14434	0.67%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$7.0M	106294	0.65%	SOLE
26	ALPHABET INC	CAP STK CL A	$6.8M	21851	0.63%	SOLE
27	LOWES COS INC	COM	$6.7M	27856	0.62%	SOLE
28	AMAZON COM INC	COM	$5.6M	24200	0.51%	SOLE
29	SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.4M	223818	0.50%	SOLE
30	VANGUARD INDEX FDS	LARGE CAP ETF	$5.1M	16112	0.47%	SOLE
31	ISHARES TR	CORE S&P TTL STK	$4.6M	31035	0.42%	SOLE
32	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.5M	21544	0.41%	SOLE
33	ISHARES TR	CORE MSCI TOTAL	$4.4M	52148	0.41%	SOLE
34	ISHARES TR	ESG AW MSCI EAFE	$4.3M	45549	0.40%	SOLE
35	INGREDION INC	COM	$4.0M	36011	0.37%	SOLE
36	BROADCOM INC	COM	$3.9M	11252	0.36%	SOLE
37	META PLATFORMS INC	CL A	$3.8M	5802	0.35%	SOLE
38	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.8M	76463	0.35%	SOLE
39	ISHARES TR	ESG MSCI KLD 400	$3.7M	28526	0.34%	SOLE
40	ABRDN ETFS	BBRG ALL COMD K1	$3.4M	175776	0.32%	SOLE
41	ELI LILLY & CO	COM	$3.4M	3117	0.31%	SOLE
42	JPMORGAN CHASE & CO.	COM	$3.2M	9934	0.29%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	33050	0.25%	SOLE
44	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8606	0.23%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.5M	17322	0.23%	SOLE
46	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.5M	8136	0.23%	SOLE
47	VANGUARD BD INDEX FDS	LONG TERM BOND	$2.4M	34477	0.22%	SOLE
48	ISHARES TR	EAFE VALUE ETF	$2.4M	33549	0.22%	SOLE
49	RBB FD INC	US TREAS 3 MNTH	$2.3M	45192	0.21%	SOLE
50	ALPHABET INC	CAP STK CL C	$2.0M	6510	0.19%	SOLE

1–50 of 271

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.