Institutions / Pitcairn Wealth Advisors LLC
Pitcairn Wealth Advisors LLC
CIK 2089089 · Institution · as of Dec 31, 2025
Portfolio value
$1.11B
Positions
267
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 267 →
| Company | Value | % of portfolio |
|---|---|---|
| StepStone Group Inc. | $259.30M | 23.3% |
| iShares Tr | $197.98M | 17.8% |
| VanEck Merk Gold ETF | $55.42M | 5.0% |
| SPDR S&P 500 ETF Tr | $45.12M | 4.1% |
| SPDR Index Shs Fds | $36.07M | 3.2% |
| iShares Tr | $32.96M | 3.0% |
| Berkshire Hathaway Inc Del | $32.46M | 2.9% |
| Vanguard Index Fds | $23.58M | 2.1% |
| Direxion Shs ETF Tr | $17.84M | 1.6% |
| Vanguard Scottsdale Fds | $13.52M | 1.2% |
| New York Life Investments Et | $12.36M | 1.1% |
| PROCTER & GAMBLE Co | $11.86M | 1.1% |
| iShares Tr | $11.71M | 1.1% |
| Microsoft Corp | $10.71M | 1.0% |
| Vanguard Index Fds | $10.54M | 0.9% |
| SPDR Gold Tr | $10.32M | 0.9% |
| iShares Tr | $9.94M | 0.9% |
| Vanguard Tax-Managed Fds | $9.81M | 0.9% |
| Schwab Strategic Tr | $9.01M | 0.8% |
| Apple Inc. | $8.94M | 0.8% |
| NVIDIA Corp | $8.41M | 0.8% |
| iShares Tr | $8.00M | 0.7% |
| Vanguard Scottsdale Fds | $7.59M | 0.7% |
| Warren E. Buffett | $7.26M | 0.7% |
| World Gold Tr | $7.14M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.