DOSSIER · 13F-HR · Q1 2026

Pitcairn Wealth Advisors LLC

$1.1B in tracked AUM across 271 positions as of Q1 2026.

PW
CIK 0002089089 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
271
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Pitcairn Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
STEP
STEPSTONE GROUP INC
$259M4.0M23.9%
02
IWV
ISHARES TR
$196M507K18.1%
03
OUNZ
VANECK MERK GOLD ETF
$55M1.3M5.1%
04
SPY
SPDR S&P 500 ETF TR
$45M66K4.2%
05
CWI
SPDR INDEX SHS FDS
$36M1.0M3.3%
06
IWB
ISHARES TR
$34M92K3.2%
07
BRK/A
BERKSHIRE HATHAWAY INC DEL
$32M433.0%
08
COM
DIREXION SHS ETF TR
$18M603K1.6%
09
VONE
VANGUARD SCOTTSDALE FDS
$14M44K1.2%
10
QAI
NEW YORK LIFE INVESTMENTS ET
$12M369K1.1%

Filing history

2026Q1Mar 31
$1.1B 2.3%
271 positionsView →
2025Q4Dec 31
$1.1B
267 positionsView →