Pitcairn Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Pitcairn Wealth Advisors Llc disclosed 279 stock positions valued at approximately $912.89M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANECK MERK GOLD ETF, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 279
- Portfolio Value
- $912.89M
Holdings by Sector
Pitcairn Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWV | Other | 23.51% | 503,370 | -4,120 | -0.81% | $214,638,325 |
| VANECK MERK GOLD ETF | OUNZ | Other | 5.58% | 1,319,924 | -17,033 | -1.27% | $50,935,916 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.40% | 66,043 | -128 | -0.19% | $49,319,411 |
| SPDR INDEX SHS FDS | CWI | Other | 4.40% | 988,601 | -18,008 | -1.79% | $40,206,680 |
| ISHARES TR | IWB | Other | 4.01% | 89,429 | -2,847 | -3.09% | $36,621,675 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 3.53% | 43 | - | - | $32,200,550 |
| VANGUARD INDEX FDS | VTI | Other | 2.83% | 69,804 | +41,241 | +144.39% | $25,831,735 |
| DIREXION SHARES ETF TRUST | COM | Other | 1.61% | 450,318 | -152,742 | -25.33% | $14,680,368 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.59% | 42,892 | -841 | -1.92% | $14,528,378 |
| ISHARES TR | ACWX | Other | 1.50% | 179,937 | +5,501 | +3.15% | $13,695,024 |
| ISHARES TR | IVV | Other | 1.46% | 17,801 | +3,288 | +22.66% | $13,330,992 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.37% | 451,796 | +227,978 | +101.86% | $12,514,755 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.35% | 83,968 | +1,201 | +1.45% | $12,313,238 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.23% | 157,079 | - | - | $11,191,878 |
| VANGUARD INDEX FDS | VOO | Other | 1.21% | 16,033 | -778 | -4.63% | $11,012,208 |
| WORLD GOLD TR | GLDM | Other | 1.18% | 135,573 | +49,831 | +58.12% | $10,767,211 |
| APPLE INC | AAPL | Technology | 1.05% | 33,057 | +191 | +0.58% | $9,566,059 |
| SPDR GOLD TR | GLD | Other | 1.04% | 25,760 | +650 | +2.59% | $9,489,465 |
| ISHARES TR | ITOT | Other | 1.03% | 56,971 | +25,936 | +83.57% | $9,358,959 |
| NVIDIA CORPORATION | NVDA | Technology | 0.99% | 45,213 | -91 | -0.20% | $9,047,012 |
| ISHARES TR | IWF | Other | 0.92% | 67,648 | +50,736 | +300.00% | $8,399,851 |
| ISHARES TR | IJH | Other | 0.90% | 106,294 | - | - | $8,196,329 |
| VANGUARD INDEX FDS | VV | Other | 0.89% | 23,699 | +7,587 | +47.09% | $8,150,323 |
| VANGUARD SCOTTSDALE FDS | VTHR | Other | 0.86% | 23,750 | -1,522 | -6.02% | $7,871,367 |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 21,345 | -506 | -2.32% | $7,629,431 |
| ISHARES TR | IXUS | Other | 0.83% | 79,478 | +27,330 | +52.41% | $7,585,829 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.75% | 13,714 | -720 | -4.99% | $6,862,352 |
| NEW YORK LIFE INVESTMENTS ET | QAI | Other | 0.73% | 181,586 | -187,399 | -50.79% | $6,646,095 |
| MICROSOFT CORP | MSFT | Technology | 0.60% | 14,738 | -3,479 | -19.10% | $5,498,213 |
| VANGUARD INDEX FDS | VO | Other | 0.59% | 67,397 | +58,791 | +683.14% | $5,430,290 |
Showing 30 of 279 holdings in the latest reporting period.