Pitcairn Wealth Advisors Llc Portfolio Stock Holdings
Pitcairn Wealth Advisors Llc disclosed 271 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include STEPSTONE GROUP INC, ISHARES TR, and VANECK MERK GOLD ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 271
- Portfolio Value
- $1.1B
Holdings by Sector
Pitcairn Wealth Advisors Llc Portfolio Holdings in Q1 2026
270 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STEPSTONE GROUP INC | STEP | Financial Services | 23.87% | 4,040,795 | - | - | $259,297,815 |
| ISHARES TR | IWV | Other | 18.07% | 507,490 | -4,279 | -0.84% | $196,323,126 |
| VANECK MERK GOLD ETF | OUNZ | Other | 5.10% | 1,336,957 | +924 | +0.07% | $55,457,040 |
| SPDR S&P 500 ETF TR | SPY | Other | 4.15% | 66,171 | -1 | -0.00% | $45,123,767 |
| SPDR INDEX SHS FDS | CWI | Other | 3.33% | 1,006,609 | +2,309 | +0.23% | $36,157,480 |
| ISHARES TR | IWB | Other | 3.17% | 92,276 | +4,009 | +4.54% | $34,460,367 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.99% | 43 | - | - | $32,456,400 |
| DIREXION SHS ETF TR | COM | Other | 1.64% | 603,060 | - | - | $17,838,456 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 1.24% | 43,733 | - | - | $13,515,246 |
| NEW YORK LIFE INVESTMENTS ET | QAI | Other | 1.14% | 368,985 | -1 | -0.00% | $12,364,730 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 1.09% | 82,767 | -1 | -0.00% | $11,861,519 |
| ISHARES TR | ACWX | Other | 1.08% | 174,436 | - | - | $11,709,909 |
| VANGUARD INDEX FDS | VOO | Other | 0.97% | 16,811 | - | - | $10,542,868 |
| SPDR GOLD TR | GLD | Other | 0.92% | 25,110 | -930 | -3.57% | $9,951,346 |
| ISHARES TR | IVV | Other | 0.91% | 14,513 | - | - | $9,940,534 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.90% | 157,079 | - | - | $9,812,725 |
| VANGUARD INDEX FDS | VTI | Other | 0.88% | 28,563 | -41,768 | -59.39% | $9,577,910 |
| APPLE INC | AAPL | Technology | 0.82% | 32,866 | -2 | -0.01% | $8,935,393 |
| MICROSOFT CORP | MSFT | Technology | 0.81% | 18,217 | -3,924 | -17.72% | $8,810,967 |
| NVIDIA CORPORATION | NVDA | Technology | 0.78% | 45,304 | +204 | +0.45% | $8,449,393 |
| ISHARES TR | IWF | Other | 0.74% | 16,912 | - | - | $8,004,449 |
| VANGUARD SCOTTSDALE FDS | VTHR | Other | 0.70% | 25,272 | - | - | $7,589,941 |
| WORLD GOLD TR | GLDM | Other | 0.67% | 85,742 | +2,095 | +2.50% | $7,319,793 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 14,434 | - | - | $7,255,245 |
| ISHARES TR | IJH | Other | 0.65% | 106,294 | - | - | $7,015,404 |
| ALPHABET INC | GOOGL | Communication Services | 0.63% | 21,851 | +8 | +0.04% | $6,840,294 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.62% | 27,856 | - | - | $6,717,758 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.51% | 24,200 | +115 | +0.48% | $5,586,062 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.50% | 223,818 | -151,128 | -40.31% | $5,380,586 |
| VANGUARD INDEX FDS | VV | Other | 0.47% | 16,112 | - | - | $5,072,058 |
| ISHARES TR | ITOT | Other | 0.42% | 31,035 | -111 | -0.36% | $4,614,937 |
| VANGUARD INDEX FDS | VXF | Other | 0.41% | 21,544 | - | - | $4,505,281 |
| ISHARES TR | IXUS | Other | 0.41% | 52,148 | -1,077 | -2.02% | $4,413,982 |
| ISHARES TR | ESGD | Other | 0.40% | 45,549 | - | - | $4,331,255 |
| INGREDION INC | INGR | Consumer Defensive | 0.37% | 36,011 | - | - | $3,970,573 |
| BROADCOM INC | AVGO | Technology | 0.36% | 11,252 | +96 | +0.86% | $3,894,318 |
| META PLATFORMS INC | META | Communication Services | 0.35% | 5,802 | +51 | +0.89% | $3,829,966 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.35% | 76,463 | -1 | -0.00% | $3,810,945 |
| ISHARES TR | DSI | Other | 0.34% | 28,526 | - | - | $3,675,004 |
| ABRDN ETFS | BCI | Other | 0.32% | 175,776 | - | - | $3,432,906 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 3,117 | -800 | -20.42% | $3,349,822 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.29% | 9,934 | -1 | -0.01% | $3,201,234 |
| SPDR SERIES TRUST | SPTM | Other | 0.25% | 33,050 | - | - | $2,726,625 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 8,606 | -7,353 | -46.07% | $2,497,873 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.23% | 17,322 | - | - | $2,493,848 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.23% | 8,136 | +1,185 | +17.05% | $2,472,448 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.22% | 34,477 | - | - | $2,396,841 |
| ISHARES TR | EFV | Other | 0.22% | 33,549 | - | - | $2,395,752 |
| RBB FD INC | TBIL | Other | 0.21% | 45,192 | - | - | $2,254,177 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 6,510 | +93 | +1.45% | $2,043,058 |
| ISHARES INC | ESGE | Other | 0.19% | 45,897 | - | - | $2,027,271 |
| V2X INC | VVX | Industrials | 0.18% | 36,149 | - | - | $1,971,928 |
| ISHARES TR | IEFA | Other | 0.17% | 20,284 | - | - | $1,814,622 |
| BROWN FORMAN CORP | BF-A | Consumer Defensive | 0.16% | 67,460 | - | - | $1,774,873 |
| PROSHARES TR | TOLZ | Other | 0.16% | 32,241 | - | - | $1,745,850 |
| RTX CORPORATION | RTX | Industrials | 0.16% | 9,418 | +69 | +0.74% | $1,727,260 |
| ISHARES TR | AGG | Other | 0.15% | 16,693 | - | - | $1,667,297 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.15% | 2,846 | -276 | -8.84% | $1,624,729 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 7,783 | -1 | -0.01% | $1,610,940 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.14% | 11,519 | +235 | +2.08% | $1,573,379 |
| DISNEY WALT CO | DIS | Communication Services | 0.14% | 13,515 | -1 | -0.01% | $1,537,691 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.14% | 16,431 | - | - | $1,531,375 |
| CITIGROUP INC | C | Financial Services | 0.14% | 12,777 | +483 | +3.93% | $1,490,952 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.14% | 18,536 | - | - | $1,477,875 |
| SPDR S&P MIDCAP 400 ETF TR | MDY | Other | 0.14% | 2,433 | - | - | $1,467,780 |
| VISA INC | V | Financial Services | 0.13% | 4,170 | -386 | -8.47% | $1,462,962 |
| ISHARES TR | IVE | Other | 0.13% | 6,850 | -680 | -9.03% | $1,452,926 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.13% | 14,540 | - | - | $1,447,021 |
| GLOBAL X FDS | AIQ | Other | 0.13% | 28,419 | - | - | $1,445,390 |
| SERVICENOW INC | NOW | Technology | 0.13% | 9,336 | -1,796 | -16.13% | $1,430,205 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.13% | 17,506 | +271 | +1.57% | $1,423,591 |
| CISCO SYS INC | CSCO | Technology | 0.13% | 18,452 | +140 | +0.76% | $1,421,359 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.13% | 23,972 | - | - | $1,406,916 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.13% | 5,087 | - | - | $1,364,846 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.13% | 49,683 | - | - | $1,362,805 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 10,952 | +29 | +0.27% | $1,318,080 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.12% | 24,126 | - | - | $1,297,013 |
| ISHARES TR | EFA | Other | 0.11% | 12,701 | - | - | $1,219,678 |
| AXSOME THERAPEUTICS INC | AXSM | Healthcare | 0.11% | 6,666 | +27 | +0.41% | $1,217,473 |
| LAM RESEARCH CORP | LRCX | Other | 0.11% | 7,011 | +100 | +1.45% | $1,200,140 |
| NETFLIX INC | NFLX | Communication Services | 0.11% | 12,517 | +410 | +3.39% | $1,173,592 |
| ISHARES TR | REET | Other | 0.11% | 46,274 | - | - | $1,154,537 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.11% | 14,013 | +299 | +2.18% | $1,145,003 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 6,362 | - | - | $1,129,442 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.10% | 10,060 | - | - | $1,124,708 |
| ABBVIE INC | ABBV | Healthcare | 0.10% | 4,922 | -200 | -3.90% | $1,124,650 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.10% | 2,110 | +27 | +1.30% | $1,102,668 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.10% | 19,839 | - | - | $1,086,582 |
| CATERPILLAR INC | CAT | Industrials | 0.10% | 1,890 | - | - | $1,082,723 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.10% | 1,189 | - | - | $1,077,668 |
| UNITED RENTALS INC | URI | Industrials | 0.10% | 1,330 | - | - | $1,076,399 |
| ISHARES TR | IVW | Other | 0.10% | 8,692 | -2,625 | -23.20% | $1,071,513 |
| ABBOTT LABS | ABT | Healthcare | 0.10% | 8,453 | +18 | +0.21% | $1,059,189 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.09% | 11,228 | +131 | +1.18% | $1,024,109 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 0.09% | 29,538 | +423 | +1.45% | $1,017,879 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.09% | 1,128 | - | - | $991,473 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.09% | 3,156 | +58 | +1.87% | $986,504 |
| FIRST TR EXCHANGE TRADED FD | CIBR | Other | 0.09% | 13,220 | - | - | $944,569 |
| ISHARES TR | IJR | Other | 0.09% | 7,797 | -1 | -0.01% | $937,166 |
| ISHARES TR | IGF | Other | 0.08% | 15,026 | - | - | $921,995 |