Pitcairn Wealth Advisors LLC
Sector Allocation
- Other61.6%$562.2M
- Financials19.2%$175.2M
- Technology8.8%$80.2M
- Consumer Staples2.7%$25.0M
- Consumer Discretionary2.1%$19.6M
- Industrials2.1%$19.1M
- Healthcare1.9%$16.9M
- Communication Services0.5%$4.4M
- Energy0.4%$3.9M
- Materials0.4%$3.5M
AUM History
13fpro.ai/research/fund/pitcairn-wealth-advisors-llc-2089089
Conviction and streaks
Diversifying · top 10 = 54.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$214.6M
OUNZ
$50.9MSPY
$49.3MSTT
$40.2M- ISHARES$36.6M
BRK.A
$32.2M- VANGUARD$25.8M
- DIREXION$14.7M
- VANGUARD$14.5M
- ISHARES$13.7M
- ISHARES$13.3M
- SCHWAB$12.5M
PG
$12.3M- VANGUARD$11.2M
- VANGUARD$11.0M
GLDM
$10.8MAAPL
$9.6MGLD
$9.5M- ISHARES$9.4M
NVDA
$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pitcairn-wealth-advisors-llc-2089089
Pitcairn Wealth Advisors LLC 13F holdings — Q2 2026
$912.9M portfolio (-16.0% QoQ) · 281 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
- 1
ISHARES TR - RUSSELL 3000 ETF
$214.6M
23.5% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $50.9M
5.6% of stocks
-1%This quarter-8.7%Since filed3+ qtrsHeld$49.3M
5.4% of stocks
-0.2%This quarter-1.0%Since filed3+ qtrsHeld$40.2M
4.4% of stocks
-2%This quarter-9.0%Since filed3+ qtrsHeld- 5
ISHARES TR - RUS 1000 ETF
$36.6M
4.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $32.2M
3.5% of stocks
No changeThis quarter—Since filed3+ qtrsHeld- 7
VANGUARD INDEX FDS - TOTAL STK MKT
$25.8M
2.8% of stocks
+144%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIREXION SHARES ETF TRUST - AUSPCE CMD STG
$14.7M
1.6% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX
$14.5M
1.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MSCI ACWI EX US
$13.7M
1.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUSSELL 3000 ETF | $214.6M | 23.5% | -0.8% | — | — | — | — | |
| 2 | $50.9M | 5.6% | -1% | -8.7% | 3+ qtrs | 33.6#2,506 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $49.3M | 5.4% | -0.2% | -1.0% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $40.2M | 4.4% | -2% | -9.0% | 3+ qtrs | 71.5#177 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - RUS 1000 ETF | $36.6M | 4.0% | -3% | — | — | — | — | |
| 6 | $32.2M | 3.5% | No change | — | 3+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - TOTAL STK MKT | $25.8M | 2.8% | +144% | — | — | — | — | |
| 8 | DIREXION SHARES ETF TRUST - AUSPCE CMD STG | $14.7M | 1.6% | -25% | — | — | — | — | |
| 9 | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $14.5M | 1.6% | -2% | — | — | — | — | |
| 10 | ISHARES TR - MSCI ACWI EX US | $13.7M | 1.5% | +3% | — | — | — | — |
All holdings — Pitcairn Wealth Advisors LLC (Q2 2026)
281 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $13.3M | 1.5% | 18K | +23% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $12.5M | 1.4% | 452K | +102% | — | — | 13F |
| 13 | PROCTER & GAMBLE Co | Consumer Staples | $12.3M | 1.4% | 84K | +1% | 3+ qtrs | 64.6 | 13F | |
| 14 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $11.2M | 1.2% | 157K | — | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $11.0M | 1.2% | 16K | -5% | — | — | 13F |
| 16 | World Gold Trustetf/fund | Financials | $10.8M | 1.2% | 136K | +58% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Apple Inc. | Technology | $9.6M | 1.1% | 33K | +0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR GOLD TRUSTetf/fund | Financials | $9.5M | 1.0% | 26K | +3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $9.4M | 1.0% | 57K | +84% | — | — | 13F |
| 20 | NVIDIA CORP | Technology | $9.0M | 1.0% | 45K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $8.4M | 0.9% | 68K | +300% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $8.2M | 0.9% | 106K | — | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $8.2M | 0.9% | 24K | +47% | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDXetf/fund | — | $7.9M | 0.9% | 24K | -6% | — | — | 13F |
| 25 | Alphabet Inc. | Technology | $7.6M | 0.8% | 21K | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - CORE MSCI TOTAL | — | $7.6M | 0.8% | 79K | +52% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.9M | 0.8% | 14K | -5% | |||
| 28 | — | NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA | — | $6.6M | 0.7% | 182K | -51% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $5.5M | 0.6% | 15K | -19% | |||
| 30 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $5.4M | 0.6% | 67K | +683% | |||
| 31 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $5.3M | 0.6% | 22K | — | |||
| 32 | — | ISHARES TR - ESG AW MSCI EAFE | — | $4.7M | 0.5% | 45K | -0.3% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.6M | 0.5% | 19K | -20% | |||
| 34 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $4.6M | 0.5% | 21K | -25% | |||
| 35 | — | ISHARES TR - ESG MSCI KLD ETF | — | $4.1M | 0.4% | 29K | -0.0% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $4.0M | 0.4% | 3,293 | +6% | |||
| 37 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $3.7M | 0.4% | 165K | -6% | |||
| 38 | $MU | MICRON TECHNOLOGY INC | Technology | $3.6M | 0.4% | 3,086 | +107% | |||
| 39 | $INGR | Ingredion Inc | Consumer Staples | $3.4M | 0.4% | 36K | -0.7% | |||
| 40 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.4M | 0.4% | 11K | +512% | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $3.3M | 0.4% | 8,632 | -23% | |||
| 42 | — | ISHARES TR - CORE US AGGBD ET | — | $3.1M | 0.3% | 31K | +85% | |||
| 43 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $3.0M | 0.3% | 33K | — | |||
| 44 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.0M | 0.3% | 6,232 | -23% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.0M | 0.3% | 16K | -10% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $3.0M | 0.3% | 9,034 | -9% | |||
| 47 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $2.8M | 0.3% | 57K | -26% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.3% | 4,634 | -20% | |||
| 49 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.6M | 0.3% | 43K | +78% | |||
| 50 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $2.5M | 0.3% | 46K | -0.5% | |||
| 51 | $VVX | V2X, Inc. | Technology | $2.5M | 0.3% | 33K | -8% | |||
| 52 | $GOOG | Alphabet Inc. | Technology | $2.5M | 0.3% | 6,948 | +7% | |||
| 53 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $2.4M | 0.3% | 34K | — | |||
| 54 | $V | VISA INC. | Financials | $2.3M | 0.3% | 6,845 | +64% | |||
| 55 | — | ISHARES TR - EAFE VALUE ETF | — | $2.3M | 0.3% | 30K | -9% | |||
| 56 | $WDC | WESTERN DIGITAL CORP | Technology | $2.1M | 0.2% | 3,354 | -19% | |||
| 57 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.1M | 0.2% | 18K | -1% | |||
| 58 | $LRCX | LAM RESEARCH CORP | Technology | $2.1M | 0.2% | 4,934 | -30% | |||
| 59 | $MRVL | Marvell Technology, Inc. | Technology | $2.0M | 0.2% | 6,813 | -28% | |||
| 60 | $CAT | CATERPILLAR INC | Industrials | $2.0M | 0.2% | 1,881 | -0.5% | |||
| 61 | — | ISHARES TR - GLOBAL REIT ETF | — | $2.0M | 0.2% | 71K | +53% | |||
| 62 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.2% | 7,668 | -1% | |||
| 63 | — | ISHARES TR - CORE MSCI EAFE | — | $1.9M | 0.2% | 20K | -0.8% | |||
| 64 | $CSX | CSX CORP | Industrials | $1.9M | 0.2% | 40K | +87% | |||
| 65 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $1.9M | 0.2% | 24K | — | |||
| 66 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $1.9M | 0.2% | 69K | +2% | |||
| 67 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $1.9M | 0.2% | 28K | — | |||
| 68 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $1.8M | 0.2% | 15K | — | |||
| 69 | — | ISHARES TR - GLB INFRASTR ETF | — | $1.7M | 0.2% | 26K | +73% | |||
| 70 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.7M | 0.2% | 2,433 | — | |||
| 71 | — | PROSHARES TR - DJ BRKFLD GLB | — | $1.7M | 0.2% | 29K | -11% | |||
| 72 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.6M | 0.2% | 50K | — | |||
| 73 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.6M | 0.2% | 6,867 | +0.2% | |||
| 74 | $STX | Seagate Technology Holdings plc | Technology | $1.5M | 0.2% | 1,551 | -19% | |||
| 75 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.5M | 0.2% | 19K | — | |||
| 76 | $MA | Mastercard Inc | Financials | $1.5M | 0.2% | 2,840 | -0.2% | |||
| 77 | $CMI | CUMMINS INC | Industrials | $1.5M | 0.2% | 2,039 | New | |||
| 78 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.4M | 0.1% | 3,733 | +18% | |||
| 79 | $RTX | RTX Corp | Industrials | $1.4M | 0.1% | 7,185 | -24% | |||
| 80 | $UBER | Uber Technologies, Inc | Technology | $1.3M | 0.1% | 19K | +32% | |||
| 81 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.1% | 13K | — | |||
| 82 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $1.3M | 0.1% | 10K | — | |||
| 83 | $NTRS | NORTHERN TRUST CORP | Financials | $1.3M | 0.1% | 7,393 | -36% | |||
| 84 | $ORCL | ORACLE CORP | Technology | $1.2M | 0.1% | 8,328 | +176% | |||
| 85 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.2M | 0.1% | 8,704 | +0.1% | |||
| 86 | $ETN | Eaton Corp plc | Industrials | $1.2M | 0.1% | 2,800 | +13% | |||
| 87 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.2M | 0.1% | 13K | — | |||
| 88 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.2M | 0.1% | 7,801 | +0.1% | |||
| 89 | $APH | AMPHENOL CORP /DE/ | Technology | $1.1M | 0.1% | 6,508 | New | |||
| 90 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.1M | 0.1% | 13K | -18% | |||
| 91 | $GM | General Motors Co | Consumer Discretionary | $1.1M | 0.1% | 14K | -18% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.1% | 4,269 | -13% | |||
| 93 | $PH | Parker-Hannifin Corp | Industrials | $1.1M | 0.1% | 1,088 | -4% | |||
| 94 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $1.1M | 0.1% | 18K | -0.3% | |||
| 95 | $IBKR | Interactive Brokers Group, Inc. | Financials | $1.1M | 0.1% | 12K | -2% | |||
| 96 | $FSTR | FOSTER L B CO | Consumer Discretionary | $1.0M | 0.1% | 23K | -28% | |||
| 97 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.0M | 0.1% | 744 | -37% | |||
| 98 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.0M | 0.1% | 4,812 | New | |||
| 99 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.0M | 0.1% | 23K | New | |||
| 100 | $URI | UNITED RENTALS, INC. | Industrials | $1.0M | 0.1% | 887 | -33% | |||
| 101 | $SNPS | SYNOPSYS INC | Technology | $982K | 0.1% | 2,201 | +24% | |||
| 102 | $MS | MORGAN STANLEY | Financials | $963K | 0.1% | 4,606 | -28% | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $962K | 0.1% | 18K | -10% | |||
| 104 | $PM | Philip Morris International Inc. | Consumer Staples | $946K | 0.1% | 5,230 | -3% | |||
| 105 | $NEE | NEXTERA ENERGY INC | Utilities | $944K | 0.1% | 11K | -2% | |||
| 106 | $NUE | NUCOR CORP | Materials | $943K | 0.1% | 4,235 | +29% | |||
| 107 | $SHEL | Shell plc | Energy | $933K | 0.1% | 12K | -1% | |||
| 108 | $BA | BOEING CO | Industrials | $931K | 0.1% | 4,301 | +58% | |||
| 109 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $931K | 0.1% | 5,890 | — | |||
| 110 | $ALL | ALLSTATE CORP | Financials | $931K | 0.1% | 3,911 | +17% | |||
| 111 | $ESI | Element Solutions Inc | Materials | $921K | 0.1% | 19K | -44% | |||
| 112 | $DIS | Walt Disney Co | Communication Services | $920K | 0.1% | 9,557 | -29% | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $911K | 0.1% | 974 | -5% | |||
| 114 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $910K | 0.1% | 34K | -0.3% | |||
| 115 | $C | CITIGROUP INC | Financials | $876K | 0.1% | 6,257 | -51% | |||
| 116 | $ADI | ANALOG DEVICES INC | Technology | $863K | 0.1% | 2,172 | -30% | |||
| 117 | — | ISHARES TR - RUS 1000 VAL ETF | — | $858K | 0.1% | 3,539 | — | |||
| 118 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $855K | 0.1% | 10K | +0.4% | |||
| 119 | $SCHW | SCHWAB CHARLES CORP | Financials | $854K | 0.1% | 9,258 | New | |||
| 120 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $849K | 0.1% | 15K | +57% | |||
| 121 | $AZO | AUTOZONE INC | Consumer Discretionary | $847K | 0.1% | 265 | +48% | |||
| 122 | $PANW | Palo Alto Networks Inc | Technology | $841K | 0.1% | 2,466 | New | |||
| 123 | $VRT | Vertiv Holdings Co | Technology | $831K | 0.1% | 2,481 | -37% | |||
| 124 | $ILMN | ILLUMINA, INC. | Healthcare | $827K | 0.1% | 4,704 | New | |||
| 125 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $821K | 0.1% | 11K | +17% | |||
| 126 | $AMGN | AMGEN INC | Healthcare | $817K | 0.1% | 2,256 | — | |||
| 127 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $800K | 0.1% | 4,976 | New | |||
| 128 | $INTC | INTEL CORP | Technology | $788K | 0.1% | 5,643 | — | |||
| 129 | $SHOP | SHOPIFY INC. | Technology | $777K | 0.1% | 6,807 | New | |||
| 130 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $755K | 0.1% | 28K | — | |||
| 131 | $ANET | Arista Networks, Inc. | Technology | $753K | 0.1% | 4,430 | New | |||
| 132 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $752K | 0.1% | 3,074 | -54% | |||
| 133 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $749K | 0.1% | 10K | — | |||
| 134 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $743K | 0.1% | 3,141 | — | |||
| 135 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $733K | 0.1% | 4,482 | +130% | |||
| 136 | $DHI | HORTON D R INC /DE/ | Industrials | $732K | 0.1% | 4,495 | -6% | |||
| 137 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $728K | 0.1% | 2,203 | -6% | |||
| 138 | $SO | SOUTHERN CO | Utilities | $714K | 0.1% | 7,455 | New | |||
| 139 | $AXP | AMERICAN EXPRESS CO | Financials | $709K | 0.1% | 2,096 | -4% | |||
| 140 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $704K | 0.1% | 6,113 | New | |||
| 141 | $BJ | BJ's Wholesale Club Holdings, Inc. | Consumer Staples | $697K | 0.1% | 7,995 | -0.8% | |||
| 142 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $691K | 0.1% | 939 | — | |||
| 143 | $ABT | ABBOTT LABORATORIES | Healthcare | $691K | 0.1% | 7,610 | -10% | |||
| 144 | $DDOG | Datadog, Inc. | Technology | $683K | 0.1% | 2,624 | -10% | |||
| 145 | $SPOT | Spotify Technology S.A. | Communication Services | $681K | 0.1% | 1,483 | +270% | |||
| 146 | $UNP | UNION PACIFIC CORP | Industrials | $673K | 0.1% | 2,476 | -4% | |||
| 147 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $668K | 0.1% | 1,680 | +9% | |||
| 148 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $668K | 0.1% | 20K | -4% | |||
| 149 | $FANG | Diamondback Energy, Inc. | Energy | $661K | 0.1% | 3,761 | -4% | |||
| 150 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $659K | 0.1% | 1,057 | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 45 new, 66 added to, 119 trimmed, 36 sold out. Share-count changes; largest moves by dollar size first.
New positions (45)
$CMICUMMINS INC$1.5M
first bought this quarter
$APHAMPHENOL CORP /DE/$1.1M
first bought this quarter
$ROSTROSS STORES, INC.$1.0M
first bought this quarter
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$1.0M
first bought this quarter
$SCHWSCHWAB CHARLES CORP$854K
first bought this quarter
$PANWPalo Alto Networks Inc$841K
first bought this quarter
+39 more in the Excel export
Added to (66)
- VANGUARD INDEX FDS - TOTAL STK MKT+144%
now $25.8M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+102%
now $12.5M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $8.4M
- VANGUARD INDEX FDS - MID CAP ETF+683%
now $5.4M
- ISHARES TR - CORE S&P TTL STK+84%
now $9.4M
now $10.8M · held 3+ qtrs, 2 adds in a row
+60 more in the Excel export
Trimmed (119)
- NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA-51%
now $6.6M
- DIREXION SHARES ETF TRUST - AUSPCE CMD STG-25%
now $14.7M
- RBB FD INC - F/M US TREASURY-88%
now $265K
- ISHARES TR - RUSSELL 3000 ETF-0.8%
now $214.6M
$LOWLOWES COMPANIES INC-25%
now $4.6M · held 3+ qtrs
$MSFTMICROSOFT CORP-19%
now $5.5M · held 3+ qtrs, 2 trims in a row
+113 more in the Excel export
Sold out (36)
$STEPStepStone Group Inc.was $259.3M
held 2+ qtrs
$XOM.R34088EXXON MOBIL CORPwas $1.3M
held 2+ qtrs
$ORLYO REILLY AUTOMOTIVE INCwas $1.0M
held 2+ qtrs
$ICEIntercontinental Exchange, Inc.was $784K
held 2+ qtrs
$COFCAPITAL ONE FINANCIAL CORPwas $772K
held 2+ qtrs
$NSCNORFOLK SOUTHERN CORPwas $751K
+30 more in the Excel export
Holdings by quarter
Every 13F Pitcairn Wealth Advisors LLC has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pitcairn Wealth Advisors's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-4.5%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pitcairn Wealth Advisors LLC disclosed 281 positions worth $912.9M in its Form 13F-HR for Q2 2026, followed by $OUNZ and $SPY. During the quarter the fund opened 45 new positions and exited 36 — including a new stake in $CMI and a full exit from $STEP. The portfolio is most concentrated in Other (61.6% of disclosed assets). All figures are sourced directly from Pitcairn Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2089089.
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AI-Powered Hedge Fund Analysis: Pitcairn Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Pitcairn Wealth Advisors LLC (SEC CIK: 2089089), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pitcairn Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.