13F filer

Pitcairn Wealth Advisors

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2089089 SEC filings ↗
13F Value
$912.9M
Positions
281
Top Position
IWV23.5%
Top 5
42.9%

Latest filing changes

vs Mar 31, 2026
Holdings281
# Trend (4Q)
1 IWV 23.5% $214.6M -0.8% 503.4K 18.1% ETF
2 OUNZ 5.6% $50.9M -1.3% 1.32M 5.1% ETF
3 SPY 5.4% $49.3M -0.2% 66.0K 4.2% ETF
4 CWI 4.4% $40.2M -1.8% 988.6K 3.3% ETF
5 IWB 4.0% $36.6M -3.1% 89.4K 3.2% ETF
6 BRK.A 3.5% $32.2M — 43 3.0% Common Stock
7 VTI 2.8% $25.8M +144.4% 69.8K 0.9% ETF
8 COM 1.6% $14.7M -25.3% 450.3K 1.6% ETF
9 VONE 1.6% $14.5M -1.9% 42.9K 1.2% ETF
10 ACWX 1.5% $13.7M +3.2% 179.9K 1.1% ETF
11 IVV 1.5% $13.3M +22.7% 17.8K 0.9% ETF
12 SCHF 1.4% $12.5M +101.9% 451.8K 0.5% ETF
13 PG 1.3% $12.3M +1.5% 84.0K 1.1% Common Stock
14 VEA 1.2% $11.2M — 157.1K 0.9% ETF
15 VOO 1.2% $11.0M -4.6% 16.0K 1.0% ETF
16 GLDM 1.2% $10.8M +58.1% 135.6K 0.7% Trust
17 AAPL 1.0% $9.6M +0.6% 33.1K 0.8% Common Stock
18 GLD 1.0% $9.5M +2.6% 25.8K 0.9% Trust
19 ITOT 1.0% $9.4M +83.6% 57.0K 0.4% ETF
20 NVDA 1.0% $9.0M -0.2% 45.2K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing36
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.