EdgeMarket › What Pitcairn Wealth Advisors Llc reported owning
What Pitcairn Wealth Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
271Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| STEP StepStone Group Inc. | 259.3M | 23.9% | 4.0M | 49.99 | -14.6% |
| IWV iShares Russell 3000 Fund | 196.3M | 18.1% | 507.5K | 436.47 | +20.5% |
| OUNZ VanEck Merk Gold ETF | 55.5M | 5.1% | 1.3M | 44.36 | +37.5% |
| SPY SPDR S&P 500 ETF TRUST | 45.1M | 4.2% | 66.2K | 765.72 | +20.0% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 36.2M | 3.3% | 1.0M | 41.52 | +23.2% |
| IWB iShares Russell 1000 ETF | 34.5M | 3.2% | 92.3K | 419.69 | +19.8% |
| unmapped CUSIP 084670108 | 32.5M | 3.0% | 43 | — | — |
| COM Direxion Auspice Broad Commodity Strategy ETF | 17.8M | 1.6% | 603.1K | 34.76 | +25.9% |
| VONE Vanguard Russell 1000 ETF | 13.5M | 1.2% | 43.7K | 347.10 | +19.8% |
| QAI NYLI Hedge Multi-Strategy Tracker ETF | 12.4M | 1.1% | 369.0K | 36.59 | +11.3% |
| PG PROCTER & GAMBLE Co | 11.9M | 1.1% | 82.8K | 144.68 | -9.3% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 11.7M | 1.1% | 174.4K | 77.94 | +23.9% |
| VOO Vanguard S&P 500 ETF | 10.5M | 1.0% | 16.8K | 703.71 | +20.0% |
| GLD SPDR GOLD TRUST | 10.0M | 0.9% | 25.1K | 423.36 | +37.3% |
| IVV iShares Core S&P 500 ETF | 9.9M | 0.9% | 14.5K | 769.31 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 9.8M | 0.9% | 157.1K | 73.42 | +24.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.6M | 0.9% | 28.6K | 378.24 | +20.5% |
| AAPL Apple Inc. | 8.9M | 0.8% | 32.9K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 8.8M | 0.8% | 18.2K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 8.4M | 0.8% | 45.3K | 214.72 | +22.4% |
| IWF iShares Russell 1000 Growth Fund | 8.0M | 0.7% | 16.9K | 122.39 | +11.2% |
| VTHR Vanguard Russell 3000 ETF | 7.6M | 0.7% | 25.3K | 338.91 | +20.5% |
| GLDM World Gold Trust | 7.3M | 0.7% | 85.7K | 91.32 | +37.7% |
| unmapped CUSIP 084670702 | 7.3M | 0.7% | 14.4K | — | — |
| IJH iShares Core S&P Mid-Cap ETF | 7.0M | 0.6% | 106.3K | 76.77 | +20.8% |
| GOOGL Alphabet Inc. | 6.8M | 0.6% | 21.9K | 344.82 | +73.0% |
| LOW LOWES COMPANIES INC | 6.7M | 0.6% | 27.9K | 216.09 | -16.0% |
| AMZN AMAZON COM INC | 5.6M | 0.5% | 24.2K | 258.63 | +15.6% |
| SCHF Schwab International Equity ETF | 5.4M | 0.5% | 223.8K | 28.46 | +24.7% |
| VV Vanguard Morningstar Large-Cap ETF | 5.1M | 0.5% | 16.1K | 352.60 | +19.8% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 4.6M | 0.4% | 31.0K | 167.97 | +20.5% |
| VXF Vanguard Extended Market ETF | 4.5M | 0.4% | 21.5K | 245.53 | +23.5% |
| IXUS iShares Core MSCI Total International Stock ET | 4.4M | 0.4% | 52.1K | 97.94 | +22.5% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 4.3M | 0.4% | 45.5K | 107.31 | +17.0% |
| INGR Ingredion Inc | 4.0M | 0.4% | 36.0K | 106.84 | -15.7% |
| AVGO Broadcom Inc. | 3.9M | 0.4% | 11.3K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 3.8M | 0.4% | 5.8K | 549.90 | -26.5% |
| VUSB Vanguard Ultra-Short Bond ETF | 3.8M | 0.4% | 76.5K | 49.75 | -0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 3.7M | 0.3% | 28.5K | 146.62 | +21.9% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Fre | 3.4M | 0.3% | 175.8K | 25.48 | +24.3% |
| LLY ELI LILLY & Co | 3.3M | 0.3% | 3.1K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 3.2M | 0.3% | 9.9K | 351.58 | +20.3% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 2.7M | 0.3% | 33.0K | 92.94 | +20.2% |
| VO Vanguard Morningstar Mid-Cap ETF | 2.5M | 0.2% | 8.6K | 82.97 | +15.9% |
| XLK State Street Technology Select Sector SPDR ETF | 2.5M | 0.2% | 17.3K | 183.31 | +41.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.5M | 0.2% | 8.1K | 418.95 | +83.3% |
| BLV Vanguard Long-Term Bond ETF | 2.4M | 0.2% | 34.5K | 65.84 | -4.7% |
| EFV iShares MSCI EAFE Value ETF | 2.4M | 0.2% | 33.5K | 82.23 | +21.4% |
| TBIL F/m US Treasury 3 Month Bill Fund | 2.3M | 0.2% | 45.2K | 49.99 | +0.1% |
| GOOG Alphabet Inc. | 2.0M | 0.2% | 6.5K | 341.75 | +70.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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