Pitcairn Wealth Advisors LLC
CIK: 2089089
Holdings (281)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 10, 2026
- IWV
ISHARES TR
$214.64M
503,370 sh23.51%-0.8% - OUNZ
VANECK MERK GOLD ETF
$50.94M
1.32M sh5.58%-1.3% - SPY
STATE STR SPDR S&P 500 ETF T
$49.32M
66,043 sh5.40%-0.2% - CWI
SPDR INDEX SHS FDS
$40.21M
988,601 sh4.40%-1.8% - IWB
ISHARES TR
$36.62M
89,429 sh4.01%-3.1% - BRK.A
BERKSHIRE HATHAWAY INC DEL
$32.2M
43 sh3.53%+0.0% - VTI
VANGUARD INDEX FDS
$25.83M
69,804 sh2.83%+144.4% - COM
DIREXION SHARES ETF TRUST
$14.68M
450,318 sh1.61%-25.3% - VONE
VANGUARD SCOTTSDALE FDS
$14.53M
42,892 sh1.59%-1.9% - ACWX
ISHARES TR
$13.7M
179,937 sh1.50%+3.1% - IVV
ISHARES TR
$13.33M
17,801 sh1.46%+22.7% - SCHF
SCHWAB STRATEGIC TR
$12.51M
451,796 sh1.37%+101.9% - PG
PROCTER & GAMBLE CO
$12.31M
83,968 sh1.35%+1.4% - VEA
VANGUARD TAX-MANAGED FDS
$11.19M
157,079 sh1.23%+0.0% - VOO
VANGUARD INDEX FDS
$11.01M
16,033 sh1.21%-4.6% - GLDM
WORLD GOLD TR
$10.77M
135,573 sh1.18%+58.1% - AAPL
APPLE INC
$9.57M
33,057 sh1.05%+0.6% - GLD
SPDR GOLD TR
$9.49M
25,760 sh1.04%+2.6% - ITOT
ISHARES TR
$9.36M
56,971 sh1.03%+83.6% - NVDA
NVIDIA CORPORATION
$9.05M
45,213 sh0.99%-0.2% - IWF
ISHARES TR
$8.4M
67,648 sh0.92%+0.0% - IJH
ISHARES TR
$8.2M
106,294 sh0.90%+0.0% - VV
VANGUARD INDEX FDS
$8.15M
23,699 sh0.89%+47.1% - VTHR
VANGUARD SCOTTSDALE FDS
$7.87M
23,750 sh0.86%-6.0% - GOOGL
ALPHABET INC
$7.63M
21,345 sh0.84%-2.3% - IXUS
ISHARES TR
$7.59M
79,478 sh0.83%+52.4% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$6.86M
13,714 sh0.75%-5.0% - QAI
NEW YORK LIFE INVESTMENTS ET
$6.65M
181,586 sh0.73%-50.8% - MSFT
MICROSOFT CORP
$5.5M
14,738 sh0.60%-19.1% - VO
VANGUARD INDEX FDS
$5.43M
67,397 sh0.59%+95.8% - VXF
VANGUARD INDEX FDS
$5.3M
21,544 sh0.58%+0.0% - ESGD
ISHARES TR
$4.67M
45,419 sh0.51%-0.3% - AMZN
AMAZON COM INC
$4.63M
19,430 sh0.51%-19.7% - LOW
LOWES COS INC
$4.58M
20,757 sh0.50%-25.5% - DSI
ISHARES TR
$4.06M
28,513 sh0.44%-0.1% - LLY
ELI LILLY & CO
$3.95M
3,293 sh0.43%+5.7% - BCI
ABRDN ETFS
$3.69M
164,987 sh0.40%-6.1% - MU
MICRON TECHNOLOGY INC
$3.56M
3,086 sh0.39%+107.4% - INGR
INGREDION INC
$3.39M
35,761 sh0.37%-0.7% - VB
VANGUARD INDEX FDS
$3.37M
11,122 sh0.37%+512.4% - AVGO
BROADCOM INC
$3.26M
8,632 sh0.36%-23.3% - AGG
ISHARES TR
$3.05M
30,861 sh0.33%+84.9% - SPTM
SPDR SERIES TRUST
$3M
33,050 sh0.33%+0.0% - TSM
TAIWAN SEMICONDUCTOR MANUFAC
$2.98M
6,232 sh0.33%-23.4% - XLK
SELECT SECTOR SPDR TR
$2.97M
15,589 sh0.33%-10.0% - JPM
JPMORGAN CHASE & CO
$2.96M
9,034 sh0.32%-9.1% - VUSB
VANGUARD BD INDEX FDS
$2.82M
56,554 sh0.31%-26.0% - META
META PLATFORMS INC
$2.61M
4,634 sh0.29%-20.1% - VWO
VANGUARD INTL EQUITY INDEX F
$2.56M
42,923 sh0.28%+77.9% - ESGE
ISHARES INC
$2.5M
45,683 sh0.27%-0.5%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 IWV ISHARES TR | 503,370 | $214.64M | -0.8% | 23.51% | Q2 2026 |
 OUNZ VANECK MERK GOLD ETF | 1.32M | $50.94M | -1.3% | 5.58% | Q2 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 66,043 | $49.32M | -0.2% | 5.40% | Q2 2026 |
 CWI SPDR INDEX SHS FDS | 988,601 | $40.21M | -1.8% | 4.40% | Q2 2026 |
 IWB ISHARES TR | 89,429 | $36.62M | -3.1% | 4.01% | Q2 2026 |
 BRK.A BERKSHIRE HATHAWAY INC DEL | 43 | $32.2M | +0.0% | 3.53% | Q2 2026 |
 VTI VANGUARD INDEX FDS | 69,804 | $25.83M | +144.4% | 2.83% | Q2 2026 |
 COM DIREXION SHARES ETF TRUST | 450,318 | $14.68M | -25.3% | 1.61% | Q2 2026 |
 VONE VANGUARD SCOTTSDALE FDS | 42,892 | $14.53M | -1.9% | 1.59% | Q2 2026 |
 ACWX ISHARES TR | 179,937 | $13.7M | +3.1% | 1.50% | Q2 2026 |
 IVV ISHARES TR | 17,801 | $13.33M | +22.7% | 1.46% | Q2 2026 |
 SCHF SCHWAB STRATEGIC TR | 451,796 | $12.51M | +101.9% | 1.37% | Q2 2026 |
 PG PROCTER & GAMBLE CO | 83,968 | $12.31M | +1.4% | 1.35% | Q2 2026 |
 VEA VANGUARD TAX-MANAGED FDS | 157,079 | $11.19M | +0.0% | 1.23% | Q2 2026 |
 VOO VANGUARD INDEX FDS | 16,033 | $11.01M | -4.6% | 1.21% | Q2 2026 |
 GLDM WORLD GOLD TR | 135,573 | $10.77M | +58.1% | 1.18% | Q2 2026 |
 AAPL APPLE INC | 33,057 | $9.57M | +0.6% | 1.05% | Q2 2026 |
 GLD SPDR GOLD TR | 25,760 | $9.49M | +2.6% | 1.04% | Q2 2026 |
 ITOT ISHARES TR | 56,971 | $9.36M | +83.6% | 1.03% | Q2 2026 |
 NVDA NVIDIA CORPORATION | 45,213 | $9.05M | -0.2% | 0.99% | Q2 2026 |
 IWF ISHARES TR | 67,648 | $8.4M | +0.0% | 0.92% | Q2 2026 |
 IJH ISHARES TR | 106,294 | $8.2M | +0.0% | 0.90% | Q2 2026 |
 VV VANGUARD INDEX FDS | 23,699 | $8.15M | +47.1% | 0.89% | Q2 2026 |
 VTHR VANGUARD SCOTTSDALE FDS | 23,750 | $7.87M | -6.0% | 0.86% | Q2 2026 |
 GOOGL ALPHABET INC | 21,345 | $7.63M | -2.3% | 0.84% | Q2 2026 |
 IXUS ISHARES TR | 79,478 | $7.59M | +52.4% | 0.83% | Q2 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 13,714 | $6.86M | -5.0% | 0.75% | Q2 2026 |
 QAI NEW YORK LIFE INVESTMENTS ET | 181,586 | $6.65M | -50.8% | 0.73% | Q2 2026 |
 MSFT MICROSOFT CORP | 14,738 | $5.5M | -19.1% | 0.60% | Q2 2026 |
 VO VANGUARD INDEX FDS | 67,397 | $5.43M | +95.8% | 0.59% | Q2 2026 |
 VXF VANGUARD INDEX FDS | 21,544 | $5.3M | +0.0% | 0.58% | Q2 2026 |
 ESGD ISHARES TR | 45,419 | $4.67M | -0.3% | 0.51% | Q2 2026 |
 AMZN AMAZON COM INC | 19,430 | $4.63M | -19.7% | 0.51% | Q2 2026 |
 LOW LOWES COS INC | 20,757 | $4.58M | -25.5% | 0.50% | Q2 2026 |
 DSI ISHARES TR | 28,513 | $4.06M | -0.1% | 0.44% | Q2 2026 |
 LLY ELI LILLY & CO | 3,293 | $3.95M | +5.7% | 0.43% | Q2 2026 |
 BCI ABRDN ETFS | 164,987 | $3.69M | -6.1% | 0.40% | Q2 2026 |
 MU MICRON TECHNOLOGY INC | 3,086 | $3.56M | +107.4% | 0.39% | Q2 2026 |
 INGR INGREDION INC | 35,761 | $3.39M | -0.7% | 0.37% | Q2 2026 |
 VB VANGUARD INDEX FDS | 11,122 | $3.37M | +512.4% | 0.37% | Q2 2026 |
 AVGO BROADCOM INC | 8,632 | $3.26M | -23.3% | 0.36% | Q2 2026 |
 AGG ISHARES TR | 30,861 | $3.05M | +84.9% | 0.33% | Q2 2026 |
 SPTM SPDR SERIES TRUST | 33,050 | $3M | +0.0% | 0.33% | Q2 2026 |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6,232 | $2.98M | -23.4% | 0.33% | Q2 2026 |
 XLK SELECT SECTOR SPDR TR | 15,589 | $2.97M | -10.0% | 0.33% | Q2 2026 |
 JPM JPMORGAN CHASE & CO | 9,034 | $2.96M | -9.1% | 0.32% | Q2 2026 |
 VUSB VANGUARD BD INDEX FDS | 56,554 | $2.82M | -26.0% | 0.31% | Q2 2026 |
 META META PLATFORMS INC | 4,634 | $2.61M | -20.1% | 0.29% | Q2 2026 |
 VWO VANGUARD INTL EQUITY INDEX F | 42,923 | $2.56M | +77.9% | 0.28% | Q2 2026 |
 ESGE ISHARES INC | 45,683 | $2.5M | -0.5% | 0.27% | Q2 2026 |
1-50 of 281 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Pitcairn Wealth Advisors LLC
Pitcairn Wealth Advisors LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2089089). Signal8 holds 9 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 10, 2026. That report lists 281 securities, not counting options, up from 271 in Q1 2026.
Its five largest reported positions, in order, are ISHARES TR (IWV), VANECK MERK GOLD ETF (OUNZ), STATE STR SPDR S&P 500 ETF T (SPY), SPDR INDEX SHS FDS (CWI) and ISHARES TR (IWB). The next five are BERKSHIRE HATHAWAY INC DEL (BRK.A), VANGUARD INDEX FDS (VTI), DIREXION SHARES ETF TRUST (COM), VANGUARD SCOTTSDALE FDS (VONE) and ISHARES TR (ACWX).
Recent 13F filings by Pitcairn Wealth Advisors LLC
- Q2 2026: 13F-HR filed Aug 10, 2026, listing 281 securities.
- Q1 2026: 13F-HR filed May 13, 2026, listing 271 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 267 securities.