Institutional Fund
Pitcairn Wealth Advisors LLC
Conshohocken, PACIK 20890892 filings on record
Portfolio Value
$1.09B
Q1 2026
Holdings
271
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.3%
from $1.11B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Stepstone Group Inc23.9%
- Ishares Tr18.1%
- Vaneck Merk Gold ETF5.1%
- Spdr S&P 500 ETF Tr4.2%
- Spdr Index Shs Fds3.3%
- Ishares Tr3.2%
- Other42.3%
Portfolio Holdings
271 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Stepstone Group Inc | 4.04M | $259.30M | 23.9% | 0 | Held |
| 2 | Ishares Tr | 507.5K | $196.32M | 18.1% | −4.3K | Reduced |
| 3 | Vaneck Merk Gold ETF | 1.34M | $55.46M | 5.1% | +924 | Added |
| 4 | Spdr S&P 500 ETF Tr | 66.2K | $45.12M | 4.2% | −1 | Reduced |
| 5 | Spdr Index Shs Fds | 1.01M | $36.16M | 3.3% | +2.3K | Added |
| 6 | Ishares Tr | 92.3K | $34.46M | 3.2% | +4.0K | Added |
| 7 | Berkshire Hathaway Inc Del | 43 | $32.46M | 3.0% | 0 | Held |
| 8 | Direxion Shs ETF Tr | 603.1K | $17.84M | 1.6% | 0 | Held |
| 9 | Vanguard Scottsdale Fds | 43.7K | $13.52M | 1.2% | 0 | Held |
| 10 | New York Life Investments Et | 369.0K | $12.36M | 1.1% | −1 | Reduced |
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