Pitcairn Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Pitcairn Wealth Advisors LLC reported 281 stock positions worth $912.9 million. Its top holding was iShares Russell 3000 ETF (IWV) at 23.5% of the portfolio, followed by Vaneck Merk Gold ETF (OUNZ, 5.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.4%). Compared with Q1 2026, it opened 46 new positions, sold out of 36, added to 64 and reduced 119. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +144%) and the biggest sale an exit from Stepstone Class A (STEP).

Most Recent 13F
Q2 2026
Location
CONSHOHOCKEN, PA
CIK
0002089089
Portfolio Value
$912.9M (Q2 2026)
SEC Filing
0001398344-26-013906 ↗ filed Aug 10, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $912.9M $912.9M Q2 2026

Holdings 281 stocks · $912.9M
IWV iShares Russell 3000 ETF 23.51% 503,370 $214.6M Reduce -0.8%
OUNZ Vaneck Merk Gold ETF 5.58% 1,319,924 $50.9M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 5.40% 66,043 $49.3M Reduce -0.2%
CWI State Street SPDR MSCI Acwi 4.40% 988,601 $40.2M Reduce -1.8%
IWB iShares Russell 1000 ETF 4.01% 89,429 $36.6M Reduce -3.1%
BRK.A Berkshire Hathaway Inc. Class A 3.53% 43 $32.2M No change
VTI VG Morningstar TS MKT ETF-US 2.83% 69,804 $25.8M Add +144.4%
COM Direxion Auspice BRD Cmdty 1.61% 450,318 $14.7M Reduce -25.3%
VONE Vanguard Russell 1000 1.59% 42,892 $14.5M Reduce -1.9%
ACWX iShares MSCI Acwi Ex US ETF 1.50% 179,937 $13.7M Add +3.1%
IVV iShares Core S&P 500 ETF 1.46% 17,801 $13.3M Add +22.7%
SCHF Schwab Intl Equity ETF 1.37% 451,796 $12.5M Add +101.9%
PG The Procter & Gamble Co. 1.35% 83,968 $12.3M Add +1.4%
VEA Vanguard Ftse Developed ETF 1.23% 157,079 $11.2M No change
VOO Vanguard S&P 500 ETF 1.21% 16,033 $11.0M Reduce -4.6%
GLDM SPDR Gold Minishares Trust 1.18% 135,573 $10.8M Add +58.1%
AAPL Apple Inc. 1.05% 33,057 $9.6M Add +0.6%
GLD SPDR Gold Shares 1.04% 25,760 $9.5M Add +2.6%
ITOT iShares Core S&P Total U.S. 1.03% 56,971 $9.4M Add +83.6%
NVDA Nvidia Corp. 0.99% 45,213 $9.0M Reduce -0.2%
IWF iShares Russell 1000 Growth 0.92% 67,648 $8.4M No change
IJH iShares Core S&P Midcap ETF 0.90% 106,294 $8.2M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.89% 23,699 $8.2M Add +47.1%
VTHR Vanguard Russell 3000 0.86% 23,750 $7.9M Reduce -6.0%
GOOGL Alphabet Inc. Class A 0.84% 21,345 $7.6M Reduce -2.3%
IXUS iShares Core Intl Stock ETF 0.83% 79,478 $7.6M Add +52.4%
BRK.B Berkshire Hathaway Inc. Class B 0.75% 13,714 $6.9M Reduce -5.0%
QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.73% 181,586 $6.6M Reduce -50.8%
MSFT Microsoft Corp. 0.60% 14,738 $5.5M Reduce -19.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.59% 67,397 $5.4M Add +95.8%
VXF Vanguard Extended Market ETF 0.58% 21,544 $5.3M No change
ESGD iShares Trust iShares ESG Aw 0.51% 45,419 $4.7M Reduce -0.3%
AMZN Amazon.com Inc. 0.51% 19,430 $4.6M Reduce -19.7%
LOW Lowe's Cos Inc. 0.50% 20,757 $4.6M Reduce -25.5%
DSI iShares ESG MSCI KLD 400 ETF 0.44% 28,513 $4.1M Reduce -0.1%
LLY Eli Lilly & Co. 0.43% 3,293 $4.0M Add +5.7%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.40% 164,987 $3.7M Reduce -6.1%
MU Micron Technology Inc. 0.39% 3,086 $3.6M Add +107.4%
INGR Ingredion Inc. 0.37% 35,761 $3.4M Reduce -0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.37% 11,122 $3.4M Add +512.4%
AVGO Broadcom Inc. 0.36% 8,632 $3.3M Reduce -23.3%
AGG iShares Core U.S. Aggregate 0.33% 30,861 $3.1M Add +84.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.33% 33,050 $3.0M No change
TSM Taiwan Semiconductor-SP ADR 0.33% 6,232 $3.0M Reduce -23.4%
XLK SS Technology Select Sector 0.33% 15,589 $3.0M Reduce -10.0%
JPM JPMorgan Chase & Co. 0.32% 9,034 $3.0M Reduce -9.1%
VUSB Vanguard Ultra Short Bond Et 0.31% 56,554 $2.8M Reduce -26.0%
META Meta Platforms Inc. Class A 0.29% 4,634 $2.6M Reduce -20.1%
VWO Vanguard Ftse Emerging Marke 0.28% 42,923 $2.6M Add +77.9%
ESGE iShares Inc. iShares ESG Awar 0.27% 45,683 $2.5M Reduce -0.5%
VVX V2X Inc. 0.27% 33,099 $2.5M Reduce -8.4%
GOOG Alphabet Inc. Class C 0.27% 6,948 $2.5M Add +6.7%
BLV Vanguard Long-Term Bond ETF 0.26% 34,477 $2.4M No change
V Visa Inc. Class A 0.26% 6,845 $2.3M Add +64.2%
EFV iShares MSCI Eafe Value ETF 0.26% 30,406 $2.3M Reduce -9.4%
WDC Western Digital Corp. 0.23% 3,354 $2.1M Reduce -19.4%
CSCO Cisco Systems Inc. 0.23% 18,206 $2.1M Reduce -1.3%
LRCX Lam Research Corp. 0.23% 4,934 $2.1M Reduce -29.6%
MRVL Marvell Technology Inc. 0.22% 6,813 $2.0M Reduce -27.5%
CAT Caterpillar Inc. 0.22% 1,881 $2.0M Reduce -0.5%
REET iShares Global REIT ETF 0.21% 70,851 $2.0M Add +53.1%
JNJ Johnson & Johnson 0.21% 7,668 $1.9M Reduce -1.5%
IEFA iShares Core MSCI Eafe ETF 0.21% 20,126 $1.9M Reduce -0.8%
CSX CSX Corp. 0.21% 40,287 $1.9M Add +86.5%
CAVA Cava Group Inc. 0.21% 23,972 $1.9M No change
BF.A Brown-Forman Corp. Class A 0.21% 68,534 $1.9M Add +1.6%
AIQ Global X Art Intel & Tech 0.20% 28,419 $1.9M No change
VTWO Vanguard Russell 2000 ETF 0.19% 14,540 $1.8M No change
IGF iShares Global Infrastructur 0.19% 25,936 $1.7M Add +72.6%
MDY State Street SPDR S&P Midcap 0.19% 2,433 $1.7M No change
TOLZ Proshares GLB Infrastructure 0.19% 28,682 $1.7M Reduce -11.0%
SCHD Schwab US DVD Equity ETF 0.17% 49,683 $1.6M No change
IVE iShares S&P 500 Value ETF 0.17% 6,867 $1.6M Add +0.3%
STX Seagate Technology Holdings 0.16% 1,551 $1.5M Reduce -18.8%
VCSH Vanguard S/T Corp. Bond ETF 0.16% 18,536 $1.5M No change
MA Mastercard Inc. Class A 0.16% 2,840 $1.5M Reduce -0.2%
CMI Cummins Inc. 0.16% 2,039 $1.5M New
CDNS Cadence Design SYS Inc. 0.15% 3,733 $1.4M Add +18.3%
RTX RTX Corp. 0.15% 7,185 $1.4M Reduce -23.7%
UBER Uber Technologies Inc. 0.15% 18,515 $1.3M Add +32.1%
EFA iShares MSCI Eafe ETF 0.14% 12,701 $1.3M No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.14% 10,060 $1.3M No change
NTRS Northern Trust Corp. 0.14% 7,393 $1.3M Reduce -35.8%
ORCL Oracle Corp. 0.13% 8,328 $1.2M Add +175.6%
IVW iShares S&P 500 Growth ETF 0.13% 8,704 $1.2M Add +0.1%
ETN Eaton Corp. PLC 0.13% 2,800 $1.2M Add +13.1%
CIBR First Trust Nasdaq Cybersecu 0.13% 13,220 $1.2M No change
IJR iShares Core S&P Small-Cap E 0.13% 7,801 $1.2M Add +0.1%
APH Amphenol Corp. Class A 0.13% 6,508 $1.1M New
WFC Wells Fargo & Co. 0.12% 13,417 $1.1M Reduce -18.3%
GM General Motors Co. 0.12% 14,288 $1.1M Reduce -18.4%
ABBV Abbvie Inc. 0.12% 4,269 $1.1M Reduce -13.3%
PH Parker Hannifin Corp. 0.12% 1,088 $1.1M Reduce -3.5%
SPSM SS SPDR P S&P 600 Small Cap 0.12% 18,448 $1.1M Reduce -0.3%
IBKR Interactive Brokers Gro Class A 0.12% 12,152 $1.1M Reduce -2.1%
FSTR Foster (lb) Co. Class A 0.11% 22,807 $1.0M Reduce -28.2%
MPWR Monolithic Power Systems Inc. 0.11% 744 $1.0M Reduce -37.4%
ROST Ross Stores Inc. 0.11% 4,812 $1.0M New
DFAC Dimensional US Core Equity 2 0.11% 22,715 $1.0M New
URI United Rentals Inc. 0.11% 887 $1.0M Reduce -33.3%

Show all 281 holdings

Portfolio Sells Q1 2026 → Q2 2026
STEP Stepstone Group Inc. Class A Sold out 0.00% −23.86
QAI Nylim HDG MLT-STR TRC ETF-Ui Reduce -50.8% 0.73% −0.41
MSFT Microsoft Corp. Reduce -19.1% 0.60% −0.21
TBIL F/M US Treasury 3 Month Bill Reduce -88.2% 0.03% −0.18
XOM Exxon Mobil Corp. Sold out 0.00% −0.12
LOW Lowe's Cos Inc. Reduce -25.5% 0.50% −0.12
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.09
ACN Accenture PLC Class A Reduce -51.8% 0.03% −0.09
NOW ServiceNow Inc. Reduce -59.3% 0.04% −0.09
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.07
COF Capital One Financial Corp. Sold out 0.00% −0.07
NSC Norfolk Southern Corp. Sold out 0.00% −0.07
META Meta Platforms Inc. Class A Reduce -20.1% 0.29% −0.07
ADBE Adobe Inc. Sold out 0.00% −0.06
INTU Intuit Inc. Sold out 0.00% −0.06
SPGI S&P Global Inc. Reduce -57.8% 0.04% −0.06
PYPL PayPal Holdings Inc. Sold out 0.00% −0.06
TMUS T-Mobile US Inc. Sold out 0.00% −0.06
EXE Expand Energy Corp. Sold out 0.00% −0.05
CZR Caesars Entertainment Inc. Sold out 0.00% −0.05
XLY SS Consumer Disc Select Sect Sold out 0.00% −0.05
BLD Topbuild Corp. Sold out 0.00% −0.05
XYL Xylem Inc. Sold out 0.00% −0.05
PGR Progressive Corp. Sold out 0.00% −0.04
VUSB Vanguard Ultra Short Bond Et Reduce -26.0% 0.31% −0.04
C Citigroup Inc. Reduce -51.0% 0.10% −0.04
DIS The Walt Disney Co. Reduce -29.3% 0.10% −0.04
NFLX Netflix Inc. Reduce -31.4% 0.07% −0.04
GILD Gilead Sciences Inc. Sold out 0.00% −0.04
FICO Fair Isaac Corp. Sold out 0.00% −0.04
CR Crane Co. Reduce -72.2% 0.03% −0.04
ADSK Autodesk Inc. Sold out 0.00% −0.04
UAL United Airlines Holdings Inc. Sold out 0.00% −0.04
DKNG Draftkings Inc. Class A Reduce -28.1% 0.06% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.03
COM Direxion Auspice BRD Cmdty Reduce -25.3% 1.61% −0.03
ECL Ecolab Inc. Sold out 0.00% −0.03
GLPI Gaming and Leisure Propertie Sold out 0.00% −0.03
TDG Transdigm Group Inc. Sold out 0.00% −0.03
TPR Tapestry Inc. Reduce -67.1% 0.02% −0.03
CSGP Costar Group Inc. Sold out 0.00% −0.03
AXSM Axsome Therapeutics Inc. Reduce -53.9% 0.08% −0.03
XBIL F/M US Treasury 6 Month Bill Reduce -58.7% 0.03% −0.03
TWLO Twilio Inc. Class A Sold out 0.00% −0.03
FISV Fiserv Inc. Sold out 0.00% −0.03
WMT Walmart Inc. Sold out 0.00% −0.03
VLTO Veralto Corp. Sold out 0.00% −0.03
KR Kroger Co. Reduce -44.0% 0.04% −0.02
CXT Crane NXT Co. Sold out 0.00% −0.02
ABT Abbott Laboratories Reduce -10.0% 0.08% −0.02

Portfolio Buys Q1 2026 → Q2 2026
VTI VG Morningstar TS MKT ETF-US Add +144.4% 2.83% +1.95
SCHF Schwab Intl Equity ETF Add +101.9% 1.37% +0.88
ITOT iShares Core S&P Total U.S. Add +83.6% 1.03% +0.60
IVV iShares Core S&P 500 ETF Add +22.7% 1.46% +0.55
GLDM SPDR Gold Minishares Trust Add +58.1% 1.18% +0.51
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +47.1% 0.89% +0.43
IXUS iShares Core Intl Stock ETF Add +52.4% 0.83% +0.42
ACWX iShares MSCI Acwi Ex US ETF Add +3.1% 1.50% +0.42
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +95.8% 0.59% +0.36
MU Micron Technology Inc. Add +107.4% 0.39% +0.35
VB Vanguard Most SM-Cap ETF-Usd Add +512.4% 0.37% +0.33
PG The Procter & Gamble Co. Add +1.4% 1.35% +0.26
AAPL Apple Inc. Add +0.6% 1.05% +0.23
AGG iShares Core U.S. Aggregate Add +84.9% 0.33% +0.18
VWO Vanguard Ftse Emerging Marke Add +77.9% 0.28% +0.16
CMI Cummins Inc. New 0.16% +0.16
CSX CSX Corp. Add +86.5% 0.21% +0.14
APH Amphenol Corp. Class A New 0.13% +0.13
LLY Eli Lilly & Co. Add +5.7% 0.43% +0.12
GLD SPDR Gold Shares Add +2.6% 1.04% +0.12
V Visa Inc. Class A Add +64.2% 0.26% +0.12
ROST Ross Stores Inc. New 0.11% +0.11
DFAC Dimensional US Core Equity 2 New 0.11% +0.11
REET iShares Global REIT ETF Add +53.1% 0.21% +0.11
IGF iShares Global Infrastructur Add +72.6% 0.19% +0.10
SCHW Schwab (charles) Corp. New 0.09% +0.09
PANW Palo Alto Networks Inc. New 0.09% +0.09
ILMN Illumina Inc. New 0.09% +0.09
WTFC Wintrust Financial Corp. New 0.09% +0.09
SHOP Shopify Inc. Class A New 0.09% +0.09
ANET Arista Networks Inc. New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +6.7% 0.27% +0.08
ORCL Oracle Corp. Add +175.6% 0.13% +0.08
SO The Southern Co. New 0.08% +0.08
DG Dollar General Corp. New 0.08% +0.08
Q Qnity Electronics Inc. New 0.07% +0.07
CDNS Cadence Design SYS Inc. Add +18.3% 0.15% +0.06
HEI.A Heico Corp. Class A New 0.06% +0.06
ETN Eaton Corp. PLC Add +13.1% 0.13% +0.06
PICK iShares MSCI Global Metals & New 0.06% +0.06
NUE Nucor Corp. Add +28.5% 0.10% +0.05
DAL Delta Air Lines Inc. New 0.05% +0.05
SPOT Spotify Technology SA Add +269.8% 0.07% +0.05
USHY iShares Broad Usd High Yield New 0.05% +0.05
CIEN Ciena Corp. New 0.05% +0.05
AXON Axon Enterprise Inc. New 0.05% +0.05
AMT American Tower Corp. Add +130.1% 0.08% +0.05
BA The Boeing Co. Add +58.5% 0.10% +0.05
VIK Viking Holdings Ltd. New 0.05% +0.05
BMY Bristol-Myers Squibb Co. Add +57.1% 0.09% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 281$912.9MIWV, OUNZ, SPY, CWI, IWB
Q1 2026 271$1.1BSTEP, IWV, OUNZ, SPY, CWI
Q4 2025 267$1.1BSTEP, IWV, OUNZ, SPY, CWI