Pitcairn Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Pitcairn Wealth Advisors LLC reported 267 stock positions worth $1.1 billion. Its top holding was Stepstone Class A (STEP) at 23.3% of the portfolio, followed by iShares Russell 3000 ETF (IWV, 17.8%) and Vaneck Merk Gold ETF (OUNZ, 5.0%).
- Most Recent 13F
- Q2 2026
- Location
- CONSHOHOCKEN, PA
- CIK
- 0002089089
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001398344-26-003029 ↗ filed Feb 13, 2026
Holdings Value
Holdings 267 stocks · $1.1B
| STEP Stepstone Group Inc. Class A | 23.33% | 4,040,795 | $259.3M | — |
| IWV iShares Russell 3000 ETF | 17.81% | 511,769 | $198.0M | — |
| OUNZ Vaneck Merk Gold ETF | 4.99% | 1,336,033 | $55.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.06% | 66,172 | $45.1M | — |
| CWI State Street SPDR MSCI Acwi | 3.25% | 1,004,300 | $36.1M | — |
| IWB iShares Russell 1000 ETF | 2.97% | 88,267 | $33.0M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 2.92% | 43 | $32.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.12% | 70,331 | $23.6M | — |
| COM Direxion Auspice BRD Cmdty | 1.60% | 603,060 | $17.8M | — |
| VONE Vanguard Russell 1000 | 1.22% | 43,733 | $13.5M | — |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.11% | 368,986 | $12.4M | — |
| PG The Procter & Gamble Co. | 1.07% | 82,768 | $11.9M | — |
| ACWX iShares MSCI Acwi Ex US ETF | 1.05% | 174,436 | $11.7M | — |
| MSFT Microsoft Corp. | 0.96% | 22,141 | $10.7M | — |
| VOO Vanguard S&P 500 ETF | 0.95% | 16,811 | $10.5M | — |
| GLD SPDR Gold Shares | 0.93% | 26,040 | $10.3M | — |
| IVV iShares Core S&P 500 ETF | 0.89% | 14,513 | $9.9M | — |
| VEA Vanguard Ftse Developed ETF | 0.88% | 157,079 | $9.8M | — |
| SCHF Schwab Intl Equity ETF | 0.81% | 374,946 | $9.0M | — |
| AAPL Apple Inc. | 0.80% | 32,868 | $8.9M | — |
| NVDA Nvidia Corp. | 0.76% | 45,100 | $8.4M | — |
| IWF iShares Russell 1000 Growth | 0.72% | 16,912 | $8.0M | — |
| VTHR Vanguard Russell 3000 | 0.68% | 25,272 | $7.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 14,434 | $7.3M | — |
| GLDM SPDR Gold Minishares Trust | 0.64% | 83,647 | $7.1M | — |
| IJH iShares Core S&P Midcap ETF | 0.63% | 106,294 | $7.0M | — |
| GOOGL Alphabet Inc. Class A | 0.61% | 21,843 | $6.8M | — |
| LOW Lowe's Cos Inc. | 0.60% | 27,856 | $6.7M | — |
| AMZN Amazon.com Inc. | 0.50% | 24,085 | $5.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.46% | 16,112 | $5.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 15,959 | $4.6M | — |
| ITOT iShares Core S&P Total U.S. | 0.42% | 31,146 | $4.6M | — |
| VXF Vanguard Extended Market ETF | 0.41% | 21,544 | $4.5M | — |
| IXUS iShares Core Intl Stock ETF | 0.41% | 53,225 | $4.5M | — |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 45,549 | $4.3M | — |
| LLY Eli Lilly & Co. | 0.38% | 3,917 | $4.2M | — |
| INGR Ingredion Inc. | 0.36% | 36,011 | $4.0M | — |
| AVGO Broadcom Inc. | 0.35% | 11,156 | $3.9M | — |
| VUSB Vanguard Ultra Short Bond Et | 0.34% | 76,464 | $3.8M | — |
| META Meta Platforms Inc. Class A | 0.34% | 5,751 | $3.8M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 28,526 | $3.7M | — |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.31% | 175,776 | $3.4M | — |
| JPM JPMorgan Chase & Co. | 0.29% | 9,935 | $3.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 11,227 | $2.9M | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.25% | 33,050 | $2.7M | — |
| XLK SS Technology Select Sector | 0.22% | 17,322 | $2.5M | — |
| BLV Vanguard Long-Term Bond ETF | 0.22% | 34,477 | $2.4M | — |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 33,549 | $2.4M | — |
| TBIL F/M US Treasury 3 Month Bill | 0.20% | 45,192 | $2.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 6,951 | $2.1M | — |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 45,897 | $2.0M | — |
| GOOG Alphabet Inc. Class C | 0.18% | 6,417 | $2.0M | — |
| VVX V2X Inc. | 0.18% | 36,149 | $2.0M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 20,284 | $1.8M | — |
| MA Mastercard Inc. Class A | 0.16% | 3,122 | $1.8M | — |
| BF.A Brown-Forman Corp. Class A | 0.16% | 67,460 | $1.8M | — |
| TOLZ Proshares GLB Infrastructure | 0.16% | 32,241 | $1.7M | — |
| RTX RTX Corp. | 0.15% | 9,349 | $1.7M | — |
| NOW ServiceNow Inc. | 0.15% | 11,132 | $1.7M | — |
| AGG iShares Core U.S. Aggregate | 0.15% | 16,693 | $1.7M | — |
| JNJ Johnson & Johnson | 0.14% | 7,784 | $1.6M | — |
| V Visa Inc. Class A | 0.14% | 4,556 | $1.6M | — |
| IVE iShares S&P 500 Value ETF | 0.14% | 7,530 | $1.6M | — |
| NTRS Northern Trust Corp. | 0.14% | 11,284 | $1.5M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 13,516 | $1.5M | — |
| WFC Wells Fargo & Co. | 0.14% | 16,431 | $1.5M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 18,536 | $1.5M | — |
| MDY State Street SPDR S&P Midcap | 0.13% | 2,433 | $1.5M | — |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 14,540 | $1.4M | — |
| AIQ Global X Art Intel & Tech | 0.13% | 28,419 | $1.4M | — |
| C Citigroup Inc. | 0.13% | 12,294 | $1.4M | — |
| CSCO Cisco Systems Inc. | 0.13% | 18,312 | $1.4M | — |
| CAVA Cava Group Inc. | 0.13% | 23,972 | $1.4M | — |
| GM General Motors Co. | 0.13% | 17,235 | $1.4M | — |
| IVW iShares S&P 500 Growth ETF | 0.13% | 11,317 | $1.4M | — |
| ACN Accenture PLC Class A | 0.12% | 5,087 | $1.4M | — |
| SCHD Schwab US DVD Equity ETF | 0.12% | 49,683 | $1.4M | — |
| XOM Exxon Mobil Corp. | 0.12% | 10,923 | $1.3M | — |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 24,126 | $1.3M | — |
| EFA iShares MSCI Eafe ETF | 0.11% | 12,701 | $1.2M | — |
| AXSM Axsome Therapeutics Inc. | 0.11% | 6,639 | $1.2M | — |
| UPS United Parcel Service Class B | 0.11% | 12,156 | $1.2M | — |
| LRCX Lam Research Corp. | 0.11% | 6,911 | $1.2M | — |
| ABBV Abbvie Inc. | 0.11% | 5,122 | $1.2M | — |
| REET iShares Global REIT ETF | 0.10% | 46,274 | $1.2M | — |
| NFLX Netflix Inc. | 0.10% | 12,107 | $1.1M | — |
| MS Morgan Stanley | 0.10% | 6,362 | $1.1M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.10% | 10,060 | $1.1M | — |
| UBER Uber Technologies Inc. | 0.10% | 13,714 | $1.1M | — |
| SPGI S&P Global Inc. | 0.10% | 2,083 | $1.1M | — |
| XLF SS Financial Select Sector | 0.10% | 19,839 | $1.1M | — |
| CAT Caterpillar Inc. | 0.10% | 1,890 | $1.1M | — |
| MPWR Monolithic Power Systems Inc. | 0.10% | 1,189 | $1.1M | — |
| URI United Rentals Inc. | 0.10% | 1,330 | $1.1M | — |
| ABT Abbott Laboratories | 0.10% | 8,435 | $1.1M | — |
| ORLY O'reilly Automotive Inc. | 0.09% | 11,097 | $1.0M | — |
| DKNG Draftkings Inc. Class A | 0.09% | 29,115 | $1.0M | — |
| PH Parker Hannifin Corp. | 0.09% | 1,128 | $991K | — |
| CDNS Cadence Design SYS Inc. | 0.09% | 3,098 | $968K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.09% | 13,220 | $945K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.