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 | — |
| IJR iShares Core S&P Small-Cap E | 0.08% | 7,798 | $937K | — |
| IGF iShares Global Infrastructur | 0.08% | 15,026 | $922K | — |
| DFAC Dimensional US Core Equity 2 | 0.08% | 22,603 | $895K | — |
| BF.B Brown-Forman Corp. Class B | 0.08% | 34,226 | $892K | — |
| NEE Nextera Energy Inc. | 0.08% | 11,027 | $885K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 18,501 | $867K | — |
| PM Philip Morris International | 0.08% | 5,397 | $866K | — |
| ESI Element Solutions Inc. | 0.08% | 34,553 | $863K | — |
| FSTR Foster (lb) Co. Class A | 0.08% | 31,770 | $856K | — |
| COST Costco Wholesale Corp. | 0.08% | 991 | $855K | — |
| REGN Regeneron Pharmaceuticals | 0.08% | 1,102 | $851K | — |
| VYM Vanguard High DVD Yield ETF | 0.08% | 5,890 | $845K | — |
| ADI Analog Devices Inc. | 0.08% | 3,105 | $842K | — |
| ISRG Intuitive Surgical Inc. | 0.08% | 1,480 | $838K | — |
| SNPS Synopsys Inc. | 0.08% | 1,778 | $835K | — |
| WBD Warner Bros Discovery Inc. | 0.07% | 28,317 | $816K | — |
| AXP American Express Co. | 0.07% | 2,189 | $810K | — |
| IBKR Interactive Brokers Gro Class A | 0.07% | 12,408 | $798K | — |
| ETN Eaton Corp. PLC | 0.07% | 2,476 | $789K | — |
| ICE Intercontinental Exchange Inc. | 0.07% | 4,841 | $784K | — |
| CSX CSX Corp. | 0.07% | 21,600 | $783K | — |
| MRVL Marvell Technology Inc. | 0.07% | 9,123 | $775K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.07% | 20,132 | $773K | — |
| COF Capital One Financial Corp. | 0.07% | 3,187 | $772K | — |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,316 | $763K | — |
| NSC Norfolk Southern Corp. | 0.07% | 2,602 | $751K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.07% | 10,162 | $748K | — |
| IWD iShares Russell 1000 Value E | 0.07% | 3,539 | $744K | — |
| AMGN Amgen Inc. | 0.07% | 2,256 | $738K | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.07% | 8,060 | $726K | — |
| SHEL Shell PLC-ADR | 0.06% | 9,560 | $702K | — |
| ADBE Adobe Inc. | 0.06% | 2,007 | $702K | — |
| ALL Allstate Corp. | 0.06% | 3,355 | $698K | — |
| CR Crane Co. | 0.06% | 3,781 | $697K | — |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 3,141 | $690K | — |
| WDC Western Digital Corp. | 0.06% | 3,960 | $682K | — |
| DHI D.R. Horton Inc. | 0.06% | 4,734 | $682K | — |
| MUB iShares National Muni Bond E | 0.06% | 6,293 | $674K | — |
| SYK Stryker Corp. | 0.06% | 1,910 | $671K | — |
| RBLX Roblox Corp. Class A | 0.06% | 8,256 | $669K | — |
| XLV SS Health Care Select Sector | 0.06% | 4,273 | $661K | — |
| QSR Restaurant Brands Intern | 0.06% | 9,672 | $660K | — |
| KR Kroger Co. | 0.06% | 10,524 | $658K | — |
| JEF Jefferies Financial Group Inc. | 0.06% | 10,499 | $651K | — |
| KRE SS SPDR S&P Regional Bank | 0.06% | 10,000 | $648K | — |
| PYPL PayPal Holdings Inc. | 0.06% | 11,024 | $644K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.06% | 2,232 | $641K | — |
| INTU Intuit Inc. | 0.06% | 962 | $637K | — |
| VRT Vertiv Holdings Co. Class A | 0.06% | 3,930 | $637K | — |
| TMUS T-Mobile US Inc. | 0.06% | 3,112 | $632K | — |
| XBIL F/M US Treasury 6 Month Bill | 0.06% | 12,456 | $624K | — |
| DHR Danaher Corp. | 0.06% | 2,669 | $611K | — |
| AZO AutoZone Inc. | 0.05% | 179 | $607K | — |
| UNP Union Pacific Corp. | 0.05% | 2,583 | $598K | — |
| KDP Keurig Dr Pepper Inc. | 0.05% | 21,243 | $595K | — |
| AMRZ Amrize Ltd. | 0.05% | 10,970 | $593K | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.05% | 11,680 | $592K | — |
| BA The Boeing Co. | 0.05% | 2,714 | $589K | — |
| ORCL Oracle Corp. | 0.05% | 3,022 | $589K | — |
| FANG Diamondback Energy Inc. | 0.05% | 3,906 | $587K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.05% | 7,558 | $586K | — |
| EXPE Expedia Group Inc. | 0.05% | 2,058 | $583K | — |
| EXE Expand Energy Corp. | 0.05% | 5,275 | $582K | — |
| LPLA LPL Financial Holdings Inc. | 0.05% | 1,618 | $578K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 939 | $577K | — |
| INDY iShares India 50 ETF | 0.05% | 11,690 | $576K | — |
| PHM Pultegroup Inc. | 0.05% | 4,822 | $565K | — |
| TPR Tapestry Inc. | 0.05% | 4,420 | $565K | — |
| XLI SS Industrial Select Sector | 0.05% | 3,556 | $552K | — |
| CZR Caesars Entertainment Inc. | 0.05% | 23,248 | $544K | — |
| HD Home Depot Inc. | 0.05% | 1,578 | $543K | — |
| T AT&T Inc. | 0.05% | 21,736 | $540K | — |
| XLY SS Consumer Disc Select Sect | 0.05% | 4,520 | $540K | — |
| NUE Nucor Corp. | 0.05% | 3,295 | $537K | — |
| QCOM Qualcomm Inc. | 0.05% | 3,114 | $533K | — |
| IAU iShares Gold Trust | 0.05% | 6,465 | $525K | — |
| BLD Topbuild Corp. | 0.05% | 1,254 | $523K | — |
| XYL Xylem Inc. | 0.05% | 3,806 | $518K | — |
| TFC Truist Financial Corp. | 0.05% | 10,309 | $507K | — |
| STX Seagate Technology Holdings | 0.04% | 1,817 | $500K | — |
| CNP Centerpoint Energy Inc. | 0.04% | 12,986 | $498K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 1,201 | $496K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 3,500 | $494K | — |
| BMY Bristol-Myers Squibb Co. | 0.04% | 9,106 | $491K | — |
| EBAY eBay Inc. | 0.04% | 5,613 | $489K | — |
| IWM iShares Russell 2000 ETF | 0.04% | 1,977 | $487K | — |
| SYF Synchrony Financial | 0.04% | 5,751 | $480K | — |
| SONY Sony Group Corp. - SP ADR | 0.04% | 18,500 | $474K | — |
| WAB Wabtec Corp. | 0.04% | 2,177 | $465K | — |
| PFE Pfizer Inc. | 0.04% | 18,651 | $464K | — |
| PGR Progressive Corp. | 0.04% | 2,032 | $463K | — |
| BIIB Biogen Inc. | 0.04% | 2,565 | $451K | — |
| BX Blackstone Inc. | 0.04% | 2,882 | $444K | — |
| IOT Samsara Inc. Class A | 0.04% | 11,960 | $424K | — |
| LDOS Leidos Holdings Inc. | 0.04% | 2,326 | $420K | — |
| GWX State Street SPDR S&P Intern | 0.04% | 10,237 | $418K | — |
| LEN Lennar Corp. Class A | 0.04% | 4,068 | $418K | — |
| MU Micron Technology Inc. | 0.04% | 1,465 | $418K | — |
| PEP Pepsico Inc. | 0.04% | 2,912 | $418K | — |
| GILD Gilead Sciences Inc. | 0.04% | 3,357 | $412K | — |
| ICF iShares Select U.S. REIT ETF | 0.04% | 6,897 | $412K | — |
| FICO Fair Isaac Corp. | 0.04% | 240 | $406K | — |
| MO Altria Group Inc. | 0.04% | 7,018 | $405K | — |
| HPQ HP Inc. | 0.04% | 17,951 | $400K | — |
| HCA HCA Healthcare Inc. | 0.04% | 845 | $394K | — |
| SLV iShares Silver Trust | 0.04% | 6,121 | $394K | — |
| ADSK Autodesk Inc. | 0.04% | 1,331 | $394K | — |
| IYW iShares Ustechnology ETF | 0.04% | 1,963 | $392K | — |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.04% | 10,413 | $392K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,291 | $382K | — |
| HIG Hartford Insurance Group Inc. | 0.03% | 2,756 | $380K | — |
| EOG EOG Resources Inc. | 0.03% | 3,601 | $378K | — |
| DDOG Datadog Inc. Class A | 0.03% | 2,778 | $378K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 7,477 | $376K | — |
| UAL United Airlines Holdings Inc. | 0.03% | 3,357 | $375K | — |
| WMB Williams Cos Inc. | 0.03% | 6,171 | $371K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 5,084 | $370K | — |
| JBL Jabil Inc. | 0.03% | 1,576 | $359K | — |
| CTAS Cintas Corp. | 0.03% | 1,881 | $354K | — |
| TT Trane Technologies PLC | 0.03% | 904 | $352K | — |
| BND Vanguard Total Bond Market | 0.03% | 4,720 | $350K | — |
| ECL Ecolab Inc. | 0.03% | 1,306 | $343K | — |
| AMT American Tower Corp. | 0.03% | 1,948 | $342K | — |
| GLPI Gaming and Leisure Propertie | 0.03% | 7,546 | $337K | — |
| WST West Pharmaceutical Services | 0.03% | 1,205 | $332K | — |
| FBND Fidelity Total Bond ETF | 0.03% | 6,962 | $321K | — |
| TDG Transdigm Group Inc. | 0.03% | 240 | $319K | — |
| FOXA Fox Corp. Class A | 0.03% | 4,310 | $315K | — |
| CSGP Costar Group Inc. | 0.03% | 4,610 | $310K | — |
| GS Goldman Sachs Group Inc. | 0.03% | 347 | $305K | — |
| GNRC Generac Holdings Inc. | 0.03% | 2,230 | $304K | — |
| FISV Fiserv Inc. | 0.03% | 4,446 | $299K | — |
| RUSHA Rush Enterprises Inc. Class A | 0.03% | 5,503 | $297K | — |
| TEM Tempus AI Inc. Class A | 0.03% | 4,986 | $294K | — |
| TWLO Twilio Inc. Class A | 0.03% | 2,024 | $288K | — |
| WMT Walmart Inc. | 0.03% | 2,509 | $280K | — |
| VLTO Veralto Corp. | 0.02% | 2,768 | $276K | — |
| TOL Toll Brothers Inc. | 0.02% | 2,028 | $274K | — |
| MPC Marathon Petroleum Corp. | 0.02% | 1,680 | $273K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 1,414 | $270K | — |
| CXT Crane NXT Co. | 0.02% | 5,556 | $262K | — |
| BLK BlackRock Inc. | 0.02% | 242 | $259K | — |
| NEM Newmont Corp. | 0.02% | 2,576 | $257K | — |
| PWB Invesco Large Cap Growth ETF | 0.02% | 2,005 | $255K | — |
| IQV Iqvia Holdings Inc. | 0.02% | 1,125 | $254K | — |
| KO The Coca-Cola Co. | 0.02% | 3,585 | $251K | — |
| ALLE Allegion PLC | 0.02% | 1,547 | $246K | — |
| DON Wisdomtree US Midcap Dividen | 0.02% | 4,700 | $243K | — |
| SMMD iShares Russell 2500 ETF | 0.02% | 3,202 | $240K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 1,126 | $238K | — |
| MET Metlife Inc. | 0.02% | 3,010 | $238K | — |
| TXN Texas Instruments Inc. | 0.02% | 1,336 | $232K | — |
| ENB Enbridge Inc. | 0.02% | 4,834 | $231K | — |
| DLTR Dollar Tree Inc. | 0.02% | 1,864 | $229K | — |
| SPOT Spotify Technology SA | 0.02% | 391 | $227K | — |
| GE General Electric filed as GE AEROSPACE | 0.02% | 729 | $225K | — |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 2,312 | $223K | — |
| SCHM Schwab US Mid Cap ETF | 0.02% | 7,028 | $211K | — |
| TOV Jlens 500 Jewish Advy US ETF | 0.02% | 7,294 | $209K | — |
| VEEV Veeva Systems Inc. Class A | 0.02% | 934 | $208K | — |
| INTC Intel Corp. | 0.02% | 5,643 | $208K | — |
| ULTA Ulta Beauty Inc. | 0.02% | 342 | $207K | — |
| VZ Verizon Communications Inc. | 0.02% | 5,060 | $206K | — |
| GDX Vaneck Gold Miners ETF | 0.02% | 2,403 | $206K | — |
| IYH iShares U.S. Healthcare ETF | 0.02% | 3,150 | $205K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 3,723 | $205K | — |
| EXFY Expensify Inc. Class A | 0.00% | 33,000 | $50K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.