Q2 2026 13F · SEC CIK 2089089

Pitcairn Wealth Advisors LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $912.9M
Reported positions: 281
Holdings vs S&P 500, 3 yrs: —
Assets under management: $5.9B

Pitcairn Wealth Advisors LLC is a wealth manager that reported 281 positions worth $912.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (IWV, 23.5%), Vaneck Merk Gold Trust (OUNZ, 5.6%), State Str Spdr S&p 500 ETF T (SPY, 5.4%).

Pitcairn Wealth Advisors LLC holdings largest 50 of 281 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pitcairn Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWVIshares Tr	23.5%	18.1%	503,370	-0.8%	$214.6M
OUNZVaneck Merk Gold Trust	5.6%	5.1%	1,319,924	-1.3%	$50.9M
SPYState Str Spdr S&p 500 ETF T	5.4%	4.2%	66,043	-0.2%	$49.3M
CWISpdr Index Shs Fds	4.4%	3.3%	988,601	-1.8%	$40.2M
IWBIshares Tr	4.0%	3.2%	89,429	-3.1%	$36.6M
BRK-ABerkshire Hathaway Inc Del	3.5%	3.0%	43	+0.0%	$32.2M
VTIVanguard Index Fds	2.8%	0.9%	69,804	+144.4%	$25.8M
COMDirexion Shares ETF Trust	1.6%	1.6%	450,318	-25.3%	$14.7M
VONEVanguard Scottsdale Fds	1.6%	1.2%	42,892	-1.9%	$14.5M
ACWXIshares Tr	1.5%	1.1%	179,937	+3.2%	$13.7M
IVVIshares Tr	1.5%	0.9%	17,801	+22.7%	$13.3M
SCHFSchwab Strategic Tr	1.4%	0.5%	451,796	+101.9%	$12.5M
PGProcter & Gamble Co	1.3%	1.1%	83,968	+1.5%	$12.3M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	0.9%	157,079	+0.0%	$11.2M
VOOVanguard Index Fds	1.2%	1.0%	16,033	-4.6%	$11.0M
GLDMWorld Gold Tr	1.2%	0.7%	135,573	+58.1%	$10.8M
AAPLApple Inc	1.0%	0.8%	33,057	+0.6%	$9.6M
GLDSpdr Gold Tr	1.0%	0.9%	25,760	+2.6%	$9.5M
ITOTIshares Tr	1.0%	0.4%	56,971	+83.6%	$9.4M
NVDANvidia Corporation	1.0%	0.8%	45,213	-0.2%	$9.0M
IWFIshares Tr	0.9%	0.7%	67,648	+300.0%	$8.4M
IJHIshares Tr	0.9%	0.6%	106,294	+0.0%	$8.2M
VVVanguard Index Fds	0.9%	0.5%	23,699	+47.1%	$8.2M
VTHRVanguard Russell 3000 ETF	0.9%	0.7%	23,750	-6.0%	$7.9M
GOOGLAlphabet Inc	0.8%	0.6%	21,345	-2.3%	$7.6M
IXUSIshares Tr	0.8%	0.4%	79,478	+52.4%	$7.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	13,714	-5.0%	$6.9M
QAINylim ETF Tr	0.7%	1.1%	181,586	-50.8%	$6.6M
MSFTMicrosoft Corp	0.6%	0.8%	14,738	-19.1%	$5.5M
VOVanguard Index Fds	0.6%	0.2%	67,397	+683.1%	$5.4M
VXFVanguard Index Fds	0.6%	0.4%	21,544	+0.0%	$5.3M
ESGDiShares ESG Aware MSCI EAFE ETF	0.5%	0.4%	45,419	-0.3%	$4.7M
AMZNAmazon Com Inc	0.5%	0.5%	19,430	-19.7%	$4.6M
LOWLowes Cos Inc	0.5%	0.6%	20,757	-25.5%	$4.6M
DSIIshares Tr	0.4%	0.3%	28,513	-0.0%	$4.1M
LLYEli Lilly & Co	0.4%	0.3%	3,293	+5.6%	$4.0M
BCIAbrdn Etfs	0.4%	0.3%	164,987	-6.1%	$3.7M
MUMicron Technology Inc	0.4%	—	3,086	—	$3.6M
INGRIngredion Inc	0.4%	0.4%	35,761	-0.7%	$3.4M
VBVanguard Index Fds	0.4%	—	11,122	—	$3.4M
AVGOBroadcom Inc	0.4%	0.4%	8,632	-23.3%	$3.3M
AGGIshares Tr	0.3%	—	30,861	—	$3.1M
SPTMSpdr Series Trust	0.3%	0.3%	33,050	+0.0%	$3.0M
TSMTaiwan Semiconductor Manufac	0.3%	0.2%	6,232	-23.4%	$3.0M
XLKSelect Sector Spdr Tr	0.3%	0.2%	15,589	-10.0%	$3.0M
JPMJpmorgan Chase & Co	0.3%	0.3%	9,034	-9.1%	$3.0M
VUSBVanguard Bd Index Fds	0.3%	0.4%	56,554	-26.0%	$2.8M
METAMeta Platforms Inc	0.3%	0.4%	4,634	-20.1%	$2.6M
VWOVanguard Intl Equity Index F	0.3%	—	42,923	—	$2.6M
ESGEiShares ESG Aware MSCI EM ETF	0.3%	—	45,683	—	$2.5M

What Pitcairn Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+683.1% shares
IWF Ishares Tr+300.0% shares
VTI Vanguard Index Fds+144.4% shares
SCHF Schwab Strategic Tr+101.9% shares
ITOT Ishares Tr+83.6% shares
GLDM World Gold Tr+58.1% shares
IXUS Ishares Tr+52.4% shares
VV Vanguard Index Fds+47.1% shares

Reduced

QAI Nylim ETF Tr-50.8% shares
VUSB Vanguard Bd Index Fds-26.0% shares
LOW Lowes Cos Inc-25.5% shares
COM Direxion Shares ETF Trust-25.3% shares
TSM Taiwan Semiconductor Manufac-23.4% shares
AVGO Broadcom Inc-23.3% shares
META Meta Platforms Inc-20.1% shares
AMZN Amazon Com Inc-19.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$912.9M	281
Q1 2026	$1.1B	271
Q4 2025	$1.1B	267

Questions about Pitcairn Wealth Advisors LLC's portfolio

What stocks does Pitcairn Wealth Advisors LLC own?

Pitcairn Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 281 positions worth $912.9M. The largest are Ishares Tr (IWV) at 23.5%, Vaneck Merk Gold Trust (OUNZ) at 5.6%, State Str Spdr S&p 500 ETF T (SPY) at 5.4%, Spdr Index Shs Fds (CWI) at 4.4% and Ishares Tr (IWB) at 4.0%.

What did Pitcairn Wealth Advisors LLC buy last quarter?

In Q2 2026, Pitcairn Wealth Advisors LLC added Vanguard Index Fds (VO) (+683.1% shares), Ishares Tr (IWF) (+300.0% shares) and Vanguard Index Fds (VTI) (+144.4% shares), compared with its Q1 2026 filing.

What did Pitcairn Wealth Advisors LLC sell last quarter?

In Q2 2026, Pitcairn Wealth Advisors LLC cut from its top 50 Stepstone Group Inc (STEP), cut from its top 50 Vanguard Bd Index Fds (BLV), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Rbb Fd Inc (TBIL), cut from its top 50 Alphabet Inc (GOOG), Nylim ETF Tr (QAI) (-50.8% shares), Vanguard Bd Index Fds (VUSB) (-26.0% shares) and Lowes Cos Inc (LOW) (-25.5% shares), compared with its Q1 2026 filing.

When is Pitcairn Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pitcairn Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pitcairn Wealth Advisors LLC manage?

Pitcairn Wealth Advisors LLC reported $5.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $912.9M.