Funds › Pitcairn Wealth Advisors LLC
Pitcairn Wealth Advisors LLC
13F for Q3 2026, filed Nov 12, 2026. 288 positions worth $901.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$901.0M
−$11.9M (1.3%) vs Q2 2026
Positions
288
281 in Q2 2026
Top 10 share
54.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Etf | 486,747 | $210.1M | 23.3% | -3.3% | 13F ↗ |
| 2 | OUNZ VanEck Merk Gold ETF · Gold Shs | 1.32M | $52.6M | 5.8% | -0.2% | 13F ↗ |
| 3 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 65,852 | $50.2M | 5.6% | -0.3% | 13F ↗ |
| 4 | Spdr Index Shs Fds Msci Acwi Exus | 976,595 | $39.5M | 4.4% | -1.2% | 13F ↗ |
| 5 | iShares Tr Rus 1000 Etf | 91,431 | $38.0M | 4.2% | +2.2% | 13F ↗ |
| 6 | BRK-A Berkshire Hathaway Inc. Class A | 43 | $32.1M | 3.6% | Unchanged | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Ttl Stk | 69,296 | $25.9M | 2.9% | -0.7% | 13F ↗ |
| 8 | Direxion Shares ETF Trust Auspce Cmd Stg | 438,214 | $15.3M | 1.7% | -2.7% | 13F ↗ |
| 9 | Vanguard Scottsdale Fds Vng RUS1000IDX | 42,892 | $14.8M | 1.6% | Unchanged | 13F ↗ |
| 10 | GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 166,105 | $13.7M | 1.5% | +22.5% | 13F ↗ |
| 11 | iShares Tr Msci Acwi Ex Us | 173,124 | $13.1M | 1.5% | -3.8% | 13F ↗ |
| 12 | Schwab Strategic Tr Intl Eqty Etf | 451,796 | $12.4M | 1.4% | Unchanged | 13F ↗ |
| 13 | iShares Tr Core S&P Ttl Stk | 73,558 | $12.2M | 1.4% | +29.1% | 13F ↗ |
| 14 | iShares Tr Core S&P500 Etf | 15,959 | $12.2M | 1.4% | -10.3% | 13F ↗ |
| 15 | PG Procter & Gamble Company | 83,980 | $12.2M | 1.4% | Unchanged | 13F ↗ |
| 16 | Vanguard Index Fds S&P 500 Etf Shs | 15,611 | $10.9M | 1.2% | -2.6% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 45,407 | $10.4M | 1.2% | +0.4% | 13F ↗ |
| 18 | AAPL Apple Inc. | 28,752 | $9.6M | 1.1% | -13.0% | 13F ↗ |
| 19 | GLD SPDR Gold Shares · Gold Shs | 25,091 | $9.6M | 1.1% | -2.6% | 13F ↗ |
| 20 | Vanguard Tax-Managed Fds | 134,538 | $9.5M | 1.1% | -14.4% | 13F ↗ |
| 21 | iShares Tr Rus 1000 Grw Etf | 68,674 | $8.6M | 1.0% | +1.5% | 13F ↗ |
| 22 | iShares Tr Core Msci Total | 90,015 | $8.6M | 0.9% | +13.3% | 13F ↗ |
| 23 | Vanguard Index Fds Mrngstr Lrg Cap | 23,699 | $8.3M | 0.9% | Unchanged | 13F ↗ |
| 24 | iShares Tr Core S&P Mcp Etf | 102,394 | $7.4M | 0.8% | -3.7% | 13F ↗ |
| 25 | Vanguard Scottsdale Fds Vng RUS3000IDX | 21,424 | $7.2M | 0.8% | -9.8% | 13F ↗ |
| 26 | GOOGL Alphabet Inc. Class A | 20,772 | $7.1M | 0.8% | -2.7% | 13F ↗ |
| 27 | MSFT Microsoft Corporation | 13,617 | $7.0M | 0.8% | -7.6% | 13F ↗ |
| 28 | BRK-B Berkshire Hathaway Inc. Class B | 13,516 | $6.7M | 0.7% | -1.4% | 13F ↗ |
| 29 | Nylim ETF Tr Hedge Multi Stra | 184,286 | $6.6M | 0.7% | +1.5% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Mid Cap | 66,507 | $5.2M | 0.6% | -1.3% | 13F ↗ |
| 31 | iShares Tr Esg Aw Msci Eafe | 45,460 | $4.7M | 0.5% | +0.1% | 13F ↗ |
| 32 | AMZN Amazon.com, Inc. | 17,859 | $4.4M | 0.5% | -8.1% | 13F ↗ |
| 33 | iShares Tr Esg Msci Kld Etf | 28,051 | $4.1M | 0.5% | -1.6% | 13F ↗ |
| 34 | Vanguard Index Fds Extend Mkt Etf | 16,919 | $3.9M | 0.4% | -21.5% | 13F ↗ |
| 35 | LOW Lowe's Companies, Inc. | 20,725 | $3.8M | 0.4% | -0.2% | 13F ↗ |
| 36 | LLY Eli Lilly and Company | 3,205 | $3.7M | 0.4% | -2.7% | 13F ↗ |
| 37 | Abrdn Etfs Etf | 126,984 | $3.3M | 0.4% | -23.0% | 13F ↗ |
| 38 | Vanguard Index Fds Mrngstr Sml Cap | 11,257 | $3.2M | 0.4% | +1.2% | 13F ↗ |
| 39 | META Meta Platforms, Inc. | 4,300 | $3.1M | 0.3% | -7.2% | 13F ↗ |
| 40 | AVGO Broadcom Inc. | 8,693 | $3.1M | 0.3% | +0.7% | 13F ↗ |
| 41 | Spdr Series Trust St Str Pr SP1500 | 33,050 | $3.0M | 0.3% | Unchanged | 13F ↗ |
| 42 | JPM JPMorgan Chase & Co. | 9,132 | $3.0M | 0.3% | +1.1% | 13F ↗ |
| 43 | iShares Tr Core Us Aggbd Et | 30,861 | $2.9M | 0.3% | Unchanged | 13F ↗ |
| 44 | MU Micron Technology, Inc. | 2,711 | $2.9M | 0.3% | -12.2% | 13F ↗ |
| 45 | Select Sector Spdr Tr St Str Techn Etf | 14,172 | $2.8M | 0.3% | -9.1% | 13F ↗ |
| 46 | INGR Ingredion Incorporated | 27,988 | $2.7M | 0.3% | -21.7% | 13F ↗ |
| 47 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 5,829 | $2.7M | 0.3% | -6.5% | 13F ↗ |
| 48 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 43,282 | $2.6M | 0.3% | +0.8% | 13F ↗ |
| 49 | iShares Inc Etf | 45,595 | $2.5M | 0.3% | -0.2% | 13F ↗ |
| 50 | iShares Tr Eafe Value Etf | 30,406 | $2.4M | 0.3% | Unchanged | 13F ↗ |
Showing the top 50 of 288 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
22 new, 84 added to, 121 trimmed, 15 exited, 61 unchanged. By estimated dollars.
New positions (22)
| XOM ExxonMobil Holdings Corporation | 14,636 | New | $2.4M |
| CLS Celestica, Inc. | 2,291 | New | $828.0K |
| Schwab Strategic Tr Us Reit Etf | 23,804 | New | $524.6K |
| CRM Salesforce, Inc. | 1,712 | New | $393.0K |
| KEYS Keysight Technologies Inc. | 1,015 | New | $369.5K |
| AMP Ameriprise Financial, Inc. | 733 | New | $360.9K |
| VLO Valero Energy Corporation | 757 | New | $293.4K |
| AU AngloGold Ashanti PLC | 3,031 | New | $284.8K |
| HPE Hewlett Packard Enterprise Company | 4,433 | New | $283.2K |
| GEHC GE HealthCare Technologies Inc. | 4,155 | New | $271.6K |
Added to (84)
| iShares Tr Core S&P Ttl Stk | 73,558 | +29.1% | $2.8M |
| GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 166,105 | +22.5% | $2.5M |
| iShares Tr Core Msci Total | 90,015 | +13.3% | $1.0M |
| iShares Tr Rus 1000 Etf | 91,431 | +2.2% | $833.1K |
| UBER Uber Technologies, Inc. | 25,885 | +39.8% | $504.9K |
| ROST Ross Stores, Inc. | 5,973 | +24.1% | $271.0K |
| BMY Bristol-Myers Squibb Company | 17,985 | +22.0% | $202.5K |
| SPOT Spotify Technology S.A. | 1,825 | +23.1% | $166.7K |
| WST West Pharmaceutical Services, Inc. | 1,790 | +28.2% | $146.1K |
| CTSH Cognizant Technology Solutions Corporation | 7,980 | +42.2% | $136.0K |
Trimmed (121)
| iShares Tr Etf | 486,747 | -3.3% | -$7.2M |
| Vanguard Tax-Managed Fds | 134,538 | -14.4% | -$1.6M |
| AAPL Apple Inc. | 28,752 | -13.0% | -$1.4M |
| iShares Tr Core S&P500 Etf | 15,959 | -10.3% | -$1.4M |
| WDC Western Digital Corporation | 492 | -85.3% | -$1.3M |
| Vanguard Bd Index Fds Vanguard Ultra | 32,585 | -42.4% | -$1.2M |
| STX Seagate Technology Holdings PLC | 368 | -76.3% | -$1.1M |
| Vanguard Index Fds Extend Mkt Etf | 16,919 | -21.5% | -$1.1M |
| Abrdn Etfs Etf | 126,984 | -23.0% | -$983.1K |
| Vanguard Scottsdale Fds Vng RUS3000IDX | 21,424 | -9.8% | -$780.4K |
Exited (15)
| Dimensional ETF Trust Us Cor Equ 2 Etf | 22,715 | Exited | -$1.0M |
| HON Honeywell International Inc. | 1,698 | Exited | -$380.2K |
| HONA Honeywell Aerospace Inc. | 1,698 | Exited | -$375.4K |
| PFE Pfizer, Inc. | 14,921 | Exited | -$359.3K |
| FLEX Flex Ltd. | 2,106 | Exited | -$341.3K |
| SLV iShares Silver Trust · Ishares | 6,217 | Exited | -$332.4K |
| JBL Jabil Inc. | 801 | Exited | -$308.8K |
| LEN Lennar Corporation Class A | 3,051 | Exited | -$276.1K |
| Rbb Fd Inc F/M Us Treasury | 5,318 | Exited | -$265.2K |
| TOL Toll Brothers, Inc. | 1,521 | Exited | -$250.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer