§ 13F · FUND PROFILE
Pitcairn Wealth Advisors LLC.
AUM · $913M (13F)Positions · 281Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | 503K | $215M | 23.5% | −1% |
| 2 | OUNZ | VANECK MERK GOLD ETF | 1.32M | $51M | 5.6% | −1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 66K | $49M | 5.4% | ±0% |
| 4 | CWI | SPDR INDEX SHS FDS | 989K | $40M | 4.4% | −2% |
| 5 | IWB | ISHARES TR | 89K | $37M | 4.0% | −3% |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 43 | $32M | 3.5% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 70K | $26M | 2.8% | +144% |
| 8 | COM | DIREXION SHARES ETF TRUST | 450K | $15M | 1.6% | −25% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 43K | $15M | 1.6% | −2% |
| 10 | ACWX | ISHARES TR | 180K | $14M | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PITCAIRN SIGNAL
AC read
Pitcairn Wealth Advisors LLC is a Other fund managing $913 million in assets. The fund runs a broad portfolio of 281 positions.
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