§ 13F · FUND PROFILE
Pitcairn Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 271Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | STEP | STEPSTONE GROUP INC | 4.04M | $259M | 23.9% | ±0% |
| 2 | IWV | ISHARES TR | 507K | $196M | 18.1% | −1% |
| 3 | OUNZ | VANECK MERK GOLD ETF | 1.34M | $55M | 5.1% | ±0% |
| 4 | SPY | SPDR S&P 500 ETF TR | 66K | $45M | 4.2% | ±0% |
| 5 | CWI | SPDR INDEX SHS FDS | 1.01M | $36M | 3.3% | ±0% |
| 6 | IWB | ISHARES TR | 92K | $34M | 3.2% | +5% |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 43 | $32M | 3.0% | ±0% |
| 8 | COM | DIREXION SHS ETF TR | 603K | $18M | 1.6% | ±0% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 44K | $14M | 1.2% | ±0% |
| 10 | QAI | NEW YORK LIFE INVESTMENTS ET | 369K | $12M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PITCAIRN SIGNAL
AC read
Pitcairn Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed