Pitcairn Wealth Advisors LLC
272 holdingsFiling period: 2026-03-31Current AUM: $1.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | STEP | STEPSTONE GROUP INC | 4.04M | $259.3M | $238.3M | 20.79% | -- | 2026-03-31 |
| 2 | IWV | ISHARES TR | 507.5K | $196.3M | $225.0M | 19.63% | -4,279 | 2026-03-31 |
| 3 | OUNZ | VANECK MERK GOLD ETF | 1.34M | $55.5M | $47.9M | 4.18% | +924 | 2026-03-31 |
| 4 | SPY | SPDR S&P 500 ETF TR | 66.2K | $45.1M | $51.8M | 4.52% | -1 | 2026-03-31 |
| 5 | CWI | SPDR INDEX SHS FDS | 1.01M | $36.2M | $39.8M | 3.47% | +2.3K | 2026-03-31 |
| 6 | IWB | ISHARES TR | 92.3K | $34.5M | $39.5M | 3.44% | +4.0K | 2026-03-31 |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 43 | $32.5M | $32.5M | 2.83% | -- | 2026-03-31 |
| 8 | COM | DIREXION SHS ETF TR | 603.1K | $17.8M | $18.0M | 1.57% | -- | 2026-03-31 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 43.7K | $13.5M | $15.5M | 1.35% | -- | 2026-03-31 |
| 10 | QAI | NEW YORK LIFE INVESTMENTS ET | 369.0K | $12.4M | $13.1M | 1.14% | -1 | 2026-03-31 |
| 11 | PG | PROCTER AND GAMBLE CO | 82.8K | $11.9M | $11.9M | 1.04% | -1 | 2026-03-31 |
| 12 | ACWX | ISHARES TR | 174.4K | $11.7M | $12.9M | 1.12% | -- | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 16.8K | $10.5M | $12.1M | 1.06% | -- | 2026-03-31 |
| 14 | GLD | SPDR GOLD TR | 25.1K | $10.0M | $8.6M | 0.75% | -930 | 2026-03-31 |
| 15 | IVV | ISHARES TR | 14.5K | $9.9M | $11.4M | 1.00% | -- | 2026-03-31 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | 157.1K | $9.8M | $10.8M | 0.94% | -- | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 28.6K | $9.6M | $11.0M | 0.96% | -41,768 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 32.9K | $8.9M | $10.9M | 0.95% | -2 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 18.2K | $8.8M | $11.1M | 0.96% | -3,924 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 45.3K | $8.4M | $9.7M | 0.85% | +204 | 2026-03-31 |
| 21 | IWF | ISHARES TR | 16.9K | $8.0M | $8.9M | 0.77% | -- | 2026-03-31 |
| 22 | VTHR | VANGUARD SCOTTSDALE FDS | 25.3K | $7.6M | $8.7M | 0.76% | -- | 2026-03-31 |
| 23 | GLDM | WORLD GOLD TR | 85.7K | $7.3M | $6.3M | 0.55% | +2.1K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.4K | $7.3M | $7.3M | 0.63% | -- | 2026-03-31 |
| 25 | IJH | ISHARES TR | 106.3K | $7.0M | $7.8M | 0.68% | -- | 2026-03-31 |
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