Pitcairn Wealth Advisors LLC
CIK 2089089
13F filing for Q2 2026・No. 2,731
- Holdings
- US$912.89M
- Quarter change
- −US$173.63M
- Entries
- 281
- Net bought (estimate)
- −US$244.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 36
- Cut 118
- Added 65
- Corporate actions 0
- Unchanged 52
Largest holdings
281 stocks worth US$912.89M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRRUSSELL 3000 ETF | Cut | 503,370 | US$214.64M | 23.51% |
| VANECK MERK GOLD ETFGOLD SHS | Cut | 1,319,924 | US$50.94M | 5.58% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 66,043 | US$49.32M | 5.40% |
| SPDR INDEX SHS FDSST STR ACWI ETF | Cut | 988,601 | US$40.21M | 4.40% |
| IWBISHARES TRRUS 1000 ETF | Cut | 89,429 | US$36.62M | 4.01% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 43 | US$32.2M | 3.53% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 69,804 | US$25.83M | 2.83% |
| DIREXION SHARES ETF TRUSTAUSPCE CMD STG | Cut | 450,318 | US$14.68M | 1.61% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000IDX | Cut | 42,892 | US$14.53M | 1.59% |
| ISHARES TRMSCI ACWI EX US | Added | 179,937 | US$13.7M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.