StockDriftsStockDriftsTop 50 Pitcairn Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TR | 23.51% | 503.4K | $214.6M | -0.81%(-4.12K) | $382.90(+15.01%) | 2026-06-30 | |
| OUNZ | VANECK MERK GOLD ETF | 5.58% | 1.32M | $50.9M | -1.27%(-17.03K) | $39.34(+7.49%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.4% | 66.0K | $49.3M | -0.19%(-128) | $674.05(+14.76%) | 2026-06-30 | |
| CWI | SPDR INDEX SHS FDS | 4.4% | 988.6K | $40.2M | -1.79%(-18.01K) | $35.42(+16.79%) | 2026-06-30 | |
| IWB | ISHARES TR | 4.01% | 89.4K | $36.6M | -3.09%(-2.85K) | $369.27(+14.73%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.53% | 43 | $32.2M | +0.00%(+0) | $754500.00(+4.14%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.83% | 69.8K | $25.8M | +144.39%(+41.24K) | $337.12(+13.32%) | 2026-06-30 | |
| COM | DIREXION SHARES ETF TRUST | 1.61% | 450.3K | $14.7M | -25.33%(-152.74K) | $29.16(+16.41%) | 2026-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 1.59% | 42.9K | $14.5M | -1.92%(-841) | $305.70(+14.62%) | 2026-06-30 | |
| ACWX | ISHARES TR | 1.5% | 179.9K | $13.7M | +3.15%(+5.50K) | $66.23(+17.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -7.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.14% |
Pitcairn Wealth Advisors LLC reports $912.89M in US-listed equity holdings across 281 positions in its most recent 13F filing. Its largest disclosed positions are IWV (23.5%), OUNZ (5.6%) and SPY (5.4%). The top 20 holdings account for 65.87% of reported assets. Its disclosed equity book has returned -7.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pitcairn Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2089089). View Pitcairn Wealth Advisors LLC’s 13F filings on SEC