StockDriftsStockDriftsTop 50 Pitcairn Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STEP | STEPSTONE GROUP INC | 23.87% | 4.04M | $259.3M | +0.00%(+0) | $64.74(-36.47%) | 2026-03-31 | |
| IWV | ISHARES TR | 18.07% | 507.5K | $196.3M | -0.84%(-4.28K) | $382.90(+11.06%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 5.1% | 1.34M | $55.5M | +0.07%(+924) | $39.34(+0.69%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.15% | 66.2K | $45.1M | -0.00%(-1) | $674.05(+10.49%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 3.33% | 1.01M | $36.2M | +0.23%(+2.31K) | $35.42(+13.52%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.17% | 92.3K | $34.5M | +4.54%(+4.01K) | $369.27(+10.69%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.99% | 43 | $32.5M | +0.00%(+0) | $754500.00(+0.94%) | 2026-03-31 | |
| COM | DIREXION SHS ETF TR | 1.64% | 603.1K | $17.8M | +0.00%(+0) | $29.16(+11.95%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 1.24% | 43.7K | $13.5M | +0.00%(+0) | $305.70(+10.47%) | 2026-03-31 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 1.14% | 369.0K | $12.4M | -0.00%(-1) | $33.57(+8.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -32.17% | -68.79% |
| Top 20 Holdings Unweighted | -9.52% | -25.94% |
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