Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $215M | 23.5% |
| Vaneck Merk Gold ETFGOLD SHS | GOLD SHS | $50.9M | 5.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $49.3M | 5.4% |
| SPDR Index Shs FdsST STR ACWI ETF | ST STR ACWI ETF | $40.2M | 4.4% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $36.6M | 4.0% |
| Berkshire Hathaway Inc. DelCL A | CL A | $32.2M | 3.5% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $25.8M | 2.8% |
| Direxion Shares ETF TrustAUSPCE CMD STG | AUSPCE CMD STG | $14.7M | 1.6% |
| Vanguard Scottsdale FdsVNG RUS1000IDX | VNG RUS1000IDX | $14.5M | 1.6% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $13.7M | 1.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $13.3M | 1.5% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $12.5M | 1.4% |
| Procter & Gamble COCOM | COM | $12.3M | 1.3% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $11.2M | 1.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $11M | 1.2% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $10.8M | 1.2% |
| Apple Inc.COM | COM | $9.57M | 1.0% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $9.49M | 1.0% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $9.36M | 1.0% |
| Nvidia CorporationCOM | COM | $9.05M | 1.0% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $8.4M | 0.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $8.2M | 0.9% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $8.15M | 0.9% |
| Vanguard Scottsdale FdsVNG RUS3000IDX | VNG RUS3000IDX | $7.87M | 0.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $7.63M | 0.8% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $7.59M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.86M | 0.8% |
| New York Life Investments ETHEDGE MULTI STRA | HEDGE MULTI STRA | $6.65M | 0.7% |
| Microsoft Corp.COM | COM | $5.5M | 0.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $5.43M | 0.6% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $5.3M | 0.6% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $4.67M | 0.5% |
| Amazon Com Inc.COM | COM | $4.63M | 0.5% |
| Lowes Cos Inc.COM | COM | $4.58M | 0.5% |
| iShares TRESG MSCI KLD ETF | ESG MSCI KLD ETF | $4.06M | 0.4% |
| Eli Lilly & COCOM | COM | $3.95M | 0.4% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $3.69M | 0.4% |
| Micron Technology Inc.COM | COM | $3.56M | 0.4% |
| Ingredion Inc.COM | COM | $3.39M | 0.4% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $3.37M | 0.4% |
| Broadcom Inc.COM | COM | $3.26M | 0.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $3.05M | 0.3% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $3M | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $2.98M | 0.3% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $2.97M | 0.3% |
| JPMORGAN Chase & COCOM | COM | $2.96M | 0.3% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $2.82M | 0.3% |
| Meta Platforms Inc.CL A | CL A | $2.61M | 0.3% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $2.56M | 0.3% |
| iShares Inc.ESG AWR MSCI EM | ESG AWR MSCI EM | $2.5M | 0.3% |
iShares TRRUSSELL 3000 ETF$215M
- Class
- RUSSELL 3000 ETF
- Share
- 23.5%
Vaneck Merk Gold ETFGOLD SHS$50.9M
- Class
- GOLD SHS
- Share
- 5.6%
State Str SPDR S&P 500 ETF TTR UNIT$49.3M
- Class
- TR UNIT
- Share
- 5.4%
SPDR Index Shs FdsST STR ACWI ETF$40.2M
- Class
- ST STR ACWI ETF
- Share
- 4.4%
iShares TRRUS 1000 ETF$36.6M
- Class
- RUS 1000 ETF
- Share
- 4.0%
Berkshire Hathaway Inc. DelCL A$32.2M
- Class
- CL A
- Share
- 3.5%
Vanguard Index FdsTOTAL STK MKT$25.8M
- Class
- TOTAL STK MKT
- Share
- 2.8%
Direxion Shares ETF TrustAUSPCE CMD STG$14.7M
- Class
- AUSPCE CMD STG
- Share
- 1.6%
Vanguard Scottsdale FdsVNG RUS1000IDX$14.5M
- Class
- VNG RUS1000IDX
- Share
- 1.6%
iShares TRMSCI ACWI EX US$13.7M
- Class
- MSCI ACWI EX US
- Share
- 1.5%
iShares TRCORE S&P500 ETF$13.3M
- Class
- CORE S&P500 ETF
- Share
- 1.5%
Schwab Strategic TRINTL EQTY ETF$12.5M
- Class
- INTL EQTY ETF
- Share
- 1.4%
Procter & Gamble COCOM$12.3M
- Class
- COM
- Share
- 1.3%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$11.2M
- Class
- VAN FTSE DEV MKT
- Share
- 1.2%
Vanguard Index FdsS&P 500 ETF SHS$11M
- Class
- S&P 500 ETF SHS
- Share
- 1.2%
World Gold TRSPDR GLD MINIS$10.8M
- Class
- SPDR GLD MINIS
- Share
- 1.2%
Apple Inc.COM$9.57M
- Class
- COM
- Share
- 1.0%
SPDR Gold TRGOLD SHS$9.49M
- Class
- GOLD SHS
- Share
- 1.0%
iShares TRCORE S&P TTL STK$9.36M
- Class
- CORE S&P TTL STK
- Share
- 1.0%
Nvidia CorporationCOM$9.05M
- Class
- COM
- Share
- 1.0%
iShares TRRUS 1000 GRW ETF$8.4M
- Class
- RUS 1000 GRW ETF
- Share
- 0.9%
iShares TRCORE S&P MCP ETF$8.2M
- Class
- CORE S&P MCP ETF
- Share
- 0.9%
Vanguard Index FdsLARGE CAP ETF$8.15M
- Class
- LARGE CAP ETF
- Share
- 0.9%
Vanguard Scottsdale FdsVNG RUS3000IDX$7.87M
- Class
- VNG RUS3000IDX
- Share
- 0.9%
Alphabet Inc.CAP STK CL A$7.63M
- Class
- CAP STK CL A
- Share
- 0.8%
iShares TRCORE MSCI TOTAL$7.59M
- Class
- CORE MSCI TOTAL
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$6.86M
- Class
- CL B NEW
- Share
- 0.8%
New York Life Investments ETHEDGE MULTI STRA$6.65M
- Class
- HEDGE MULTI STRA
- Share
- 0.7%
Microsoft Corp.COM$5.5M
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsMID CAP ETF$5.43M
- Class
- MID CAP ETF
- Share
- 0.6%
Vanguard Index FdsEXTEND MKT ETF$5.3M
- Class
- EXTEND MKT ETF
- Share
- 0.6%
iShares TRESG AW MSCI EAFE$4.67M
- Class
- ESG AW MSCI EAFE
- Share
- 0.5%
Amazon Com Inc.COM$4.63M
- Class
- COM
- Share
- 0.5%
Lowes Cos Inc.COM$4.58M
- Class
- COM
- Share
- 0.5%
iShares TRESG MSCI KLD ETF$4.06M
- Class
- ESG MSCI KLD ETF
- Share
- 0.4%
Eli Lilly & COCOM$3.95M
- Class
- COM
- Share
- 0.4%
Abrdn ETFSBBRG ALL COMD K1$3.69M
- Class
- BBRG ALL COMD K1
- Share
- 0.4%
Micron Technology Inc.COM$3.56M
- Class
- COM
- Share
- 0.4%
Ingredion Inc.COM$3.39M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsSMALL CP ETF$3.37M
- Class
- SMALL CP ETF
- Share
- 0.4%
Broadcom Inc.COM$3.26M
- Class
- COM
- Share
- 0.4%
iShares TRCORE US AGGBD ET$3.05M
- Class
- CORE US AGGBD ET
- Share
- 0.3%
SPDR Series TrustST STR PR SP1500$3M
- Class
- ST STR PR SP1500
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$2.98M
- Class
- SPONSORED ADS
- Share
- 0.3%
Select Sector SPDR TRST STR TECHN ETF$2.97M
- Class
- ST STR TECHN ETF
- Share
- 0.3%
JPMORGAN Chase & COCOM$2.96M
- Class
- COM
- Share
- 0.3%
Vanguard BD Index FdsVANGUARD ULTRA$2.82M
- Class
- VANGUARD ULTRA
- Share
- 0.3%
Meta Platforms Inc.CL A$2.61M
- Class
- CL A
- Share
- 0.3%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.56M
- Class
- FTSE EMR MKT ETF
- Share
- 0.3%
iShares Inc.ESG AWR MSCI EM$2.5M
- Class
- ESG AWR MSCI EM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 281 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2089089
- File number
- 028-26360
- Options
- 0 call, 0 put
- In the 25 largest
- 70.3%
- Prior quarter
- $0 at 31 March 2026
- Positions opened
- 281
- Positions closed
- 1
Common questions
What are Pitcairn Wealth Advisors’ 13F holdings worth?
$913 million across 281 positions for the quarter ended 30 June 2026.
What is Pitcairn Wealth Advisors’ largest 13F holding?
ISHARES TR (RUSSELL 3000 ETF) was the largest position at $215 million, or 23.5% of reported 13F value, as of 30 June 2026.
How concentrated is Pitcairn Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 54.0% of reported value and the twenty-five largest for 70.3%, across 281 positions as of 30 June 2026.
Does Form 13F show everything Pitcairn Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Pitcairn Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.