Pitcairn Wealth Advisors LLC

CIK

2089089

Location

CONSHOHOCKEN, PA

Portfolio Value

Small $503,193,880

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,599 / 8,586 ▼ 131

Top Industry

Asset Management 51.6%

3Y Alpha vs SPY

-55.2%

Period ended 3 months ago

Filed May 13, 2026 · 34d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-6.3%

SPY

+11.2%

Annualised alpha

-55.2%

Max drawdown

−13.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

185 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

38.3%

−6.9 pts

Top 5

63.4%

−3.4 pts

Top 10

70.9%

−3.2 pts

HHI

1,717

Moderately concentrated−515

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	43.7%	$219,726,931	28
Unclassified	24.9%	$125,293,171	9
Technology	9.7%	$48,620,414	35
Consumer Cyclical	4.8%	$23,988,170	21
Consumer Defensive	4.7%	$23,819,021	14
Industrials	3.7%	$18,610,616	27
Healthcare	3.1%	$15,564,819	21
Communication Services	3.0%	$15,057,598	11
Energy	1.4%	$7,065,383	9
Basic Materials	0.6%	$2,996,324	5
Utilities	0.3%	$1,584,662	2
Real Estate	0.2%	$866,771	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	+6,976	25,476	$527,353
SHEL	Shell plc	+2,641	12,201	$1,134,693
GLDM	World Gold Trust	+2,095	85,742	$7,947,425
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,185	8,136	$2,749,561
PFE	Pfizer Inc	+935	19,586	$549,974
OUNZ	VanEck Merk Gold ETF	+924	1,336,957	$60,229,912
HPQ	Hp Inc	+921	18,872	$362,531
T	At&T Inc.	+762	22,498	$652,217
IOT	Samsara Inc.	+518	12,478	$395,427
C	Citigroup Inc	+483	12,777	$1,449,039
DKNG	DraftKings Inc.	+423	29,538	$638,611
NFLX	Netflix Inc	+410	12,517	$1,203,509
MO	Altria Group, Inc.	+362	7,380	$487,006
SYF	Synchrony Financial	+300	6,051	$411,589
UBER	Uber Technologies, Inc	+299	14,013	$1,007,955
EBAY	Ebay Inc	+287	5,900	$537,018
BMY	Bristol Myers Squibb Co	+279	9,385	$569,200
MRVL	Marvell Technology, Inc.	+277	9,400	$931,070
GM	General Motors Co	+271	17,506	$1,304,197
CSGP	Costar Group, Inc.	+243	4,853	$195,770
NTRS	Northern Trust Corp	+235	11,519	$1,607,706
TPR	Tapestry, Inc.	+229	4,649	$656,020
FOXA	Fox Corp	+224	4,534	$264,785
NVDA	Nvidia Corp	+204	45,304	$7,901,017
WDC	Western Digital Corp	+203	4,163	$1,126,049
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	−8,148	4,008	$394,307
RBLX	Roblox Corp	−5,746	2,510	$141,965
MSFT	Microsoft Corp	−3,924	18,217	$6,743,386
NOW	ServiceNow, Inc.	−1,796	9,336	$976,078
GLD	Spdr Gold Trust	−930	25,110	$10,804,581
LLY	ELI LILLY & Co	−800	3,117	$2,866,923
V	Visa Inc.	−386	4,170	$1,260,340
MA	Mastercard Inc	−276	2,846	$1,422,032
ABBV	AbbVie Inc.	−200	4,922	$1,070,485
AAPL	Apple Inc.	−2	32,866	$8,341,062
DIS	Walt Disney Co	−1	13,515	$1,302,575
SPY	Spdr S&P 500 ETF Trust	−1	66,171	$43,033,648
SLV	iShares Silver Trust	−1	6,120	$417,016
SNPS	Synopsys Inc	−1	1,777	$704,544
PEP	Pepsico Inc	−1	2,911	$452,049
BX	Blackstone Inc.	−1	2,881	$331,286
JNJ	Johnson & Johnson	−1	7,783	$1,902,476
JPM	Jpmorgan Chase & Co	−1	9,934	$2,922,185
PG	PROCTER & GAMBLE Co	−1	82,767	$11,954,865
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	293	$387,003
NPO	Enpro Inc.	935	$234,357
FMX	Mexican Economic Development Inc	2,015	$223,785
LVS	Las Vegas Sands Corp	3,127	$168,482
HLN	Haleon plc	14,339	$143,533
HDB	Hdfc Bank Ltd	5,725	$142,438
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
EXFY	Expensify, Inc.	33,000	$49,830
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

185 positions · $503,193,880 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 185 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
STEP	StepStone Group Inc. Financial Services	Held	4,040,795	0	$192,826,737	−25.6%	38.32%
OUNZ	VanEck Merk Gold ETF	Added	1,336,957	+924	$60,229,912	+8.7%	11.97%
SPY	Spdr S&P 500 ETF Trust	Reduced	66,171	-1	$43,033,648	−4.6%	8.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	82,767	-1	$11,954,865	+0.8%	2.38%
GLD	Spdr Gold Trust	Reduced	25,110	-930	$10,804,581	+4.7%	2.15%
AAPL	Apple Inc. Technology	Reduced	32,866	-2	$8,341,062	−6.7%	1.66%
GLDM	World Gold Trust	Added	85,742	+2,095	$7,947,425	+11.3%	1.58%
NVDA	Nvidia Corp Technology	Added	45,304	+204	$7,901,017	−6.1%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	14,434	0	$6,916,772	−4.7%	1.37%
MSFT	Microsoft Corp Technology	Reduced	18,217	-3,924	$6,743,386	−37.0%	1.34%
LOW	Lowes Companies Inc Consumer Cyclical	Held	27,856	0	$6,581,815	−2.0%	1.31%
GOOGL	Alphabet Inc. Communication Services	Added	21,851	+8	$6,283,473	−8.1%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,200	+115	$5,040,134	−9.3%	1.00%
INGR	Ingredion Inc Consumer Defensive	Held	36,011	0	$4,056,999	+2.2%	0.81%
AVGO	Broadcom Inc. Technology	Added	11,252	+96	$3,482,606	−9.8%	0.69%
META	Meta Platforms, Inc. Communication Services	Added	5,802	+51	$3,319,498	−12.6%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,934	-1	$2,922,185	−8.7%	0.58%
LLY	ELI LILLY & Co Healthcare	Reduced	3,117	-800	$2,866,923	−31.9%	0.57%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,136	+1,185	$2,749,561	+30.2%	0.55%
VVX	V2X, Inc. Industrials	Held	36,149	0	$2,476,206	+25.6%	0.49%
CAVA	Cava Group, Inc. Consumer Cyclical	Held	23,972	0	$1,939,334	+37.8%	0.39%
JNJ	Johnson & Johnson Healthcare	Reduced	7,783	-1	$1,902,476	+18.1%	0.38%
XOM	Exxon Mobil Corp Energy	Added	10,952	+29	$1,858,116	+41.4%	0.37%
RTX	RTX Corp Industrials	Added	9,418	+69	$1,816,732	+6.0%	0.36%
BF-A	Brown Forman Corp Consumer Defensive	Held	67,460	0	$1,807,253	+1.8%	0.36%
NTRS	Northern Trust Corp Financial Services	Added	11,519	+235	$1,607,706	+4.3%	0.32%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,433	0	$1,500,577	+2.2%	0.30%
LRCX	Lam Research Corp Technology	Added	7,011	+100	$1,497,970	+26.6%	0.30%
C	Citigroup Inc Financial Services	Added	12,777	+483	$1,449,039	+1.0%	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	18,452	+140	$1,431,690	+1.5%	0.28%
MA	Mastercard Inc Financial Services	Reduced	2,846	-276	$1,422,032	−20.2%	0.28%
CAT	Caterpillar Inc Industrials	Held	1,890	0	$1,338,989	+23.7%	0.27%
WFC	Wells Fargo & Company/Mn Financial Services	Held	16,431	0	$1,308,071	−14.6%	0.26%
GM	General Motors Co Consumer Cyclical	Added	17,506	+271	$1,304,197	−6.9%	0.26%
DIS	Walt Disney Co Communication Services	Reduced	13,515	-1	$1,302,575	−15.3%	0.26%
MPWR	Monolithic Power Systems Inc Technology	Held	1,189	0	$1,299,993	+20.6%	0.26%
V	Visa Inc. Financial Services	Reduced	4,170	-386	$1,260,340	−21.1%	0.25%
NFLX	Netflix Inc Communication Services	Added	12,517	+410	$1,203,509	+6.0%	0.24%
ESI	Element Solutions Inc Basic Materials	Added	34,666	+113	$1,183,497	+37.1%	0.24%
SHEL	Shell plc Energy	Added	12,201	+2,641	$1,134,693	+61.5%	0.23%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	6,666	+27	$1,126,687	−7.1%	0.22%
WDC	Western Digital Corp Technology	Added	4,163	+203	$1,126,049	+65.1%	0.22%
ABBV	AbbVie Inc. Healthcare	Reduced	4,922	-200	$1,070,485	−8.5%	0.21%
MS	Morgan Stanley Financial Services	Held	6,362	0	$1,046,994	−7.3%	0.21%
SLB	Slb Limited/Nv Energy	Added	20,289	+157	$1,042,651	+34.9%	0.21%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	11,228	+131	$1,036,456	+2.4%	0.21%
NEE	Nextera Energy Inc Utilities	Held	11,027	0	$1,024,187	+15.7%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,020	+29	$1,016,358	+18.9%	0.20%
PH	Parker-Hannifin Corp Industrials	Held	1,128	0	$1,009,830	+1.9%	0.20%
ACN	Accenture plc Technology	Held	5,087	0	$1,008,701	−26.1%	0.20%