Pitcairn Wealth Advisors LLC
Registered adviserCIK
2089089
Location
CONSHOHOCKEN, PA
Portfolio Value
Small
$906,387,802
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,663
/ 8,816
▼ 393
Top Industry
Insurance - Diversified
16.7%
Period ended 4 months ago
Filed Aug 10, 2026 · 3mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$5,871,259,245
Main clients
Individuals and high net worth
(98% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $5,871,259,245 | Individuals and high net worth (98%) |
| Mar 2025 to Mar 2026 | $775,801,961 | Individuals and high net worth (100%) |
| Nov 2024 to Feb 2025 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 70.8% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 2.9 quarters (under 4)
Closest benchmark: every 13F filer's combined book, active share 73.0%; sector active share 61.5% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
281 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
37.5%
+8.6 pts
Top 5
59.0%
−3.3 pts
Top 10
70.8%
−3.6 pts
HHI
1,570
Moderately concentrated+249
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.0% | $670,307,828 |
| Technology | 6.9% | $62,454,215 |
| Financial Services | 6.7% | $60,458,313 |
| Consumer Defensive | 2.7% | $24,572,467 |
| Industrials | 2.6% | $23,546,206 |
| Consumer Cyclical | 2.3% | $21,165,357 |
| Healthcare | 1.9% | $17,312,598 |
| Communication Services | 1.8% | $16,557,269 |
| Energy | 0.4% | $3,867,429 |
| Basic Materials | 0.4% | $3,204,799 |
| Utilities | 0.2% | $2,208,201 |
| Real Estate | 0.1% | $733,120 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | +227,978 | 451,796 | $12,514,749 | |
| VO | VANGUARD MID-CAP INDEX FUND | +58,791 | 67,397 | $5,430,176 | |
| IWF | iShares Russell 1000 Growth ETF | +50,736 | 67,648 | $8,399,852 | |
| GLDM | World Gold Trust | +49,831 | 135,573 | $10,767,207 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +41,241 | 69,804 | $25,830,272 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +27,330 | 79,478 | $7,585,380 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +25,936 | 56,971 | $9,358,626 | |
| REET | iShares Global REIT ETF | +24,577 | 70,851 | $1,956,904 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +18,797 | 42,923 | $2,562,073 | |
| CSX | Csx Corp | +18,687 | 40,287 | $1,914,841 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +14,168 | 30,861 | $3,054,621 | |
| IGF | iShares Global Infrastructure ETF | +10,910 | 25,936 | $1,727,337 | |
| VB | Vanguard Index Funds | +9,306 | 11,122 | $3,371,300 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | +7,587 | 23,699 | $8,150,323 | |
| SCHM | Schwab U.S. Mid-Cap ETF | +6,292 | 13,319 | $491,071 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | +5,501 | 179,937 | $13,695,005 | |
| BMY | Bristol Myers Squibb Co | +5,355 | 14,740 | $849,318 | |
| ORCL | Oracle Corp | +5,306 | 8,328 | $1,220,468 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +4,804 | 6,005 | $527,899 | |
| UBER | Uber Technologies, Inc | +4,502 | 18,515 | $1,336,042 | |
| IVV | iShares Core S&P 500 ETF | +3,288 | 17,801 | $13,330,990 | |
| BAC | Bank Of America Corp | +2,797 | 6,629 | $377,720 | |
| V | Visa Inc. | +2,675 | 6,845 | $2,348,451 | |
| AMT | American Tower Corp | +2,534 | 4,482 | $733,120 | |
| QSR | Restaurant Brands International Inc. | +1,655 | 11,327 | $821,320 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QAI | NYLIM Hedge Multi-Strategy Tracker ETF | −187,399 | 181,586 | $6,646,047 | |
| COM | Direxion Auspice Broad Commodity Strategy ETF | −152,742 | 450,318 | $14,680,366 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | −39,874 | 5,318 | $265,155 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −19,909 | 56,554 | $2,815,258 | |
| CWI | Spdr Index Shares Funds | −18,008 | 988,601 | $40,206,402 | |
| OUNZ | VanEck Merk Gold ETF | −17,033 | 1,319,924 | $50,935,867 | |
| ESI | Element Solutions Inc | −15,388 | 19,278 | $920,524 | |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | −10,789 | 164,987 | $3,685,809 | |
| FSTR | Foster L B Co | −8,963 | 22,807 | $1,030,192 | |
| DKNG | DraftKings Inc. | −8,293 | 21,245 | $536,648 | |
| XBIL | US Treasury 6 Month Bill ETF | −7,310 | 5,146 | $257,300 | |
| LOW | Lowes Companies Inc | −7,099 | 20,757 | $4,576,710 | |
| C | Citigroup Inc | −6,520 | 6,257 | $875,729 | |
| SLB | Slb Limited | −6,514 | 13,775 | $640,399 | |
| NOW | ServiceNow, Inc. | −5,540 | 3,796 | $376,866 | |
| AMZN | Amazon Com Inc | −4,770 | 19,430 | $4,630,946 | |
| PFE | Pfizer Inc | −4,665 | 14,921 | $359,297 | |
| KR | Kroger Co | −4,627 | 5,897 | $327,460 | |
| NTRS | Northern Trust Corp | −4,126 | 7,393 | $1,285,199 | |
| IWV | iShares Russell 3000 ETF | −4,120 | 503,370 | $214,636,968 | |
| DIS | Walt Disney Co | −3,958 | 9,557 | $919,861 | |
| NFLX | Netflix Inc | −3,929 | 8,588 | $613,183 | |
| AXSM | Axsome Therapeutics, Inc. | −3,592 | 3,074 | $752,422 | |
| TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | −3,559 | 28,682 | $1,699,982 | |
| MSFT | Microsoft Corp | −3,479 | 14,738 | $5,497,568 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CMI | Cummins Inc | 2,039 | $1,454,235 | |
| APH | Amphenol Corp | 6,508 | $1,147,490 | |
| ROST | Ross Stores, Inc. | 4,812 | $1,024,234 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 22,715 | $1,007,637 | |
| SCHW | Schwab Charles Corp | 9,258 | $854,235 | |
| PANW | Palo Alto Networks Inc | 2,466 | $840,955 | |
| ILMN | Illumina, Inc. | 4,704 | $827,104 | |
| WTFC | Wintrust Financial Corp | 4,976 | $799,742 | |
| SHOP | Shopify Inc. | 6,807 | $777,223 | |
| ANET | Arista Networks, Inc. | 4,430 | $752,568 | |
| SO | Southern Co | 7,455 | $713,518 | |
| DG | Dollar General Corp | 6,113 | $703,667 | |
| Q | Qnity Electronics, Inc. | 3,909 | $638,378 | |
| HEI-A | Heico Corp | 2,208 | $569,465 | |
| PICK | iShares MSCI Global Metals & Mining Producers ETF | 8,952 | $520,558 | |
| DAL | Delta Air Lines, Inc. | 5,199 | $486,938 | |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | 12,660 | $468,673 | |
| CIEN | Ciena Corp | 929 | $455,730 | |
| AXON | Axon Enterprise, Inc. | 806 | $451,851 | |
| VIK | Viking Holdings Ltd | 4,108 | $429,984 | |
| AJG | Arthur J. Gallagher & Co. | 1,731 | $397,385 | |
| HON | Honeywell International Inc | 1,698 | $380,182 | |
| LHX | L3harris Technologies, Inc. | 1,308 | $380,091 | |
| HONA | Honeywell Aerospace Inc. | 1,698 | $375,393 | |
| JCI | Johnson Controls International plc | 2,561 | $374,187 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STEP | StepStone Group Inc. | 4,040,795 | $192,826,737 | |
| XOM | ExxonMobil Holdings Corp | 10,952 | $1,858,116 | |
| ORLY | O Reilly Automotive Inc | 11,228 | $1,036,456 | |
| ICE | Intercontinental Exchange, Inc. | 4,841 | $761,392 | |
| NSC | Norfolk Southern Corp | 2,602 | $746,774 | |
| TMUS | T-Mobile US, Inc. | 3,137 | $658,864 | |
| CZR | Caesars Entertainment, Inc. | 23,248 | $614,444 | |
| COF | Capital One Financial Corp | 3,187 | $581,404 | |
| EXE | EXPAND ENERGY Corp | 5,275 | $579,089 | |
| PYPL | PayPal Holdings, Inc. | 11,136 | $503,681 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 4,520 | $492,589 | |
| GILD | Gilead Sciences, Inc. | 3,510 | $489,188 | |
| ADBE | Adobe Inc. | 2,007 | $487,861 | |
| XYL | Xylem Inc. | 3,806 | $454,817 | |
| INTU | Intuit Inc. | 1,012 | $437,568 | |
| PGR | Progressive Corp | 2,131 | $422,449 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 7,477 | $373,027 | |
| ECL | Ecolab Inc. | 1,306 | $347,422 | |
| ADSK | Autodesk, Inc. | 1,402 | $335,638 | |
| GLPI | Gaming & Leisure Properties, Inc. | 7,546 | $334,816 | |
| WMT | Walmart Inc. | 2,631 | $326,980 | |
| UAL | United Airlines Holdings, Inc. | 3,530 | $325,007 | |
| TDG | TransDigm Group INC | 253 | $293,216 | |
| FICO | Fair Isaac Corp | 253 | $270,087 | |
| TWLO | Twilio Inc | 2,129 | $267,870 | |
| No positions match the current search. | ||||
281 tracked positions ·
$906,387,802 total
· filing declares
281 positions · $912,892,212
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 281 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IWV |
iShares Russell 3000 ETF
|
Reduced | 503,370 | $214,636,968 | 23.68% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 1,319,924 | $50,935,867 | 5.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 66,043 | $49,318,931 | 5.44% | |
| CWI |
Spdr Index Shares Funds
|
Reduced | 988,601 | $40,206,402 | 4.44% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 89,429 | $36,621,175 | 4.04% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 43 | $32,200,550 | 3.55% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 69,804 | $25,830,272 | 2.85% | |
| COM |
Direxion Auspice Broad Commodity Strategy ETF
|
Reduced | 450,318 | $14,680,366 | 1.62% | |
| VONE |
VANGUARD RUSSELL 1000 INDEX FUND
|
Reduced | 42,892 | $14,528,378 | 1.60% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 179,937 | $13,695,005 | 1.51% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 17,801 | $13,330,990 | 1.47% | |
| SCHF |
Schwab International Equity ETF
|
Added | 451,796 | $12,514,749 | 1.38% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 83,968 | $12,313,067 | 1.36% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 157,079 | $11,191,878 | 1.23% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 16,033 | $11,011,624 | 1.21% | |
| GLDM |
World Gold Trust
|
Added | 135,573 | $10,767,207 | 1.19% | |
| AAPL |
Apple Inc.
Technology
|
Added | 33,057 | $9,565,373 | 1.06% | |
| GLD |
Spdr Gold Trust
|
Added | 25,760 | $9,489,468 | 1.05% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 56,971 | $9,358,626 | 1.03% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 45,213 | $9,046,669 | 1.00% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 67,648 | $8,399,852 | 0.93% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Held | 106,294 | $8,196,330 | 0.90% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Added | 23,699 | $8,150,323 | 0.90% | |
| VTHR |
VANGUARD RUSSELL 3000 INDEX FUND
|
Reduced | 23,750 | $7,871,462 | 0.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 21,345 | $7,628,062 | 0.84% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 79,478 | $7,585,380 | 0.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,714 | $6,862,348 | 0.76% | |
| QAI |
NYLIM Hedge Multi-Strategy Tracker ETF
|
Reduced | 181,586 | $6,646,047 | 0.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,738 | $5,497,568 | 0.61% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 67,397 | $5,430,176 | 0.60% | |
|
|
Held | 21,544 | $5,304,348 | 0.59% | ||
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Reduced | 45,419 | $4,669,527 | 0.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 19,430 | $4,630,946 | 0.51% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 20,757 | $4,576,710 | 0.50% | |
| DSI |
iShares ESG MSCI KLD 400 ETF
|
Reduced | 28,513 | $4,059,966 | 0.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,293 | $3,949,723 | 0.44% | |
| BCI |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
|
Reduced | 164,987 | $3,685,809 | 0.41% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,086 | $3,562,138 | 0.39% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Reduced | 35,761 | $3,386,924 | 0.37% | |
| VB |
Vanguard Index Funds
|
Added | 11,122 | $3,371,300 | 0.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,632 | $3,260,738 | 0.36% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 30,861 | $3,054,621 | 0.34% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Held | 33,050 | $3,000,609 | 0.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 6,232 | $2,976,216 | 0.33% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 15,589 | $2,970,016 | 0.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,034 | $2,957,099 | 0.33% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Reduced | 56,554 | $2,815,258 | 0.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,634 | $2,610,285 | 0.29% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 42,923 | $2,562,073 | 0.28% | |
| VVX |
V2X, Inc.
Industrials
|
Reduced | 33,099 | $2,467,861 | 0.27% |
Showing the top 50 of 281 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.