Pitcairn Wealth Advisors LLC
CIK
2089089
Location
CONSHOHOCKEN, PA
Portfolio Value
Small
$503,193,880
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,599
/ 8,588
▼ 131
Top Industry
Asset Management
51.6%
3Y Alpha vs SPY
-46.6%
Period ended 3 months ago
Filed May 13, 2026 · 35d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-4.4%
SPY
+10.4%
Annualised alpha
-46.6%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 43.7% | $219,726,931 |
| Unclassified | 24.9% | $125,293,171 |
| Technology | 9.7% | $48,620,414 |
| Consumer Cyclical | 4.8% | $23,988,170 |
| Consumer Defensive | 4.7% | $23,819,021 |
| Industrials | 3.7% | $18,610,616 |
| Healthcare | 3.1% | $15,564,819 |
| Communication Services | 3.0% | $15,057,598 |
| Energy | 1.4% | $7,065,383 |
| Basic Materials | 0.6% | $2,996,324 |
| Utilities | 0.3% | $1,584,662 |
| Real Estate | 0.2% | $866,771 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RBLX |
Roblox Corp
Communication Services
|
Reduced | 2,510 | $141,965 | 0.03% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
NEW | 5,725 | $142,438 | 0.03% | |
| HLN |
Haleon plc
Healthcare
|
NEW | 14,339 | $143,533 | 0.03% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
NEW | 3,127 | $168,482 | 0.03% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Added | 984 | $172,849 | 0.03% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 3,832 | $186,810 | 0.04% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 359 | $187,652 | 0.04% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Held | 1,125 | $191,857 | 0.04% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Added | 401 | $194,448 | 0.04% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Added | 4,853 | $195,770 | 0.04% | |
| GE |
General Electric Co
Industrials
|
Held | 729 | $206,868 | 0.04% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Added | 1,960 | $214,639 | 0.04% | |
| MET |
Metlife Inc
Financial Services
|
Added | 3,162 | $223,616 | 0.04% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
NEW | 2,015 | $223,785 | 0.04% | |
| ALLE |
Allegion plc
Industrials
|
Held | 1,547 | $224,763 | 0.04% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Held | 4,986 | $225,466 | 0.04% | |
| CXT |
Crane NXT, Co.
Industrials
|
Held | 5,556 | $225,518 | 0.04% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 242 | $232,733 | 0.05% | |
| NPO |
Enpro Inc.
Industrials
|
NEW | 935 | $234,357 | 0.05% | |
| FISV |
Fiserv Inc
|
Held | 4,446 | $248,086 | 0.05% | |
| INTC |
Intel Corp
Technology
|
Held | 5,643 | $249,025 | 0.05% | |
| VLTO |
Veralto Corp
Industrials
|
Added | 2,910 | $257,302 | 0.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 5,153 | $258,680 | 0.05% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,336 | $259,371 | 0.05% | |
| ENB |
Enbridge Inc
Energy
|
Held | 4,834 | $261,712 | 0.05% | |
| FOXA |
Fox Corp
Communication Services
|
Added | 4,534 | $264,785 | 0.05% | |
| TWLO |
Twilio Inc
Technology
|
Added | 2,129 | $267,870 | 0.05% | |
| FICO |
Fair Isaac Corp
Technology
|
Added | 253 | $270,087 | 0.05% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,585 | $272,639 | 0.05% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Held | 2,028 | $276,761 | 0.06% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 253 | $293,216 | 0.06% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 347 | $293,558 | 0.06% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 2,713 | $293,682 | 0.06% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,291 | $312,925 | 0.06% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Added | 1,270 | $318,312 | 0.06% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
Added | 3,530 | $325,007 | 0.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,631 | $326,980 | 0.06% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 2,881 | $331,286 | 0.07% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Held | 7,546 | $334,816 | 0.07% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 1,983 | $335,404 | 0.07% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 1,402 | $335,638 | 0.07% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 1,948 | $336,185 | 0.07% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 2,911 | $343,643 | 0.07% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 1,306 | $347,422 | 0.07% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 4,068 | $353,265 | 0.07% | |
| HPQ |
Hp Inc
Technology
|
Added | 18,872 | $362,531 | 0.07% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
Held | 5,503 | $363,803 | 0.07% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Added | 2,447 | $380,557 | 0.08% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 293 | $387,003 | 0.08% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 2,902 | $392,437 | 0.08% |