Pitcairn Wealth Advisors LLC

CIK

2089089

Location

CONSHOHOCKEN, PA

Portfolio Value

Micro $1,584,662

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

2 positions · $1,584,662 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	Held	11,027	0	$1,024,187	+15.7%	64.63%
CNP	Centerpoint Energy Inc Utilities	Held	12,986	0	$560,475	+12.6%	35.37%