Pitcairn Wealth Advisors LLC
Top Portfolio Positions
183 positions ·
$494,469,855 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STEP |
StepStone Group Inc.
Financial Services
|
4,040,795 | $192,826,737 | 39.00% |
| OUNZ |
VanEck Merk Gold ETF
|
1,336,957 | $60,229,912 | 12.18% |
| SPY |
Spdr S&P 500 ETF Trust
|
66,171 | $43,033,648 | 8.70% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
82,767 | $11,954,865 | 2.42% |
| GLD |
Spdr Gold Trust
|
25,110 | $10,804,581 | 2.19% |
| AAPL |
Apple Inc.
Technology
|
32,866 | $8,341,062 | 1.69% |
| GLDM |
World Gold Trust
|
85,742 | $7,947,425 | 1.61% |
| NVDA |
Nvidia Corp
Technology
|
45,304 | $7,901,017 | 1.60% |
| MSFT |
Microsoft Corp
Technology
|
18,217 | $6,743,386 | 1.36% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
27,856 | $6,581,815 | 1.33% |
Portfolio Trend
Holdings in STEP
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,826,737 | 4,040,795 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $259,297,815 | 4,040,795 | Shares | Sole | 2026-02-13 | |
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