Pitcairn Wealth Advisors LLC
Top Portfolio Positions
185 positions ·
$503,193,880 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STEP |
StepStone Group Inc.
Financial Services
|
4,040,795 | $192,826,737 | 38.32% | |
| OUNZ |
VanEck Merk Gold ETF
|
1,336,957 | $60,229,912 | 11.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
66,171 | $43,033,648 | 8.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
82,767 | $11,954,865 | 2.38% | |
| GLD |
Spdr Gold Trust
|
25,110 | $10,804,581 | 2.15% | |
| AAPL |
Apple Inc.
Technology
|
32,866 | $8,341,062 | 1.66% | |
| GLDM |
World Gold Trust
|
85,742 | $7,947,425 | 1.58% | |
| NVDA |
Nvidia Corp
Technology
|
45,304 | $7,901,017 | 1.57% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,434 | $6,916,772 | 1.37% | |
| MSFT |
Microsoft Corp
Technology
|
18,217 | $6,743,386 | 1.34% |
Portfolio Trend
2 quarters · across all stocks
Holdings in VVX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,476,206 | 36,149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,971,927 | 36,149 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||