Pitcairn Wealth Advisors

CONSHOHOCKEN, PAfiles as Pitcairn Wealth Advisors LLC

$913m in 281 US stocks at the end of 30 June 2026. The top 10 are 54.0% of the money. It changed about 27.2% of the portfolio this quarter.

Value

$913m

Stocks

281

Top 10 share

54.0%

Turnover

27.2%

What changed this quarter

New

Bought for the first time this quarter.

CumminsCMI
0.2% of the fund
AmphenolAPH
0.1% of the fund
Ross StoresROST
0.1% of the fund
Dimensional ETF TrustDFAC
0.1% of the fund
Charles SchwabSCHW
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
IlluminaILMN
<0.1% of the fund
Wintrust FinancialWTFC
<0.1% of the fund
ShopifySHOP
<0.1% of the fund
Arista NetworksANET
<0.1% of the fund
Southern CompanySO
<0.1% of the fund
Dollar GeneralDG
<0.1% of the fund
Qnity ElectronicsQ
<0.1% of the fund
HeicoHEI-A
<0.1% of the fund
IsharesPICK
<0.1% of the fund
Delta Air LinesDAL
<0.1% of the fund
Ishares TRUSHY
<0.1% of the fund
CienaCIEN
<0.1% of the fund
Axon EnterpriseAXON
<0.1% of the fund
Viking HoldingsVIK
<0.1% of the fund
Arthur J. GallagherAJG
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
L3harris TechnologiesLHX
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Johnson Controls InternationalJCI
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
2.8% of the fund
+144%
Ishares TRACWX
1.5% of the fund
+3%
Ishares TRIVV
1.5% of the fund
+23%
Schwab Strategic TRSCHF
1.4% of the fund
+102%
World Gold TRGLDM
1.2% of the fund
+58%
Spdr Gold TRGLD
1.0% of the fund
+3%
Ishares TRITOT
1.0% of the fund
+84%
Vanguard Index FDSVV
0.9% of the fund
+47%
Ishares TRIXUS
0.8% of the fund
+52%
Vanguard Index FDSVO
0.6% of the fund
+96%
Eli LillyLLY
0.4% of the fund
+6%
Micron TechnologyMU
0.4% of the fund
+107%
Vanguard Index FDSVB
0.4% of the fund
+512%
Ishares TRAGG
0.3% of the fund
+85%
Vanguard Intl Equity Index FVWO
0.3% of the fund
+78%
AlphabetGOOG
0.3% of the fund
+7%
VisaV
0.3% of the fund
+64%
Ishares TRREET
0.2% of the fund
+53%
CSXCSX
0.2% of the fund
+87%
Ishares TRIGF
0.2% of the fund
+73%
Cadence Design SystemsCDNS
0.2% of the fund
+18%
Uber TechnologiesUBER
0.1% of the fund
+32%
OracleORCL
0.1% of the fund
+176%
EatonETN
0.1% of the fund
+13%
SynopsysSNPS
0.1% of the fund
+24%

Cut

Sold some of their stake.

Ishares TRIWB
4.0% of the fund
-3%
Direxion Shares ETF TrustCOM
1.6% of the fund
-25%
Vanguard Index FDSVOO
1.2% of the fund
-5%
Vanguard Scottsdale FDSVTHR
0.9% of the fund
-6%
AlphabetGOOGL
0.8% of the fund
-2%
Berkshire HathawayBRK-B
0.8% of the fund
-5%
New York Life Investments ETQAI
0.7% of the fund
-51%
MicrosoftMSFT
0.6% of the fund
-19%
Amazon.comAMZN
0.5% of the fund
-20%
Lowe's CompaniesLOW
0.5% of the fund
-25%
Abrdn EtfsBCI
0.4% of the fund
-6%
BroadcomAVGO
0.4% of the fund
-23%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
-23%
Select Sector Spdr TRXLK
0.3% of the fund
-10%
JPMorgan ChaseJPM
0.3% of the fund
-9%
Vanguard BD Index FDSVUSB
0.3% of the fund
-26%
Meta PlatformsMETA
0.3% of the fund
-20%
V2XVVX
0.3% of the fund
-8%
Ishares TREFV
0.3% of the fund
-9%
Western DigitalWDC
0.2% of the fund
-19%
Lam ResearchLRCX
0.2% of the fund
-30%
Marvell TechnologyMRVL
0.2% of the fund
-28%
Proshares TRTOLZ
0.2% of the fund
-11%
Seagate Technology HoldingsSTX
0.2% of the fund
-19%
RTXRTX
0.1% of the fund
-24%

Sold out

Sold their entire stake.

Holdings

Ishares TRIWV
Share
23.5%
Value
$215m
Shares
503,370
Held
Vaneck Merk Gold ETFOUNZ
Share
5.6%
Value
$51m
Shares
1,319,924
Held
State STR Spdr S&P 500 ETF TSPY
Share
5.4%
Value
$49m
Shares
66,043
Held
Spdr Index SHS FDSCWI
Share
4.4%
Value
$40m
Shares
988,601
Held
Ishares TRIWB
Share
4.0%
Value
$37m
Shares
89,429
-3%
Berkshire Hathaway INC DELBRK-A
Share
3.5%
Value
$32m
Shares
43
Held
Vanguard Index FDSVTI
Share
2.8%
Value
$26m
Shares
69,804
+144%
Direxion Shares ETF TrustCOM
Share
1.6%
Value
$15m
Shares
450,318
-25%
Vanguard Scottsdale FDSVONE
Share
1.6%
Value
$15m
Shares
42,892
Held
Ishares TRACWX
Share
1.5%
Value
$14m
Shares
179,937
+3%
Ishares TRIVV
Share
1.5%
Value
$13m
Shares
17,801
+23%
Schwab Strategic TRSCHF
Share
1.4%
Value
$13m
Shares
451,796
+102%
Procter & GamblePG
Share
1.3%
Value
$12m
Shares
83,968
Held
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$11m
Shares
157,079
Held
Vanguard Index FDSVOO
Share
1.2%
Value
$11m
Shares
16,033
-5%
World Gold TRGLDM
Share
1.2%
Value
$11m
Shares
135,573
+58%
AppleAAPL
Share
1.0%
Value
$10m
Shares
33,057
Held
Spdr Gold TRGLD
Share
1.0%
Value
$9m
Shares
25,760
+3%
Ishares TRITOT
Share
1.0%
Value
$9m
Shares
56,971
+84%
NvidiaNVDA
Share
1.0%
Value
$9m
Shares
45,213
Held
Ishares TRIWF
Share
0.9%
Value
$8m
Shares
67,648
Held
Ishares TRIJH
Share
0.9%
Value
$8m
Shares
106,294
Held
Vanguard Index FDSVV
Share
0.9%
Value
$8m
Shares
23,699
+47%
Vanguard Scottsdale FDSVTHR
Share
0.9%
Value
$8m
Shares
23,750
-6%
AlphabetGOOGL
Share
0.8%
Value
$8m
Shares
21,345
-2%
Ishares TRIXUS
Share
0.8%
Value
$8m
Shares
79,478
+52%
Berkshire HathawayBRK-B
Share
0.8%
Value
$7m
Shares
13,714
-5%
New York Life Investments ETQAI
Share
0.7%
Value
$7m
Shares
181,586
-51%
MicrosoftMSFT
Share
0.6%
Value
$5m
Shares
14,738
-19%
Vanguard Index FDSVO
Share
0.6%
Value
$5m
Shares
67,397
+96%
Vanguard Index FDSVXF
Share
0.6%
Value
$5m
Shares
21,544
Held
Ishares TRESGD
Share
0.5%
Value
$5m
Shares
45,419
Held
Amazon.comAMZN
Share
0.5%
Value
$5m
Shares
19,430
-20%
Lowe's CompaniesLOW
Share
0.5%
Value
$5m
Shares
20,757
-25%
Ishares TRDSI
Share
0.4%
Value
$4m
Shares
28,513
Held
Eli LillyLLY
Share
0.4%
Value
$4m
Shares
3,293
+6%
Abrdn EtfsBCI
Share
0.4%
Value
$4m
Shares
164,987
-6%
Micron TechnologyMU
Share
0.4%
Value
$4m
Shares
3,086
+107%
IngredionINGR
Share
0.4%
Value
$3m
Shares
35,761
Held
Vanguard Index FDSVB
Share
0.4%
Value
$3m
Shares
11,122
+512%
BroadcomAVGO
Share
0.4%
Value
$3m
Shares
8,632
-23%
Ishares TRAGG
Share
0.3%
Value
$3m
Shares
30,861
+85%
Spdr Series TrustSPTM
Share
0.3%
Value
$3m
Shares
33,050
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$3m
Shares
6,232
-23%
Select Sector Spdr TRXLK
Share
0.3%
Value
$3m
Shares
15,589
-10%
JPMorgan ChaseJPM
Share
0.3%
Value
$3m
Shares
9,034
-9%
Vanguard BD Index FDSVUSB
Share
0.3%
Value
$3m
Shares
56,554
-26%
Meta PlatformsMETA
Share
0.3%
Value
$3m
Shares
4,634
-20%
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$3m
Shares
42,923
+78%
IsharesESGE
Share
0.3%
Value
$2m
Shares
45,683
Held
V2XVVX
Share
0.3%
Value
$2m
Shares
33,099
-8%
AlphabetGOOG
Share
0.3%
Value
$2m
Shares
6,948
+7%
Vanguard BD Index FDSBLV
Share
0.3%
Value
$2m
Shares
34,477
Held
VisaV
Share
0.3%
Value
$2m
Shares
6,845
+64%
Ishares TREFV
Share
0.3%
Value
$2m
Shares
30,406
-9%
Western DigitalWDC
Share
0.2%
Value
$2m
Shares
3,354
-19%
Cisco SystemsCSCO
Share
0.2%
Value
$2m
Shares
18,206
Held
Lam ResearchLRCX
Share
0.2%
Value
$2m
Shares
4,934
-30%
Marvell TechnologyMRVL
Share
0.2%
Value
$2m
Shares
6,813
-28%
CaterpillarCAT
Share
0.2%
Value
$2m
Shares
1,881
Held
Ishares TRREET
Share
0.2%
Value
$2m
Shares
70,851
+53%
Johnson & JohnsonJNJ
Share
0.2%
Value
$2m
Shares
7,668
Held
Ishares TRIEFA
Share
0.2%
Value
$2m
Shares
20,126
Held
CSXCSX
Share
0.2%
Value
$2m
Shares
40,287
+87%
Cava GroupCAVA
Share
0.2%
Value
$2m
Shares
23,972
Held
Brown FormanBF-A
Share
0.2%
Value
$2m
Shares
68,534
Held
Global X FDSAIQ
Share
0.2%
Value
$2m
Shares
28,419
Held
Vanguard Scottsdale FDSVTWO
Share
0.2%
Value
$2m
Shares
14,540
Held
Ishares TRIGF
Share
0.2%
Value
$2m
Shares
25,936
+73%
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$2m
Shares
2,433
Held
Proshares TRTOLZ
Share
0.2%
Value
$2m
Shares
28,682
-11%
Schwab Strategic TRSCHD
Share
0.2%
Value
$2m
Shares
49,683
Held
Ishares TRIVE
Share
0.2%
Value
$2m
Shares
6,867
Held
Seagate Technology HoldingsSTX
Share
0.2%
Value
$1m
Shares
1,551
-19%
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$1m
Shares
18,536
Held
MastercardMA
Share
0.2%
Value
$1m
Shares
2,840
Held
CumminsCMI
Share
0.2%
Value
$1m
Shares
2,039
New
Cadence Design SystemsCDNS
Share
0.2%
Value
$1m
Shares
3,733
+18%
RTXRTX
Share
0.1%
Value
$1m
Shares
7,185
-24%
Uber TechnologiesUBER
Share
0.1%
Value
$1m
Shares
18,515
+32%
Ishares TREFA
Share
0.1%
Value
$1m
Shares
12,701
Held
Vanguard Admiral FDSIVOO
Share
0.1%
Value
$1m
Shares
10,060
Held
Northern TrustNTRS
Share
0.1%
Value
$1m
Shares
7,393
-36%
OracleORCL
Share
0.1%
Value
$1m
Shares
8,328
+176%
Ishares TRIVW
Share
0.1%
Value
$1m
Shares
8,704
Held
EatonETN
Share
0.1%
Value
$1m
Shares
2,800
+13%
First TR Exchange-Traded FDCIBR
Share
0.1%
Value
$1m
Shares
13,220
Held
Ishares TRIJR
Share
0.1%
Value
$1m
Shares
7,801
Held
AmphenolAPH
Share
0.1%
Value
$1m
Shares
6,508
New
Wells Fargo & CompanyWFC
Share
0.1%
Value
$1m
Shares
13,417
-18%
General MotorsGM
Share
0.1%
Value
$1m
Shares
14,288
-18%
AbbVieABBV
Share
0.1%
Value
$1m
Shares
4,269
-13%
Parker-HannifinPH
Share
0.1%
Value
$1m
Shares
1,088
-4%
Spdr Series TrustSPSM
Share
0.1%
Value
$1m
Shares
18,448
Held
Interactive Brokers GroupIBKR
Share
0.1%
Value
$1m
Shares
12,152
-2%
Foster L BFSTR
Share
0.1%
Value
$1m
Shares
22,807
-28%
Monolithic Power SystemsMPWR
Share
0.1%
Value
$1m
Shares
744
-37%
Ross StoresROST
Share
0.1%
Value
$1m
Shares
4,812
New
Dimensional ETF TrustDFAC
Share
0.1%
Value
$1m
Shares
22,715
New
United RentalsURI
Share
0.1%
Value
$1m
Shares
887
-33%

Company	Share of fund	Value	Shares	Change
Ishares TRIWV	23.5%	$215m	503,370	Held
Vaneck Merk Gold ETFOUNZ	5.6%	$51m	1,319,924	Held
State STR Spdr S&P 500 ETF TSPY	5.4%	$49m	66,043	Held
Spdr Index SHS FDSCWI	4.4%	$40m	988,601	Held
Ishares TRIWB	4.0%	$37m	89,429	-3%
Berkshire Hathaway INC DELBRK-A	3.5%	$32m	43	Held
Vanguard Index FDSVTI	2.8%	$26m	69,804	+144%
Direxion Shares ETF TrustCOM	1.6%	$15m	450,318	-25%
Vanguard Scottsdale FDSVONE	1.6%	$15m	42,892	Held
Ishares TRACWX	1.5%	$14m	179,937	+3%
Ishares TRIVV	1.5%	$13m	17,801	+23%
Schwab Strategic TRSCHF	1.4%	$13m	451,796	+102%
Procter & GamblePG	1.3%	$12m	83,968	Held
Vanguard Tax-Managed FDSVEA	1.2%	$11m	157,079	Held
Vanguard Index FDSVOO	1.2%	$11m	16,033	-5%
World Gold TRGLDM	1.2%	$11m	135,573	+58%
AppleAAPL	1.0%	$10m	33,057	Held
Spdr Gold TRGLD	1.0%	$9m	25,760	+3%
Ishares TRITOT	1.0%	$9m	56,971	+84%
NvidiaNVDA	1.0%	$9m	45,213	Held
Ishares TRIWF	0.9%	$8m	67,648	Held
Ishares TRIJH	0.9%	$8m	106,294	Held
Vanguard Index FDSVV	0.9%	$8m	23,699	+47%
Vanguard Scottsdale FDSVTHR	0.9%	$8m	23,750	-6%
AlphabetGOOGL	0.8%	$8m	21,345	-2%
Ishares TRIXUS	0.8%	$8m	79,478	+52%
Berkshire HathawayBRK-B	0.8%	$7m	13,714	-5%
New York Life Investments ETQAI	0.7%	$7m	181,586	-51%
MicrosoftMSFT	0.6%	$5m	14,738	-19%
Vanguard Index FDSVO	0.6%	$5m	67,397	+96%
Vanguard Index FDSVXF	0.6%	$5m	21,544	Held
Ishares TRESGD	0.5%	$5m	45,419	Held
Amazon.comAMZN	0.5%	$5m	19,430	-20%
Lowe's CompaniesLOW	0.5%	$5m	20,757	-25%
Ishares TRDSI	0.4%	$4m	28,513	Held
Eli LillyLLY	0.4%	$4m	3,293	+6%
Abrdn EtfsBCI	0.4%	$4m	164,987	-6%
Micron TechnologyMU	0.4%	$4m	3,086	+107%
IngredionINGR	0.4%	$3m	35,761	Held
Vanguard Index FDSVB	0.4%	$3m	11,122	+512%
BroadcomAVGO	0.4%	$3m	8,632	-23%
Ishares TRAGG	0.3%	$3m	30,861	+85%
Spdr Series TrustSPTM	0.3%	$3m	33,050	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$3m	6,232	-23%
Select Sector Spdr TRXLK	0.3%	$3m	15,589	-10%
JPMorgan ChaseJPM	0.3%	$3m	9,034	-9%
Vanguard BD Index FDSVUSB	0.3%	$3m	56,554	-26%
Meta PlatformsMETA	0.3%	$3m	4,634	-20%
Vanguard Intl Equity Index FVWO	0.3%	$3m	42,923	+78%
IsharesESGE	0.3%	$2m	45,683	Held
V2XVVX	0.3%	$2m	33,099	-8%
AlphabetGOOG	0.3%	$2m	6,948	+7%
Vanguard BD Index FDSBLV	0.3%	$2m	34,477	Held
VisaV	0.3%	$2m	6,845	+64%
Ishares TREFV	0.3%	$2m	30,406	-9%
Western DigitalWDC	0.2%	$2m	3,354	-19%
Cisco SystemsCSCO	0.2%	$2m	18,206	Held
Lam ResearchLRCX	0.2%	$2m	4,934	-30%
Marvell TechnologyMRVL	0.2%	$2m	6,813	-28%
CaterpillarCAT	0.2%	$2m	1,881	Held
Ishares TRREET	0.2%	$2m	70,851	+53%
Johnson & JohnsonJNJ	0.2%	$2m	7,668	Held
Ishares TRIEFA	0.2%	$2m	20,126	Held
CSXCSX	0.2%	$2m	40,287	+87%
Cava GroupCAVA	0.2%	$2m	23,972	Held
Brown FormanBF-A	0.2%	$2m	68,534	Held
Global X FDSAIQ	0.2%	$2m	28,419	Held
Vanguard Scottsdale FDSVTWO	0.2%	$2m	14,540	Held
Ishares TRIGF	0.2%	$2m	25,936	+73%
State STR Spdr S&P Midcap 40MDY	0.2%	$2m	2,433	Held
Proshares TRTOLZ	0.2%	$2m	28,682	-11%
Schwab Strategic TRSCHD	0.2%	$2m	49,683	Held
Ishares TRIVE	0.2%	$2m	6,867	Held
Seagate Technology HoldingsSTX	0.2%	$1m	1,551	-19%
Vanguard Scottsdale FDSVCSH	0.2%	$1m	18,536	Held
MastercardMA	0.2%	$1m	2,840	Held
CumminsCMI	0.2%	$1m	2,039	New
Cadence Design SystemsCDNS	0.2%	$1m	3,733	+18%
RTXRTX	0.1%	$1m	7,185	-24%
Uber TechnologiesUBER	0.1%	$1m	18,515	+32%
Ishares TREFA	0.1%	$1m	12,701	Held
Vanguard Admiral FDSIVOO	0.1%	$1m	10,060	Held
Northern TrustNTRS	0.1%	$1m	7,393	-36%
OracleORCL	0.1%	$1m	8,328	+176%
Ishares TRIVW	0.1%	$1m	8,704	Held
EatonETN	0.1%	$1m	2,800	+13%
First TR Exchange-Traded FDCIBR	0.1%	$1m	13,220	Held
Ishares TRIJR	0.1%	$1m	7,801	Held
AmphenolAPH	0.1%	$1m	6,508	New
Wells Fargo & CompanyWFC	0.1%	$1m	13,417	-18%
General MotorsGM	0.1%	$1m	14,288	-18%
AbbVieABBV	0.1%	$1m	4,269	-13%
Parker-HannifinPH	0.1%	$1m	1,088	-4%
Spdr Series TrustSPSM	0.1%	$1m	18,448	Held
Interactive Brokers GroupIBKR	0.1%	$1m	12,152	-2%
Foster L BFSTR	0.1%	$1m	22,807	-28%
Monolithic Power SystemsMPWR	0.1%	$1m	744	-37%
Ross StoresROST	0.1%	$1m	4,812	New
Dimensional ETF TrustDFAC	0.1%	$1m	22,715	New
United RentalsURI	0.1%	$1m	887	-33%

Showing the largest 100 of 281.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is down 17.9% since 31 December 2025.

Where the money is

Technology6.6%

Financial services3.0%

Industrials2.8%

Everyday goods2.7%

Retail & consumer2.2%

Health care1.9%

Media & telecom1.8%

Materials0.4%

Energy0.3%

Utilities0.2%

Real estate0.1%

Other78.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.