Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pitcairn Wealth Advisors LLC (CIK 2089089) reported $912.9M across 281 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWV ($214.6M, 23.51%), OUNZ ($50.9M, 5.58%), SPY ($49.3M, 5.40%), CWI ($40.2M, 4.40%), IWB ($36.6M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $214.6M | 23.51% | 503,370 | Trimmed |
| 2 | OUNZ | VANECK MERK GOLD ETF | $50.9M | 5.58% | 1.3M | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $49.3M | 5.40% | 66,043 | Trimmed |
| 4 | CWI | SPDR INDEX SHS FDS | $40.2M | 4.40% | 988,601 | Trimmed |
| 5 | IWB | ISHARES TR | $36.6M | 4.01% | 89,429 | Trimmed |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $32.2M | 3.53% | 43 | Hold |
| 7 | VTI | VANGUARD INDEX FDS | $25.8M | 2.83% | 69,804 | Added |
| 8 | COM | DIREXION SHARES ETF TRUST | $14.7M | 1.61% | 450,318 | Trimmed |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $14.5M | 1.59% | 42,892 | Trimmed |
| 10 | ACWX | ISHARES TR | $13.7M | 1.50% | 179,937 | Added |
| 11 | IVV | ISHARES TR | $13.3M | 1.46% | 17,801 | Added |
| 12 | SCHF | SCHWAB STRATEGIC TR | $12.5M | 1.37% | 451,796 | Added |
| 13 | PG | PROCTER & GAMBLE CO | $12.3M | 1.35% | 83,968 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 1.23% | 157,079 | Hold |
| 15 | VOO | VANGUARD INDEX FDS | $11.0M | 1.21% | 16,033 | Trimmed |
| 16 | GLDM | WORLD GOLD TR | $10.8M | 1.18% | 135,573 | Added |
| 17 | AAPL | APPLE INC | $9.6M | 1.05% | 33,057 | Added |
| 18 | GLD | SPDR GOLD TR | $9.5M | 1.04% | 25,760 | Added |
| 19 | ITOT | ISHARES TR | $9.4M | 1.03% | 56,971 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $9.0M | 0.99% | 45,213 | Trimmed |
| 21 | IWF | ISHARES TR | $8.4M | 0.92% | 67,648 | Added |
| 22 | IJH | ISHARES TR | $8.2M | 0.90% | 106,294 | Hold |
| 23 | VV | VANGUARD INDEX FDS | $8.2M | 0.89% | 23,699 | Added |
| 24 | VTHR | VANGUARD SCOTTSDALE FDS | $7.9M | 0.86% | 23,750 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $7.6M | 0.84% | 21,345 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30