Pitcairn Wealth Advisors
Latest statistics and disclosures from Pitcairn Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWV, OUNZ, SPY, CWI, IWB, and represent 42.91% of Pitcairn Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$15M), SCHF (+$6.3M), IWF (+$6.3M), VO, ITOT, GLDM, VB, VV, IXUS, IVV.
- Started 46 new stock positions in ROST, CTSH, SHOP, VIK, AMAT, ALNY, AJG, PANW, ILMN, ANET.
- Reduced shares in these 10 stocks: STEP (-$259M), QAI (-$6.9M), COM, TBIL, IWV, LOW, , MSFT, IWB, AMZN.
- Sold out of its positions in ADBE, ADSK, CZR, COF, EXE, CSGP, CXT, ECL, XOM, FICO.
- Pitcairn Wealth Advisors was a net seller of stock by $-234M.
- Pitcairn Wealth Advisors has $913M in assets under management (AUM), dropping by -15.98%.
- Central Index Key (CIK): 0002089089
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Portfolio Holdings for Pitcairn Wealth Advisors
Pitcairn Wealth Advisors holds 281 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Russell 3000 Etf (IWV) | 23.5 | $215M | 503k | 426.40 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 5.6 | $51M | 1.3M | 38.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.4 | $49M | 66k | 746.78 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 4.4 | $40M | 989k | 40.67 |
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| Ishares Tr Rus 1000 Etf (IWB) | 4.0 | $37M | -3% | 89k | 409.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.5 | $32M | 43.00 | 748850.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $26M | +144% | 70k | 370.06 |
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| Direxion Shares Etf Trust Auspce Cmd Stg (COM) | 1.6 | $15M | -25% | 450k | 32.60 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.6 | $15M | 43k | 338.72 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.5 | $14M | +3% | 180k | 76.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $13M | +22% | 18k | 748.89 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $13M | +101% | 452k | 27.70 |
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| Procter & Gamble Company (PG) | 1.3 | $12M | 84k | 146.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $11M | 157k | 71.25 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $11M | -4% | 16k | 686.85 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $11M | +58% | 136k | 79.42 |
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| Apple (AAPL) | 1.0 | $9.6M | 33k | 289.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $9.5M | +2% | 26k | 368.38 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $9.4M | +83% | 57k | 164.28 |
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| NVIDIA Corporation (NVDA) | 1.0 | $9.0M | 45k | 200.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $8.4M | +300% | 68k | 124.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $8.2M | 106k | 77.11 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.9 | $8.2M | +47% | 24k | 343.91 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.9 | $7.9M | -6% | 24k | 331.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.6M | -2% | 21k | 357.43 |
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| Ishares Tr Core Msci Total (IXUS) | 0.8 | $7.6M | +52% | 80k | 95.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.9M | -4% | 14k | 500.39 |
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| New York Life Investments Et Hedge Multi Stra (QAI) | 0.7 | $6.6M | -50% | 182k | 36.60 |
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| Microsoft Corporation (MSFT) | 0.6 | $5.5M | -19% | 15k | 373.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $5.4M | +683% | 67k | 80.57 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $5.3M | 22k | 246.21 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $4.7M | 45k | 102.81 |
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| Amazon (AMZN) | 0.5 | $4.6M | -19% | 19k | 238.35 |
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| Lowe's Companies (LOW) | 0.5 | $4.6M | -25% | 21k | 220.49 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.4 | $4.1M | 29k | 142.39 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.0M | +5% | 3.3k | 1199.64 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.4 | $3.7M | -6% | 165k | 22.34 |
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| Micron Technology (MU) | 0.4 | $3.6M | +107% | 3.1k | 1154.29 |
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| Ingredion Incorporated (INGR) | 0.4 | $3.4M | 36k | 94.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.4M | +512% | 11k | 303.15 |
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| Broadcom (AVGO) | 0.4 | $3.3M | -23% | 8.6k | 377.75 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.1M | +84% | 31k | 98.98 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.3 | $3.0M | 33k | 90.79 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $3.0M | -23% | 6.2k | 477.57 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $3.0M | -10% | 16k | 190.52 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.0M | -9% | 9.0k | 327.36 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $2.8M | -26% | 57k | 49.78 |
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| Meta Platforms Cl A (META) | 0.3 | $2.6M | -20% | 4.6k | 563.32 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.6M | +77% | 43k | 59.69 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $2.5M | 46k | 54.69 |
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| Vectrus (VVX) | 0.3 | $2.5M | -8% | 33k | 74.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | +6% | 6.9k | 353.40 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.3 | $2.4M | 35k | 68.93 |
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| Visa Com Cl A (V) | 0.3 | $2.3M | +64% | 6.8k | 343.17 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $2.3M | -9% | 30k | 76.55 |
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| Western Digital (WDC) | 0.2 | $2.1M | -19% | 3.4k | 638.72 |
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| Cisco Systems (CSCO) | 0.2 | $2.1M | 18k | 117.46 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $2.1M | -29% | 4.9k | 433.33 |
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| Marvell Technology (MRVL) | 0.2 | $2.0M | -27% | 6.8k | 297.89 |
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| Caterpillar (CAT) | 0.2 | $2.0M | 1.9k | 1064.90 |
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| Ishares Tr Global Reit Etf (REET) | 0.2 | $2.0M | +53% | 71k | 27.62 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.9M | 7.7k | 254.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.9M | 20k | 96.58 |
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| CSX Corporation (CSX) | 0.2 | $1.9M | +86% | 40k | 47.53 |
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| Cava Group Ord (CAVA) | 0.2 | $1.9M | 24k | 78.48 |
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| Brown Forman Corp Cl A (BF.A) | 0.2 | $1.9M | 69k | 27.36 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.9M | 28k | 65.61 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.8M | 15k | 121.42 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $1.7M | +72% | 26k | 66.60 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $1.7M | 2.4k | 703.34 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.2 | $1.7M | -11% | 29k | 59.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.6M | 50k | 31.71 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.6M | 6.9k | 227.10 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.5M | -18% | 1.6k | 965.00 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.5M | 19k | 79.03 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | 2.8k | 513.67 |
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| Cummins (CMI) | 0.2 | $1.5M | NEW | 2.0k | 713.21 |
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| Cadence Design Systems (CDNS) | 0.2 | $1.4M | +18% | 3.7k | 375.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | -23% | 7.2k | 189.73 |
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| Uber Technologies (UBER) | 0.1 | $1.3M | +32% | 19k | 72.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | 13k | 103.88 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.3M | 10k | 130.40 |
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| Northern Trust Corporation (NTRS) | 0.1 | $1.3M | -35% | 7.4k | 173.84 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | +175% | 8.3k | 146.55 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 8.7k | 137.54 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.2M | +13% | 2.8k | 426.12 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $1.2M | 13k | 89.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.2M | 7.8k | 148.33 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | NEW | 6.5k | 176.32 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | -18% | 13k | 82.64 |
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| General Motors Company (GM) | 0.1 | $1.1M | -18% | 14k | 77.08 |
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| Abbvie (ABBV) | 0.1 | $1.1M | -13% | 4.3k | 251.66 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | -3% | 1.1k | 978.12 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $1.1M | 18k | 57.67 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.1M | -2% | 12k | 87.04 |
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| L.B. Foster Company (FSTR) | 0.1 | $1.0M | -28% | 23k | 45.17 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.0M | -37% | 744.00 | 1382.36 |
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| Ross Stores (ROST) | 0.1 | $1.0M | NEW | 4.8k | 212.85 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $1.0M | NEW | 23k | 44.36 |
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| United Rentals (URI) | 0.1 | $1.0M | -33% | 887.00 | 1132.89 |
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| Synopsys (SNPS) | 0.1 | $982k | +23% | 2.2k | 446.27 |
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| Morgan Stanley Com New (MS) | 0.1 | $963k | -27% | 4.6k | 209.04 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $962k | -9% | 18k | 53.61 |
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| Philip Morris International (PM) | 0.1 | $946k | -3% | 5.2k | 180.92 |
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| Nextera Energy (NEE) | 0.1 | $945k | -2% | 11k | 87.77 |
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| Nucor Corporation (NUE) | 0.1 | $943k | +28% | 4.2k | 222.75 |
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| Shell Spon Ads (SHEL) | 0.1 | $933k | 12k | 77.54 |
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| Boeing Company (BA) | 0.1 | $931k | +58% | 4.3k | 216.47 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $931k | 5.9k | 158.03 |
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| Allstate Corporation (ALL) | 0.1 | $931k | +16% | 3.9k | 237.94 |
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| Element Solutions (ESI) | 0.1 | $921k | -44% | 19k | 47.75 |
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| Walt Disney Company (DIS) | 0.1 | $920k | -29% | 9.6k | 96.25 |
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| Costco Wholesale Corporation (COST) | 0.1 | $911k | -4% | 974.00 | 935.47 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $910k | 34k | 26.65 |
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| Citigroup Com New (C) | 0.1 | $876k | -51% | 6.3k | 139.96 |
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| Analog Devices (ADI) | 0.1 | $863k | -30% | 2.2k | 397.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $858k | 3.5k | 242.43 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $855k | 10k | 83.75 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $854k | NEW | 9.3k | 92.27 |
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| Bristol Myers Squibb (BMY) | 0.1 | $849k | +57% | 15k | 57.62 |
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| AutoZone (AZO) | 0.1 | $847k | +48% | 265.00 | 3195.98 |
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| Palo Alto Networks (PANW) | 0.1 | $841k | NEW | 2.5k | 341.02 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $831k | -36% | 2.5k | 334.82 |
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| Illumina (ILMN) | 0.1 | $827k | NEW | 4.7k | 175.83 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $821k | +17% | 11k | 72.51 |
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| Amgen (AMGN) | 0.1 | $817k | 2.3k | 362.12 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $800k | NEW | 5.0k | 160.72 |
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| Intel Corporation (INTC) | 0.1 | $788k | 5.6k | 139.64 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $777k | NEW | 6.8k | 114.18 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $755k | 28k | 26.66 |
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| Arista Networks Com Shs (ANET) | 0.1 | $753k | NEW | 4.4k | 169.88 |
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| Axsome Therapeutics (AXSM) | 0.1 | $752k | -53% | 3.1k | 244.77 |
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| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.1 | $749k | 10k | 74.85 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $743k | 3.1k | 236.62 |
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| American Tower Reit (AMT) | 0.1 | $733k | +130% | 4.5k | 163.57 |
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| D.R. Horton (DHI) | 0.1 | $732k | -5% | 4.5k | 162.88 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $728k | -6% | 2.2k | 330.46 |
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| Southern Company (SO) | 0.1 | $714k | NEW | 7.5k | 95.71 |
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| American Express Company (AXP) | 0.1 | $709k | -4% | 2.1k | 338.37 |
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| Dollar General (DG) | 0.1 | $704k | NEW | 6.1k | 115.11 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $697k | 8.0k | 87.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $692k | 939.00 | 736.40 |
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| Abbott Laboratories (ABT) | 0.1 | $691k | -9% | 7.6k | 90.75 |
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| Datadog Cl A Com (DDOG) | 0.1 | $683k | -9% | 2.6k | 260.36 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $681k | +269% | 1.5k | 459.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $674k | -4% | 2.5k | 272.00 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $668k | +9% | 1.7k | 397.68 |
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| Keurig Dr Pepper (KDP) | 0.1 | $668k | -3% | 20k | 32.73 |
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| Diamondback Energy (FANG) | 0.1 | $661k | -3% | 3.8k | 175.78 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $659k | -4% | 1.1k | 623.54 |
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| Biogen Idec (BIIB) | 0.1 | $650k | +11% | 3.0k | 216.06 |
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| Danaher Corporation (DHR) | 0.1 | $650k | +22% | 3.4k | 190.48 |
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| Amrize SHS (AMRZ) | 0.1 | $644k | +10% | 12k | 53.30 |
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| SLB Com Stk (SLB) | 0.1 | $640k | -32% | 14k | 46.49 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $638k | NEW | 3.9k | 163.31 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $627k | -4% | 1.3k | 501.36 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $625k | 3.5k | 178.60 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $622k | 7.6k | 82.27 |
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| Netflix (NFLX) | 0.1 | $613k | -31% | 8.6k | 71.40 |
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| Stryker Corporation (SYK) | 0.1 | $603k | 1.9k | 314.84 |
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| Expedia Group Com New (EXPE) | 0.1 | $594k | +7% | 2.3k | 255.88 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $588k | 12k | 50.37 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $583k | -13% | 3.7k | 158.66 |
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| eBay (EBAY) | 0.1 | $580k | -12% | 5.2k | 111.75 |
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| Qualcomm (QCOM) | 0.1 | $575k | 3.1k | 184.79 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $570k | NEW | 2.2k | 257.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $565k | -2% | 1.9k | 300.45 |
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| Altria (MO) | 0.1 | $564k | +6% | 7.8k | 71.95 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $560k | -14% | 3.0k | 185.23 |
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| Pulte (PHM) | 0.1 | $558k | -18% | 4.1k | 137.21 |
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| CenterPoint Energy (CNP) | 0.1 | $550k | -3% | 13k | 44.04 |
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| Home Depot (HD) | 0.1 | $544k | -2% | 1.5k | 352.74 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $537k | -28% | 21k | 25.26 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $528k | +400% | 6.0k | 87.91 |
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| Jefferies Finl Group (JEF) | 0.1 | $525k | 11k | 49.98 |
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| Ishares Msci Gbl Etf New (PICK) | 0.1 | $521k | NEW | 9.0k | 58.15 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $520k | 5.1k | 102.30 |
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| Truist Financial Corp equities (TFC) | 0.1 | $515k | 10k | 49.82 |
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| Ishares Tr India 50 Etf (INDY) | 0.1 | $508k | 12k | 43.45 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $506k | 25k | 20.06 |
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| West Pharmaceutical Services (WST) | 0.1 | $501k | +9% | 1.4k | 359.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $500k | -26% | 4.6k | 107.62 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $491k | +89% | 13k | 36.87 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $488k | 6.5k | 75.51 |
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| Delta Air Lines Com New (DAL) | 0.1 | $487k | NEW | 5.2k | 93.66 |
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| Wabtec Corporation (WAB) | 0.1 | $486k | -17% | 1.8k | 269.60 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $469k | NEW | 13k | 37.02 |
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| Ishares Tr Select Us Reit (ICF) | 0.1 | $466k | 6.9k | 67.63 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $466k | +5% | 1.8k | 255.67 |
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| Hca Holdings (HCA) | 0.1 | $462k | +33% | 1.2k | 389.89 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $462k | -20% | 232.00 | 1989.44 |
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| Williams Companies (WMB) | 0.1 | $459k | 6.2k | 74.34 |
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| Ciena Corp Com New (CIEN) | 0.0 | $456k | NEW | 929.00 | 490.56 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $455k | 10k | 43.71 |
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| Axon Enterprise (AXON) | 0.0 | $452k | NEW | 806.00 | 560.61 |
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| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.0 | $448k | 10k | 43.76 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $440k | -3% | 1.6k | 281.68 |
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| Trane Technologies SHS (TT) | 0.0 | $440k | -5% | 895.00 | 491.16 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $430k | NEW | 4.1k | 104.67 |
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| At&t (T) | 0.0 | $429k | -7% | 21k | 20.70 |
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| Samsara Com Cl A (IOT) | 0.0 | $424k | +4% | 13k | 32.43 |
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| Synchrony Financial (SYF) | 0.0 | $416k | -9% | 5.5k | 76.05 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $415k | -3% | 3.9k | 107.50 |
|
| Rush Enterprises Cl A (RUSHA) | 0.0 | $402k | 5.5k | 72.98 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $401k | +18% | 2.4k | 170.08 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $397k | NEW | 1.7k | 229.57 |
|
| Pepsi (PEP) | 0.0 | $395k | 2.9k | 135.41 |
|
|
| Generac Holdings (GNRC) | 0.0 | $390k | -43% | 1.3k | 292.81 |
|
| Honeywell International (HON) | 0.0 | $380k | NEW | 1.7k | 223.90 |
|
| L3harris Technologies (LHX) | 0.0 | $380k | NEW | 1.3k | 290.59 |
|
| Bank of America Corporation (BAC) | 0.0 | $378k | +72% | 6.6k | 56.99 |
|
| Servicenow (NOW) | 0.0 | $377k | -59% | 3.8k | 99.28 |
|
| Honeywell Aerospace (HONA) | 0.0 | $375k | NEW | 1.7k | 221.08 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $374k | NEW | 2.6k | 146.11 |
|
| Hartford Financial Services (HIG) | 0.0 | $373k | -2% | 2.8k | 132.52 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $373k | -6% | 1.3k | 298.07 |
|
| Hp (HPQ) | 0.0 | $373k | -9% | 17k | 21.94 |
|
| Dollar Tree (DLTR) | 0.0 | $368k | +55% | 3.0k | 120.95 |
|
| International Business Machines (IBM) | 0.0 | $363k | 1.3k | 281.21 |
|
|
| S&p Global (SPGI) | 0.0 | $363k | -57% | 891.00 | 407.26 |
|
| Pfizer (PFE) | 0.0 | $359k | -23% | 15k | 24.08 |
|
| Goldman Sachs (GS) | 0.0 | $351k | 347.00 | 1011.37 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $351k | 4.8k | 73.41 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $345k | NEW | 9.5k | 36.13 |
|
| Flex Ord (FLEX) | 0.0 | $341k | NEW | 2.1k | 162.07 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $340k | 2.9k | 117.68 |
|
|
| Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB) | 0.0 | $338k | 2.0k | 168.51 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $332k | 6.2k | 53.47 |
|
|
| Kroger (KR) | 0.0 | $328k | -43% | 5.9k | 55.53 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $327k | NEW | 2.8k | 116.67 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $323k | 7.1k | 45.50 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $314k | NEW | 1.3k | 238.01 |
|
| Jabil Circuit (JBL) | 0.0 | $309k | -51% | 801.00 | 385.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $308k | 1.4k | 218.04 |
|
|
| Merck & Co (MRK) | 0.0 | $308k | NEW | 2.4k | 128.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $305k | -51% | 2.5k | 124.44 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $295k | 3.2k | 91.64 |
|
|
| EnPro Industries (NPO) | 0.0 | $290k | -17% | 770.00 | 376.93 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $290k | -41% | 1.2k | 252.23 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $289k | NEW | 4.5k | 64.71 |
|
| Applied Materials (AMAT) | 0.0 | $289k | NEW | 400.00 | 723.00 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $289k | 5.0k | 57.93 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $276k | -25% | 3.1k | 90.49 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $275k | NEW | 914.00 | 301.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $274k | 1.1k | 242.99 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $272k | 729.00 | 373.73 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $266k | 4.7k | 56.52 |
|
|
| Ge Vernova (GEV) | 0.0 | $266k | NEW | 226.00 | 1174.86 |
|
| RBB F/m Us Treasury (TBIL) | 0.0 | $265k | -88% | 5.3k | 49.86 |
|
| Enbridge (ENB) | 0.0 | $262k | 4.8k | 54.21 |
|
|
| Deere & Company (DE) | 0.0 | $262k | NEW | 413.00 | 634.33 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $260k | NEW | 511.00 | 509.46 |
|
| Corteva (CTVA) | 0.0 | $258k | NEW | 3.0k | 84.69 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.0 | $257k | -58% | 5.1k | 50.00 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $255k | 2.3k | 110.32 |
|
|
| Coca-Cola Company (KO) | 0.0 | $254k | -12% | 3.1k | 81.27 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $253k | 2.0k | 127.90 |
|
|
| Toll Brothers (TOL) | 0.0 | $251k | -25% | 1.5k | 164.75 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $249k | NEW | 1.3k | 197.10 |
|
| Block Cl A (XYZ) | 0.0 | $242k | NEW | 3.2k | 76.00 |
|
| EOG Resources (EOG) | 0.0 | $242k | -50% | 1.9k | 129.73 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $242k | +2% | 4.6k | 52.16 |
|
| Crane Company Common Stock (CR) | 0.0 | $234k | -72% | 1.1k | 223.07 |
|
| Blackrock (BLK) | 0.0 | $233k | 242.00 | 961.56 |
|
|
| Ea Series Trust Jlen 500 Jew Etf (TOV) | 0.0 | $230k | 7.3k | 31.52 |
|
|
| MetLife (MET) | 0.0 | $228k | -14% | 2.7k | 84.61 |
|
| Ford Motor Company (F) | 0.0 | $227k | NEW | 16k | 13.90 |
|
| Verizon Communications (VZ) | 0.0 | $225k | +2% | 5.3k | 42.35 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $224k | -11% | 2.4k | 93.40 |
|
| Tapestry (TPR) | 0.0 | $224k | -67% | 1.5k | 146.38 |
|
| FedEx Corporation (FDX) | 0.0 | $218k | NEW | 695.00 | 313.13 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $217k | NEW | 5.6k | 38.73 |
|
| Iqvia Holdings (IQV) | 0.0 | $217k | 1.1k | 193.22 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $216k | NEW | 2.3k | 94.93 |
|
| Manulife Finl Corp (MFC) | 0.0 | $213k | NEW | 5.3k | 40.51 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $211k | 3.2k | 67.01 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $211k | -3% | 1.5k | 140.49 |
|
| Devon Energy Corporation (DVN) | 0.0 | $204k | NEW | 4.9k | 41.32 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $203k | NEW | 545.00 | 372.87 |
|
| Leidos Holdings (LDOS) | 0.0 | $203k | -19% | 2.0k | 102.97 |
|
| Haleon Spon Ads (HLN) | 0.0 | $136k | 15k | 9.33 |
|
Past Filings by Pitcairn Wealth Advisors
SEC 13F filings are viewable for Pitcairn Wealth Advisors going back to 2026
- Pitcairn Wealth Advisors 2026 Q2 filed Aug. 10, 2026
- Pitcairn Wealth Advisors 2026 Q1 filed May 13, 2026