Pitcairn Wealth Advisors

Pitcairn Wealth Advisors as of March 31, 2026

Portfolio Holdings for Pitcairn Wealth Advisors

Pitcairn Wealth Advisors holds 271 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stepstone Group Com Cl A (STEP) 23.9 $259M 4.0M 64.17
Ishares Tr Russell 3000 Etf (IWV) 18.1 $196M 508k 386.85
Vaneck Merk Gold Etf Gold Shs (OUNZ) 5.1 $56M 1.3M 41.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $45M 66k 681.93
Spdr Index Shs Fds Msci Acwi Exus (CWI) 3.3 $36M 1.0M 35.92
Ishares Tr Rus 1000 Etf (IWB) 3.2 $35M 92k 373.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $33M 43.00 754800.00
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 1.6 $18M 603k 29.58
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $14M 44k 309.04
New York Life Investments Et Nyli Hedge Multi (QAI) 1.1 $12M 369k 33.51
Procter & Gamble Company (PG) 1.1 $12M 83k 143.31
Ishares Tr Msci Acwi Ex Us (ACWX) 1.1 $12M 174k 67.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $11M 17k 627.14
Spdr Gold Tr Gold Shs (GLD) 0.9 $10M 25k 396.31
Ishares Tr Core S&p500 Etf (IVV) 0.9 $9.9M 15k 684.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $9.8M 157k 62.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $9.6M 29k 335.33
Apple (AAPL) 0.8 $8.9M 33k 271.87
Microsoft Corporation (MSFT) 0.8 $8.8M 18k 483.67
NVIDIA Corporation (NVDA) 0.8 $8.4M 45k 186.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $8.0M 17k 473.30
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.7 $7.6M 25k 300.33
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $7.3M 86k 85.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.3M 14k 502.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $7.0M 106k 66.00
Alphabet Cap Stk Cl A (GOOGL) 0.6 $6.8M 22k 313.04
Lowe's Companies (LOW) 0.6 $6.7M 28k 241.16
Amazon (AMZN) 0.5 $5.6M 24k 230.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $5.4M 224k 24.04
Vanguard Index Fds Large Cap Etf (VV) 0.5 $5.1M 16k 314.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $4.6M 31k 148.70
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $4.5M 22k 209.12
Ishares Tr Core Msci Total (IXUS) 0.4 $4.4M 52k 84.64
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $4.3M 46k 95.09
Ingredion Incorporated (INGR) 0.4 $4.0M 36k 110.26
Broadcom (AVGO) 0.4 $3.9M 11k 346.10
Meta Platforms Cl A (META) 0.4 $3.8M 5.8k 660.11
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $3.8M 77k 49.84
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $3.7M 29k 128.83
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.3 $3.4M 176k 19.53
Eli Lilly & Co. (LLY) 0.3 $3.3M 3.1k 1074.69
JPMorgan Chase & Co. (JPM) 0.3 $3.2M 9.9k 322.25
Spdr Series Trust State Street Spd (SPTM) 0.3 $2.7M 33k 82.50
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.5M 8.6k 290.25
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $2.5M 17k 143.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.5M 8.1k 303.89
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $2.4M 35k 69.52
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.4M 34k 71.41
RBB Us Treas 3 Mnth (TBIL) 0.2 $2.3M 45k 49.88
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.0M 6.5k 313.83
Ishares Esg Awr Msci Em (ESGE) 0.2 $2.0M 46k 44.17
Vectrus (VVX) 0.2 $2.0M 36k 54.55
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.8M 20k 89.46
Brown Forman Corp Cl A (BF.A) 0.2 $1.8M 68k 26.31
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.2 $1.7M 32k 54.15
Raytheon Technologies Corp (RTX) 0.2 $1.7M 9.4k 183.40
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.7M 17k 99.88
Mastercard Incorporated Cl A (MA) 0.1 $1.6M 2.8k 570.88
Johnson & Johnson (JNJ) 0.1 $1.6M 7.8k 206.98
Northern Trust Corporation (NTRS) 0.1 $1.6M 12k 136.59
Walt Disney Company (DIS) 0.1 $1.5M 14k 113.78
Wells Fargo & Company (WFC) 0.1 $1.5M 16k 93.20
Citigroup Com New (C) 0.1 $1.5M 13k 116.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.5M 19k 79.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M 2.4k 603.28
Visa Com Cl A (V) 0.1 $1.5M 4.2k 350.83
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M 6.9k 212.11
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $1.4M 15k 99.52
Global X Fds Artificial Etf (AIQ) 0.1 $1.4M 28k 50.86
Servicenow (NOW) 0.1 $1.4M 9.3k 153.19
General Motors Company (GM) 0.1 $1.4M 18k 81.32
Cisco Systems (CSCO) 0.1 $1.4M 19k 77.03
Cava Group Ord (CAVA) 0.1 $1.4M 24k 58.69
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M 5.1k 268.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M 50k 27.43
Exxon Mobil Corporation (XOM) 0.1 $1.3M 11k 120.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 24k 53.76
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 13k 96.03
Axsome Therapeutics (AXSM) 0.1 $1.2M 6.7k 182.64
Lam Research Corp Com New (LRCX) 0.1 $1.2M 7.0k 171.18
Netflix (NFLX) 0.1 $1.2M 13k 93.76
Ishares Tr Global Reit Etf (REET) 0.1 $1.2M 46k 24.95
Uber Technologies (UBER) 0.1 $1.1M 14k 81.71
Morgan Stanley Com New (MS) 0.1 $1.1M 6.4k 177.53
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $1.1M 10k 111.80
Abbvie (ABBV) 0.1 $1.1M 4.9k 228.49
S&p Global (SPGI) 0.1 $1.1M 2.1k 522.59
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.1M 20k 54.77
Caterpillar (CAT) 0.1 $1.1M 1.9k 572.87
Monolithic Power Systems (MPWR) 0.1 $1.1M 1.2k 906.37
United Rentals (URI) 0.1 $1.1M 1.3k 809.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.1M 8.7k 123.28
Abbott Laboratories (ABT) 0.1 $1.1M 8.5k 125.30
O'reilly Automotive (ORLY) 0.1 $1.0M 11k 91.21
Draftkings Com Cl A (DKNG) 0.1 $1.0M 30k 34.46
Parker-Hannifin Corporation (PH) 0.1 $992k 1.1k 878.97
Cadence Design Systems (CDNS) 0.1 $987k 3.2k 312.58
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $945k 13k 71.45
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $937k 7.8k 120.20
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $922k 15k 61.36
Shell Spon Ads (SHEL) 0.1 $897k 12k 73.48
Brown Forman Corp CL B (BF.B) 0.1 $892k 34k 26.06
Nextera Energy (NEE) 0.1 $885k 11k 80.28
Costco Wholesale Corporation (COST) 0.1 $880k 1.0k 862.34
Intuitive Surgical Com New (ISRG) 0.1 $870k 1.5k 566.36
Spdr Series Trust State Street Spd (SPSM) 0.1 $867k 19k 46.86
Element Solutions (ESI) 0.1 $866k 35k 24.99
Philip Morris International (PM) 0.1 $866k 5.4k 160.40
L.B. Foster Company (FSTR) 0.1 $856k 32k 26.95
Regeneron Pharmaceuticals (REGN) 0.1 $851k 1.1k 771.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $845k 5.9k 143.52
Analog Devices (ADI) 0.1 $842k 3.1k 271.20
Synopsys (SNPS) 0.1 $835k 1.8k 469.98
Warner Bros Discovery Com Ser A (WBD) 0.1 $816k 28k 28.82
American Express Company (AXP) 0.1 $810k 2.2k 369.96
Marvell Technology (MRVL) 0.1 $799k 9.4k 84.98
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $798k 12k 64.31
Eaton Corp SHS (ETN) 0.1 $789k 2.5k 318.51
Intercontinental Exchange (ICE) 0.1 $784k 4.8k 161.96
CSX Corporation (CSX) 0.1 $783k 22k 36.25
SLB Com Stk (SLB) 0.1 $779k 20k 38.38
Capital One Financial (COF) 0.1 $772k 3.2k 242.36
Thermo Fisher Scientific (TMO) 0.1 $763k 1.3k 579.45
Norfolk Southern (NSC) 0.1 $751k 2.6k 288.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $748k 10k 73.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $744k 3.5k 210.34
Amgen (AMGN) 0.1 $738k 2.3k 327.31
Bj's Wholesale Club Holdings (BJ) 0.1 $726k 8.1k 90.03
Western Digital (WDC) 0.1 $717k 4.2k 172.27
Adobe Systems Incorporated (ADBE) 0.1 $702k 2.0k 350.00
Allstate Corporation (ALL) 0.1 $698k 3.4k 208.15
Crane Company Common Stock (CR) 0.1 $697k 3.8k 184.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $690k 3.1k 219.78
D.R. Horton (DHI) 0.1 $685k 4.8k 144.03
Hilton Worldwide Holdings (HLT) 0.1 $676k 2.4k 287.25
Ishares Tr National Mun Etf (MUB) 0.1 $674k 6.3k 107.11
Stryker Corporation (SYK) 0.1 $671k 1.9k 351.47
Intuit (INTU) 0.1 $670k 1.0k 662.42
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $662k 4.3k 154.80
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $660k 9.7k 68.23
Kroger (KR) 0.1 $658k 11k 62.48
Sony Group Corp Sponsored Adr (SONY) 0.1 $652k 26k 25.60
Jefferies Finl Group (JEF) 0.1 $651k 11k 61.97
Paypal Holdings (PYPL) 0.1 $650k 11k 58.38
Spdr Series Trust State Street Spd (KRE) 0.1 $648k 10k 64.81
Metropcs Communications (TMUS) 0.1 $637k 3.1k 203.04
Vertiv Holdings Com Cl A (VRT) 0.1 $637k 3.9k 162.01
Danaher Corporation (DHR) 0.1 $636k 2.8k 228.92
RBB Us Trsry 6 Mnth (XBIL) 0.1 $624k 13k 50.07
Expedia Group Com New (EXPE) 0.1 $613k 2.2k 283.32
AutoZone (AZO) 0.1 $607k 179.00 3391.53
Union Pacific Corporation (UNP) 0.1 $598k 2.6k 231.32
Keurig Dr Pepper (KDP) 0.1 $595k 21k 28.01
Tapestry (TPR) 0.1 $594k 4.6k 127.77
Amrize SHS (AMRZ) 0.1 $593k 11k 54.08
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $592k 12k 50.70
Boeing Company (BA) 0.1 $589k 2.7k 217.12
Oracle Corporation (ORCL) 0.1 $589k 3.0k 194.91
Diamondback Energy (FANG) 0.1 $587k 3.9k 150.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $586k 7.6k 77.53
Pulte (PHM) 0.1 $582k 5.0k 117.26
Chesapeake Energy Corp (EXE) 0.1 $582k 5.3k 110.36
Lpl Financial Holdings (LPLA) 0.1 $578k 1.6k 357.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $577k 939.00 614.31
Ishares Tr India 50 Etf (INDY) 0.1 $576k 12k 49.29
At&t (T) 0.1 $559k 23k 24.84
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $552k 3.6k 155.12
Caesars Entertainment (CZR) 0.1 $544k 23k 23.39
Home Depot (HD) 0.0 $543k 1.6k 344.16
Select Sector Spdr Tr State Street Con (XLY) 0.0 $540k 4.5k 119.41
Nucor Corporation (NUE) 0.0 $537k 3.3k 163.11
Qualcomm (QCOM) 0.0 $533k 3.1k 171.05
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $526k 1.9k 275.39
Ishares Gold Tr Ishares New (IAU) 0.0 $525k 6.5k 81.17
Topbuild (BLD) 0.0 $523k 1.3k 417.19
Xylem (XYL) 0.0 $518k 3.8k 136.18
eBay (EBAY) 0.0 $514k 5.9k 87.10
Truist Financial Corp equities (TFC) 0.0 $510k 10k 49.21
Bristol Myers Squibb (BMY) 0.0 $506k 9.4k 53.94
Synchrony Financial (SYF) 0.0 $505k 6.1k 83.43
CenterPoint Energy (CNP) 0.0 $498k 13k 38.34
Vanguard World Mega Grwth Ind (MGK) 0.0 $496k 1.2k 412.77
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $494k 3.5k 141.16
Pfizer (PFE) 0.0 $488k 20k 24.90
Progressive Corporation (PGR) 0.0 $485k 2.1k 227.72
Ishares Tr Russell 2000 Etf (IWM) 0.0 $475k 1.9k 246.16
Biogen Idec (BIIB) 0.0 $475k 2.7k 175.99
Wabtec Corporation (WAB) 0.0 $469k 2.2k 213.45
Vanguard Index Fds Small Cp Etf (VB) 0.0 $469k 1.8k 258.05
Blackstone Group Inc Com Cl A (BX) 0.0 $444k 2.9k 154.17
Samsara Com Cl A (IOT) 0.0 $442k 13k 35.45
Leidos Holdings (LDOS) 0.0 $441k 2.4k 180.40
Gilead Sciences (GILD) 0.0 $431k 3.5k 122.74
Fair Isaac Corporation (FICO) 0.0 $428k 253.00 1690.62
Altria (MO) 0.0 $426k 7.4k 57.66
Micron Technology (MU) 0.0 $425k 1.5k 285.41
Hp (HPQ) 0.0 $421k 19k 22.28
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $418k 10k 40.86
Lennar Corp Cl A (LEN) 0.0 $418k 4.1k 102.80
Pepsi (PEP) 0.0 $418k 2.9k 143.55
Hca Holdings (HCA) 0.0 $415k 889.00 466.86
Autodesk (ADSK) 0.0 $415k 1.4k 296.01
Ishares Tr Select Us Reit (ICF) 0.0 $412k 6.9k 59.67
Hartford Financial Services (HIG) 0.0 $400k 2.9k 137.80
United Parcel Service CL B (UPS) 0.0 $398k 4.0k 99.19
EOG Resources (EOG) 0.0 $398k 3.8k 105.02
Datadog Cl A Com (DDOG) 0.0 $396k 2.9k 135.99
Hldgs (UAL) 0.0 $395k 3.5k 111.82
Ishares Silver Tr Ishares (SLV) 0.0 $394k 6.1k 64.42
Ishares Tr U.s. Tech Etf (IYW) 0.0 $392k 2.0k 199.68
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $392k 10k 37.61
International Business Machines (IBM) 0.0 $382k 1.3k 296.21
Jabil Circuit (JBL) 0.0 $378k 1.7k 228.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $376k 7.5k 50.29
Cintas Corporation (CTAS) 0.0 $373k 2.0k 188.07
Williams Companies (WMB) 0.0 $371k 6.2k 60.11
Trane Technologies SHS (TT) 0.0 $370k 950.00 389.20
Ishares Msci Emrg Chn (EMXC) 0.0 $370k 5.1k 72.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $350k 4.7k 74.08
West Pharmaceutical Services (WST) 0.0 $349k 1.3k 275.14
Ecolab (ECL) 0.0 $343k 1.3k 262.52
American Tower Reit (AMT) 0.0 $342k 1.9k 175.57
Gaming & Leisure Pptys (GLPI) 0.0 $337k 7.5k 44.69
TransDigm Group Incorporated (TDG) 0.0 $337k 253.00 1329.85
Fox Corp Cl A Com (FOXA) 0.0 $331k 4.5k 73.07
CoStar (CSGP) 0.0 $326k 4.9k 67.24
Generac Holdings (GNRC) 0.0 $321k 2.4k 136.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $321k 7.0k 46.04
Asml Holding N V N Y Registry Shs (ASML) 0.0 $314k 293.00 1069.86
Goldman Sachs (GS) 0.0 $305k 347.00 879.00
Twilio Cl A (TWLO) 0.0 $303k 2.1k 142.24
Fiserv (FISV) 0.0 $299k 4.4k 67.17
Rush Enterprises Cl A (RUSHA) 0.0 $297k 5.5k 53.94
Tempus Ai Cl A (TEM) 0.0 $294k 5.0k 59.05
Wal-Mart Stores (WMT) 0.0 $293k 2.6k 111.41
Veralto Corp Com Shs (VLTO) 0.0 $290k 2.9k 99.78
Marathon Petroleum Corp (MPC) 0.0 $280k 1.7k 162.63
Toll Brothers (TOL) 0.0 $274k 2.0k 135.22
Newmont Mining Corporation (NEM) 0.0 $271k 2.7k 99.85
Vanguard Index Fds Value Etf (VTV) 0.0 $270k 1.4k 191.09
Crane Holdings (CXT) 0.0 $262k 5.6k 47.07
Blackrock (BLK) 0.0 $259k 242.00 1070.34
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.0 $255k 2.0k 127.15
Iqvia Holdings (IQV) 0.0 $254k 1.1k 225.41
Coca-Cola Company (KO) 0.0 $251k 3.6k 69.91
MetLife (MET) 0.0 $250k 3.2k 78.94
Allegion Ord Shs (ALLE) 0.0 $246k 1.5k 159.22
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $243k 4.7k 51.60
Dollar Tree (DLTR) 0.0 $241k 2.0k 123.01
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $240k 3.2k 74.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $239k 1.1k 211.79
Spotify Technology S A SHS (SPOT) 0.0 $233k 401.00 580.71
Texas Instruments Incorporated (TXN) 0.0 $232k 1.3k 173.49
Enbridge (ENB) 0.0 $231k 4.8k 47.83
Ge Aerospace Com New (GE) 0.0 $225k 729.00 308.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $223k 2.3k 96.27
Veeva Sys Cl A Com (VEEV) 0.0 $220k 984.00 223.23
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $217k 359.00 605.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $211k 7.0k 30.07
Bank of America Corporation (BAC) 0.0 $211k 3.8k 55.02
Verizon Communications (VZ) 0.0 $210k 5.2k 40.73
Hdfc Bank Sponsored Ads (HDB) 0.0 $209k 5.7k 36.54
Ea Series Trust Jlens 500 Jewish (TOV) 0.0 $209k 7.3k 28.68
Intel Corporation (INTC) 0.0 $208k 5.6k 36.90
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $206k 2.4k 85.77
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $205k 3.2k 65.10
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $204k 2.0k 101.07
Las Vegas Sands (LVS) 0.0 $204k 3.1k 65.09
Roblox Corp Cl A (RBLX) 0.0 $203k 2.5k 81.03
EnPro Industries (NPO) 0.0 $200k 935.00 214.13
Haleon Spon Ads (HLN) 0.0 $145k 14k 10.11