Pitcairn Wealth Advisors

Pitcairn Wealth Advisors as of June 30, 2026

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