Pitcairn Wealth Advisors LLC: 13F holdings

CIK 20890892026Q2

Positions281
Reported value$912.9m
Filed2026-08-10

Change since last quarter

Positions281 (+10 vs prior quarter)
Reported value$912.9m (-16.0%)

Top 10 holdings

SecuritySharesValueWeight
IWV ISHARES TR503,370$214.6m23.5%
OUNZ VANECK MERK GOLD ETF1,319,924$50.9m5.6%
SPY STATE STR SPDR S&P 500 ETF T66,043$49.3m5.4%
CWI SPDR INDEX SHS FDS988,601$40.2m4.4%
IWB ISHARES TR89,429$36.6m4.0%
BRK.A BERKSHIRE HATHAWAY INC DEL43$32.2m3.5%
VTI VANGUARD INDEX FDS69,804$25.8m2.8%
COM DIREXION SHARES ETF TRUST450,318$14.7m1.6%
VONE VANGUARD SCOTTSDALE FDS42,892$14.5m1.6%
ACWX ISHARES TR179,937$13.7m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2089089")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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