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CIK: 0002089089
Total reported value
$912.9M
$912.9M
271 檔
64.9%
At the close of Q1 2026, Pitcairn Wealth Advisors LLC disclosed equity holdings valued at approximately $912.9M, spread across 271 reported holdings.
In Q1 2026, Pitcairn Wealth Advisors LLC displayed an active expansion posture, initiating 6 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STEP | Stepstone Group Inc-class A | Stock-Other | 23.87% | -23.86% | EXIT | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 18.07% | +5.44% | -0.84% | |
| 3 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 5.10% | +0.48% | +0.07% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.15% | +1.25% | -0.00% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-Other | 3.33% | +1.07% | +0.23% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.17% | +0.84% | +4.54% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.99% | +0.54% | — | |
| 8 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 1.64% | -0.03% | — | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 1.24% | +0.35% | — | |
| 10 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.14% | -0.41% | -0.00% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | +0.26% | -0.00% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.08% | +0.42% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.24% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | +0.12% | -3.57% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.55% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.33% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +1.95% | -59.39% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.23% | -0.01% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.21% | -17.72% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.21% | +0.45% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | +0.18% | — | |
| 22 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.70% | +0.16% | — | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.67% | +0.51% | +2.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | +0.08% | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | +0.25% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.21% | +0.04% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.12% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | +0.48% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | +0.87% | -40.31% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.47% | +0.42% | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | +0.61% | -0.36% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.41% | +0.17% | — | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | +0.42% | -2.02% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.40% | +0.11% | — | |
| 35 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.37% | — | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | — | +0.86% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.06% | +0.89% | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.35% | -0.04% | -0.00% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.34% | +0.10% | — | |
| 40 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.32% | +0.08% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.12% | -20.42% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.03% | -0.01% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | +0.08% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | +0.36% | -46.07% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.10% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.10% | +17.05% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.22% | +0.04% | — | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | +0.04% | — | |
| 49 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.21% | -0.18% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.08% | +1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.3% | -0.84% | Trim |
| 2 | IWB | Ishares Russell 1000 ETF | +0.2% | +4.54% | Add |
| 3 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +0.07% | Add |
| 4 | CWI | State Street Spdr Msci Acwi | +0.1% | +0.23% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 0% | +17.05% | Add |
| 6 | COM | Direxion Auspice Brd Cmdty | 0% | — | Unchanged |
| 7 | GLDM | Spdr Gold Minishares Trust | 0% | +2.50% | Add |
| 8 | QAI | Nyli Hdg Multi-str Trk ETF | 0% | -0.00% | Trim |
| 9 | SHEL | Shell Plc-adr | 0% | +27.63% | Add |
| 10 | SONY | Sony Group CORP - Sp Adr | 0% | +37.71% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +0.45% | Add |
| 12 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 14 | AAPL | Apple Inc | 0% | -0.01% | Trim |
| 15 | PG | Procter & Gamble Co/the | 0% | -0.00% | Trim |
| 16 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 18 | VTHR | Vanguard Russell 3000 | 0% | — | Unchanged |
| 19 | C | Citigroup Inc | 0% | +3.93% | Add |
| 20 | NFLX | Netflix Inc | 0% | +3.39% | Add |
| 21 | WDC | Western Digital CORP | 0% | +5.13% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | +0.89% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +0.86% | Add |
| 24 | EXPE | Expedia Group Inc | 0% | +5.10% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +1.45% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +0.48% | Add |
| 27 | STX | Seagate Technology Holdings plc | 0% | +5.17% | Add |
| 28 | SYF | Synchrony Financial | 0% | +5.22% | Add |
| 29 | EBAY | Ebay Inc | 0% | +5.11% | Add |
| 30 | UBER | Uber Technologies Inc | 0% | +2.18% | Add |
| 31 | HIG | Hartford Insurance Group Inc | 0% | +5.30% | Add |
| 32 | UAL | United Airlines Holdings Inc | 0% | +5.15% | Add |
| 33 | EOG | Eog Resources Inc | 0% | +5.11% | Add |
| 34 | DDOG | Datadog Inc - Class A | 0% | +4.79% | Add |
| 35 | BMY | Bristol-myers Squibb Co | 0% | +3.06% | Add |
| 36 | VLTO | Veralto CORP | 0% | +5.13% | Add |
| 37 | RTX | Rtx CORP | 0% | +0.74% | Add |
| 38 | MPC | Marathon Petroleum CORP | 0% | +2.44% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | +0.04% | Add |
| 40 | AZO | Autozone Inc | 0% | — | Unchanged |
| 41 | ACN | Accenture plc | 0% | — | Unchanged |
| 42 | CNP | Centerpoint Energy Inc | 0% | — | Unchanged |
| 43 | TOL | Toll Brothers Inc | 0% | — | Unchanged |
| 44 | VUSB | Vanguard Ultra Short Bond Et | 0% | -0.00% | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | -0.01% | Trim |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | — | Unchanged |
| 47 | REET | Ishares Global Reit ETF | 0% | — | Unchanged |
| 48 | BCI | Abrdn Bloomberg All Commodit | 0% | — | Unchanged |
| 49 | JNJ | Johnson & Johnson | 0% | -0.01% | Trim |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | Unchanged |
According to official SEC Form 13F filings, Pitcairn Wealth Advisors LLC reported a total U.S. public equity portfolio value of $912.9M across 271 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STEP, IWV, OUNZ) accounted for 64.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ASML
市值: $313.5K
Top Position Liquidated / Trimmed
DFAC
前期市值: $894.8K
During Q1 2026, Pitcairn Wealth Advisors LLC's top holdings by market value included STEP (23.9%)、IWV (18.1%)、OUNZ (5.1%). The largest single position, STEP, represented 23.9% of total portfolio value.
In Q1 2026, Pitcairn Wealth Advisors LLC made 125 total portfolio adjustments, initiating 6 new buys, adding to 86 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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