Pitcairn Wealth Advisors LLC holds a focused book of 281 stocks worth $912.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Cummins Inc and trimmed Ishares Russell 3000 ETF. Their largest long position is Ishares Russell 3000 ETF at 24% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pitcairn Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $567.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $190.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $159.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $109.7B |
| LPL Financial LLC | 80 / 80 | $89.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.0B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.2B |
| FMR LLC | 79 / 80 | $806.4B |
Ranked by how many of Pitcairn Wealth Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUSSELL 3000 ETF | $214.6M | 503.4K | 23.5% | ▼−0.8% Reduced · −4K sh | |
| 2 | Vaneck Merk Gold ETF GOLD SHS | $50.9M | 1.32M | 5.6% | ▼−1.3% Reduced · −17K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $49.3M | 66.0K | 5.4% | ▼−0.2% Reduced · −128 sh | |
| 4 | SPDR Index SHS FDS ST STR ACWI ETF | $40.2M | 988.6K | 4.4% | ▼−1.8% Reduced · −18K sh | |
| 5 | Ishares TR RUS 1000 ETF | $36.6M | 89.4K | 4.0% | ▼−3.1% Reduced · −3K sh | |
| 6 | Berkshire Hathaway Inc Del CL A | $32.2M | 43 | 3.5% | —Held | |
| 7 | Vanguard Index FDS TOTAL STK MKT | $25.8M | 69.8K | 2.8% | ▲+144% Added · +41K sh | |
| 8 | Direxion Shares ETF Trust AUSPCE CMD STG | $14.7M | 450.3K | 1.6% | ▼−25% Reduced · −153K sh | |
| 9 | Vanguard Scottsdale FDS VNG RUS1000IDX | $14.5M | 42.9K | 1.6% | ▼−1.9% Reduced · −841 sh | |
| 10 | Ishares TR MSCI ACWI EX US | $13.7M | 179.9K | 1.5% | ▲+3.1% Added · +6K sh | |
| 11 | Ishares TR CORE S&P500 ETF | $13.3M | 17.8K | 1.5% | ▲+23% Added · +3K sh | |
| 12 | Schwab Strategic TR INTL EQTY ETF | $12.5M | 451.8K | 1.4% | ▲+102% Added · +228K sh | |
| 13 | Procter & Gamble Co COM | $12.3M | 84.0K | 1.3% | ▲+1.4% Added · +1K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.2M | 157.1K | 1.2% | —Held | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $11.0M | 16.0K | 1.2% | ▼−4.6% Reduced · −778 sh | |
| 16 | World Gold TR SPDR GLD MINIS | $10.8M | 135.6K | 1.2% | ▲+58% Added · +50K sh | |
| 17 | Apple Inc COM | $9.6M | 33.1K | 1.0% | ▲+0.6% Added · +191 sh | |
| 18 | SPDR Gold TR GOLD SHS | $9.5M | 25.8K | 1.0% | ▲+2.6% Added · +650 sh | |
| 19 | Ishares TR CORE S&P TTL STK | $9.4M | 57.0K | 1.0% | ▲+84% Added · +26K sh | |
| 20 | Nvidia Corporation COM | $9.0M | 45.2K | 1.0% | ▼−0.2% Reduced · −91 sh | |
| 21 | Ishares TR RUS 1000 GRW ETF | $8.4M | 67.6K | 0.9% | ▲+300% Added · +51K sh | |
| 22 | Ishares TR CORE S&P MCP ETF | $8.2M | 106.3K | 0.9% | —Held | |
| 23 | Vanguard Index FDS LARGE CAP ETF | $8.2M | 23.7K | 0.9% | ▲+47% Added · +8K sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS3000IDX | $7.9M | 23.8K | 0.9% | ▼−6.0% Reduced · −2K sh | |
| 25 | Alphabet Inc CAP STK CL A | $7.6M | 21.3K | 0.8% | ▼−2.3% Reduced · −506 sh | |
| 26 | Ishares TR CORE MSCI TOTAL | $7.6M | 79.5K | 0.8% | ▲+52% Added · +27K sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $6.9M | 13.7K | 0.8% | ▼−5.0% Reduced · −720 sh | |
| 28 | New York Life Investments Et HEDGE MULTI STRA | $6.6M | 181.6K | 0.7% | ▼−51% Reduced · −187K sh | |
| 29 | Microsoft Corp COM | $5.5M | 14.7K | 0.6% | ▼−19% Reduced · −3K sh | |
| 30 | Vanguard Index FDS MID CAP ETF | $5.4M | 67.4K | 0.6% | ▲+683% Added · +59K sh | |
| 31 | Vanguard Index FDS EXTEND MKT ETF | $5.3M | 21.5K | 0.6% | —Held | |
| 32 | Ishares TR ESG AW MSCI EAFE | $4.7M | 45.4K | 0.5% | ▼−0.3% Reduced · −130 sh | |
| 33 | Amazon Com Inc COM | $4.6M | 19.4K | 0.5% | ▼−20% Reduced · −5K sh | |
| 34 | Lowes Cos Inc COM | $4.6M | 20.8K | 0.5% | ▼−25% Reduced · −7K sh | |
| 35 | Ishares TR ESG MSCI KLD ETF | $4.1M | 28.5K | 0.4% | ▼~0% Reduced · −13 sh | |
| 36 | Eli Lilly & Co COM | $4.0M | 3.3K | 0.4% | ▲+5.6% Added · +176 sh | |
| 37 | Abrdn Etfs BBRG ALL COMD K1 | $3.7M | 165.0K | 0.4% | ▼−6.1% Reduced · −11K sh | |
| 38 | Micron Technology Inc COM | $3.6M | 3.1K | 0.4% | ▲+107% Added · +2K sh | |
| 39 | Ingredion Inc COM | $3.4M | 35.8K | 0.4% | ▼−0.7% Reduced · −250 sh | |
| 40 | Vanguard Index FDS SMALL CP ETF | $3.4M | 11.1K | 0.4% | ▲+512% Added · +9K sh | |
| 41 | Broadcom Inc COM | $3.3M | 8.6K | 0.4% | ▼−23% Reduced · −3K sh | |
| 42 | Ishares TR CORE US AGGBD ET | $3.1M | 30.9K | 0.3% | ▲+85% Added · +14K sh | |
| 43 | SPDR Series Trust ST STR PR SP1500 | $3.0M | 33.0K | 0.3% | —Held | |
| 44 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.0M | 6.2K | 0.3% | ▼−23% Reduced · −2K sh | |
| 45 | Select Sector SPDR TR ST STR TECHN ETF | $3.0M | 15.6K | 0.3% | ▼−10% Reduced · −2K sh | |
| 46 | JPMorgan Chase & Co COM | $3.0M | 9.0K | 0.3% | ▼−9.1% Reduced · −900 sh | |
| 47 | Vanguard BD Index FDS VANGUARD ULTRA | $2.8M | 56.6K | 0.3% | ▼−26% Reduced · −20K sh | |
| 48 | Meta Platforms Inc CL A | $2.6M | 4.6K | 0.3% | ▼−20% Reduced · −1K sh | |
| 49 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.6M | 42.9K | 0.3% | ▲+78% Added · +19K sh | |
| 50 | Ishares Inc ESG AWR MSCI EM | $2.5M | 45.7K | 0.3% | ▼−0.5% Reduced · −214 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2089089/holdings"
Use Arkolith to show Pitcairn Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.