Pitcairn Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Pitcairn Wealth Advisors LLC held in its portfolio 265 assets valued at $1,111,653,353 (i.e. $1.11B).
The most valuable assets in the portfolio included: STEPSTONE GROUP INC ($259.30M), ISHARES TR ($197.98M), and VANECK MERK GOLD ETF ($55.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 265 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pitcairn Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STEPSTONE GROUP INC | 4040795 | 259297815 | COM CL A |
| ISHARES TR | 511769 | 197977672 | RUSSELL 3000 ETF |
| VANECK MERK GOLD ETF | 1336033 | 55418667 | GOLD SHS |
| SPDR S&P 500 ETF TR | 66172 | 45123767 | TR UNIT |
| SPDR INDEX SHS FDS | 1004300 | 36074456 | MSCI ACWI EXUS |
| ISHARES TR | 88267 | 32962501 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 43 | 32456400 | CL A |
| VANGUARD INDEX FDS | 70331 | 23579925 | TOTAL STK MKT |
| DIREXION SHS ETF TR | 603060 | 17838455 | AUSPCE CMD STG |
| VANGUARD SCOTTSDALE FDS | 43733 | 13515246 | VNG RUS1000IDX |
| NEW YORK LIFE INVESTMENTS ET | 368986 | 12364728 | NYLI HEDGE MULTI |
| PROCTER AND GAMBLE CO | 82768 | 11861520 | COM |
| ISHARES TR | 174436 | 11709909 | MSCI ACWI EX US |
| MICROSOFT CORP | 22141 | 10707730 | COM |
| VANGUARD INDEX FDS | 16811 | 10542869 | S&P 500 ETF SHS |
| SPDR GOLD TR | 26040 | 10319912 | GOLD SHS |
| ISHARES TR | 14513 | 9940534 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 157079 | 9812725 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 374946 | 9013704 | INTL EQTY ETF |
| APPLE INC | 32868 | 8935396 | COM |
| NVIDIA CORPORATION | 45100 | 8411159 | COM |
| ISHARES TR | 16912 | 8004450 | RUS 1000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 25272 | 7589940 | VNG RUS3000IDX |
| BERKSHIRE HATHAWAY INC DEL | 14434 | 7255250 | CL B NEW |
| WORLD GOLD TR | 83647 | 7140944 | SPDR GLD MINIS |
| ISHARES TR | 106294 | 7015404 | CORE S&P MCP ETF |
| ALPHABET INC | 21843 | 6836852 | CAP STK CL A |
| LOWES COS INC | 27856 | 6717753 | COM |
| AMAZON COM INC | 24085 | 5559286 | COM |
| VANGUARD INDEX FDS | 16112 | 5072058 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 15959 | 4631613 | MID CAP ETF |
| ISHARES TR | 31146 | 4631143 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 21544 | 4505281 | EXTEND MKT ETF |
| ISHARES TR | 53225 | 4504968 | CORE MSCI TOTAL |
| ISHARES TR | 45549 | 4331254 | ESG AW MSCI EAFE |
| SPDR SERIES TRUST | 61551 | 4241668 | STATE STREET SPD |
| ELI LILLY & CO | 3917 | 4209576 | COM |
| INGREDION INC | 36011 | 3970573 | COM |
| BROADCOM INC | 11156 | 3861092 | COM |
| VANGUARD BD INDEX FDS | 76464 | 3810944 | VANGUARD ULTRA |
| META PLATFORMS INC | 5751 | 3796306 | CL A |
| ISHARES TR | 28526 | 3675005 | ESG MSCI KLD 400 |
| ABRDN ETFS | 175776 | 3432905 | BBRG ALL COMD K1 |
| JPMORGAN CHASE & CO. | 9935 | 3201227 | COM |
| VANGUARD INDEX FDS | 11227 | 2896002 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 17322 | 2493848 | STATE STREET TEC |
| VANGUARD BD INDEX FDS | 34477 | 2396841 | LONG TERM BOND |
| ISHARES TR | 33549 | 2395752 | EAFE VALUE ETF |
| RBB FD INC | 45192 | 2254177 | US TREAS 3 MNTH |
| TAIWAN SEMICONDUCTOR MFG LTD | 6951 | 2112339 | SPONSORED ADS |
| ISHARES INC | 45897 | 2027270 | ESG AWR MSCI EM |
| ALPHABET INC | 6417 | 2013559 | CAP STK CL C |
| V2X INC | 36149 | 1971928 | COM |
| ISHARES TR | 20284 | 1814621 | CORE MSCI EAFE |
| MASTERCARD INCORPORATED | 3122 | 1782405 | CL A |
| BROWN FORMAN CORP | 67460 | 1774873 | CL A |
| PROSHARES TR | 32241 | 1745850 | DJ BRKFLD GLB |
| RTX CORPORATION | 9349 | 1714607 | COM |
| SERVICENOW INC | 11132 | 1705311 | COM |
| ISHARES TR | 16693 | 1667297 | CORE US AGGBD ET |
| JOHNSON & JOHNSON | 7784 | 1610941 | COM |
| VISA INC | 4556 | 1598001 | COM CL A |
| ISHARES TR | 7530 | 1596921 | S&P 500 VAL ETF |
| NORTHERN TR CORP | 11284 | 1541282 | COM |
| DISNEY WALT CO | 13516 | 1537687 | COM |
| WELLS FARGO CO NEW | 16431 | 1531369 | COM |
| VANGUARD SCOTTSDALE FDS | 18536 | 1477875 | SHRT TRM CORP BD |
| SPDR S&P MIDCAP 400 ETF TR | 2433 | 1467780 | UTSER1 S&PDCRP |
| VANGUARD SCOTTSDALE FDS | 14540 | 1447021 | VNG RUS2000IDX |
| GLOBAL X FDS | 28419 | 1445390 | ARTIFICIAL ETF |
| CITIGROUP INC | 12294 | 1434587 | COM NEW |
| CISCO SYS INC | 18312 | 1410573 | COM |
| CAVA GROUP INC | 23972 | 1406917 | COM |
| GENERAL MTRS CO | 17235 | 1401550 | COM |
| ISHARES TR | 11317 | 1394947 | S&P 500 GRWT ETF |
| ACCENTURE PLC IRELAND | 5087 | 1364842 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 49683 | 1362805 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 10923 | 1314471 | COM |
| VANGUARD INTL EQUITY INDEX F | 24126 | 1297014 | FTSE EMR MKT ETF |
| ISHARES TR | 12701 | 1219677 | MSCI EAFE ETF |
| AXSOME THERAPEUTICS INC | 6639 | 1212547 | COM |
| UNITED PARCEL SERVICE INC | 12156 | 1205754 | CL B |
| LAM RESEARCH CORP | 6911 | 1183025 | COM NEW |
| ABBVIE INC | 5122 | 1170352 | COM |
| ISHARES TR | 46274 | 1154536 | GLOBAL REIT ETF |
| NETFLIX INC | 12107 | 1135152 | COM |
| MORGAN STANLEY | 6362 | 1129446 | COM NEW |
| VANGUARD ADMIRAL FDS INC | 10060 | 1124708 | MIDCP 400 IDX |
| UBER TECHNOLOGIES INC | 13714 | 1120571 | COM |
| S&P GLOBAL INC | 2083 | 1088555 | COM |
| SELECT SECTOR SPDR TR | 19839 | 1086582 | STATE STREET FIN |
| CATERPILLAR INC | 1890 | 1082724 | COM |
| MONOLITHIC PWR SYS INC | 1189 | 1077662 | COM |
| UNITED RENTALS INC | 1330 | 1076396 | COM |
| ABBOTT LABS | 8435 | 1056810 | COM |
| OREILLY AUTOMOTIVE INC | 11097 | 1012157 | COM |
| DRAFTKINGS INC NEW | 29115 | 1003303 | COM CL A |
| PARKER-HANNIFIN CORP | 1128 | 991467 | COM |
| CADENCE DESIGN SYSTEM INC | 3098 | 968373 | COM |
| FIRST TR EXCHANGE TRADED FD | 13220 | 944569 | NASDAQ CYB ETF |
| ISHARES TR | 7798 | 937165 | CORE S&P SCP ETF |
| ISHARES TR | 15026 | 921995 | GLB INFRASTR ETF |
| DIMENSIONAL ETF TRUST | 22603 | 894843 | US CORE EQUITY 2 |
| BROWN FORMAN CORP | 34226 | 891930 | CL B |
| NEXTERA ENERGY INC | 11027 | 885248 | COM |
| PHILIP MORRIS INTL INC | 5397 | 865682 | COM |
| ELEMENT SOLUTIONS INC | 34553 | 863479 | COM |
| FOSTER L B CO | 31770 | 856202 | COM |
| COSTCO WHSL CORP NEW | 991 | 854579 | COM |
| REGENERON PHARMACEUTICALS | 1102 | 850601 | COM |
| VANGUARD WHITEHALL FDS | 5890 | 845333 | HIGH DIV YLD |
| ANALOG DEVICES INC | 3105 | 842076 | COM |
| INTUITIVE SURGICAL INC | 1480 | 838213 | COM NEW |
| SYNOPSYS INC | 1778 | 835162 | COM |
| WARNER BROS DISCOVERY INC | 28317 | 816096 | COM SER A |
| AMERICAN EXPRESS CO | 2189 | 809847 | COM |
| INTERACTIVE BROKERS GROUP IN | 12408 | 797958 | COM CL A |
| EATON CORP PLC | 2476 | 788631 | SHS |
| INTERCONTINENTAL EXCHANGE IN | 4841 | 784048 | COM |
| CSX CORP | 21600 | 783000 | COM |
| MARVELL TECHNOLOGY INC | 9123 | 775273 | COM |
| SLB LIMITED | 20132 | 772666 | COM STK |
| CAPITAL ONE FINL CORP | 3187 | 772401 | COM |
| THERMO FISHER SCIENTIFIC INC | 1316 | 762556 | COM |
| NORFOLK SOUTHN CORP | 2602 | 751249 | COM |
| VANGUARD INTL EQUITY INDEX F | 10162 | 747534 | ALLWRLD EX US |
| ISHARES TR | 3539 | 744393 | RUS 1000 VAL ETF |
| AMGEN INC | 2256 | 738411 | COM |
| BJS WHSL CLUB HLDGS INC | 8060 | 725642 | COM |
| SHELL PLC | 9560 | 702469 | SPON ADS |
| ADOBE INC | 2007 | 702430 | COM |
| ALLSTATE CORP | 3355 | 698343 | COM |
| CRANE COMPANY | 3781 | 697330 | COMMON STOCK |
| VANGUARD SPECIALIZED FUNDS | 3141 | 690329 | DIV APP ETF |
| WESTERN DIGITAL CORP | 3960 | 682189 | COM |
| D R HORTON INC | 4734 | 681838 | COM |
| ISHARES TR | 6293 | 674055 | NATIONAL MUN ETF |
| STRYKER CORPORATION | 1910 | 671308 | COM |
| ROBLOX CORP | 8256 | 668984 | CL A |
| SELECT SECTOR SPDR TR | 4273 | 661460 | STATE STREET HEA |
| RESTAURANT BRANDS INTL INC | 9672 | 659921 | COM |
| KROGER CO | 10524 | 657540 | COM |
| JEFFERIES FINL GROUP INC | 10499 | 650623 | COM |
| PAYPAL HLDGS INC | 11024 | 643581 | COM |
| HILTON WORLDWIDE HLDGS INC | 2232 | 641142 | COM |
| INTUIT | 962 | 637248 | COM |
| VERTIV HOLDINGS CO | 3930 | 636699 | COM CL A |
| T-MOBILE US INC | 3112 | 631860 | COM |
| RBB FD INC | 12456 | 623672 | US TRSRY 6 MNTH |
| DANAHER CORPORATION | 2669 | 610987 | COM |
| AUTOZONE INC | 179 | 607078 | COM |
| UNION PAC CORP | 2583 | 597500 | COM |
| KEURIG DR PEPPER INC | 21243 | 595016 | COM |
| AMRIZE LTD | 10970 | 593258 | SHS |
| ISHARES TR | 11680 | 592176 | 0-5YR INVT GR CP |
| BOEING CO | 2714 | 589264 | COM |
| ORACLE CORP | 3022 | 589024 | COM |
| DIAMONDBACK ENERGY INC | 3906 | 587189 | COM |
| ISHARES TR | 7558 | 585972 | EAFE SML CP ETF |
| EXPEDIA GROUP INC | 2058 | 583072 | COM NEW |
| EXPAND ENERGY CORPORATION | 5275 | 582149 | COM |
| LPL FINL HLDGS INC | 1618 | 577901 | COM |
| INVESCO QQQ TR | 939 | 576837 | UNIT SER 1 |
| ISHARES TR | 11690 | 576200 | INDIA 50 ETF |
| PULTE GROUP INC | 4822 | 565428 | COM |
| TAPESTRY INC | 4420 | 564743 | COM |
| SELECT SECTOR SPDR TR | 3556 | 551607 | STATE STREET IND |
| CAESARS ENTERTAINMENT INC NE | 23248 | 543771 | COM |
| HOME DEPOT INC | 1578 | 543082 | COM |
| AT&T INC | 21736 | 539922 | COM |
| SELECT SECTOR SPDR TR | 4520 | 539733 | STATE STREET CON |
| NUCOR CORP | 3295 | 537447 | COM |
| QUALCOMM INC | 3114 | 532650 | COM |
| ISHARES GOLD TR | 6465 | 524764 | ISHARES NEW |
| TOPBUILD CORP | 1254 | 523156 | COM |
| XYLEM INC | 3806 | 518301 | COM |
| TRUIST FINL CORP | 10309 | 507306 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1817 | 500384 | ORD SHS |
| CENTERPOINT ENERGY INC | 12986 | 497883 | COM |
| VANGUARD WORLD FD | 1201 | 495737 | MEGA GRWTH IND |
| ISHARES TR | 3500 | 494060 | S&P SML 600 GWT |
| BRISTOL-MYERS SQUIBB CO | 9106 | 491178 | COM |
| EBAY INC. | 5613 | 488892 | COM |
| ISHARES TR | 1977 | 486658 | RUSSELL 2000 ETF |
| SYNCHRONY FINANCIAL | 5751 | 479806 | COM |
| SONY GROUP CORP | 18500 | 473600 | SPONSORED ADR |
| WABTEC | 2177 | 464681 | COM |
| PFIZER INC | 18651 | 464410 | COM |
| PROGRESSIVE CORP | 2032 | 462727 | COM |
| BIOGEN INC | 2565 | 451414 | COM |
| BLACKSTONE INC | 2882 | 444176 | COM |
| SAMSARA INC | 11960 | 423982 | COM CL A |
| LEIDOS HOLDINGS INC | 2326 | 419610 | COM |
| SPDR INDEX SHS FDS | 10237 | 418284 | S&P INTL SMLCP |
| LENNAR CORP | 4068 | 418190 | CL A |
| MICRON TECHNOLOGY INC | 1465 | 418126 | COM |
| PEPSICO INC | 2912 | 417862 | COM |
| GILEAD SCIENCES INC | 3357 | 412042 | COM |
| ISHARES TR | 6897 | 411544 | SELECT US REIT |
| FAIR ISAAC CORP | 240 | 405749 | COM |
| ALTRIA GROUP INC | 7018 | 404674 | COM |
| HP INC | 17951 | 399948 | COM |
| HCA HEALTHCARE INC | 845 | 394497 | COM |
| ISHARES SILVER TR | 6121 | 394335 | ISHARES |
| AUTODESK INC | 1331 | 393989 | COM |
| ISHARES TR | 1963 | 391972 | U.S. TECH ETF |
| BARCLAYS BANK PLC | 10413 | 391633 | DJUBS CMDT ETN36 |
| INTERNATIONAL BUSINESS MACHS | 1291 | 382407 | COM |
| HARTFORD INSURANCE GROUP INC | 2756 | 379777 | COM |
| EOG RES INC | 3601 | 378169 | COM |
| DATADOG INC | 2778 | 377780 | CL A COM |
| VANGUARD MUN BD FDS | 7477 | 376018 | TAX EXEMPT BD |
| UNITED AIRLS HLDGS INC | 3357 | 375380 | COM |
| WILLIAMS COS INC | 6171 | 370939 | COM |
| ISHARES INC | 5084 | 369505 | MSCI EMRG CHN |
| JABIL INC | 1576 | 359360 | COM |
| CINTAS CORP | 1881 | 353760 | COM |
| TRANE TECHNOLOGIES PLC | 904 | 351837 | SHS |
| VANGUARD BD INDEX FDS | 4720 | 349576 | TOTAL BND MRKT |
| ECOLAB INC | 1306 | 342851 | COM |
| AMERICAN TOWER CORP NEW | 1948 | 342010 | COM |
| GAMING & LEISURE PPTYS INC | 7546 | 337231 | COM |
| WEST PHARMACEUTICAL SVSC INC | 1205 | 331544 | COM |
| FIDELITY MERRIMACK STR TR | 6962 | 320509 | TOTAL BD ETF |
| TRANSDIGM GROUP INC | 240 | 319164 | COM |
| FOX CORP | 4310 | 314932 | CL A COM |
| COSTAR GROUP INC | 4610 | 309976 | COM |
| GOLDMAN SACHS GROUP INC | 347 | 305013 | COM |
| GENERAC HLDGS INC | 2230 | 304105 | COM |
| FISERV INC | 4446 | 298638 | COM |
| RUSH ENTERPRISES INC | 5503 | 296832 | CL A |
| TEMPUS AI INC | 4986 | 294423 | CL A |
| TWILIO INC | 2024 | 287894 | CL A |
| WALMART INC | 2509 | 279528 | COM |
| VERALTO CORP | 2768 | 276191 | COM SHS |
| TOLL BROTHERS INC | 2028 | 274226 | COM |
| MARATHON PETE CORP | 1680 | 273218 | COM |
| VANGUARD INDEX FDS | 1414 | 270009 | VALUE ETF |
| CRANE NXT CO | 5556 | 261521 | COM |
| BLACKROCK INC | 242 | 259022 | COM |
| NEWMONT CORP | 2576 | 257214 | COM |
| INVESCO EXCHANGE TRADED FD T | 2005 | 254804 | LARGE CAP GROWTH |
| IQVIA HLDGS INC | 1125 | 253586 | COM |
| COCA COLA CO | 3585 | 250627 | COM |
| ALLEGION PLC | 1547 | 246313 | ORD SHS |
| WISDOMTREE TR | 4700 | 242520 | US MIDCAP DIVID |
| ISHARES TR | 3202 | 239931 | RUSEL 2500 ETF |
| VANGUARD INDEX FDS | 1126 | 238476 | SM CP VAL ETF |
| METLIFE INC | 3010 | 237609 | COM |
| TEXAS INSTRS INC | 1336 | 231783 | COM |
| ENBRIDGE INC | 4834 | 231210 | COM |
| DOLLAR TREE INC | 1864 | 229291 | COM |
| SPOTIFY TECHNOLOGY S A | 391 | 227058 | SHS |
| GE AEROSPACE | 729 | 224554 | COM NEW |
| ISHARES TR | 2312 | 222576 | RUS MID CAP ETF |
| SCHWAB STRATEGIC TR | 7028 | 211325 | US MID-CAP ETF |
| EA SERIES TRUST | 7294 | 209181 | JLENS 500 JEWISH |
| VEEVA SYS INC | 934 | 208497 | CL A COM |
| INTEL CORP | 5643 | 208235 | COM |
| ULTA BEAUTY INC | 342 | 206913 | COM |
| VERIZON COMMUNICATIONS INC | 5060 | 206107 | COM |
| VANECK ETF TRUST | 2403 | 206105 | GOLD MINERS ETF |
| ISHARES TR | 3150 | 205065 | US HLTHCARE ETF |
| BANK AMERICA CORP | 3723 | 204787 | COM |
| EXPENSIFY INC | 33000 | 49830 | COM CL A |
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