Pitcairn Wealth Advisors LLC
CIK: 0002089089SEC EDGAR →
Portfolio Value
$1.1B
Holdings
267
As of
Q4 2025
New Positions
267
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STEPSTONE GROUP INC | 4,040,795 | $259.3M | 23.33% |
| 2 | ISHARES TR | 511,769 | $198.0M | 17.81% |
| 3 | VANECK MERK GOLD ETF | 1,336,033 | $55.4M | 4.99% |
| 4 | SPDR S&P 500 ETF TR | 66,172 | $45.1M | 4.06% |
| 5 | SPDR INDEX SHS FDS | 1,004,300 | $36.1M | 3.25% |
| 6 | ISHARES TR | 88,267 | $33.0M | 2.97% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 43 | $32.5M | 2.92% |
| 8 | VANGUARD INDEX FDS | 70,331 | $23.6M | 2.12% |
| 9 | DIREXION SHS ETF TR | 603,060 | $17.8M | 1.60% |
| 10 | VANGUARD SCOTTSDALE FDS | 43,733 | $13.5M | 1.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 106 | $823.9M | 74.1% |
| Technology | 40 | $119.1M | 10.7% |
| Unknown | 18 | $62.8M | 5.7% |
| Consumer Cyclical | 19 | $23.7M | 2.1% |
| Consumer Defensive | 11 | $20.2M | 1.8% |
| Communication Services | 11 | $18.1M | 1.6% |
| Industrials | 24 | $17.3M | 1.6% |
| Healthcare | 20 | $17.0M | 1.5% |
| Energy | 9 | $5.2M | 0.5% |
| Basic Materials | 4 | $1.7M | 0.2% |
| Utilities | 2 | $1.4M | 0.1% |
| Real Estate | 3 | $988K | 0.1% |