Filed: 8/10/2026ACC: 0001398344-26-013906
📋 What this filing means
PITCAIRN WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $912.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$912.89M
Total AUM (reported)
7.69M
Total Shares
Allocation by class
RUSSELL 3000 ETF$214.64M23.5%
COM$147.07M16.1%
GOLD SHS$60.43M6.6%
TR UNIT$49.32M5.4%
CL A$41.62M4.6%
ST STR ACWI ETF$40.21M4.4%
RUS 1000 ETF$36.62M4.0%
Portfolio Concentration
Top 3$314.89M34.5%
4–10$177.76M19.5%
11–25$148.84M16.3%
Rest$271.40M29.7%
Top 3 weight
34.5%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Sole
Full voting authority
7.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole281
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings281
Rows:
ISHARES TR
SOLEShares503.37K
TypeSH
Market value$214.64M
23.51%
Sole
503.37K
Shared
0.00
None
0.00
VANECK MERK GOLD ETF
SOLEShares1.32M
TypeSH
Market value$50.94M
5.58%
Sole
1.32M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares66.04K
TypeSH
Market value$49.32M
5.40%
Sole
66.04K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares988.60K
TypeSH
Market value$40.21M
4.40%
Sole
988.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares89.43K
TypeSH
Market value$36.62M
4.01%
Sole
89.43K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares43.00
TypeSH
Market value$32.20M
3.53%
Sole
43.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares69.80K
TypeSH
Market value$25.83M
2.83%
Sole
69.80K
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares450.32K
TypeSH
Market value$14.68M
1.61%
Sole
450.32K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares42.89K
TypeSH
Market value$14.53M
1.59%
Sole
42.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares179.94K
TypeSH
Market value$13.70M
1.50%
Sole
179.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.80K
TypeSH
Market value$13.33M
1.46%
Sole
17.80K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares451.80K
TypeSH
Market value$12.51M
1.37%
Sole
451.80K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares83.97K
TypeSH
Market value$12.31M
1.35%
Sole
83.97K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares157.08K
TypeSH
Market value$11.19M
1.23%
Sole
157.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.03K
TypeSH
Market value$11.01M
1.21%
Sole
16.03K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares135.57K
TypeSH
Market value$10.77M
1.18%
Sole
135.57K
Shared
0.00
None
0.00
APPLE INC
SOLEShares33.06K
TypeSH
Market value$9.57M
1.05%
Sole
33.06K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares25.76K
TypeSH
Market value$9.49M
1.04%
Sole
25.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.97K
TypeSH
Market value$9.36M
1.03%
Sole
56.97K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares45.21K
TypeSH
Market value$9.05M
0.99%
Sole
45.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares67.65K
TypeSH
Market value$8.40M
0.92%
Sole
67.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares106.29K
TypeSH
Market value$8.20M
0.90%
Sole
106.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.70K
TypeSH
Market value$8.15M
0.89%
Sole
23.70K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares23.75K
TypeSH
Market value$7.87M
0.86%
Sole
23.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares21.34K
TypeSH
Market value$7.63M
0.84%
Sole
21.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 3000 ETF | 503.37K | SH | $214.64M 23.51% | 503.37K | 0.00 | 0.00 |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 1.32M | SH | $50.94M 5.58% | 1.32M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 66.04K | SH | $49.32M 5.40% | 66.04K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR ACWI ETF | 988.60K | SH | $40.21M 4.40% | 988.60K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 89.43K | SH | $36.62M 4.01% | 89.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 43.00 | SH | $32.20M 3.53% | 43.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 69.80K | SH | $25.83M 2.83% | 69.80K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | AUSPCE CMD STG | 450.32K | SH | $14.68M 1.61% | 450.32K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 42.89K | SH | $14.53M 1.59% | 42.89K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 179.94K | SH | $13.70M 1.50% | 179.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 17.80K | SH | $13.33M 1.46% | 17.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 451.80K | SH | $12.51M 1.37% | 451.80K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 83.97K | SH | $12.31M 1.35% | 83.97K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 157.08K | SH | $11.19M 1.23% | 157.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.03K | SH | $11.01M 1.21% | 16.03K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 135.57K | SH | $10.77M 1.18% | 135.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 33.06K | SH | $9.57M 1.05% | 33.06K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 25.76K | SH | $9.49M 1.04% | 25.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 56.97K | SH | $9.36M 1.03% | 56.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45.21K | SH | $9.05M 0.99% | 45.21K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 67.65K | SH | $8.40M 0.92% | 67.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 106.29K | SH | $8.20M 0.90% | 106.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 23.70K | SH | $8.15M 0.89% | 23.70K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 23.75K | SH | $7.87M 0.86% | 23.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.34K | SH | $7.63M 0.84% | 21.34K | 0.00 | 0.00 |
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