Pitcairn Wealth Advisors
Pitcairn Wealth Advisors reported 281 stocks worth $913M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IWV (23.5%), OUNZ (5.6%) and SPY (5.4%). Compared with Q1 2026, the fund opened new positions in CMI, APH and ROST, added to VTI, ACWX and IVV, trimmed IWV, OUNZ and SPY and sold out of STEP, XOM and ORLY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWV Ishares Russell 3000 ETF | $215M | 23.5% | 503K | −4,120 (−1%) | 3 of 3 | |
| 2 |  OUNZ Vaneck Merk Gold ETF | $50.9M | 5.6% | 1.3M | −17K (−1%) | 3 of 3 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $49.3M | 5.4% | 66K | −128 (−0%) | 3 of 3 | |
| 4 |  CWI Spdr Index Shs Fds | $40.2M | 4.4% | 989K | −18K (−2%) | 3 of 3 | |
| 5 |  IWB Ishares TR | $36.6M | 4.0% | 89K | −2,847 (−3%) | 3 of 3 | |
| 6 |  BRK.A Berkshire Hathaway Inc Dclass A | $32.2M | 3.5% | 43 | No change | 3 of 3 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $25.8M | 2.8% | 70K | +41K (+144%) | 3 of 3 | |
| 8 |  COM Direxion Shs ETF TR A | $14.7M | 1.6% | 450K | −153K (−25%) | 3 of 3 | |
| 9 |  VONE Vanguard Scottsdale Fds | $14.5M | 1.6% | 43K | −841 (−2%) | 3 of 3 | |
| 10 |  ACWX Ishares TR | $13.7M | 1.5% | 180K | +5,501 (+3%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 STEP Stepstone Group Inc | $259M | 4M |
 XOM Exxon Mobil Corp | $1.3M | 11K |
 ORLY O Reilly Automotive Inc | $1M | 11K |
 ICE Intercontinental Exchange in | $784K | 4,841 |
 COF Capital One Finl Corp | $772K | 3,187 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pitcairn Wealth Advisors 13F FAQ
What does Pitcairn Wealth Advisors own?
Pitcairn Wealth Advisors reported 281 stocks worth $913M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IWV (23.5%), OUNZ (5.6%) and SPY (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Pitcairn Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 64 added to, 118 trimmed and 36 sold out. New positions include CMI, APH and ROST. It sold all of STEP, XOM and ORLY.
When will Pitcairn Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pitcairn Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $913M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.