Pitcairn Wealth Advisors LLC

Institutional manager·CIK 2089089

Annual return

—

SPY

—

Alpha

—

Invested

$1.1B

Holdings

270

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$STEP

STEPSTONE GROUP INC

Q4 2025: New position (4.04M shares)

23.9%

$IWV

ISHARES TR

Q4 2025: New position (511.8k shares)

18.1%

$OUNZ

VANECK MERK GOLD ETF

Q4 2025: New position (1.34M shares)

5.1%

$SPY

SPDR S&P 500 ETF TR

Q4 2025: New position (66.2k shares)

4.2%

$CWI

SPDR INDEX SHS FDS

Q4 2025: New position (1.00M shares)

3.3%

$IWB

ISHARES TR

Q4 2025: New position (88.3k shares)

3.2%

$BRK/A

BERKSHIRE HATHAWAY INC DEL

Q4 2025: New position (43 shares)

3.0%

$COM

DIREXION SHS ETF TR

Q4 2025: New position (603.1k shares)

1.6%

$VONE

VANGUARD SCOTTSDALE FDS

Q4 2025: New position (43.7k shares)

1.2%

$QAI

NEW YORK LIFE INVESTMENTS ET

Q4 2025: New position (369.0k shares)

1.1%

See all 270 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:11 UTC.