We are live on
!
Find out more
PWA
Pitcairn Wealth Advisors Portfolio holdings
AUM
$913M
This Fund
S&P 500
This Quarter
Est. Return
+1.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
–
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
98.92%
Top 10 Holdings %
Top 10 Hldgs %
64.25%
Holding
267
New
267
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
StepStone Group
STEP
|
+$256M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$196M |
| 3 |
VanEck Merk Gold Trust
OUNZ
|
+$53.4M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$44.7M |
| 5 |
State Street SPDR MSCI ACWI ex-US ETF
CWI
|
+$35.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 28.91% |
| 2 | Technology | 4.87% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Consumer Staples | 2.14% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Accenture
ACN
$114B
| $1.36M | 0.12% |
+5,087
| New | +$1.29M |
|
77
Schwab US Dividend Equity ETF
SCHD
$112B
| $1.36M | 0.12% |
+49,683
| New | +$1.35M |
|
78
ExxonMobil
XOM
$661B
| $1.31M | 0.12% |
+10,923
| New | +$1.27M |
|
79
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $1.3M | 0.12% |
+24,126
| New | +$1.31M |
|
80
iShares MSCI EAFE ETF
EFA
$80.4B
| $1.22M | 0.11% |
+12,701
| New | +$1.2M |
|
81
Axsome Therapeutics
AXSM
$10.8B
| $1.21M | 0.11% |
+6,639
| New | +$927K |
|
82
United Parcel Service
UPS
$89.5B
| $1.21M | 0.11% |
+12,156
| New | +$1.14M |
|
83
Lam Research
LRCX
$394B
| $1.18M | 0.11% |
+6,911
| New | +$1.07M |
|
84
AbbVie
ABBV
$470B
| $1.17M | 0.11% |
+5,122
| New | +$1.17M |
|
85
iShares Global REIT ETF
REET
$5.09B
| $1.15M | 0.1% |
+46,274
| New | +$1.17M |
|
86
Netflix
NFLX
$342B
| $1.14M | 0.1% |
+12,107
| New | +$1.31M |
|
87
Morgan Stanley
MS
$340B
| $1.13M | 0.1% |
+6,362
| New | +$1.06M |
|
88
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.84B
| $1.12M | 0.1% |
+10,060
| New | +$1.12M |
|
89
Uber
UBER
$164B
| $1.12M | 0.1% |
+13,714
| New | +$1.23M |
|
90
S&P Global
SPGI
$128B
| $1.09M | 0.1% |
+2,083
| New | +$1.03M |
|
91
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
| $1.09M | 0.1% |
+19,839
| New | +$1.06M |
|
92
Caterpillar
CAT
$373B
| $1.08M | 0.1% |
+1,890
| New | +$1.05M |
|
93
Monolithic Power Systems
MPWR
$64.1B
| $1.08M | 0.1% |
+1,189
| New | +$1.14M |
|
94
United Rentals
URI
$65.6B
| $1.08M | 0.1% |
+1,330
| New | +$1.15M |
|
95
Abbott
ABT
$201B
| $1.06M | 0.1% |
+8,435
| New | +$1.07M |
|
96
O'Reilly Automotive
ORLY
$73.1B
| $1.01M | 0.09% |
+11,097
| New | +$1.08M |
|
97
DraftKings
DKNG
$12.8B
| $1M | 0.09% |
+29,115
| New | +$958K |
|
98
Parker-Hannifin
PH
$128B
| $991K | 0.09% |
+1,128
| New | +$923K |
|
99
Cadence Design Systems
CDNS
$91.4B
| $968K | 0.09% |
+3,098
| New | +$1.01M |
|
100
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
| $945K | 0.09% |
+13,220
| New | +$991K |
|
Similar funds
IPAM
WCM
CG
JSL
ACA
NCM
MA
SF
Pitcairn Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Pitcairn Wealth Advisors, which disclosed 267 positions worth $1.11B. Its ten largest holdings account for 64% of the portfolio.
Its largest position is StepStone Group: 4,040,795 shares worth $259M.
By sector, the portfolio is most concentrated in Financials at 29% of assets, followed by Technology and Consumer Discretionary.
- Pitcairn Wealth Advisors's largest Q4 2025 buy was StepStone Group: 4,040,795 shares worth $259M.
- Pitcairn Wealth Advisors's ten largest holdings make up 64% of its $1.11B portfolio in Q4 2025.
- Pitcairn Wealth Advisors disclosed 267 positions in Q4 2025, its first 13F filing on record.
Based on Pitcairn Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.