Pitcairn Wealth Advisors LLC - Portfolio Stock Holdings
Pitcairn Wealth Advisors LLC disclosed 316 stock positions in a recent SEC 13F filing. $912,877,523 of stock holdings were filed, with the largest holdings including IWV, OUNZ, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 2026.We estimate the fund has a total AUM of $5,871,259,245 and has 62 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
316Est. Stock Holding Value:
$912,877,523Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pitcairn Wealth Advisors LLC
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% of Portfolio
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