account_balance
Investment manager · 13F filer · SEC CIK 2089089
Pitcairn Wealth Advisors LLC
Reported value$901Mas of Sep 30, 2026
Positions288 22 new, 15 sold out
Top 10 weight54.6%IWV alone is 23%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWViShares Tr
23.3%Trimmed −3%
OUNZVaneck Merk Gold ETF
5.8%
SPYState STR SPDR S&P 500 ETF T
5.6%
CWISPDR Index SHS FDS
4.4%
IWBiShares Tr
4.2%Added +2%
Berkshire Hathaway Inc
3.6%
VTIVanguard Index FDS
2.9%
COMDirexion Shares ETF Trust
1.7%Trimmed −3%
VONE1.6%
GLDMWorld Gold Tr
1.5%Added +23%
ACWXiShares Tr
1.5%Trimmed −4%
SCHF1.4%
IWViShares Tr
23.3%Trimmed −3%
CWI4.4%
IWB4.2%
Berkshire Hathaway Inc3.6%
VTI2.9%
COM1.7%
VONE1.6%
GLDM1.5%ACWX1.5%
SCHF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWV iShares Tr 23.3% Trimmed −3%
OUNZ Vaneck Merk Gold ETF 5.8% HeldSPY State STR SPDR S&P 500 ETF T 5.6% HeldCWI SPDR Index SHS FDS 4.4% Held
IWB iShares Tr 4.2% Added +2%
Berkshire Hathaway Inc 3.6% Held
VTI Vanguard Index FDS 2.9% Held
COM Direxion Shares ETF Trust 1.7% Trimmed −3%
VONE Vanguard Scottsdale FDS 1.6% Held
GLDM World Gold Tr 1.5% Added +23%ACWX iShares Tr 1.5% Trimmed −4%
SCHF Schwab Strategic Tr 1.4% Held
What changed