account_balance
Investment manager · 13F filer · SEC CIK 2089089
Pitcairn Wealth Advisors LLC
Reported value$913Mas of Jun 30, 2026
Positions281 46 new, 36 sold out
Top 10 weight54.0%IWV alone is 24%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IWViShares Tr
23.5%
OUNZVaneck Merk Gold ETF
5.6%
SPYState STR SPDR S&P 500 ETF T
5.4%
CWISPDR Index SHS FDS
4.4%
IWBiShares Tr
4.0%Trimmed −3%
Berkshire Hathaway Inc Del
3.5%
VTIVanguard Index FDS
2.8%Added +144%
COM1.6%VONE1.6%ACWXiShares Tr
1.5%Added +3%
IVViShares Tr
1.5%Added +23%
SCHF1.4%IWViShares Tr
23.5%
OUNZ5.6%SPY5.4%CWI4.4%IWB4.0%Berkshire Hathaway Inc Del3.5%
VTI2.8%COM1.6%VONE1.6%ACWX1.5%IVV1.5%SCHFBoxes 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 23.5% HeldOUNZ Vaneck Merk Gold ETF 5.6% HeldSPY State STR SPDR S&P 500 ETF T 5.4% HeldCWI SPDR Index SHS FDS 4.4% HeldIWB iShares Tr 4.0% Trimmed −3%
Berkshire Hathaway Inc Del 3.5% Held
VTI Vanguard Index FDS 2.8% Added +144%COM Direxion Shares ETF Trust 1.6% Trimmed −25%VONE Vanguard Scottsdale FDS 1.6% HeldACWX iShares Tr 1.5% Added +3%IVV iShares Tr 1.5% Added +23%SCHF Schwab Strategic Tr 1.4% Added +102%What changed