Pitcairn Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Conshohocken, PA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
267
Total value ($000)
$1,111,653
Net value change ($000)
—
New positions
266
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STEP 259,298 —
IWV 197,978 —
OUNZ 55,419 —
SPY 45,124 —
CWI 36,074 —
IWB 32,963 —
BRK-B 32,456 —
VTI 23,580 —
COM 17,838 —
VONE 13,515 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type