Pitcairn Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Conshohocken, PA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
271
Total value ($000)
$1,086,519
Net value change ($000)
-25,134 (-2.3%)
New positions
6
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
IWB 1,497 4.5%
TSM 360 17.0%
ASML 313 NEW
HDB 209 NEW
LVS 204 NEW
FMX 204 NEW
NPO 200 NEW
SHEL 195 27.8%
GLDM 179 2.5%
SONY 178 37.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -14,002 -59.4%
SCHWAB STRATEGIC TRUST -3,633 -40.3%
VB -2,427 -83.8%
VO -2,134 -46.1%
MSFT -1,897 -17.7%
IWV -1,655 -0.8%
DFAC -895 -100.0%
LLY -860 -20.4%
UPS -808 -67.0%
RBLX -466 -69.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type