Pitcairn Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Conshohocken, PA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$900,992
Net value change ($000)
-11,900 (-1.3%)
New positions
22
Sold out positions
15
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
GLDM 2,884 26.8%
ITOT 2,873 30.7%
XOM 2,382 NEW
OUNZ 1,634 3.2%
MSFT 1,486 27.0%
IWB 1,426 3.9%
NVDA 1,323 14.6%
IXUS 965 12.7%
SPY 902 1.8%
CLS 828 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWV -4,528 -2.1%
WDC -1,918 -89.5%
VEA -1,692 -15.1%
VXF -1,385 -26.1%
VUSB -1,200 -42.6%
STX -1,158 -77.4%
IVV -1,109 -8.3%
CMI -1,034 -71.1%
DFAC -1,008 -100.0%
CAT -941 -47.0%
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