Pitcairn Wealth Advisors LLC
All 13F Filings
- Location
- Conshohocken, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,086,519
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 271 | 1,086,519 | 13F-HR | Pitcairn Wealth Advisors LLC |
| Q4 2025 | 2/13/2026 | 267 | 1,111,653 | 13F-HR | Pitcairn Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 505.6 K | 46.5% | 0 | 279.9 K | -279.9 K |
| ETFs | 578.6 K | 53.2% | 254.8 K | 0 | 254.8 K |
| Debt | 2.397 K | 0.2% | 0 | 0 | 0 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
1,086,519
Holdings
271
QoQ value change ($000)
-25,134
(-2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.