Pitcairn Wealth Advisors LLC
All 13F Filings
- Location
- Conshohocken, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 912,892
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 281 | 912,892 | 13F-HR | Pitcairn Wealth Advisors LLC |
| 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 | 246.8 K | 27.0% | 0 | 258.8 K | -258.8 K |
| ETFs | 663.7 K | 72.7% | 85.16 K | 0 | 85.16 K |
| Debt | 2.377 K | 0.3% | 0 | 20 | -20 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
912,892
Holdings
281
QoQ value change ($000)
-173,627
(-16.0%)
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.