Pitcairn Wealth Advisors LLC - Portfolio overview

Pitcairn Wealth Advisors LLC has 271 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. STEP - STEPSTONE GROUP INC, 23.87%
2. IWV - ISHARES TR, 18.07%
3. OUNZ - VANECK MERK GOLD ETF, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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