Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWVIshares Tr | $214.6M | 23.5% | |
| OUNZVaneck Merk Gold Etf | $50.9M | 5.6% | −1.3% |
| SPYState Str Spdr S&p 500 Etf T | $49.3M | 5.4% | |
| CWISpdr Index Shs Fds | $40.2M | 4.4% | −1.8% |
| IWBIshares Tr | $36.6M | 4.0% | −3.1% |
| BRK/ABerkshire Hathaway Inc Del | $32.2M | 3.5% | |
| VTIVanguard Index Fds | $25.8M | 2.8% | +144.4% |
| COMDirexion Shares Etf Trust | $14.7M | 1.6% | −25.3% |
| VONEVanguard Scottsdale Fds | $14.5M | 1.6% | −1.9% |
| ACWXIshares Tr | $13.7M | 1.5% | +3.2% |
| IVVIshares Tr | $13.3M | 1.5% | +22.7% |
| SCHFSchwab Strategic Tr | $12.5M | 1.4% | +101.9% |
| PGProcter & Gamble Co | $12.3M | 1.3% | +1.5% |
| VEAVanguard Tax-managed Fds | $11.2M | 1.2% | |
| VOOVanguard Index Fds | $11.0M | 1.2% | −4.6% |
| GLDMWorld Gold Tr | $10.8M | 1.2% | +58.1% |
| AAPLApple Inc | $9.6M | 1.0% | |
| GLDSpdr Gold Tr | $9.5M | 1.0% | +2.6% |
| ITOTIshares Tr | $9.4M | 1.0% | +83.6% |
| NVDANvidia Corporation | $9.0M | 1.0% | |
| IWFIshares Tr | $8.4M | 0.9% | |
| IJHIshares Tr | $8.2M | 0.9% | |
| VVVanguard Index Fds | $8.2M | 0.9% | +47.1% |
| VTHRVanguard Scottsdale Fds | $7.9M | 0.9% | −6.0% |
| GOOGLAlphabet Inc | $7.6M | 0.8% | −2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VXFVanguard Index Fds | December 31, 2025 | +17.7% | $5.3M |
| VBVanguard Index Fds | December 31, 2025 | +17.5% | $3.4M |
| IJHIshares Tr | December 31, 2025 | +16.8% | $8.2M |
| SCHFSchwab Strategic Tr | December 31, 2025 | +15.2% | $12.5M |
| BCIAbrdn Etfs | December 31, 2025 | +14.4% | $3.7M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $7.6M |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $11.2M |
| ACWXIshares Tr | December 31, 2025 | +13.4% | $13.7M |
| CWISpdr Index Shs Fds | December 31, 2025 | +13.2% | $40.2M |
| IXUSIshares Tr | December 31, 2025 | +12.8% | $7.6M |
Sold off last quarter
- STEPStepstone Group Inc was $259.3M
- Exxon Mobil CorpCUSIP 30231G102 was $1.3M
- ORLYOreilly Automotive Inc was $1.0M
- ICEIntercontinental Exchange In was $784K
- COFCapital One Finl Corp was $772K
- NSCNorfolk Southn Corp was $751K
- ADBEAdobe Inc was $702K
- INTUIntuit was $670K
- PYPLPaypal Hldgs Inc was $650K
- TMUST-mobile Us Inc was $637K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | −7.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pitcairn Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2089089&type=13F-HR&dateb=&owner=include&count=40CIK 2089089
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2089089/000139834426013906/Filed August 10, 2026 · accession 0001398344-26-013906