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Home > Institutional Investor > Pitcairn Wealth Advisors Llc > Profile

Instuitional Investor - Pitcairn Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Pitcairn Wealth Advisors Llc
Portfolio Value $912,892,212
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 503,370 $214,638,325 23.51%
2.
Vaneck Merk Gold Trust
 OUNZ 1,319,924 $50,935,916 5.58%
3.
Spdr S & P 500 Etf Trust
 SPY 66,043 $49,319,411 5.4%
4.
Spdr Index Shs Fds - ST STR ACWI ETF
 988,601 $40,206,680 4.4%
5.
Ishares Trust
 IEF 89,429 $36,621,675 4.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.