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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 $1,086,518,573
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stepstone Group Inc.
 STEP 4,040,795 $259,297,815 23.87%
2.
Ishares Trust
 IEF 507,490 $196,323,126 18.07%
3.
Vaneck Merk Gold Trust
 1,336,957 $55,457,040 5.1%
4.
Spdr S & P 500 Etf Trust
 SPY 66,171 $45,123,767 4.15%
5.
Spdr Index Shs Fds - MSCI ACWI EXUS
 1,006,609 $36,157,480 3.33%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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