Pitcairn Wealth Advisors LLC
•CIK: 2089089•Filing: Q4 2025
**Pitcairn Wealth Advisors LLC** manages $1.1B across a diversified portfolio of 267 positions. The fund exhibits significant concentration in technology and specialized sectors, notably holding STEP at $259.3M and IWV at $198.0M. Further top allocations include OUNZ ($55.4M) and SPY ($45.1M), indicating a tactical overweighting toward specific market segments and indices. This structure suggests a conviction-driven, actively managed approach within its asset allocation.
Total AUM
$1.1B
QoQ Performance
N/A
Positions
210
Top 10 Concentration
65.4%
Latest Filing
Q4 2025
Top Holdings Allocation
STEP
IWV
STEP23.3%
IWV17.8%
OUNZ5.0%
SPY4.1%
CWI3.2%
IWB3.0%
BRK/A2.9%
VTI2.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.9%
ETF6.0%
Technology4.7%
Financial4.6%
Consumer1.5%
Healthcare1.1%
Industrial0.5%
Communication0.4%