Read this manager's filing book
Disclosed positions
Pitcairn Wealth Advisors LLC: source evidence dated 2026-08-11T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IWV
- Class
- RUSSELL 3000 ETF
- Reported value
- $214,638,325
- Reported amount
- 503,370
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-013906Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ISHARES TR | IWV | RUSSELL 3000 ETF | $214,638,325 | 503,370 | SH | None |
| VANECK MERK GOLD ETF | OUNZ | GOLD SHS | $50,935,916 | 1,319,924 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $49,319,411 | 66,043 | SH | None |
| SPDR INDEX SHS FDS | CWI | ST STR ACWI ETF | $40,206,680 | 988,601 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $36,621,675 | 89,429 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $32,200,550 | 43 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $25,831,735 | 69,804 | SH | None |
| DIREXION SHARES ETF TRUST | COM | AUSPCE CMD STG | $14,680,368 | 450,318 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $14,528,378 | 42,892 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $13,695,024 | 179,937 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $13,330,992 | 17,801 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $12,514,755 | 451,796 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $12,313,238 | 83,968 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $11,191,878 | 157,079 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $11,012,208 | 16,033 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $10,767,211 | 135,573 | SH | None |
| APPLE INC | AAPL | COM | $9,566,059 | 33,057 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $9,489,465 | 25,760 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $9,358,959 | 56,971 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $9,047,012 | 45,213 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $8,399,851 | 67,648 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,196,329 | 106,294 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $8,150,323 | 23,699 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTHR | VNG RUS3000IDX | $7,871,367 | 23,750 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,629,431 | 21,345 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $7,585,829 | 79,478 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,862,352 | 13,714 | SH | None |
| NEW YORK LIFE INVESTMENTS ET | QAI | HEDGE MULTI STRA | $6,646,095 | 181,586 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,498,213 | 14,738 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $5,430,290 | 67,397 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $5,304,349 | 21,544 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $4,669,526 | 45,419 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,631,170 | 19,430 | SH | None |
| LOWES COS INC | LOW | COM | $4,576,709 | 20,757 | SH | None |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $4,059,967 | 28,513 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,950,412 | 3,293 | SH | None |
| ABRDN ETFS | BCI | BBRG ALL COMD K1 | $3,685,811 | 164,987 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $3,562,140 | 3,086 | SH | None |
| INGREDION INC | INGR | COM | $3,386,924 | 35,761 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $3,371,615 | 11,122 | SH | None |
| BROADCOM INC | AVGO | COM | $3,260,744 | 8,632 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,054,622 | 30,861 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $3,000,609 | 33,050 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $2,976,219 | 6,232 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $2,970,016 | 15,589 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,957,398 | 9,034 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $2,815,295 | 56,554 | SH | None |
| META PLATFORMS INC | META | CL A | $2,610,410 | 4,634 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,562,076 | 42,923 | SH | None |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $2,498,401 | 45,683 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.