Ryan Pollard

Pitcairn Wealth Advisors Llc

Assets Managed

$1.087B

Holdings

271

Last Quarter

2026 - Q1

Filed Date

4d ago

Growth Rate

-2.26%(2Q avg: -1.13%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pitcairn Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 271 positions.

Assets under management

The assets under management (AUM) of Pitcairn Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.087B in assets, with a quarterly growth rate of -2.26% and a 2-quarter average growth rate of -1.13%. The portfolio is managed by Ryan Pollard, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
STEP Stepstone Group Inc-class A Recent Activity	23.87%	$259.298M 4.041M shares@ $64.17 avg price
IWV Ishares Russell 3000 Etf Recent Activity Decreased -0.83%	18.07%	$196.323M 507,490 shares@ $386.86 avg price	Decreased -0.83%
OUNZ Vaneck Merk Gold Etf Recent Activity Increased 0.07%	5.11%	$55.457M 1.337M shares@ $41.49 avg price	Increased 0.07%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased 0%	4.16%	$45.124M 66,171 shares@ $681.93 avg price	Decreased 0%
CWI Spdr Msci Acwi Ex-us Recent Activity Increased 0.23%	3.33%	$36.157M 1.007M shares@ $35.93 avg price	Increased 0.23%
IWB Ishares Russell 1000 Etf Recent Activity Increased 4.55%	3.18%	$34.46M 92,276 shares@ $373.45 avg price	Increased 4.55%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	2.99%	$32.456M 43 shares@ $754800.0 avg price
COM Direxion Auspice Brd Cmdty Recent Activity	1.65%	$17.838M 603,060 shares@ $29.58 avg price
VONE Vanguard Russell 1000 Recent Activity	1.25%	$13.515M 43,733 shares@ $309.04 avg price
QAI Nyli Hdg Mlt-str Trc Etf-usd Recent Activity Decreased 0%	1.14%	$12.365M 368,985 shares@ $33.52 avg price	Decreased 0%

1-10 of 271