Long-term investor

Pitcairn Wealth Advisors LLC @pitcairnwealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002089089).

Record

  • Tracked since 2025-12-31 (247 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year n/a · all +7.0%
  • Max drawdown n/a · win rate 42% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287689 · 23.5% · long · since 2025-12-31
  • OUNZ · 5.6% · long · since 2025-12-31
  • 78462F103 · 5.4% · long · since 2025-12-31
  • 78463X848 · 4.4% · long · since 2025-12-31
  • 464287622 · 4.0% · long · since 2025-12-31
  • 084670108 · 3.5% · long · since 2025-12-31
  • 922908769 · 2.8% · long · since 2025-12-31
  • 25460E307 · 1.6% · long · since 2025-12-31
  • 92206C730 · 1.6% · long · since 2025-12-31
  • 464288240 · 1.5% · long · since 2025-12-31
  • 464287200 · 1.5% · long · since 2025-12-31
  • 808524805 · 1.4% · long · since 2025-12-31

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