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The Analysis of Pitcairn Wealth Advisors LLC's Holdings & P&L

Currently, Pitcairn Wealth Advisors LLC holds 271 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IWB (+4.0K shares, valued at $1.5M), TSM (+1.2K shares, valued at $360.1K), ASML (+293 shares, valued at $313.5K); decreased their positions in VTI (-41.8K shares, valued at $14.0M), SCHF (-151.1K shares, valued at $3.6M), VB (-9.4K shares, valued at $2.4M); initiated new positions in ASML (+293 shares, valued at $313.5K), HDB (+5.7K shares, valued at $209.2K), FMX (+2.0K shares, valued at $203.7K).

1M P&L

+2.2M+0.24%

3M P&L

-40.3M-4.10%

HY P&L

-113.1M-10.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A624.3M

59.7%

2Asset Management260.9M

24.9%

3Semiconductors14.2M

1.4%

Top Industries by Stock Count

1N/A92 stocks

36.4%

2Semiconductors8 stocks

3.2%

3Drug Manufacturers - General8 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STEP STEPSTONE GROUP INC4.0M shares0.00%2026-03-312026-05-13

IWV ISHARES TR507.5K shares-0.84%2026-03-312026-05-13

OUNZ VANECK MERK GOLD ETF1.3M shares0.07%2026-03-312026-05-13

SPY SPDR S&P 500 ETF TR66.2K shares-0.00%2026-03-312026-05-13

CWI SPDR INDEX SHS FDS1.0M shares0.23%2026-03-312026-05-13

IWB ISHARES TR92.3K shares4.54%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL43 shares0.00%2026-03-312026-05-13

COM DIREXION SHS ETF TR603.1K shares0.00%2026-03-312026-05-13

Sponsored

VONE VANGUARD SCOTTSDALE FDS43.7K shares0.00%2026-03-312026-05-13

QAI NEW YORK LIFE INVESTMENTS ET369.0K shares-0.00%2026-03-312026-05-13

PG PROCTER AND GAMBLE CO82.8K shares-0.00%2026-03-312026-05-13

ACWX ISHARES TR174.4K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS16.8K shares0.00%2026-03-312026-05-13

GLD SPDR GOLD TR25.1K shares-3.57%2026-03-312026-05-13

IVV ISHARES TR14.5K shares0.00%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS157.1K shares0.00%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS28.6K shares-59.39%2026-03-312026-05-13

AAPL APPLE INC32.9K shares-0.01%2026-03-312026-05-13

MSFT MICROSOFT CORP18.2K shares-17.72%2026-03-312026-05-13

NVDA NVIDIA CORPORATION45.3K shares0.45%2026-03-312026-05-13

IWF ISHARES TR16.9K shares0.00%2026-03-312026-05-13

VTHR VANGUARD SCOTTSDALE FDS25.3K shares0.00%2026-03-312026-05-13

GLDM WORLD GOLD TR85.7K shares2.50%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.4K shares0.00%2026-03-312026-05-13

Sponsored

IJH ISHARES TR106.3K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC21.9K shares0.04%2026-03-312026-05-13

LOW LOWES COS INC27.9K shares0.00%2026-03-312026-05-13

AMZN AMAZON COM INC24.2K shares0.48%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR223.8K shares-40.31%2026-03-312026-05-13

VV VANGUARD INDEX FDS16.1K shares0.00%2026-03-312026-05-13

ITOT ISHARES TR31.0K shares-0.36%2026-03-312026-05-13

VXF VANGUARD INDEX FDS21.5K shares0.00%2026-03-312026-05-13

Sponsored

IXUS ISHARES TR52.1K shares-2.02%2026-03-312026-05-13

ESGD ISHARES TR45.5K shares0.00%2026-03-312026-05-13

INGR INGREDION INC36.0K shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC11.3K shares0.86%2026-03-312026-05-13

META META PLATFORMS INC5.8K shares0.89%2026-03-312026-05-13

VUSB VANGUARD BD INDEX FDS76.5K shares-0.00%2026-03-312026-05-13

DSI ISHARES TR28.5K shares0.00%2026-03-312026-05-13

BCI ABRDN ETFS175.8K shares0.00%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO3.1K shares-20.42%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO.9.9K shares-0.01%2026-03-312026-05-13

SPTM SPDR SERIES TRUST33.0K shares0.00%2026-03-312026-05-13

VO VANGUARD INDEX FDS8.6K shares-46.07%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR17.3K shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MFG LTD8.1K shares17.05%2026-03-312026-05-13

BLV VANGUARD BD INDEX FDS34.5K shares0.00%2026-03-312026-05-13

EFV ISHARES TR33.5K shares0.00%2026-03-312026-05-13

Sponsored

TBIL RBB FD INC45.2K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.5K shares1.45%2026-03-312026-05-13

ESGE ISHARES INC45.9K shares0.00%2026-03-312026-05-13

VVX V2X INC36.1K shares0.00%2026-03-312026-05-13

IEFA ISHARES TR20.3K shares0.00%2026-03-312026-05-13

BF.A BROWN FORMAN CORP67.5K shares0.00%2026-03-312026-05-13

TOLZ PROSHARES TR32.2K shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION9.4K shares0.74%2026-03-312026-05-13

Sponsored

AGG ISHARES TR16.7K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED2.8K shares-8.84%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON7.8K shares-0.01%2026-03-312026-05-13

NTRS NORTHERN TR CORP11.5K shares2.08%2026-03-312026-05-13

DIS DISNEY WALT CO13.5K shares-0.01%2026-03-312026-05-13

WFC WELLS FARGO CO NEW16.4K shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC12.8K shares3.93%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS18.5K shares0.00%2026-03-312026-05-13

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR2.4K shares0.00%2026-03-312026-05-13

V VISA INC4.2K shares-8.47%2026-03-312026-05-13

IVE ISHARES TR6.8K shares-9.03%2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS14.5K shares0.00%2026-03-312026-05-13

AIQ GLOBAL X FDS28.4K shares0.00%2026-03-312026-05-13

NOW SERVICENOW INC9.3K shares-16.13%2026-03-312026-05-13

GM GENERAL MTRS CO17.5K shares1.57%2026-03-312026-05-13

CSCO CISCO SYS INC18.5K shares0.76%2026-03-312026-05-13

Sponsored

CAVA CAVA GROUP INC24.0K shares0.00%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.1K shares0.00%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR49.7K shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP11.0K shares0.27%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F24.1K shares0.00%2026-03-312026-05-13

EFA ISHARES TR12.7K shares0.00%2026-03-312026-05-13

AXSM AXSOME THERAPEUTICS INC6.7K shares0.41%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP7.0K shares1.45%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC12.5K shares3.39%2026-03-312026-05-13

REET ISHARES TR46.3K shares0.00%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC14.0K shares2.18%2026-03-312026-05-13

MS MORGAN STANLEY6.4K shares0.00%2026-03-312026-05-13

IVOO VANGUARD ADMIRAL FDS INC10.1K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC4.9K shares-3.90%2026-03-312026-05-13

SPGI S&P GLOBAL INC2.1K shares1.30%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR19.8K shares0.00%2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC1.9K shares0.00%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC1.2K shares0.00%2026-03-312026-05-13

URI UNITED RENTALS INC1.3K shares0.00%2026-03-312026-05-13

IVW ISHARES TR8.7K shares-23.20%2026-03-312026-05-13

ABT ABBOTT LABS8.5K shares0.21%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC11.2K shares1.18%2026-03-312026-05-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW29.5K shares1.45%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.1K shares0.00%2026-03-312026-05-13

Sponsored

CDNS CADENCE DESIGN SYSTEM INC3.2K shares1.87%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE TRADED FD13.2K shares0.00%2026-03-312026-05-13

IJR ISHARES TR7.8K shares-0.01%2026-03-312026-05-13

IGF ISHARES TR15.0K shares0.00%2026-03-312026-05-13

SHEL SHELL PLC12.2K shares27.63%2026-03-312026-05-13

BF.B BROWN FORMAN CORP34.2K shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC11.0K shares0.00%2026-03-312026-05-13

COST COSTCO WHSL CORP NEW1.0K shares2.93%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC1.5K shares3.78%2026-03-312026-05-13

SPSM SPDR SERIES TRUST18.5K shares-0.01%2026-03-312026-05-13

ESI ELEMENT SOLUTIONS INC34.7K shares0.33%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC5.4K shares0.00%2026-03-312026-05-13

FSTR FOSTER L B CO31.8K shares0.00%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS1.1K shares0.00%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS5.9K shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC3.1K shares0.00%2026-03-312026-05-13

Sponsored

SNPS SYNOPSYS INC1.8K shares-0.06%2026-03-312026-05-13

WBD WARNER BROS DISCOVERY INC28.3K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO2.2K shares0.00%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC9.4K shares3.04%2026-03-312026-05-13

IBKR INTERACTIVE BROKERS GROUP IN12.4K shares0.00%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC2.5K shares0.00%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN4.8K shares0.00%2026-03-312026-05-13

CSX CSX CORP21.6K shares0.00%2026-03-312026-05-13

Sponsored

SLB SLB LIMITED20.3K shares0.78%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP3.2K shares0.00%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC1.3K shares0.00%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP2.6K shares0.00%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F10.2K shares0.00%2026-03-312026-05-13

IWD ISHARES TR3.5K shares0.00%2026-03-312026-05-13

AMGN AMGEN INC2.3K shares0.00%2026-03-312026-05-13

BJ BJS WHSL CLUB HLDGS INC8.1K shares0.00%2026-03-312026-05-13

Sponsored

WDC WESTERN DIGITAL CORP4.2K shares5.13%2026-03-312026-05-13

ADBE ADOBE INC2.0K shares0.00%2026-03-312026-05-13

ALL ALLSTATE CORP3.4K shares0.00%2026-03-312026-05-13

CR CRANE COMPANY3.8K shares0.00%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.00%2026-03-312026-05-13

DHI D R HORTON INC4.8K shares0.53%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC2.4K shares5.38%2026-03-312026-05-13

MUB ISHARES TR6.3K shares0.00%2026-03-312026-05-13

Sponsored

SYK STRYKER CORPORATION1.9K shares0.00%2026-03-312026-05-13

INTU INTUIT1.0K shares5.20%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR4.3K shares0.00%2026-03-312026-05-13

QSR RESTAURANT BRANDS INTL INC9.7K shares0.00%2026-03-312026-05-13

KR KROGER CO10.5K shares0.00%2026-03-312026-05-13

SONY SONY GROUP CORP25.5K shares37.71%2026-03-312026-05-13

JEF JEFFERIES FINL GROUP INC10.5K shares0.00%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC11.1K shares1.02%2026-03-312026-05-13

Sponsored

KRE SPDR SERIES TRUST10.0K shares0.00%2026-03-312026-05-13

TMUS T-MOBILE US INC3.1K shares0.80%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO3.9K shares0.00%2026-03-312026-05-13

DHR DANAHER CORPORATION2.8K shares4.16%2026-03-312026-05-13

XBIL RBB FD INC12.5K shares0.00%2026-03-312026-05-13

EXPE EXPEDIA GROUP INC2.2K shares5.10%2026-03-312026-05-13

AZO AUTOZONE INC179 shares0.00%2026-03-312026-05-13

UNP UNION PAC CORP2.6K shares0.00%2026-03-312026-05-13

Sponsored

KDP KEURIG DR PEPPER INC21.2K shares0.00%2026-03-312026-05-13

TPR TAPESTRY INC4.6K shares5.18%2026-03-312026-05-13

AMRZ AMRIZE LTD11.0K shares0.00%2026-03-312026-05-13

SLQD ISHARES TR11.7K shares0.00%2026-03-312026-05-13

BA BOEING CO2.7K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP3.0K shares0.00%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC3.9K shares0.00%2026-03-312026-05-13

SCZ ISHARES TR7.6K shares0.00%2026-03-312026-05-13

Sponsored

PHM PULTE GROUP INC5.0K shares3.01%2026-03-312026-05-13

EXE EXPAND ENERGY CORPORATION5.3K shares0.00%2026-03-312026-05-13

LPLA LPL FINL HLDGS INC1.6K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR939 shares0.00%2026-03-312026-05-13

INDY ISHARES TR11.7K shares0.00%2026-03-312026-05-13

T AT&T INC22.5K shares3.51%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR3.6K shares0.00%2026-03-312026-05-13

CZR CAESARS ENTERTAINMENT INC NE23.2K shares0.00%2026-03-312026-05-13

Sponsored

HD HOME DEPOT INC1.6K shares0.00%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR4.5K shares0.00%2026-03-312026-05-13

NUE NUCOR CORP3.3K shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC3.1K shares0.00%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.9K shares5.17%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR6.5K shares0.00%2026-03-312026-05-13

BLD TOPBUILD CORP1.3K shares0.00%2026-03-312026-05-13

XYL XYLEM INC3.8K shares0.00%2026-03-312026-05-13

Sponsored

EBAY EBAY INC.5.9K shares5.11%2026-03-312026-05-13

TFC TRUIST FINL CORP10.4K shares0.49%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO9.4K shares3.06%2026-03-312026-05-13

SYF SYNCHRONY FINANCIAL6.1K shares5.22%2026-03-312026-05-13

CNP CENTERPOINT ENERGY INC13.0K shares0.00%2026-03-312026-05-13

MGK VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-05-13

IJT ISHARES TR3.5K shares0.00%2026-03-312026-05-13

PFE PFIZER INC19.6K shares5.01%2026-03-312026-05-13

Sponsored

PGR PROGRESSIVE CORP2.1K shares4.87%2026-03-312026-05-13

IWM ISHARES TR1.9K shares-2.43%2026-03-312026-05-13

BIIB BIOGEN INC2.7K shares5.15%2026-03-312026-05-13

WAB WABTEC2.2K shares0.92%2026-03-312026-05-13

VB VANGUARD INDEX FDS1.8K shares-83.82%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC2.9K shares-0.03%2026-03-312026-05-13

IOT SAMSARA INC12.5K shares4.33%2026-03-312026-05-13

LDOS LEIDOS HOLDINGS INC2.4K shares5.20%2026-03-312026-05-13

Sponsored

GILD GILEAD SCIENCES INC3.5K shares4.56%2026-03-312026-05-13

FICO FAIR ISAAC CORP253 shares5.42%2026-03-312026-05-13

MO ALTRIA GROUP INC7.4K shares5.16%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.5K shares1.57%2026-03-312026-05-13

HP INC HP INC18.9K shares5.13%2026-03-312026-05-13

GWX SPDR INDEX SHS FDS10.2K shares-0.01%2026-03-312026-05-13

LEN LENNAR CORP4.1K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC2.9K shares-0.03%2026-03-312026-05-13

Sponsored

HCA HCA HEALTHCARE INC889 shares5.21%2026-03-312026-05-13

ADSK AUTODESK INC1.4K shares5.33%2026-03-312026-05-13

ICF ISHARES TR6.9K shares0.00%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC2.9K shares5.30%2026-03-312026-05-13

UPS UNITED PARCEL SERVICE INC4.0K shares-67.03%2026-03-312026-05-13

EOG EOG RES INC3.8K shares5.11%2026-03-312026-05-13

DDOG DATADOG INC2.9K shares4.79%2026-03-312026-05-13

UAL UNITED AIRLS HLDGS INC3.5K shares5.15%2026-03-312026-05-13

Sponsored

SLV ISHARES SILVER TR6.1K shares-0.02%2026-03-312026-05-13

IYW ISHARES TR2.0K shares0.00%2026-03-312026-05-13

DJP BARCLAYS BANK PLC10.4K shares0.00%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2026-03-312026-05-13

JBL JABIL INC1.7K shares5.14%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS7.5K shares0.00%2026-03-312026-05-13

CTAS CINTAS CORP2.0K shares5.42%2026-03-312026-05-13

WMB WILLIAMS COS INC6.2K shares0.00%2026-03-312026-05-13

Sponsored

TT TRANE TECHNOLOGIES PLC950 shares5.09%2026-03-312026-05-13

EMXC ISHARES INC5.1K shares0.00%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS4.7K shares-0.02%2026-03-312026-05-13

WST WEST PHARMACEUTICAL SVSC INC1.3K shares5.39%2026-03-312026-05-13

ECL ECOLAB INC1.3K shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP NEW1.9K shares0.00%2026-03-312026-05-13

GLPI GAMING & LEISURE PPTYS INC7.5K shares0.00%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC253 shares5.42%2026-03-312026-05-13

Sponsored

FOXA FOX CORP4.5K shares5.20%2026-03-312026-05-13

CSGP COSTAR GROUP INC4.9K shares5.27%2026-03-312026-05-13

GNRC GENERAC HLDGS INC2.4K shares5.43%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR7.0K shares-0.01%2026-03-312026-05-13

ASML ASML HOLDING N V293 sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC347 shares0.00%2026-03-312026-05-13

TWLO TWILIO INC2.1K shares5.19%2026-03-312026-05-13

FI FISERV INC4.4K shares0.00%2026-03-312026-05-13

Sponsored

RUSHA RUSH ENTERPRISES INC5.5K shares0.00%2026-03-312026-05-13

TEM TEMPUS AI INC5.0K shares0.00%2026-03-312026-05-13

WMT WALMART INC2.6K shares4.86%2026-03-312026-05-13

VLTO VERALTO CORP2.9K shares5.13%2026-03-312026-05-13

MPC MARATHON PETE CORP1.7K shares2.44%2026-03-312026-05-13

TOL TOLL BROTHERS INC2.0K shares0.00%2026-03-312026-05-13

NEM NEWMONT CORP2.7K shares5.32%2026-03-312026-05-13

VTV VANGUARD INDEX FDS1.4K shares-0.07%2026-03-312026-05-13

Sponsored

CXT CRANE NXT CO5.6K shares0.00%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC242 shares0.00%2026-03-312026-05-13

PWB INVESCO EXCHANGE TRADED FD T2.0K shares-0.05%2026-03-312026-05-13

IQV IQVIA HLDGS INC1.1K shares0.00%2026-03-312026-05-13

KO COCA COLA CO3.6K shares0.00%2026-03-312026-05-13

MET METLIFE INC3.2K shares5.05%2026-03-312026-05-13

ALLE ALLEGION PLC1.5K shares0.00%2026-03-312026-05-13

DON WISDOMTREE TR4.7K shares0.00%2026-03-312026-05-13

Sponsored

DLTR DOLLAR TREE INC2.0K shares5.15%2026-03-312026-05-13

SMMD ISHARES TR3.2K shares-0.03%2026-03-312026-05-13

VBR VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A401 shares2.56%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.3K shares0.00%2026-03-312026-05-13

ENB ENBRIDGE INC4.8K shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE729 shares0.00%2026-03-312026-05-13

IWR ISHARES TR2.3K shares0.00%2026-03-312026-05-13

Sponsored

VEEV VEEVA SYS INC984 shares5.35%2026-03-312026-05-13

ULTA ULTA BEAUTY INC359 shares4.97%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR7.0K shares-0.01%2026-03-312026-05-13

BAC BANK AMERICA CORP3.8K shares2.93%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC5.2K shares1.84%2026-03-312026-05-13

HDB HDFC BANK LTD5.7K sharesnew addition2026-03-312026-05-13

TOV EA SERIES TRUST7.3K shares-0.01%2026-03-312026-05-13

INTC INTEL CORP5.6K shares0.00%2026-03-312026-05-13

Sponsored

GDX VANECK ETF TRUST2.4K shares0.00%2026-03-312026-05-13

IYH ISHARES TR3.1K shares0.00%2026-03-312026-05-13

FMX FOMENTO ECONOMICO MEXICANO S2.0K sharesnew addition2026-03-312026-05-13

LVS LAS VEGAS SANDS CORP3.1K sharesnew addition2026-03-312026-05-13

RBLX ROBLOX CORP2.5K shares-69.60%2026-03-312026-05-13

NPO ENPRO INC935 sharesnew addition2026-03-312026-05-13

HLN HALEON PLC14.3K sharesnew addition2026-03-312026-05-13

STEP

STEPSTONE GROUP INC

0.00%

Shares4.0M

Event2026-03-31

Filed2026-05-13

IWV

ISHARES TR

-0.84%

Shares507.5K

Event2026-03-31

Filed2026-05-13

OUNZ

VANECK MERK GOLD ETF

0.07%

Shares1.3M

Event2026-03-31

Filed2026-05-13

SPY

SPDR S&P 500 ETF TR

-0.00%

Shares66.2K

Event2026-03-31

Filed2026-05-13

CWI

SPDR INDEX SHS FDS

0.23%

Shares1.0M

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

4.54%

Shares92.3K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares43

Event2026-03-31

Filed2026-05-13

COM

DIREXION SHS ETF TR

0.00%

Shares603.1K

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares43.7K

Event2026-03-31

Filed2026-05-13

QAI

NEW YORK LIFE INVESTMENTS ET

-0.00%

Shares369.0K

Event2026-03-31

Filed2026-05-13

PROCTER AND GAMBLE CO

-0.00%

Shares82.8K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES TR

0.00%

Shares174.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-3.57%

Shares25.1K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares157.1K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-59.39%

Shares28.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.01%

Shares32.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-17.72%

Shares18.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.45%

Shares45.3K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-13

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

2.50%

Shares85.7K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

0.00%

Shares106.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.04%

Shares21.9K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.48%

Shares24.2K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-40.31%

Shares223.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

-0.36%

Shares31.0K

Event2026-03-31

Filed2026-05-13

VXF

VANGUARD INDEX FDS

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

-2.02%

Shares52.1K

Event2026-03-31

Filed2026-05-13

ESGD

ISHARES TR

0.00%

Shares45.5K

Event2026-03-31

Filed2026-05-13

INGR

INGREDION INC

0.00%

Shares36.0K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.86%

Shares11.3K

Event2026-03-31

Filed2026-05-13