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Pillar Financial Advisors

Latest statistics and disclosures from Pillar Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAS, DFUS, DFIC, DUSB, DFUV, and represent 54.23% of Pillar Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB, DFAR, DFLV, DFIC, DFSV, VBIL, DFAS, VTES, VTV, DFEM.
Started 8 new stock positions in V, RKT, IUSB, SPMD, VWOB, VBIL, BNDX, SPYM.
Reduced shares in these 10 stocks: DFUV, DFAT, DFUS, VUSB, VCSH, DFSD, VTIP, MGK, DFAU, RDVY.
Sold out of its positions in DG, FMC, FTCS, QQEW, FVD, RDVY, BKLN, Mr Cooper Group, NKE, O. DIA, UNH, U, NVCR.
Pillar Financial Advisors was a net buyer of stock by $2.9M.
Pillar Financial Advisors has $166M in assets under management (AUM), dropping by 4.14%.
Central Index Key (CIK): 0002054958

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Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	12.0	$20M		285k	69.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.8	$20M		264k	74.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	11.0	$18M	+2%	531k	34.46	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	9.9	$16M	+15%	324k	50.65	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.5	$16M	-3%	339k	46.59	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	6.0	$9.9M	+6%	289k	34.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.3	$8.9M	-3%	149k	59.54	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.3	$7.2M	+14%	313k	22.90	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.6	$5.9M	+6%	180k	32.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.8	$4.7M		141k	33.08	View chart
Vanguard World Mega Grwth Ind (MGK)	2.4	$3.9M	-2%	9.5k	412.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$3.7M		74k	49.90	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.1	$3.5M	-7%	71k	49.84	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$3.1M		16k	190.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$2.9M		14k	211.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$2.7M		9.1k	302.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.8M	-5%	38k	47.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.8M		23k	77.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.1M		30k	38.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.1M		18k	62.47	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.6	$985k	+13%	9.7k	101.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$923k		17k	53.76	View chart
Cohen & Steers (CNS)	0.5	$879k		14k	62.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$853k		1.7k	487.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$611k		1.3k	473.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$601k	-25%	7.5k	79.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$582k		928.00	627.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$537k	-14%	11k	49.46	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$523k		12k	44.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$500k		6.8k	73.56	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$496k		3.5k	141.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$478k		1.4k	335.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$460k		5.7k	81.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$418k		1.6k	257.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$363k		4.9k	74.07	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$361k	+4%	4.9k	73.98	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$295k		7.5k	39.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$281k		1.3k	210.34	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$272k		3.9k	68.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$268k		8.2k	32.57	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$229k	NEW	3.0k	75.43	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$173k		1.2k	143.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$151k		2.3k	66.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$140k	-10%	3.7k	38.00	View chart
Abbvie (ABBV)	0.1	$137k		600.00	228.49	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$134k	-20%	2.9k	46.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$134k		543.00	246.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$131k	-2%	1.7k	75.43	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$129k	-9%	3.9k	32.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$117k		1.4k	83.75	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$116k		2.6k	44.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$111k		353.00	314.80	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$107k		845.00	126.67	View chart
Ameren Corporation (AEE)	0.1	$104k		1.0k	99.86	View chart
Stock Yards Ban (SYBT)	0.1	$102k		1.6k	64.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$97k		1.1k	89.46	View chart
Wp Carey (WPC)	0.1	$96k		1.5k	64.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$95k		450.00	212.07	View chart
Apple (AAPL)	0.1	$87k	-2%	320.00	271.86	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$70k		435.00	159.88	View chart
CVS Caremark Corporation (CVS)	0.0	$40k		500.00	79.36	View chart
Kinder Morgan (KMI)	0.0	$39k		1.4k	27.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$37k		1.1k	32.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$37k		127.00	290.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$37k		673.00	54.71	View chart
Dominion Resources (D)	0.0	$35k		600.00	58.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$32k		55.00	579.45	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$30k		915.00	32.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$28k		1.2k	24.04	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$20k		89.00	224.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$16k		562.00	28.48	View chart
PG&E Corporation (PCG)	0.0	$15k		924.00	16.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$12k		441.00	26.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$12k	NEW	147.00	80.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$12k	-28%	118.00	99.88	View chart
First Busey Corp Com New (BUSE)	0.0	$11k		474.00	23.79	View chart
Biolife Solutions Com New (BLFS)	0.0	$9.6k		396.00	24.18	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$9.5k		128.00	74.28	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$8.0k		166.00	47.99	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$7.6k		365.00	20.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$7.5k		36.00	209.14	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$7.2k		930.00	7.71	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$7.1k		97.00	73.29	View chart
MetLife (MET)	0.0	$6.6k		83.00	78.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$5.8k		41.00	140.59	View chart
Airbnb Com Cl A (ABNB)	0.0	$4.8k		35.00	135.74	View chart
Kohl's Corporation (KSS)	0.0	$4.1k		200.00	20.41	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$4.0k		51.00	77.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.6k		111.00	32.76	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.5k		33.00	107.12	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$3.5k		34.00	102.18	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.3k		73.00	45.85	View chart
NET Lease Office Properties (NLOP)	0.0	$3.0k		116.00	25.79	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$2.8k		57.00	49.19	View chart
Dropbox Cl A (DBX)	0.0	$2.8k		100.00	27.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.5k		35.00	71.43	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$2.4k	NEW	41.00	57.93	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.3k		50.00	45.54	View chart
Angel Studios Cl A Com (ANGX)	0.0	$1.8k		385.00	4.67	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$1.2k		50.00	24.78	View chart
Fifth Third Ban (FITB)	0.0	$1.1k		23.00	46.83	View chart
Rocket Cos Com Cl A (RKT)	0.0	$851.998400	NEW	44.00	19.36	View chart
Brown Forman Corp CL B (BF.B)	0.0	$652.000000		25.00	26.08	View chart
Asana Cl A (ASAN)	0.0	$576.000600		42.00	13.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$531.999600	NEW	11.00	48.36	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$472.999800	NEW	7.00	67.57	View chart
Brighthouse Finl (BHF)	0.0	$453.999700		7.00	64.86	View chart
Visa Com Cl A (V)	0.0	$351.000000	NEW	1.00	351.00	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$215.999000		35.00	6.17	View chart
The Beachbody Company Com Cl A New (BODI)	0.0	$134.999800		13.00	10.38	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$47.000000	NEW	1.00	47.00	View chart

Past Filings by Pillar Financial Advisors

SEC 13F filings are viewable for Pillar Financial Advisors going back to 2024

Pillar Financial Advisors 2025 Q4 filed Feb. 2, 2026
Pillar Financial Advisors 2025 Q3 filed Nov. 12, 2025
Pillar Financial Advisors 2025 Q2 filed July 23, 2025
Pillar Financial Advisors 2025 Q1 filed April 14, 2025
Pillar Financial Advisors 2024 Q4 filed Feb. 7, 2025

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