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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 DFUS, DFAS, DFIC, DFUV, DUSB, and represent 53.83% of Pillar Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB, DFAR, DFIC, DFLV, DFUS, DFSV, DFEM, DFAS, VTES, VTV.
Started 10 new stock positions in QQEW, FMC, FVD, FTCS, DG, O, NKE, RDVY, Angel Studios, DIA.
Reduced shares in these 10 stocks: DFSD, DFUV, IWD, DFAE, VCSH, MGK, INTC, DFAT, DFIV, MGV.
Sold out of its positions in HPE, INTC.
Pillar Financial Advisors was a net buyer of stock by $6.2M.
Pillar Financial Advisors has $159M in assets under management (AUM), dropping by 9.96%.
Central Index Key (CIK): 0002054958

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Positions held by Pillar Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 117 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	12.2	$19M	+2%	268k	72.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	12.2	$19M		283k	68.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.7	$17M	+3%	518k	32.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.9	$16M		351k	44.69	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	9.0	$14M	+26%	281k	50.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.6	$9.0M		154k	58.21	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	5.6	$8.9M	+5%	270k	32.90	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.1	$6.5M	+19%	274k	23.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.4	$5.4M	+6%	169k	31.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.8	$4.5M	+6%	140k	32.07	View chart
Vanguard World Mega Grwth Ind (MGK)	2.4	$3.9M		9.7k	402.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.4	$3.8M		77k	50.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$3.4M		74k	46.12	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$3.0M	+2%	16k	186.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.8M		14k	208.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$2.7M		9.1k	297.62	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.2	$2.0M	-5%	41k	48.19	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.8M		23k	78.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.1M		30k	36.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.0M		17k	59.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$928k		17k	54.18	View chart
Cohen & Steers (CNS)	0.6	$919k		14k	65.61	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$869k	+13%	8.5k	101.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$848k		1.8k	479.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$808k	-3%	10k	79.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$641k		13k	50.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$604k		1.3k	468.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$568k		928.00	612.47	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$521k		12k	44.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$486k		6.8k	71.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$484k	-3%	3.5k	137.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$460k		1.4k	328.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$414k		1.6k	254.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$413k		5.7k	72.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$365k		4.9k	74.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$336k	+21%	4.7k	71.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$287k	-4%	7.5k	38.57	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$285k	-3%	3.9k	72.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$272k	-15%	1.3k	203.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$259k	-11%	8.2k	31.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$172k		1.2k	142.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$165k		3.6k	45.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$149k		2.3k	65.26	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$147k		4.1k	35.69	View chart
Abbvie (ABBV)	0.1	$139k		600.00	231.54	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$137k		4.3k	31.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$131k		543.00	241.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$130k		1.8k	73.45	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$118k		1.4k	84.11	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$114k		2.6k	43.41	View chart
Stock Yards Ban (SYBT)	0.1	$110k		1.6k	70.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$109k		353.00	307.86	View chart
Ameren Corporation (AEE)	0.1	$109k		1.0k	104.38	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$101k		845.00	120.01	View chart
Wp Carey (WPC)	0.1	$101k		1.5k	67.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$95k	-9%	1.1k	87.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$93k		450.00	206.51	View chart
Apple (AAPL)	0.1	$83k		327.00	254.70	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$70k		435.00	160.66	View chart
Kinder Morgan (KMI)	0.0	$40k		1.4k	28.31	View chart
CVS Caremark Corporation (CVS)	0.0	$38k		500.00	75.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$37k		127.00	293.74	View chart
Dominion Resources (D)	0.0	$37k		600.00	61.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$36k		673.00	53.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$36k		1.1k	31.39	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$29k	NEW	434.00	67.26	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$28k		915.00	30.54	View chart
UnitedHealth (UNH)	0.0	$28k		80.00	345.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$27k		1.2k	23.28	View chart
Thermo Fisher Scientific (TMO)	0.0	$27k		55.00	485.04	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$20k		89.00	222.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$20k	NEW	209.00	93.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$16k	+88%	164.00	100.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$16k		562.00	27.90	View chart
PG&E Corporation (PCG)	0.0	$14k		924.00	15.08	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$12k	NEW	253.00	46.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$12k		441.00	26.34	View chart
First Busey Corp Com New (BUSE)	0.0	$11k		474.00	23.15	View chart
First Tr Exchange-traded SHS (QQEW)	0.0	$11k	NEW	75.00	141.12	View chart
Biolife Solutions Com New (BLFS)	0.0	$10k		396.00	25.51	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$8.6k		128.00	66.88	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$8.0k		166.00	48.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$7.9k		365.00	21.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$7.5k		36.00	209.36	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$7.4k		930.00	7.99	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$6.9k		97.00	70.98	View chart
MetLife (MET)	0.0	$6.8k		83.00	82.37	View chart
Dollar General (DG)	0.0	$5.9k	NEW	57.00	103.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$5.6k	+2%	41.00	136.27	View chart
Realty Income (O)	0.0	$5.4k	NEW	88.00	60.80	View chart
Airbnb Com Cl A (ABNB)	0.0	$4.3k		35.00	121.43	View chart
Nike CL B (NKE)	0.0	$3.9k	NEW	56.00	69.73	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$3.9k		51.00	76.35	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.7k		111.00	33.38	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.5k		33.00	106.52	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$3.5k		34.00	102.88	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.5k		73.00	47.75	View chart
NET Lease Office Properties (NLOP)	0.0	$3.4k		116.00	29.66	View chart
Kohl's Corporation (KSS)	0.0	$3.1k		200.00	15.37	View chart
Dropbox Cl A (DBX)	0.0	$3.0k		100.00	30.21	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$2.8k		57.00	49.84	View chart
Fmc Corp Com New (FMC)	0.0	$2.7k	NEW	79.00	33.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.4k		35.00	67.86	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$2.3k	NEW	5.00	463.80	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.3k		50.00	45.52	View chart
Angel Studios Cl A Com	0.0	$2.2k	NEW	385.00	5.81	View chart
Novocure Ord Shs (NVCR)	0.0	$1.8k		138.00	12.92	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$1.7k		81.00	20.94	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$1.2k		50.00	24.72	View chart
Fifth Third Ban (FITB)	0.0	$1.0k		23.00	44.57	View chart
Mr Cooper Group	0.0	$844.000000		4.00	211.00	View chart
Brown Forman Corp CL B (BF.B)	0.0	$677.000000		25.00	27.08	View chart
Asana Cl A (ASAN)	0.0	$562.002000		42.00	13.38	View chart
Brighthouse Finl (BHF)	0.0	$372.000300		7.00	53.14	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$315.000000		35.00	9.00	View chart
Unity Software (U)	0.0	$81.000000		2.00	40.50	View chart
The Beachbody Company Com Cl A New (BODI)	0.0	$77.000300		13.00	5.92	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 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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