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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 54.10% of Pillar Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VTES, DFAR, DUSB, DFUS, DFIC, DFLV, DFAS, DFSV, VBIL, DLTR.
Started 2 new stock positions in DLTR, DFSU.
Reduced shares in these 10 stocks: CNS, DFEM, DFUV, MGK, VBK, VBR, VTV, VWO, VCIT, VEA.
Sold out of its positions in CNS, IUSB, SPMD, SPYM, VWOB, BNDX, V.
Pillar Financial Advisors was a net buyer of stock by $3.0M.
Pillar Financial Advisors has $171M in assets under management (AUM), dropping by 3.20%.
Central Index Key (CIK): 0002054958

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Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 106 positions in its portfolio as reported in the March 2026 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	$21M		290k	71.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	11.3	$19M	+3%	272k	70.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	11.3	$19M	+2%	542k	35.53	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	10.1	$17M	+5%	340k	50.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.4	$16M		333k	48.46	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	6.3	$11M	+3%	300k	35.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.4	$9.3M		148k	62.45	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.9	$8.4M	+12%	353k	23.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.8	$6.5M	+3%	185k	35.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.7	$4.6M	-6%	132k	34.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.3	$3.9M		74k	52.78	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.1	$3.5M		71k	49.79	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$3.4M	-2%	9.3k	367.44	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$3.2M		16k	196.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$2.9M	-2%	13k	217.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.6	$2.7M	-2%	8.8k	302.25	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.3	$2.2M	+128%	22k	101.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.8M		38k	47.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$1.8M		23k	77.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.1M	-2%	29k	38.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.1M	-3%	17k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$871k	-6%	16k	54.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$756k		1.7k	436.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$598k		7.5k	79.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$556k		930.00	597.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$550k		1.3k	426.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$543k		11k	49.95	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$509k		3.5k	144.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$500k		5.7k	88.16	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$498k	-4%	11k	44.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$489k	-4%	6.5k	75.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$430k	-6%	1.3k	320.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$422k		1.6k	261.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$361k		4.9k	73.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$350k	-2%	4.7k	73.77	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$336k	+46%	4.4k	75.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$290k		7.5k	38.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$286k		1.3k	213.67	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$278k		3.9k	70.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$269k	-3%	8.0k	33.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$176k		1.2k	145.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$154k		2.3k	67.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$145k		3.7k	39.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$135k		543.00	248.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$134k		1.7k	77.10	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$133k		2.6k	50.80	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$131k		3.9k	33.67	View chart
Abbvie (ABBV)	0.1	$131k		600.00	217.49	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$129k		2.9k	45.11	View chart
Ameren Corporation (AEE)	0.1	$114k		1.0k	109.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$106k		353.00	298.85	View chart
Stock Yards Ban (SYBT)	0.1	$104k		1.6k	66.31	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$102k		845.00	120.97	View chart
Wp Carey (WPC)	0.1	$101k		1.5k	67.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$98k		1.1k	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$95k		450.00	211.15	View chart
Apple (AAPL)	0.0	$82k		322.00	253.79	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$67k		435.00	154.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$67k	-42%	805.00	82.75	View chart
Kinder Morgan (KMI)	0.0	$47k		1.4k	33.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$39k		1.1k	33.97	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$38k		673.00	56.79	View chart
Dominion Resources (D)	0.0	$37k		600.00	61.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$37k		127.00	287.18	View chart
CVS Caremark Corporation (CVS)	0.0	$36k		500.00	71.82	View chart
PG&E Corporation (PCG)	0.0	$35k	+117%	2.0k	17.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$29k		1.2k	24.75	View chart
Thermo Fisher Scientific (TMO)	0.0	$27k		55.00	491.55	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$24k	-22%	705.00	33.78	View chart
Dollar Tree (DLTR)	0.0	$22k	NEW	203.00	109.51	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$19k		89.00	208.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$16k		562.00	29.08	View chart
First Busey Corp Com New (BUSE)	0.0	$12k		474.00	25.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$11k		441.00	25.64	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$9.0k		128.00	70.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$8.6k	-26%	87.00	99.28	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$8.4k	NEW	204.00	41.09	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$7.9k		166.00	47.83	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$7.8k		365.00	21.49	View chart
Biolife Solutions Com New (BLFS)	0.0	$7.6k		396.00	19.08	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$7.4k		36.00	205.81	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$6.8k		930.00	7.26	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$6.6k		97.00	68.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$6.1k	+7%	44.00	138.23	View chart
MetLife (MET)	0.0	$5.9k		83.00	70.72	View chart
Airbnb Com Cl A (ABNB)	0.0	$4.4k		35.00	126.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.7k		111.00	32.95	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$3.6k		51.00	70.22	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.5k		33.00	106.15	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.2k		73.00	44.45	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$3.2k		34.00	93.26	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$3.0k		57.00	52.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.6k		35.00	74.37	View chart
Kohl's Corporation (KSS)	0.0	$2.6k		200.00	12.90	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.3k		50.00	46.74	View chart
Dropbox Cl A (DBX)	0.0	$2.3k		100.00	22.72	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$1.7k		50.00	34.02	View chart
NET Lease Office Properties (NLOP)	0.0	$1.3k		116.00	11.53	View chart
Angel Studios Cl A Com (ANGX)	0.0	$1.2k		385.00	3.05	View chart
Fifth Third Ban (FITB)	0.0	$1.1k		23.00	46.48	View chart
Brown Forman Corp CL B (BF.B)	0.0	$661.000000		25.00	26.44	View chart
Rocket Cos Com Cl A (RKT)	0.0	$627.000000		44.00	14.25	View chart
Brighthouse Finl (BHF)	0.0	$420.000000		7.00	60.00	View chart
Asana Cl A (ASAN)	0.0	$269.001600		42.00	6.40	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$151.000500		35.00	4.31	View chart
The Beachbody Company Com Cl A New (BODI)	0.0	$142.000300		13.00	10.92	View chart

Past Filings by Pillar Financial Advisors

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

Pillar Financial Advisors 2026 Q1 filed May 7, 2026
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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