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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 DUSB, DFUS, Dimensional Etf Trust, DFIC, DFUV, and represent 61.92% of Pillar Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB (+$6.1M), DFIC, DFLV, DFUS, Dimensional Etf Trust, DFEM, ABBV, IEFA, CAT, VBIL.
Started 11 new stock positions in BP, CAT, UIS, CNS, SOLS, OXY, GTX, HON, DFSI, Warner Bros. Discovery. RVTY.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$9.5M), Dimensional Etf Trust (-$7.5M), VTES, DFUV, Dimensional Etf Trust, DFSD, , DFAI, VCSH, VBR.
Sold out of its positions in BF.B, CCJ, Dimensional Etf Trust, Dimensional Etf Trust, SPHQ, SPMO, ZTEN, SCHD, VOOG, VYM. VONG, FLNG.
Pillar Financial Advisors was a net seller of stock by $-6.5M.
Pillar Financial Advisors has $183M in assets under management (AUM), dropping by -4.38%.
Central Index Key (CIK): 0002054958

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Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 113 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	14.0	$26M	+31%	508k	50.49	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	13.2	$24M	+4%	291k	83.03	View chart
Dimensional Etf Trust Us Small Cap Etf	12.7	$23M	+3%	300k	77.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.1	$22M	+6%	589k	37.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.9	$18M		328k	55.00	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	7.7	$14M	+9%	351k	40.17	View chart
Dimensional Etf Trust Us Targeted Vlu	5.3	$9.7M		146k	66.44	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.0	$5.6M	+5%	140k	39.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.3	$4.1M		74k	55.86	View chart
Vanguard World Mrngstr Mega Cap (MGK)	2.2	$4.0M		44k	92.65	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.9	$3.5M		70k	49.55	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.8	$3.4M		16k	216.08	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.6	$3.0M		13k	231.02	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	1.6	$3.0M		8.8k	337.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.7M		23k	72.86	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.9	$1.7M	-4%	36k	46.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.2M		17k	70.61	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.1M	-3%	27k	41.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$922k		16k	59.31	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$847k		9.4k	90.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$646k		5.2k	125.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$637k		908.00	700.97	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.3	$565k		3.5k	161.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$542k	-4%	7.0k	77.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$541k		6.5k	82.97	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$535k		11k	49.22	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$499k		1.3k	374.14	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$471k		11k	41.86	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$459k		1.6k	284.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$443k		5.7k	78.10	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$425k		5.2k	82.30	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$412k	-55%	4.2k	98.60	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$362k		3.9k	91.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$344k		4.9k	70.15	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$342k	+41%	4.5k	75.72	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.2	$329k		7.4k	44.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$322k		1.3k	247.93	View chart
Abbvie (ABBV)	0.2	$313k	+99%	1.2k	261.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$296k		7.5k	39.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$226k	+114%	2.3k	96.88	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$188k		1.2k	155.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$164k		2.3k	71.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$159k		3.7k	43.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$151k		543.00	277.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$148k		2.8k	52.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$147k		1.7k	84.95	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$141k		3.9k	36.23	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$129k		2.6k	49.11	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$124k		353.00	351.85	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$122k		845.00	144.01	View chart
Stock Yards Ban (SYBT)	0.1	$121k		1.6k	77.09	View chart
Caterpillar (CAT)	0.1	$116k	NEW	143.00	810.79	View chart
Apple (AAPL)	0.1	$107k		322.00	333.02	View chart
Ameren Corporation (AEE)	0.1	$104k		1.0k	99.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$103k		450.00	228.28	View chart
Wp Carey (WPC)	0.1	$96k		1.5k	64.63	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$77k		435.00	177.40	View chart
BP Sponsored Adr (BP)	0.0	$73k	NEW	1.7k	43.99	View chart
Cohen & Steers (CNS)	0.0	$72k	NEW	984.00	73.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$63k		805.00	78.31	View chart
Realty Income (O)	0.0	$54k		1.0k	54.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$45k		673.00	66.79	View chart
CVS Caremark Corporation (CVS)	0.0	$43k		500.00	85.69	View chart
Honeywell International (HON)	0.0	$43k	NEW	202.00	210.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$43k		1.2k	37.01	View chart
Kinder Morgan (KMI)	0.0	$42k		1.4k	30.15	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$40k		508.00	78.42	View chart
Thermo Fisher Scientific (TMO)	0.0	$37k		55.00	675.05	View chart
Dominion Resources (D)	0.0	$36k		600.00	60.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$32k		1.2k	27.47	View chart
PerkinElmer (RVTY)	0.0	$29k	NEW	187.00	152.89	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$27k		89.00	300.07	View chart
PG&E Corporation (PCG)	0.0	$25k		2.0k	12.25	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$24k		576.00	41.13	View chart
Dollar Tree (DLTR)	0.0	$23k		203.00	114.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$18k		562.00	32.63	View chart
Dimensional Etf Trust International (DFSI)	0.0	$18k	NEW	401.00	45.17	View chart
First Busey Corp Com New (BUSE)	0.0	$14k		474.00	29.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$13k		441.00	30.00	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$11k	+12%	230.00	47.17	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$11k		128.00	81.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$8.3k		36.00	231.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$8.2k		87.00	94.54	View chart
Occidental Petroleum Corporation (OXY)	0.0	$8.1k	NEW	146.00	55.32	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$8.0k		365.00	22.04	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$8.0k		930.00	8.63	View chart
MetLife (MET)	0.0	$7.8k		83.00	94.17	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$7.7k		166.00	46.65	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$7.0k		97.00	72.01	View chart
Airbnb Com Cl A (ABNB)	0.0	$5.6k		35.00	160.66	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$5.6k	NEW	99.00	56.32	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$4.0k		111.00	36.45	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$3.9k		51.00	75.73	View chart
Kohl's Corporation (KSS)	0.0	$3.7k		200.00	18.46	View chart
Dropbox Cl A (DBX)	0.0	$3.4k		100.00	33.85	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.3k		33.00	101.12	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$3.2k		34.00	94.74	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.1k		73.00	42.52	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$2.9k		57.00	50.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.8k		35.00	79.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.5k		50.00	49.74	View chart
Warner Bros Discovery Com Ser A	0.0	$1.9k	NEW	61.00	30.95	View chart
Garrett Motion (GTX)	0.0	$1.9k	NEW	72.00	26.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.8k	-72%	12.00	151.92	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	$1.7k		50.00	33.90	View chart
Fifth Third Ban (FITB)	0.0	$1.2k		23.00	50.61	View chart
NET Lease Office Properties (NLOP)	0.0	$1.1k		116.00	9.87	View chart
Brighthouse Finl (BHF)	0.0	$350.000000		7.00	50.00	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$175.000000		35.00	5.00	View chart
The Beachbody Company Com Cl A New (BODI)	0.0	$61.999600		13.00	4.77	View chart
Unisys Corp Com New (UIS)	0.0	$24.000000	NEW	10.00	2.40	View chart
Asana Cl A (ASAN)	0.0	$0		0	0.00	View chart

Past Filings by Pillar Financial Advisors

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

Pillar Financial Advisors 2026 Q3 filed Oct. 21, 2026
Pillar Financial Advisors 2026 Q2 filed July 24, 2026
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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