Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 54.96% of Pillar Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MGK, DUSB, DFLV, VUG, IWF, DFUS, DFIC, DFSV, DFAR, O.
Started 10 new stock positions in SPMO, VYM, CCJ, ZTEN, O, FLNG, VOOG, VONG, SPHQ, SCHD.
Reduced shares in these 10 stocks: VTES, VTV, VBIL, DFUV, DFAI, VWO, VBR, DFAE, VCSH, VOO.
Sold out of its positions in BLFS, RKT.
Pillar Financial Advisors was a net buyer of stock by $7.2M.
Pillar Financial Advisors has $191M in assets under management (AUM), dropping by 11.72%.
Central Index Key (CIK): 0002054958

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Pillar Financial Advisors

Pillar Financial Advisors holds 114 positions in its portfolio as reported in the June 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)	12.5	$24M		290k	82.34	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.9	$23M	+2%	278k	81.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.8	$21M		552k	37.26	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	10.3	$20M	+13%	386k	50.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	9.6	$18M		332k	55.01	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	6.6	$13M	+7%	321k	39.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.4	$10M		148k	69.90	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	5.0	$9.5M	+2%	362k	26.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	3.9	$7.5M	+4%	194k	38.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.8	$5.4M		133k	40.64	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$4.0M		74k	54.02	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$3.8M	+373%	44k	87.91	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.8	$3.5M		70k	49.78	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$3.4M	-2%	16k	217.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$3.2M		8.8k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$3.2M		13k	242.98	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.9	$1.8M		38k	47.75	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$1.8M		23k	76.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.2M		17k	71.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.2M	-2%	28k	41.25	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$944k	-57%	9.3k	101.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$937k	-2%	16k	59.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$810k	+442%	9.4k	86.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$641k	+300%	5.2k	124.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$629k		915.00	687.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$583k	-2%	7.4k	79.03	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$574k		3.5k	163.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$546k		6.5k	83.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$546k		11k	50.23	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$497k		11k	44.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$496k		1.3k	370.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$489k		1.6k	303.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$428k		5.7k	75.51	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$426k	+8%	5.1k	82.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$362k		4.9k	73.41	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$357k		3.9k	90.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$328k		7.4k	44.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$314k	-2%	1.3k	242.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$302k	-5%	7.5k	40.21	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$242k	-28%	3.2k	75.68	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$187k		1.2k	154.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$176k		2.3k	77.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$163k		543.00	300.45	View chart
Abbvie (ABBV)	0.1	$151k		600.00	251.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$148k		1.7k	85.48	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$148k		3.7k	40.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$146k		2.8k	51.68	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$137k		3.9k	35.03	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$128k		2.6k	48.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$121k		353.00	343.91	View chart
Stock Yards Ban (SYBT)	0.1	$120k		1.6k	76.47	View chart
Ameren Corporation (AEE)	0.1	$118k		1.0k	113.04	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$115k		845.00	136.60	View chart
Wp Carey (WPC)	0.1	$107k		1.5k	71.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$105k		1.1k	96.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$102k		450.00	227.06	View chart
Apple (AAPL)	0.0	$93k		322.00	289.36	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$84k		435.00	193.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$67k		805.00	82.65	View chart
Realty Income (O)	0.0	$62k	NEW	1.0k	61.96	View chart
CVS Caremark Corporation (CVS)	0.0	$52k		500.00	103.45	View chart
Cameco Corporation (CCJ)	0.0	$51k	NEW	500.00	101.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$46k		673.00	68.41	View chart
Kinder Morgan (KMI)	0.0	$45k		1.4k	31.97	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$42k		1.1k	36.85	View chart
Dominion Resources (D)	0.0	$41k		600.00	68.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$41k	+300%	508.00	80.57	View chart
PG&E Corporation (PCG)	0.0	$34k		2.0k	16.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$33k		1.2k	27.70	View chart
Thermo Fisher Scientific (TMO)	0.0	$28k		55.00	501.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$25k		89.00	285.58	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$25k	-18%	576.00	42.76	View chart
Dollar Tree (DLTR)	0.0	$25k		203.00	120.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$20k		562.00	36.13	View chart
First Busey Corp Com New (BUSE)	0.0	$14k		474.00	29.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$13k		441.00	29.43	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$9.9k		128.00	77.25	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$9.5k		204.00	46.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$8.9k		36.00	246.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$8.6k		365.00	23.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$8.6k		87.00	98.99	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$8.0k		166.00	47.97	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$7.9k		930.00	8.44	View chart
MetLife (MET)	0.0	$7.0k		83.00	84.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$6.9k		44.00	157.41	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$6.7k		97.00	69.48	View chart
Airbnb Com Cl A (ABNB)	0.0	$5.0k		35.00	143.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$4.0k		111.00	36.26	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$3.9k		51.00	76.57	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$3.6k		33.00	107.64	View chart
Kohl's Corporation (KSS)	0.0	$3.5k		200.00	17.72	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$3.5k		34.00	102.85	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.3k		73.00	44.86	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$3.0k		57.00	52.54	View chart
Dropbox Cl A (DBX)	0.0	$2.7k		100.00	27.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.7k		35.00	76.57	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.4k		50.00	48.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$2.0k	NEW	23.00	88.30	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$1.5k		50.00	29.56	View chart
Angel Studios Cl A Com (ANGX)	0.0	$1.4k		385.00	3.67	View chart
Fifth Third Ban (FITB)	0.0	$1.3k		23.00	56.39	View chart
NET Lease Office Properties (NLOP)	0.0	$1.3k		116.00	11.14	View chart
RBB F M 10 Year Inve (ZTEN)	0.0	$727.000400	NEW	14.00	51.93	View chart
Brown Forman Corp CL B (BF.B)	0.0	$667.000000		25.00	26.68	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$496.000200	NEW	6.00	82.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$485.000100	NEW	3.00	161.67	View chart
Brighthouse Finl (BHF)	0.0	$444.000200		7.00	63.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$384.000000	NEW	3.00	128.00	View chart
Asana Cl A (ASAN)	0.0	$294.000000		42.00	7.00	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$207.000500		35.00	5.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$165.000000	NEW	5.00	33.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$159.000000	NEW	1.00	159.00	View chart
The Beachbody Company Com Cl A New (BODI)	0.0	$133.000400		13.00	10.23	View chart
Flex Lng SHS (FLNG)	0.0	$65.000000	NEW	2.00	32.50	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z