Pillar Financial Advisors, LLC
13F Reported Value
ⓘ$171.1M
Holdings
106
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pillar Financial Advisors, LLC disclosed 106 positions worth $171.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $DLTR and a full exit from $CNS. The portfolio is most concentrated in Other (99.1% of disclosed assets). All figures are sourced directly from Pillar Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2054958.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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DIMENSIONAL ETF TRUST
—Quality
$20.6M289,825 shDIMENSIONAL ETF TRUST
—Quality
$19.3M271,982 shDIMENSIONAL ETF TRUST
—Quality
$19.3M542,085 shDIMENSIONAL ETF TRUST
—Quality
$17.3M340,234 shDIMENSIONAL ETF TRUST
—Quality
$16.2M333,437 shDIMENSIONAL ETF TRUST
—Quality
$10.7M299,575 shDIMENSIONAL ETF TRUST
—Quality
$9.3M148,439 shDIMENSIONAL ETF TRUST
—Quality
$8.4M353,086 shDIMENSIONAL ETF TRUST
—Quality
$6.5M185,156 shDIMENSIONAL ETF TRUST
—Quality
$4.6M132,011 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $20.6M | 289,825 |
| DIMENSIONAL ETF TRUST | — | $19.3M | 271,982 |
| DIMENSIONAL ETF TRUST | — | $19.3M | 542,085 |
| DIMENSIONAL ETF TRUST | — | $17.3M | 340,234 |
| DIMENSIONAL ETF TRUST | — | $16.2M | 333,437 |
| DIMENSIONAL ETF TRUST | — | $10.7M | 299,575 |
| DIMENSIONAL ETF TRUST | — | $9.3M | 148,439 |
| DIMENSIONAL ETF TRUST | — | $8.4M | 353,086 |
| DIMENSIONAL ETF TRUST | — | $6.5M | 185,156 |
| DIMENSIONAL ETF TRUST | — | $4.6M | 132,011 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pillar Financial Advisors, LLC's 106 positions.
Showing top 10 of 106 holdings.
Sector Allocation
Other
$169.6M
Financials
$909,273
Utilities
$186,835
Healthcare
$173,960
Technology
$115,717
Real Estate
$102,530
Energy
$46,942
Consumer Discretionary
$25,104
Full Holdings — Pillar Financial Advisors, LLC (Q1 2026)
All 106 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $20.6M | 12.1% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $19.3M | 11.3% | +3% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $19.3M | 11.3% | +2% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $17.3M | 10.1% | +5% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $16.2M | 9.4% | -2% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $10.7M | 6.3% | +4% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $9.3M | 5.4% | -0% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $8.4M | 4.9% | +13% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $6.5M | 3.8% | +3% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $4.6M | 2.7% | -6% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $3.9M | 2.3% | -0% | — |
| 12 | — | VANGUARD BD INDEX FDS | $3.5M | 2.0% | -1% | — |
| 13 | — | VANGUARD WORLD FD | $3.4M | 2.0% | -2% | — |
| 14 | — | VANGUARD INDEX FDS | $3.2M | 1.8% | -2% | — |
| 15 | — | VANGUARD INDEX FDS | $2.9M | 1.7% | -3% | — |
| 16 | — | VANGUARD INDEX FDS | $2.7M | 1.6% | -3% | — |
| 17 | — | VANGUARD WELLINGTON FD | $2.2M | 1.3% | +128% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $1.8M | 1.1% | -1% | — |
| 19 | — | VANGUARD BD INDEX FDS | $1.8M | 1.0% | -1% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.7% | -2% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS | $1.1M | 0.6% | -4% | — |
| 22 | — | VANGUARD INTL EQUITY INDEX F | $871,266 | 0.5% | -6% | — |
| 23 | — | VANGUARD INDEX FDS | $756,084 | 0.4% | -1% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS | $598,409 | 0.3% | +0% | — |
| 25 | — | VANGUARD INDEX FDS | $555,806 | 0.3% | +0% | — |
| 26 | — | ISHARES TR | $550,056 | 0.3% | +0% | — |
| 27 | — | VANGUARD MALVERN FDS | $542,657 | 0.3% | +0% | — |
| 28 | — | VANGUARD WORLD FD | $508,775 | 0.3% | +0% | — |
| 29 |  $IAU | ISHARES GOLD TRUST | $499,868 | 0.3% | +0% | — |
| 30 | — | ISHARES TR | $498,358 | 0.3% | -4% | — |
| 31 | — | VANGUARD INTL EQUITY INDEX F | $489,352 | 0.3% | -4% | — |
| 32 | — | VANGUARD INDEX FDS | $429,561 | 0.3% | -6% | — |
| 33 | — | VANGUARD INDEX FDS | $422,435 | 0.3% | -0% | — |
| 34 | — | VANGUARD BD INDEX FDS | $361,205 | 0.2% | +0% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $350,209 | 0.2% | -3% | — |
| 36 | — | VANGUARD INSTL INDEX FD | $336,416 | 0.2% | +47% | — |
| 37 | — | DIMENSIONAL ETF TRUST | $290,329 | 0.2% | +0% | — |
| 38 | — | ISHARES TR | $285,677 | 0.2% | +0% | — |
| 39 |  $RBCAA | REPUBLIC BANCORP INC /KY/ | $278,250 | 0.2% | +0% | 66.9 |
| 40 | — | DIMENSIONAL ETF TRUST | $269,358 | 0.2% | -3% | — |
| 41 | — | VANGUARD INTL EQUITY INDEX F | $176,286 | 0.1% | +0% | — |
| 42 | — | ISHARES TR | $154,307 | 0.1% | +0% | — |
| 43 | — | DIMENSIONAL ETF TRUST | $145,130 | 0.1% | +0% | — |
| 44 | — | ISHARES TR | $134,664 | 0.1% | +0% | — |
| 45 | — | VANGUARD STAR FDS | $133,461 | 0.1% | -0% | — |
| 46 | — | FIRST TR EXCHANGE-TRADED FD | $133,350 | 0.1% | +0% | — |
| 47 | — | DIMENSIONAL ETF TRUST | $131,431 | 0.1% | +0% | — |
| 48 |  $ABBV | AbbVie Inc. | $130,494 | 0.1% | +0% | 59.3 |
| 49 | — | DIMENSIONAL ETF TRUST | $129,338 | 0.1% | +0% | — |
| 50 |  $AEE | AMEREN CORP | $114,427 | 0.1% | +0% | 63.5 |
| 51 | — | VANGUARD INDEX FDS | $105,495 | 0.1% | +0% | — |
| 52 |  $SYBT | Stock Yards Bancorp, Inc. | $104,439 | 0.1% | +0% | — |
| 53 | — | ISHARES TR | $102,220 | 0.1% | +0% | — |
| 54 |  $WPC | W. P. Carey Inc. | $101,193 | 0.1% | +0% | 62.1 |
| 55 | — | ISHARES TR | $98,316 | 0.1% | +0% | — |
| 56 | — | ISHARES TR | $95,018 | 0.1% | +0% | — |
| 57 |  $AAPL | Apple Inc. | $81,721 | 0.1% | +1% | 76.1 |
| 58 | — | FIRST TR EXCHANGE-TRADED ALP | $67,053 | 0.0% | +0% | — |
| 59 | — | VANGUARD SCOTTSDALE FDS | $66,614 | 0.0% | -43% | — |
| 60 |  $KMI | KINDER MORGAN, INC. | $46,942 | 0.0% | +0% | 74.6 |
| 61 | — | DIMENSIONAL ETF TRUST | $38,721 | 0.0% | +0% | — |
| 62 | — | ISHARES TR | $38,220 | 0.0% | +0% | — |
| 63 |  $D | DOMINION ENERGY, INC | $37,092 | 0.0% | +0% | 74.9 |
| 64 | — | VANGUARD INDEX FDS | $36,472 | 0.0% | +0% | — |
| 65 |  $CVS | CVS HEALTH Corp | $35,910 | 0.0% | +0% | 51.3 |
| 66 |  $PCG | PG&E Corp | $35,316 | 0.0% | +118% | 59.3 |
| 67 | — | SCHWAB STRATEGIC TR | $29,057 | 0.0% | +0% | — |
| 68 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $27,035 | 0.0% | +0% | 63.7 |
| 69 | — | DIMENSIONAL ETF TRUST | $23,818 | 0.0% | -23% | — |
| 70 |  $DLTR | DOLLAR TREE, INC. | $22,231 | 0.0% | NEW | 53.2 |
| 71 | — | FIDELITY COVINGTON TRUST | $18,517 | 0.0% | +0% | — |
| 72 | — | SCHWAB STRATEGIC TR | $16,343 | 0.0% | +0% | — |
| 73 |  $BUSE | FIRST BUSEY CORP /NV/ | $11,978 | 0.0% | +0% | 52.6 |
| 74 | — | SCHWAB STRATEGIC TR | $11,308 | 0.0% | +0% | — |
| 75 | — | FIDELITY COVINGTON TRUST | $9,007 | 0.0% | +0% | — |
| 76 | — | ISHARES TR | $8,637 | 0.0% | -26% | — |
| 77 | — | DIMENSIONAL ETF TRUST | $8,383 | 0.0% | -100% | — |
| 78 | — | SPDR SERIES TRUST | $7,940 | 0.0% | +0% | — |
| 79 | — | SCHWAB STRATEGIC TR | $7,844 | 0.0% | +0% | — |
| 80 |  $BLFS | BIOLIFE SOLUTIONS INC | $7,556 | 0.0% | +0% | 41.7 |
| 81 | — | VANGUARD INDEX FDS | $7,409 | 0.0% | +0% | — |
| 82 |  $AEG | AEGON LTD. | $6,752 | 0.0% | +0% | — |
| 83 | — | FIDELITY COVINGTON TRUST | $6,608 | 0.0% | +0% | — |
| 84 |  $DOV | DOVER Corp | $6,082 | 0.0% | +7% | 63.1 |
| 85 |  $MET | METLIFE INC | $5,870 | 0.0% | +0% | 73.9 |
| 86 |  $ABNB | Airbnb, Inc. | $4,420 | 0.0% | +0% | 70.1 |
| 87 | — | SCHWAB STRATEGIC TR | $3,658 | 0.0% | +0% | — |
| 88 | — | FIDELITY COVINGTON TRUST | $3,581 | 0.0% | +0% | — |
| 89 | — | ISHARES TR | $3,503 | 0.0% | +0% | — |
| 90 | — | VANGUARD INTL EQUITY INDEX F | $3,245 | 0.0% | +0% | — |
| 91 | — | FIDELITY COVINGTON TRUST | $3,171 | 0.0% | +0% | — |
| 92 | — | FIDELITY COVINGTON TRUST | $2,983 | 0.0% | +0% | — |
| 93 | — | ISHARES TR | $2,603 | 0.0% | +0% | — |
| 94 |  $KSS | KOHLS Corp | $2,580 | 0.0% | +0% | 47 |
| 95 | — | SCHWAB STRATEGIC TR | $2,337 | 0.0% | +0% | — |
| 96 |  $DBX | DROPBOX, INC. | $2,272 | 0.0% | +0% | 65.8 |
| 97 | — | FIDELITY COVINGTON TRUST | $1,701 | 0.0% | +0% | — |
| 98 |  $NLOP | Net Lease Office Properties | $1,337 | 0.0% | +0% | 26.7 |
| 99 |  $ANGX | Angel Studios, Inc. | $1,175 | 0.0% | +0% | 26 |
| 100 |  $FITB | FIFTH THIRD BANCORP | $1,069 | 0.0% | +0% | — |
| 101 |  $BF-A | BROWN FORMAN CORP | $661 | 0.0% | +0% | 65.1 |
| 102 |  $RKT | Rocket Companies, Inc. | $627 | 0.0% | +0% | — |
| 103 |  $BHF | Brighthouse Financial, Inc. | $420 | 0.0% | +0% | 54.9 |
| 104 |  $ASAN | Asana, Inc. | $269 | 0.0% | +0% | 42.1 |
| 105 |  $PTON | PELOTON INTERACTIVE, INC. | $151 | 0.0% | +0% | 41.6 |
| 106 |  $BODI | Beachbody Company, Inc. | $142 | 0.0% | +0% | 29.5 |
New Positions (1)
$DLTR DOLLAR TREE, INC.$22,231
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