Pillar Financial Advisors, LLC
Sector Allocation
- Other98.8%$180.6M
- Financials0.6%$1.0M
- Healthcare0.2%$427,525
- Utilities0.1%$164,390
- Industrials0.1%$162,251
- Real Estate0.1%$151,680
- Energy0.1%$122,915
- Technology0.1%$116,620
- Consumer Staples0.0%$23,147
- Consumer Discretionary0.0%$3,929
AUM History
13fpro.ai/research/fund/pillar-financial-advisors-llc-2054958
Conviction and streaks
Concentrating · top 10 = 82.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$25.7M
- DIMENSIONAL$24.2M
- DIMENSIONAL$23.2M
- DIMENSIONAL$22.1M
- DIMENSIONAL$18.0M
- DIMENSIONAL$14.1M
- DIMENSIONAL$9.7M
- DIMENSIONAL$5.6M
- DIMENSIONAL$4.1M
- VANGUARD$4.0M
- VANGUARD$3.5M
- VANGUARD$3.4M
- VANGUARD$3.0M
- VANGUARD$3.0M
- VANGUARD$1.7M
- DIMENSIONAL$1.7M
- VANGUARD$1.2M
- DIMENSIONAL$1.1M
- VANGUARD$921K
- VANGUARD$847K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pillar-financial-advisors-llc-2054958
Pillar Financial Advisors, LLC 13F holdings — Q3 2026
$182.8M portfolio (-4.4% QoQ) · 113 holdings · Q3 2026 13F · top 10 are 82% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - ULTR FIX INC ETF
$25.7M
14.0% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$24.2M
13.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$23.2M
12.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$22.1M
12.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$18.0M
9.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$14.1M
7.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US TARGETED VLU
$9.7M
5.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$5.6M
3.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$4.1M
2.3% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD WORLD FD - MRNGSTR MEGA CAP
$4.0M
2.2% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $25.7M | 14.0% | +32% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $24.2M | 13.2% | +5% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $23.2M | 12.7% | +3% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $22.1M | 12.1% | +7% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $18.0M | 9.9% | -1% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $14.1M | 7.7% | +9% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US TARGETED VLU | $9.7M | 5.3% | -2% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $5.6M | 3.0% | +6% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.1M | 2.3% | No change | — | — | — | — | |
| 10 | VANGUARD WORLD FD - MRNGSTR MEGA CAP | $4.0M | 2.2% | -0.3% | — | — | — | — |
All holdings — Pillar Financial Advisors, LLC (Q3 2026)
113 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $3.5M | 1.9% | 70K | -0.0% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $3.4M | 1.8% | 16K | -0.1% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $3.0M | 1.6% | 13K | -0.7% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $3.0M | 1.6% | 8,763 | -0.5% | — | — | 13F |
| 15 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $1.7M | 0.9% | 23K | +0.0% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETFetf/fund | — | $1.7M | 0.9% | 36K | -4% | — | — | 13F |
| 17 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $1.2M | 0.7% | 17K | -0.1% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $1.1M | 0.6% | 27K | -4% | — | — | 13F |
| 19 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $921K | 0.5% | 16K | -1% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $847K | 0.5% | 9,399 | — | — | — | 13F |
| 21 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $646K | 0.3% | 5,160 | — | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $636K | 0.3% | 908 | -0.8% | — | — | 13F |
| 23 | — | VANGUARD WORLD FD - MRNGSTR VAL ETFetf/fund | — | $565K | 0.3% | 3,510 | — | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $542K | 0.3% | 7,020 | -5% | — | — | 13F |
| 25 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $541K | 0.3% | 6,516 | — | — | — | 13F |
| 26 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $535K | 0.3% | 11K | — | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $499K | 0.3% | 1,333 | -0.4% | |||
| 28 | — | ISHARES TR - GNMA BOND ETF | — | $471K | 0.3% | 11K | — | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $459K | 0.3% | 1,613 | -0.1% | |||
| 30 | $IAU | ISHARES GOLD TRUST | Financials | $443K | 0.2% | 5,670 | — | |||
| 31 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $425K | 0.2% | 5,169 | +0.5% | |||
| 32 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $412K | 0.2% | 4,183 | -55% | |||
| 33 | $RBCAA | REPUBLIC BANCORP INC /KY/ | Financials | $362K | 0.2% | 3,944 | — | |||
| 34 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $344K | 0.2% | 4,905 | -0.4% | |||
| 35 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $341K | 0.2% | 4,510 | +41% | |||
| 36 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $329K | 0.2% | 7,403 | +0.1% | |||
| 37 | — | ISHARES TR - RUS 1000 VAL ETF | — | $322K | 0.2% | 1,297 | — | |||
| 38 | $ABBV | AbbVie Inc. | Healthcare | $313K | 0.2% | 1,198 | +100% | |||
| 39 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $296K | 0.2% | 7,520 | — | |||
| 40 | — | ISHARES TR - CORE MSCI EAFE | — | $226K | 0.1% | 2,329 | +114% | |||
| 41 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $188K | 0.1% | 1,209 | — | |||
| 42 | — | ISHARES TR - CORE S&P MCP ETF | — | $164K | 0.1% | 2,285 | — | |||
| 43 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $159K | 0.1% | 3,680 | — | |||
| 44 | — | ISHARES TR - RUSSELL 2000 ETF | — | $151K | 0.1% | 543 | — | |||
| 45 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $148K | 0.1% | 2,820 | — | |||
| 46 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $147K | 0.1% | 1,731 | — | |||
| 47 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $141K | 0.1% | 3,903 | — | |||
| 48 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $129K | 0.1% | 2,625 | — | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $124K | 0.1% | 353 | — | |||
| 50 | — | ISHARES TR - GLOBAL 100 ETF | — | $122K | 0.1% | 845 | — | |||
| 51 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $121K | 0.1% | 1,575 | — | |||
| 52 | $CAT | CATERPILLAR INC | Industrials | $116K | 0.1% | 143 | New | |||
| 53 | $AAPL | Apple Inc. | Technology | $107K | 0.1% | 322 | — | |||
| 54 | $AEE | AMEREN CORP | Utilities | $103K | 0.1% | 1,041 | — | |||
| 55 | — | ISHARES TR - S&P 500 VAL ETF | — | $103K | 0.1% | 450 | — | |||
| 56 | $WPC | W. P. Carey Inc. | Real Estate | $96K | 0.1% | 1,489 | — | |||
| 57 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $77K | 0.0% | 435 | — | |||
| 58 | $BP | BP PLC | Energy | $73K | 0.0% | 1,651 | New | |||
| 59 | $CNS | COHEN & STEERS, INC. | Financials | $72K | 0.0% | 984 | New | |||
| 60 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $63K | 0.0% | 805 | — | |||
| 61 | $O | REALTY INCOME CORP | Real Estate | $54K | 0.0% | 1,000 | — | |||
| 62 | — | ISHARES TR - MSCI EMG MKT ETF | — | $45K | 0.0% | 673 | — | |||
| 63 | $CVS | CVS HEALTH Corp | Healthcare | $43K | 0.0% | 500 | — | |||
| 64 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $43K | 0.0% | 202 | New | |||
| 65 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $43K | 0.0% | 1,150 | +0.3% | |||
| 66 | $KMI | KINDER MORGAN, INC. | Energy | $42K | 0.0% | 1,400 | — | |||
| 67 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $40K | 0.0% | 508 | — | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $37K | 0.0% | 55 | — | |||
| 69 | $D | DOMINION ENERGY, INC | Utilities | $36K | 0.0% | 600 | — | |||
| 70 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $32K | 0.0% | 1,174 | — | |||
| 71 | $RVTY | REVVITY, INC. | Healthcare | $29K | 0.0% | 187 | New | |||
| 72 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $27K | 0.0% | 89 | — | |||
| 73 | $PCG | PG&E Corp | Utilities | $25K | 0.0% | 2,010 | — | |||
| 74 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | — | $24K | 0.0% | 576 | — | |||
| 75 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $23K | 0.0% | 203 | — | |||
| 76 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $18K | 0.0% | 562 | — | |||
| 77 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $18K | 0.0% | 401 | New | |||
| 78 | $BUSE | FIRST BUSEY CORP /NV/ | Financials | $14K | 0.0% | 474 | — | |||
| 79 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $13K | 0.0% | 441 | — | |||
| 80 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $11K | 0.0% | 230 | +13% | |||
| 81 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $10K | 0.0% | 128 | — | |||
| 82 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $8K | 0.0% | 36 | — | |||
| 83 | — | ISHARES TR - CORE US AGGBD ET | — | $8K | 0.0% | 87 | — | |||
| 84 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $8K | 0.0% | 146 | New | |||
| 85 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $8K | 0.0% | 365 | — | |||
| 86 | $AEG | AEGON LTD. | Financials | $8K | 0.0% | 930 | — | |||
| 87 | $MET | METLIFE INC | Financials | $8K | 0.0% | 83 | — | |||
| 88 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $8K | 0.0% | 166 | — | |||
| 89 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | — | $7K | 0.0% | 97 | — | |||
| 90 | $ABNB | Airbnb, Inc. | Technology | $6K | 0.0% | 35 | — | |||
| 91 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $6K | 0.0% | 99 | New | |||
| 92 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $4K | 0.0% | 111 | — | |||
| 93 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $4K | 0.0% | 51 | — | |||
| 94 | $KSS | KOHLS Corp | Consumer Discretionary | $4K | 0.0% | 200 | — | |||
| 95 | $DBX | DROPBOX, INC. | Technology | $3K | 0.0% | 100 | — | |||
| 96 | — | ISHARES TR - NATIONAL MUN ETF | — | $3K | 0.0% | 33 | — | |||
| 97 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $3K | 0.0% | 34 | — | |||
| 98 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $3K | 0.0% | 73 | — | |||
| 99 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $3K | 0.0% | 57 | — | |||
| 100 | — | ISHARES TR - EAFE VALUE ETF | — | $3K | 0.0% | 35 | — | |||
| 101 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $2K | 0.0% | 50 | — | |||
| 102 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $2K | 0.0% | 61 | New | |||
| 103 | $GTX | Garrett Motion Inc. | Industrials | $2K | 0.0% | 72 | New | |||
| 104 | $DOV | DOVER Corp | Industrials | $2K | 0.0% | 12 | -73% | |||
| 105 | $ANGX | Angel Studios, Inc. | Communication Services | $2K | 0.0% | 385 | — | |||
| 106 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $2K | 0.0% | 50 | — | |||
| 107 | $FITB | FIFTH THIRD BANCORP | Financials | $1K | 0.0% | 23 | — | |||
| 108 | $NLOP | Net Lease Office Properties | Real Estate | $1K | 0.0% | 116 | — | |||
| 109 | $ASAN | Asana, Inc. | Technology | $355 | 0.0% | 0 | -100% | |||
| 110 | $BHF | Brighthouse Financial, Inc. | Financials | $350 | 0.0% | 7 | — | |||
| 111 | $PTON | PELOTON INTERACTIVE, INC. | Consumer Discretionary | $175 | 0.0% | 35 | — | |||
| 112 | $BODI | Beachbody Company, Inc. | Consumer Discretionary | $62 | 0.0% | 13 | — | |||
| 113 | $UIS | UNISYS CORP | Technology | $24 | 0.0% | 10 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 14 added to, 19 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$CATCATERPILLAR INC$116K
first bought this quarter
$BPBP PLC$73K
first bought this quarter
$CNSCOHEN & STEERS, INC.$72K
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$43K
first bought this quarter
$RVTYREVVITY, INC.$29K
first bought this quarter
- DIMENSIONAL ETF TRUST - INTERNATIONAL$18K
first bought this quarter
+5 more in the Excel export
Added to (14)
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+32%
now $25.7M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+7%
now $22.1M
- DIMENSIONAL ETF TRUST - US LARG VALU ETF+9%
now $14.1M
- DIMENSIONAL ETF TRUST - US EQUI MARK ETF+5%
now $24.2M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF+3%
now $23.2M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO+6%
now $5.6M
+8 more in the Excel export
Trimmed (19)
- VANGUARD WELLINGTON FD - SHORT TRM TAX EX-55%
now $412K
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-1%
now $18.0M
- DIMENSIONAL ETF TRUST - US TARGETED VLU-2%
now $9.7M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF-4%
now $1.7M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK-4%
now $1.1M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-5%
now $542K
+13 more in the Excel export
Holdings by quarter
Every 13F Pillar Financial Advisors, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pillar Financial Advisors?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pillar Financial Advisors's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 10% over the last 4
Top 10 weight
82%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
81%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pillar Financial Advisors, LLC disclosed 113 positions worth $182.8M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 11 new positions and exited 11 — including a new stake in $CAT. The portfolio is most concentrated in Other (98.8% of disclosed assets). All figures are sourced directly from Pillar Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2054958.
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