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Pillar Financial Advisors, LLC — 13F Holdings & Portfolio

CIK 2054958 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Pillar Financial Advisors, LLC manages $191.2M in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAS (12.48%), DFUS (11.89%), DFIC (10.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions and exited 2; 71 existing positions rose in reported value and 5 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$191.2M

Long-equity book

Holdings
114

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+10 / −2 / ↑71 / ↓5

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAS12.5% · -0%DFUS11.9% · +2%DFIC10.8% · +2%DUSB10.3% · +14%DFUV9.6% · -0%DFLV6.6% · +7%DFAT5.4% · -0%DFAR5.0% · +3%DFSV3.9% · +4%DFEM2.8% · +1%DFIV2.1% · -0%MGK2.0% · +373%VUSB1.8% · -0%VTV1.8% · -3%VBK1.7% · 0%VBR1.7% · -1%DFSD0.9% · -0%BIV0.9% · 0%VEA0.6% · +0%DFAI0.6% · -2%VTES0.5% · -58%VWO0.5% · -3%VUG0.4% · +443%IWF0.3% · +300%VOO0.3% · -2%VCSH0.3% · -2%MGV0.3% · 0%VEU0.3% · 0%VTIP0.3% · 0%GNMA0.3% · 0%VTI0.3% · 0%VB0.3% · +0%IAU0.2% · 0%DFAW0.2% · +8%BND0.2% · +0%RBCAA0.2% · 0%DFAC0.2% · -1%IWD0.2% · -3%DFAE0.2% · -6%VBIL0.1% · -28%VSS0.1% · 0%IJH0.1% · 0%IWM0.1% · 0%ABBV0.1% · 0%VXUS0.1% · 0%DISV0.1% · 0%DFAU0.1% · -2%DFIS0.1% · 0%FDL0.1% · 0%VV0.1% · 0%SYBT0.1% · 0%AEE0.1% · 0%IOO0.1% · 0%WPC0.1% · 0%IEFA0.1% · 0%IVE0.1% · 0%AAPL0.0% · 0%FTC0.0% · 0%VCIT0.0% · 0%O0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 78.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 15, 2013.

Assets Under Management
$603.5M
Discretionary
$463.4M
Employees
10
Accounts
685
Address
404 WYMAN STREET
SUITE 210
WALTHAM, MA 02451
Phone
(781) 290-4900
Website
Name Title / Status Ownership Type
BALDWIN, WILLIAM, THOMAS ControlPRESIDENT
since Feb 1986
50–75%Individual
GAMEL, BETH, COHN ControlEXECUTIVE VICE PRESIDENT
since Feb 1986
50–75%Individual
FONTES, INEZCHIEF COMPLIANCE OFFICER
since Sep 2005
Less than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Pillar Financial Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAS 25434V500 $23.9M 12.48% 289,794 SH
2 DIMENSIONAL ETF TRUST DFUS 25434V401 $22.7M 11.89% 277,505 SH
3 DIMENSIONAL ETF TRUST DFIC 25434V799 $20.6M 10.75% 551,834 SH
4 DIMENSIONAL ETF TRUST DUSB 25434V591 $19.6M 10.26% 386,385 SH
5 DIMENSIONAL ETF TRUST DFUV 25434V724 $18.3M 9.57% 332,448 SH
6 DIMENSIONAL ETF TRUST DFLV 25434V666 $12.7M 6.64% 321,024 SH
7 DIMENSIONAL ETF TRUST DFAT 25434V609 $10.4M 5.42% 148,338 SH
8 DIMENSIONAL ETF TRUST DFAR 25434V823 $9.5M 4.96% 362,169 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $7.5M 3.93% 193,526 SH
10 DIMENSIONAL ETF TRUST DFEM 25434V732 $5.4M 2.82% 132,817 SH
11 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.0M 2.09% 73,799 SH
12 VANGUARD WORLD FD MGK 921910816 $3.8M 2.01% 43,793 SH
13 VANGUARD BD INDEX FDS VUSB 92203C303 $3.5M 1.83% 70,387 SH
14 VANGUARD INDEX FDS VTV 922908744 $3.4M 1.78% 15,581 SH
15 VANGUARD INDEX FDS VBK 922908595 $3.2M 1.68% 8,807 SH
16 VANGUARD INDEX FDS VBR 922908611 $3.2M 1.66% 13,062 SH
17 DIMENSIONAL ETF TRUST DFSD 25434V864 $1.8M 0.94% 37,826 SH
18 VANGUARD BD INDEX FDS BIV 921937819 $1.8M 0.93% 23,060 SH
19 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.2M 0.63% 16,982 SH
20 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.2M 0.61% 28,229 SH
21 VANGUARD WELLINGTON FD VTES 921935870 $943.7K 0.49% 9,315 SH
22 VANGUARD INTL EQUITY INDEX F VWO 922042858 $937.4K 0.49% 15,705 SH
23 VANGUARD INDEX FDS VUG 922908736 $809.6K 0.42% 9,399 SH
24 ISHARES TR IWF 464287614 $640.7K 0.34% 5,160 SH
25 VANGUARD INDEX FDS VOO 922908363 $628.7K 0.33% 915 SH
26 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $583.1K 0.30% 7,378 SH
27 VANGUARD WORLD FD MGV 921910840 $573.7K 0.30% 3,510 SH
28 VANGUARD INTL EQUITY INDEX F VEU 922042775 $545.7K 0.29% 6,516 SH
29 VANGUARD MALVERN FDS VTIP 922020805 $545.7K 0.29% 10,864 SH
30 ISHARES TR GNMA 46429B333 $497.2K 0.26% 11,242 SH
31 VANGUARD INDEX FDS VTI 922908769 $495.7K 0.26% 1,339 SH
32 VANGUARD INDEX FDS VB 922908751 $489.2K 0.26% 1,614 SH
33 ISHARES GOLD TR IAU 464285204 $428.1K 0.22% 5,670 SH
34 DIMENSIONAL ETF TRUST DFAW 25434V617 $425.9K 0.22% 5,144 SH
35 VANGUARD BD INDEX FDS BND 921937835 $361.5K 0.19% 4,925 SH
36 REPUBLIC BANCORP INC KY RBCAA 760281204 $356.7K 0.19% 3,944 SH
37 DIMENSIONAL ETF TRUST DFAC 25434V708 $328.0K 0.17% 7,394 SH
38 ISHARES TR IWD 464287598 $314.4K 0.16% 1,297 SH
39 DIMENSIONAL ETF TRUST DFAE 25434V302 $302.4K 0.16% 7,520 SH
40 VANGUARD INSTL INDEX FD VBIL 922040845 $242.0K 0.13% 3,198 SH
41 VANGUARD INTL EQUITY INDEX F VSS 922042718 $186.6K 0.10% 1,209 SH
42 ISHARES TR IJH 464287507 $176.2K 0.09% 2,285 SH
43 ISHARES TR IWM 464287655 $163.1K 0.09% 543 SH
44 ABBVIE INC ABBV 00287Y109 $151.0K 0.08% 600 SH
45 VANGUARD STAR FDS VXUS 921909768 $148.0K 0.08% 1,731 SH
46 DIMENSIONAL ETF TRUST DISV 25434V781 $147.7K 0.08% 3,680 SH
47 DIMENSIONAL ETF TRUST DFAU 25434V104 $145.7K 0.08% 2,820 SH
48 DIMENSIONAL ETF TRUST DFIS 25434V773 $136.7K 0.07% 3,903 SH
49 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $127.7K 0.07% 2,625 SH
50 VANGUARD INDEX FDS VV 922908637 $121.4K 0.06% 353 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $191.2M 114 0001398344-26-012633
2026-03-31 2026-05-07 $171.1M 106 0001398344-26-008635
2025-12-31 2026-02-02 $165.8M 111 0001398344-26-001791
Filer Information
Address
3046 BRECKENRIDGE LANE
STE 104
LOUISVILLE, KY 40220
Phone
(502) 384-3893
Filing Manager
Pillar Financial Advisors, LLC
LOUISVILLE, KY
Signatory
Robert W. DeRossett
Chief Financial Officer / Chief Operating Officer