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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, exited 2, added to 71, and trimmed 5.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$3.5M +17.9%
  • DIMENSIONAL ETF TRUST$3.2M +15.7%
  • DIMENSIONAL ETF TRUST$2.4M +13.7%
  • DIMENSIONAL ETF TRUST$2.1M +13.2%
  • DIMENSIONAL ETF TRUST$2.0M +18.7%
Show all 71 →

Top Trims

  • VANGUARD WELLINGTON FD-$1.3M -57.9%
  • VANGUARD INSTL INDEX FD-$94.4K -28.1%
  • ISHARES GOLD TR-$71.7K -14.3%
  • FIDELITY COVINGTON TRUST-$223 -13.1%
  • THE BEACHBODY COMPANY INC-$9 -6.3%
Show all 5 →

New Positions

  • REALTY INCOME CORP$62.0K
  • CAMECO CORP$50.9K
  • INVESCO EXCHANGE TRADED FD T$2.0K
  • RBB FD INC$727
  • VANGUARD ADMIRAL FDS INC$496
Show all 10 →

Exited Positions

  • BIOLIFE SOLUTIONS INC$7.6K
  • ROCKET COS INC$627
Show all 2 →
All Holdings

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