Pillar Financial Advisors, LLC — 13F Holdings & Portfolio
CIK 2054958 · latest 13F-HR filed 2026-05-07
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
$171.1M
Long-equity book
Holdings
106
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+2 / −7 / ↑20 / ↓29
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WELLINGTON FD$1.3M +127.4%
- DIMENSIONAL ETF TRUST$1.2M +16.5%
- DIMENSIONAL ETF TRUST$980.6K +5.4%
- DIMENSIONAL ETF TRUST$867.9K +5.3%
- DIMENSIONAL ETF TRUST$817.0K +8.3%
Top Trims
- VANGUARD WORLD FD-$510.8K -13.1%
- VANGUARD INDEX FDS-$96.7K -11.3%
- ISHARES TR-$60.5K -9.9%
- VANGUARD INTL EQUITY INDEX F-$51.9K -5.6%
- VANGUARD SCOTTSDALE FDS-$50.6K -43.2%
Exited Positions
- COHEN & STEERS INC$879.4K
- SPDR SERIES TRUST$11.8K
- SPDR SERIES TRUST$2.4K
- VANGUARD CHARLOTTE FDS$532
- VANGUARD WHITEHALL FDS$473
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 | $20.6M | 12.05% | 289,825 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $19.3M | 11.27% | 271,982 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $19.3M | 11.26% | 542,085 | SH |
| 4 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $17.3M | 10.08% | 340,234 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $16.2M | 9.44% | 333,437 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $10.7M | 6.25% | 299,575 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $9.3M | 5.42% | 148,439 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $8.4M | 4.88% | 353,086 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $6.5M | 3.79% | 185,156 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $4.6M | 2.67% | 132,011 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $3.9M | 2.28% | 73,813 | SH |
| 12 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $3.5M | 2.05% | 70,556 | SH |
| 13 | VANGUARD WORLD FD | MGK | 921910816 | $3.4M | 1.99% | 9,256 | SH |
| 14 | VANGUARD INDEX FDS | VTV | 922908744 | $3.2M | 1.84% | 16,059 | SH |
| 15 | VANGUARD INDEX FDS | VBR | 922908611 | $2.9M | 1.67% | 13,160 | SH |
| 16 | VANGUARD INDEX FDS | VBK | 922908595 | $2.7M | 1.56% | 8,807 | SH |
| 17 | VANGUARD WELLINGTON FD | VTES | 921935870 | $2.2M | 1.31% | 22,152 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.8M | 1.06% | 37,920 | SH |
| 19 | VANGUARD BD INDEX FDS | BIV | 921937819 | $1.8M | 1.04% | 23,052 | SH |
| 20 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $1.1M | 0.66% | 28,919 | SH |
| 21 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.1M | 0.64% | 16,965 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $871.3K | 0.51% | 16,120 | SH |
| 23 | VANGUARD INDEX FDS | VUG | 922908736 | $756.1K | 0.44% | 1,731 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $598.4K | 0.35% | 7,549 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $555.8K | 0.32% | 930 | SH |
| 26 | ISHARES TR | IWF | 464287614 | $550.1K | 0.32% | 1,290 | SH |
| 27 | VANGUARD MALVERN FDS | VTIP | 922020805 | $542.7K | 0.32% | 10,864 | SH |
| 28 | VANGUARD WORLD FD | MGV | 921910840 | $508.8K | 0.30% | 3,510 | SH |
| 29 | ISHARES GOLD TR | IAU | 464285204 | $499.9K | 0.29% | 5,670 | SH |
| 30 | ISHARES TR | GNMA | 46429B333 | $498.4K | 0.29% | 11,242 | SH |
| 31 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $489.4K | 0.29% | 6,516 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $429.6K | 0.25% | 1,339 | SH |
| 33 | VANGUARD INDEX FDS | VB | 922908751 | $422.4K | 0.25% | 1,613 | SH |
| 34 | VANGUARD BD INDEX FDS | BND | 921937835 | $361.2K | 0.21% | 4,905 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAW | 25434V617 | $350.2K | 0.20% | 4,747 | SH |
| 36 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $336.4K | 0.20% | 4,447 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $290.3K | 0.17% | 7,471 | SH |
| 38 | ISHARES TR | IWD | 464287598 | $285.7K | 0.17% | 1,337 | SH |
| 39 | REPUBLIC BANCORP INC KY | RBCAA | 760281204 | $278.2K | 0.16% | 3,944 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $269.4K | 0.16% | 7,955 | SH |
| 41 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $176.3K | 0.10% | 1,209 | SH |
| 42 | ISHARES TR | IJH | 464287507 | $154.3K | 0.09% | 2,285 | SH |
| 43 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $145.1K | 0.08% | 3,680 | SH |
| 44 | ISHARES TR | IWM | 464287655 | $134.7K | 0.08% | 543 | SH |
| 45 | VANGUARD STAR FDS | VXUS | 921909768 | $133.5K | 0.08% | 1,731 | SH |
| 46 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $133.3K | 0.08% | 2,625 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $131.4K | 0.08% | 3,903 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $130.5K | 0.08% | 600 | SH |
| 49 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $129.3K | 0.08% | 2,867 | SH |
| 50 | AMEREN CORP | AEE | 023608102 | $114.4K | 0.07% | 1,041 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $171.1M | 106 | 0001398344-26-008635 |
| 2025-12-31 | 2026-02-02 | $165.8M | 111 | 0001398344-26-001791 |