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Pillar Financial Advisors, LLC

Q1 2026 · 13F-HR

Pillar Financial Advisors, LLCholdings as filed

Filed 2026-05-07 · accession 0001398344-26-008635

$171.1M
Reported value
106
Positions
2026-03-31
Period end
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The Brief · Pillar Financial Advisors, LLC · Q1 2026

AI · grounded in 13F

Pillar Financial Advisors, LLC closed its position in CNS, reducing its holdings by $879,423. The fund significantly increased its stake in VTES by 128.42%. Other notable additions include DFAR, where share counts rose 12.85%, and DUSB, which grew by 5.17%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V500DFASDIMENSIONAL ETF TRUST$20.6M12.0%289,825CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$19.3M11.3%271,982CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$19.3M11.3%542,085CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$17.3M10.1%340,234CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$16.2M9.44%333,437CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$10.7M6.25%299,575CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$9.3M5.42%148,439CommonNONE
25434V823DFARDIMENSIONAL ETF TRUST$8.4M4.88%353,086CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$6.5M3.79%185,156CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$4.6M2.67%132,011CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$3.9M2.28%73,813CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$3.5M2.05%70,556CommonNONE
921910816MGKVANGUARD WORLD FD$3.4M1.99%9,256CommonNONE
922908744VTVVANGUARD INDEX FDS$3.2M1.84%16,059CommonNONE
922908611VBRVANGUARD INDEX FDS$2.9M1.67%13,160CommonNONE
922908595VBKVANGUARD INDEX FDS$2.7M1.56%8,807CommonNONE
921935870VTESVANGUARD WELLINGTON FD$2.2M1.31%22,152CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$1.8M1.06%37,920CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.8M1.04%23,052CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$1.1M0.66%28,919CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.64%16,965CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$871,2660.51%16,120CommonNONE
922908736VUGVANGUARD INDEX FDS$756,0840.44%1,731CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$598,4090.35%7,549CommonNONE
922908363VOOVANGUARD INDEX FDS$555,8060.32%930CommonNONE
464287614IWFISHARES TR$550,0560.32%1,290CommonNONE
922020805VTIPVANGUARD MALVERN FDS$542,6570.32%10,864CommonNONE
921910840MGVVANGUARD WORLD FD$508,7750.30%3,510CommonNONE
464285204IAUISHARES GOLD TR$499,8680.29%5,670CommonNONE
46429B333GNMAISHARES TR$498,3580.29%11,242CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$489,3520.29%6,516CommonNONE
922908769VTIVANGUARD INDEX FDS$429,5610.25%1,339CommonNONE
922908751VBVANGUARD INDEX FDS$422,4350.25%1,613CommonNONE
921937835BNDVANGUARD BD INDEX FDS$361,2050.21%4,905CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$350,2090.20%4,747CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$336,4160.20%4,447CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$290,3290.17%7,471CommonNONE
464287598IWDISHARES TR$285,6770.17%1,337CommonNONE
760281204RBCAAREPUBLIC BANCORP INC KY$278,2500.16%3,944CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$269,3580.16%7,955CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$176,2860.10%1,209CommonNONE
464287507IJHISHARES TR$154,3070.09%2,285CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$145,1300.08%3,680CommonNONE
464287655IWMISHARES TR$134,6640.08%543CommonNONE
921909768VXUSVANGUARD STAR FDS$133,4610.08%1,731CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$133,3500.08%2,625CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$131,4310.08%3,903CommonNONE
00287Y109ABBVABBVIE INC$130,4940.08%600CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$129,3380.08%2,867CommonNONE
023608102AEEAMEREN CORP$114,4270.07%1,041CommonNONE
922908637VVVANGUARD INDEX FDS$105,4950.06%353CommonNONE
861025104SYBTSTOCK YDS BANCORP INC$104,4390.06%1,575CommonNONE
464287572IOOISHARES TR$102,2200.06%845CommonNONE
92936U109WPCWP CAREY INC$101,1930.06%1,489CommonNONE
46432F842IEFAISHARES TR$98,3160.06%1,086CommonNONE
464287408IVEISHARES TR$95,0180.06%450CommonNONE
037833100AAPLAPPLE INC$81,7210.05%322CommonNONE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$67,0530.04%435CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$66,6140.04%805CommonNONE
49456B101KMIKINDER MORGAN INC DEL$46,9420.03%1,400CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$38,7210.02%1,140CommonNONE
464287234EEMISHARES TR$38,2200.02%673CommonNONE
25746U109DDOMINION ENERGY INC$37,0920.02%600CommonNONE
922908629VOVANGUARD INDEX FDS$36,4720.02%127CommonNONE
126650100CVSCVS HEALTH CORP$35,9100.02%500CommonNONE
69331C108PCGPG&E CORP$35,3160.02%2,010CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$29,0570.02%1,174CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$27,0350.02%55CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$23,8180.01%705CommonNONE
256746108DLTRDOLLAR TREE INC$22,2310.01%203CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$18,5170.01%89CommonNONE
808524607SCHASCHWAB STRATEGIC TR$16,3430.01%562CommonNONE
319383204BUSEFIRST BUSEY CORP$11,9780.01%474CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$11,3080.01%441CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$9,0070.01%128CommonNONE
464287226AGGISHARES TR$8,6370.01%87CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$8,3830.00%204CommonNONE
78468R739SHMSPDR SERIES TRUST$7,9400.00%166CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$7,8440.00%365CommonNONE
09062W204BLFSBIOLIFE SOLUTIONS INC$7,5560.00%396CommonNONE
922908652VXFVANGUARD INDEX FDS$7,4090.00%36CommonNONE
0076CA104AEGAEGON LTD$6,7520.00%930CommonNONE
316092873FCOMFIDELITY COVINGTON TRUST$6,6080.00%97CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$6,0820.00%44CommonNONE
59156R108METMETLIFE INC$5,8700.00%83CommonNONE
009066101ABNBAIRBNB INC$4,4200.00%35CommonNONE
808524706SCHESCHWAB STRATEGIC TR$3,6580.00%111CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$3,5810.00%51CommonNONE
464288414MUBISHARES TR$3,5030.00%33CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$3,2450.00%73CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$3,1710.00%34CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$2,9830.00%57CommonNONE
464288877EFVISHARES TR$2,6030.00%35CommonNONE
500255104KSSKOHLS CORP$2,5800.00%200CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$2,3370.00%50CommonNONE
26210C104DBXDROPBOX INC$2,2720.00%100CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$1,7010.00%50CommonNONE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$1,3370.00%116CommonNONE
034948109ANGXANGEL STUDIOS INC$1,1750.00%385CommonNONE
316773100FITBFIFTH THIRD BANCORP$1,0690.00%23CommonNONE
115637209BF/BBROWN FORMAN CORP$6610.00%25CommonNONE
77311W101RKTROCKET COS INC$6270.00%44CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$4200.00%7CommonNONE
04342Y104ASANASANA INC$2690.00%42CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1510.00%35CommonNONE
073463309BODITHE BEACHBODY COMPANY INC$1420.00%13CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.