Pillar Financial Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$171.1M
Q ending 2026-03-31
Prior quarter
$165.8M
Q ending 2025-12-31
Change
+3.2% QoQ · +27.5% YoY
Positions
106
reported holdings

Largest positions

Top 100 of 106 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFASShares$20.6M290K
Dimensional Etf TrustDFUSShares$19.3M272K
Dimensional Etf TrustDFICShares$19.3M542K
Dimensional Etf TrustDUSBShares$17.3M340K
Dimensional Etf TrustDFUVShares$16.2M333K
Dimensional Etf TrustDFLVShares$10.7M300K
Dimensional Etf TrustDFATShares$9.3M148K
Dimensional Etf TrustDFARShares$8.4M353K
Dimensional Etf TrustDFSVShares$6.5M185K
Dimensional Etf TrustDFEMShares$4.6M132K
Dimensional Etf TrustDFIVShares$3.9M74K
Vanguard Bd Index FdsVUSBShares$3.5M71K
Vanguard World FdMGKShares$3.4M9K
Vanguard Index FdsVTVShares$3.2M16K
Vanguard Index FdsVBRShares$2.9M13K
Vanguard Index FdsVBKShares$2.7M9K
Vanguard Wellington FdVTESShares$2.2M22K
Dimensional Etf TrustDFSDShares$1.8M38K
Vanguard Bd Index FdsBIVShares$1.8M23K
Dimensional Etf TrustDFAIShares$1.1M29K
Vanguard Tax-Managed FdsVEAShares$1.1M17K
Vanguard Intl Equity Index FVWOShares$871K16K
Vanguard Index FdsVUGShares$756K2K
Vanguard Scottsdale FdsVCSHShares$598K8K
Vanguard Index FdsVOOShares$556K930
Ishares TrIWFShares$550K1K
Vanguard Malvern FdsVTIPShares$543K11K
Vanguard World FdMGVShares$509K4K
Ishares Gold TrIAUShares$500K6K
Ishares TrGNMAShares$498K11K
Vanguard Intl Equity Index FVEUShares$489K7K
Vanguard Index FdsVTIShares$430K1K
Vanguard Index FdsVBShares$422K2K
Vanguard Bd Index FdsBNDShares$361K5K
Dimensional Etf TrustDFAWShares$350K5K
Vanguard Instl Index FdVBILShares$336K4K
Dimensional Etf TrustDFACShares$290K7K
Ishares TrIWDShares$286K1K
Republic Bancorp Inc KyRBCAAShares$278K4K
Dimensional Etf TrustDFAEShares$269K8K
Vanguard Intl Equity Index FVSSShares$176K1K
Ishares TrIJHShares$154K2K
Dimensional Etf TrustDISVShares$145K4K
Ishares TrIWMShares$135K543
Vanguard Star FdsVXUSShares$133K2K
First Tr Exchange-Traded FdFDLShares$133K3K
Dimensional Etf TrustDFISShares$131K4K
Abbvie IncABBVShares$130K600
Dimensional Etf TrustDFAUShares$129K3K
Ameren CorpAEEShares$114K1K
Vanguard Index FdsVVShares$105K353
Stock Yds Bancorp IncSYBTShares$104K2K
Ishares TrIOOShares$102K845
Wp Carey IncWPCShares$101K1K
Ishares TrIEFAShares$98K1K
Ishares TrIVEShares$95K450
Apple IncAAPLShares$82K322
First Tr Exchange-Traded AlpFTCShares$67K435
Vanguard Scottsdale FdsVCITShares$67K805
Kinder Morgan Inc DelKMIShares$47K1K
Dimensional Etf TrustDFAXShares$39K1K
Ishares TrEEMShares$38K673
Dominion Energy IncDShares$37K600
Vanguard Index FdsVOShares$36K127
Cvs Health CorpCVSShares$36K500
Pg&E CorpPCGShares$35K2K
Schwab Strategic TrSCHFShares$29K1K
Thermo Fisher Scientific IncTMOShares$27K55
Dimensional Etf TrustDEHPShares$24K705
Dollar Tree IncDLTRShares$22K203
Fidelity Covington TrustFTECShares$19K89
Schwab Strategic TrSCHAShares$16K562
First Busey CorpBUSEShares$12K474
Schwab Strategic TrSCHXShares$11K441
Fidelity Covington TrustFHLCShares$9K128
Ishares TrAGGShares$9K87
Dimensional Etf TrustDFSUShares$8K204
Spdr Series TrustSHMShares$8K166
Schwab Strategic TrSCHHShares$8K365
Biolife Solutions IncBLFSShares$8K396
Vanguard Index FdsVXFShares$7K36
Aegon LtdAEGShares$7K930
Fidelity Covington TrustFCOMShares$7K97
Vanguard Intl Equity Index FVTShares$6K44
Metlife IncMETShares$6K83
Airbnb IncABNBShares$4K35
Schwab Strategic TrSCHEShares$4K111
Fidelity Covington TrustFNCLShares$4K51
Ishares TrMUBShares$4K33
Vanguard Intl Equity Index FVNQIShares$3K73
Fidelity Covington TrustFDISShares$3K34
Fidelity Covington TrustFSTAShares$3K57
Ishares TrEFVShares$3K35
Kohls CorpKSSShares$3K200
Schwab Strategic TrSCHCShares$2K50
Dropbox IncDBXShares$2K100
Fidelity Covington TrustFENYShares$2K50
Net Lease Office PropertiesNLOPShares$1K116
Angel Studios IncANGXShares$1K385
Fifth Third BancorpFITBShares$1K23

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.