Pillar Financial Advisors, LLC
CIK: 0002054958Latest portfolio: $165.8M · Q4 2025
Holdings
111
Total Value
$165.8M
New Positions
8
Closed Positions
14
Top Holdings
View All 111 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFASDIMENSIONAL ETF TRUST | 285,337 | $19.9M | 11.99% | +3K | |
| 2 | DFUSDIMENSIONAL ETF TRUST | 263,856 | $19.6M | 11.80% | -3,903 | |
| 3 | DFICDIMENSIONAL ETF TRUST | 530,462 | $18.3M | 11.02% | +13K | |
| 4 | DUSBDIMENSIONAL ETF TRUST | 323,503 | $16.4M | 9.88% | +42K | |
| 5 | DFUVDIMENSIONAL ETF TRUST | 339,248 | $15.8M | 9.53% | -12,153 | |
| 6 | DFLVDIMENSIONAL ETF TRUST | 288,829 | $9.9M | 5.96% | +19K | |
| 7 | DFATDIMENSIONAL ETF TRUST | 148,912 | $8.9M | 5.35% | -5,011 | |
| 8 | DFARDIMENSIONAL ETF TRUST | 312,893 | $7.2M | 4.32% | +39K | |
| 9 | DFSVDIMENSIONAL ETF TRUST | 179,654 | $5.9M | 3.56% | +10K | |
| 10 | DFEMDIMENSIONAL ETF TRUST | 140,799 | $4.7M | 2.81% | +543 | |
| 11 | MGKVANGUARD WORLD FD | 9,477 | $3.9M | 2.36% | -194 | |
| 12 | DFIVDIMENSIONAL ETF TRUST | 73,864 | $3.7M | 2.22% | — | |
| 13 | VUSBVANGUARD BD INDEX FDS | 70,966 | $3.5M | 2.13% | -5,636 | |
| 14 | VTVVANGUARD INDEX FDS | 16,384 | $3.1M | 1.89% | +320 | |
| 15 | VBRVANGUARD INDEX FDS | 13,500 | $2.9M | 1.72% | — | |
| 16 | VBKVANGUARD INDEX FDS | 9,073 | $2.7M | 1.65% | — | |
| 17 | DFSDDIMENSIONAL ETF TRUST | 38,248 | $1.8M | 1.11% | -2,321 | |
| 18 | BIVVANGUARD BD INDEX FDS | 23,247 | $1.8M | 1.09% | -183 | |
| 19 | DFAIDIMENSIONAL ETF TRUST | 29,541 | $1.1M | 0.68% | -530 | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 17,596 | $1.1M | 0.66% | +181 | |
| 21 | VTESVANGUARD WELLINGTON FD | 9,698 | $985K | 0.59% | +1K | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 17,173 | $923K | 0.56% | +48 | |
| 23 | CNSCOHEN & STEERS INC | 14,008 | $879K | 0.53% | — | |
| 24 | VUGVANGUARD INDEX FDS | 1,748 | $852K | 0.51% | -20 | |
| 25 | IWFISHARES TR | 1,290 | $610K | 0.37% | — |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($1.9879195701827917e+222T)
Healthcare0.0% ($13.7B)
Utilities0.0% ($1.0B)
Unknown0.0% ($461.0M)
Technology0.0% ($8.6M)
Real Estate0.0% ($952K)
Consumer Cyclical0.0% ($440K)
Energy0.0% ($38K)
Communication Services0.0% ($10K)
Filing History
Fund Information
Pillar Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $165.8M across 111 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAS), representing 12.0% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.