PF
Pillar Financial Advisors, LLC 13F Filings & Institutional Holdings (Q3 2026)
Pillar Financial Advisors, LLCCIK: 0002054958
Momentum followerLong-term holder
Total reported value
$182.8M
Reporting period: 2026-09-30 · Number of holdings: 113
Pillar Financial Advisors, LLC disclosed 113 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $182.8M and a quarterly turnover rate of 17.1%.
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Personality snowflake
- Concentration
- 36
- Portfolio Stability
- 17.14
- Momentum
- 100
- Sector conviction
- 62.42
- Diversification
- 100
- Sizing Uniformity
- 69.58
Pillar Financial Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.090 — mathematically equivalent to about 11 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.04), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.0 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out DFAR
Sold out DFSV
Add DUSB
+31.5% $6.0M
Add DFIC
+6.7% $1.6M
Add DFUS
+4.9% $1.4M
Add DFLV
+9.3% $1.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 14.03% | +3.78% | +31.52% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 13.21% | +1.32% | +4.85% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.69% | +0.21% | +3.42% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 12.11% | +1.36% | +6.68% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.86% | +0.29% | -1.39% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 7.71% | +1.07% | +9.33% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.29% | -0.13% | -1.88% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.05% | +0.23% | +5.64% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.25% | +0.16% | — | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.21% | +0.20% | -0.29% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.91% | +0.08% | -0.04% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.84% | +0.06% | -0.14% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.64% | -0.02% | -0.67% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.62% | -0.06% | -0.50% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.92% | -0.01% | +0.04% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 0.92% | -0.02% | -4.46% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.03% | -0.10% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.61% | — | -3.89% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.01% | -1.07% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.04% | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.01% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | -0.77% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.31% | +0.01% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | — | -4.85% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | +0.01% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | -0.45% | |
| 28 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.26% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.01% | -0.06% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | +0.02% | — | |
| 31 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.23% | +0.01% | +0.49% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.23% | -0.26% | -55.09% | |
| 33 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.20% | +0.01% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | — | -0.41% | |
| 35 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.19% | +0.06% | +41.03% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | +0.01% | +0.12% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | +0.02% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.09% | +99.67% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | — | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | +0.07% | +114.46% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.10% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | — | — | |
| 43 | DISV | Dimensional International Sm | ETF-Other | 0.09% | +0.01% | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.08% | — | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | — | |
| 47 | DFIS | Dimensional International Sm | ETF-Other | 0.08% | +0.01% | — | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.07% | — | — | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 50 | IOO | Ishares Global 100 ETF | ETF-Other | 0.07% | +0.01% | — |
1–50 of 113
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q4 2026
+0.1%
Performance Last 4 Quarters
+16.7%
- Stdev
- +9.4%
- Beta
- +0.59
- Alpha
- +5.3%
- Max Drawdown
- -4.5%
- Annualized Perf
- +16%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.19
- Stutzer
- +0.48
- Treynor
- +0.26
- Sterling
- +1.11
- Calmar
- +3.59
- Information Ratio
- -0.23
- Tracking Error
- +7.6%
- Stdev Down
- +4.8%
- Winning Months %
- +80%
- Losing Months %
- +20%
- Best 12 Months
- +28.4%
- Worst 12 Months
- +15.3%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.64
- Stdev Sectors
- +10.3%
- Skewness
- -0.34
- Kurtosis
- -0.08
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Pillar Financial Advisors, LLC's most significant position changes for 2026-09-30: Sold out: Dimensional US Real Est ETF (DFAR); Sold out: Dimensional US Small Cap Val (DFSV); New buy: Caterpillar Inc (CAT); New buy: Bp Plc-spons Adr (BP); New buy: Cohen & Steers Inc (CNS).
1–50 of 125
Filing History
FAQ
What is Pillar Financial Advisors, LLC and what type of investor is it?
Pillar Financial Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $182.8M, spread across 113 disclosed positions.
What are Pillar Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Pillar Financial Advisors, LLC's top holdings by market value are:
1. Dimension Ultrashort Fi ETF (DUSB) — $25.7M (14.0%)
2. Dimensional US Eq Mkt ETF (DFUS) — $24.2M (13.2%)
3. Dimensional US Small Cap ETF (DFAS) — $23.2M (12.7%)
4. Dimensional International Co (DFIC) — $22.1M (12.1%)
5. Dimensional US Marketwide Va (DFUV) — $18.0M (9.9%)
What changes did Pillar Financial Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Pillar Financial Advisors, LLC made 56 notable position adjustments: 11 new positions were initiated, 14 existing holdings were added to, 18 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Dimensional US Real Est ETF (DFAR); Sold out: Dimensional US Small Cap Val (DFSV); New buy: Caterpillar Inc (CAT); New buy: Bp Plc-spons Adr (BP); New buy: Cohen & Steers Inc (CNS)
What sectors does Pillar Financial Advisors, LLC focus on?
Pillar Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 37.1%
• Utilities: 14.4%
• Real Estate: 13.2%
• Energy: 10.8%
• Industrials: 10.2%
• Information Technology: 9.7%
Investment Profile
Pillar Financial Advisors, LLC returned an annualized 16.0% over the trailing 20 months — outperforming the S&P 500 by 5.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.59 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 37.1% of the portfolio concentrated in Health Care.
It has added to its DUSB position over the past two quarters (+$8.4M, now $25.7M), while trimming VTES over the same stretch (-$1.8M, still holding $412.4K).
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Developer Access
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