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CIK: 0002054958
Total reported value
$182.8M
$182.8M
109 檔
42.2%
In Q2 2025, Pillar Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $182.8M, distributed across 109 disclosed stock positions.
In Q2 2025, Pillar Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.28% | +0.21% | +3.76% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.13% | +1.32% | +0.70% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 10.73% | +1.36% | +1.07% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.33% | +0.29% | -0.08% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 7.80% | +3.78% | +6.36% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.75% | -0.13% | +0.06% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.49% | +1.07% | +5.89% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.70% | -4.96% | EXIT | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.23% | -3.93% | EXIT | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.71% | +0.23% | +5.69% | |
| 11 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.61% | +0.08% | +2.52% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.46% | +0.20% | -1.41% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.20% | +0.16% | -0.11% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.91% | +0.06% | +1.56% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.82% | -0.02% | -0.73% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.74% | -0.06% | -1.62% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.43% | -0.02% | -2.20% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.25% | -0.01% | -0.42% | |
| 19 | CNS | Cohen & Steers Inc | Stock-Other | 0.73% | +0.04% | NEW | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.72% | — | -0.36% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.03% | -2.38% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | +0.01% | -1.75% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | — | -6.98% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.04% | — | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.52% | -0.26% | -6.33% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.44% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.01% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | — | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.36% | — | — | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.33% | +0.01% | — | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | +0.01% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | -0.01% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | — | -7.30% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | +0.02% | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | +0.02% | — | |
| 37 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.21% | +0.01% | — | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.19% | +0.01% | +0.15% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.19% | — | — | |
| 40 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.18% | +0.01% | +7.66% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.11% | — | — | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.11% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.09% | +0.01% | — | |
| 45 | DFIS | Dimensional International Sm | ETF-Other | 0.09% | +0.01% | — | |
| 46 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.09% | +0.01% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.08% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.09% | — |
According to official SEC Form 13F filings, Pillar Financial Advisors, LLC reported a total U.S. public equity portfolio value of $182.8M across 109 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFUS, DFIC) accounted for 42.2% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
ELAN
前期市值: $11.1K
During Q2 2025, Pillar Financial Advisors, LLC's top holdings by market value included DFAS (12.3%)、DFUS (12.1%)、DFIC (10.7%). The largest single position, DFAS, represented 12.3% of total portfolio value.
In Q2 2025, Pillar Financial Advisors, LLC made 32 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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