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CIK: 0002054958
Total reported value
$182.8M
$182.8M
117 檔
46.9%
According to the latest 13F quarterly dataset, Pillar Financial Advisors, LLC managed an equity portfolio of $182.8M at the end of Q3 2025, spanning 117 distinct U.S. exchange-listed positions.
Pillar Financial Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.18% | +1.32% | +2.15% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.15% | +0.21% | +1.26% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 10.66% | +1.36% | +3.56% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.86% | +0.29% | -0.67% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 8.97% | +3.78% | +26.31% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.63% | -0.13% | -0.25% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.58% | +1.07% | +5.49% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.11% | -4.96% | EXIT | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.38% | -3.93% | EXIT | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.83% | +0.23% | +6.21% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.44% | +0.20% | -0.72% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.41% | +0.08% | +1.23% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.14% | +0.16% | -0.52% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.88% | +0.06% | +2.59% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.77% | -0.02% | -0.37% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.70% | -0.06% | -0.38% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.23% | -0.02% | -5.84% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.15% | -0.01% | +0.03% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.69% | — | -0.89% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.03% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | +0.01% | -1.72% | |
| 22 | CNS | Cohen & Steers Inc | Stock-Other | 0.58% | +0.04% | NEW | |
| 23 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.55% | -0.26% | +13.52% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.04% | -1.67% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | — | -3.61% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.40% | — | — | |
| 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 | 0.33% | — | — | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | +0.01% | — | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.30% | +0.01% | -3.31% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | -0.01% | — | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | +0.02% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | — | — | |
| 36 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.21% | +0.01% | +21.24% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | +0.01% | -4.23% | |
| 38 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.18% | +0.01% | -3.66% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | +0.02% | -15.75% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | — | -11.72% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.11% | — | — | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.10% | — | -0.03% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | — | — | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.09% | +0.01% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | +0.09% | — | |
| 46 | DFIS | Dimensional International Sm | ETF-Other | 0.09% | +0.01% | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.07% | — | — | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Pillar Financial Advisors, LLC reported a total U.S. public equity portfolio value of $182.8M across 117 disclosed positions in Q3 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 DFUS, DFAS, DFIC) accounted for 46.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
RDVY
市值: $29.2K
Top Position Liquidated / Trimmed
INTC
前期市值: $38.2K
During Q3 2025, Pillar Financial Advisors, LLC's top holdings by market value included DFUS (12.2%)、DFAS (12.2%)、DFIC (10.7%). The largest single position, DFUS, represented 12.2% of total portfolio value.
In Q3 2025, Pillar Financial Advisors, LLC made 51 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 22 holdings, and fully liquidating 4 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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