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CIK: 0002054958
Total reported value
$182.8M
$182.8M
111 檔
49.2%
During the Q4 2025 filing period, Pillar Financial Advisors, LLC (CIK: 0002054958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $182.8M across 111 reported positions.
In Q4 2025, Pillar Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 14 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 | 11.99% | +0.21% | +0.94% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.80% | +1.32% | -1.46% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 11.02% | +1.36% | +2.46% | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 9.88% | +3.78% | +15.02% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.53% | +0.29% | -3.46% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 5.96% | +1.07% | +6.90% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.35% | -0.13% | -3.26% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.32% | -4.96% | EXIT | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.56% | -3.93% | EXIT | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.81% | +0.23% | +0.39% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.36% | +0.20% | -2.01% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.22% | +0.16% | — | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.13% | +0.08% | -7.36% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | +0.06% | +1.99% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.72% | -0.02% | — | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.65% | -0.06% | — | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.11% | -0.02% | -5.72% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.09% | -0.01% | -0.78% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.68% | — | -1.76% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.03% | +1.04% | |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.59% | -0.26% | +13.81% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.01% | +0.28% | |
| 23 | CNS | Cohen & Steers Inc | Stock-Other | 0.53% | +0.04% | NEW | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.04% | -1.13% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.37% | +0.01% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.36% | — | -25.44% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.02% | — | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | — | -14.21% | |
| 29 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.32% | — | — | |
| 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% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | +1.78% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | +0.02% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.01% | -0.61% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | — | — | |
| 36 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.22% | +0.01% | +4.63% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.18% | +0.01% | +0.13% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | +0.02% | — | |
| 39 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.16% | +0.01% | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | — | — | |
| 41 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.14% | +0.06% | — | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.10% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | — | — | |
| 44 | DISV | Dimensional International Sm | ETF-Other | 0.08% | +0.01% | -10.44% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.09% | — | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.08% | — | -20.33% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | -0.01% | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | -2.14% | |
| 49 | DFIS | Dimensional International Sm | ETF-Other | 0.08% | +0.01% | -9.99% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 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 111 disclosed positions in Q4 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 49.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBIL
市值: $228.6K
Top Position Liquidated / Trimmed
RDVY
前期市值: $29.2K
During Q4 2025, Pillar Financial Advisors, LLC's top holdings by market value included DFAS (12.0%)、DFUS (11.8%)、DFIC (11.0%). The largest single position, DFAS, represented 12.0% of total portfolio value.
In Q4 2025, Pillar Financial Advisors, LLC made 55 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 14 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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