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CIK: 0002054958
Total reported value
$191.2M
$191.2M
106 檔
48.4%
At the close of Q1 2026, Pillar Financial Advisors, LLC disclosed equity holdings valued at approximately $191.2M, spread across 106 reported holdings.
In Q1 2026, Pillar Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 7 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 | 12.05% | +0.43% | +1.57% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.27% | +0.62% | +3.08% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 11.26% | -0.51% | +2.19% | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 10.08% | +0.18% | +5.17% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.44% | +0.13% | -1.71% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.25% | +0.39% | +3.72% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.42% | — | -0.32% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.88% | +0.08% | +12.85% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.79% | +0.14% | +3.06% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.67% | +0.15% | -6.24% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.28% | -0.19% | -0.07% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.05% | -0.22% | -0.58% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.99% | +0.02% | -2.33% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.84% | -0.06% | -1.98% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.67% | -0.01% | -2.52% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.56% | +0.12% | -2.93% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.31% | -0.82% | +128.42% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 1.06% | -0.12% | -0.86% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.04% | -0.11% | -0.84% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.66% | -0.05% | -2.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.01% | -3.59% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.02% | -6.13% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | -0.02% | -0.97% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.05% | +0.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | +0.22% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | +0.02% | — | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.03% | — | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.30% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.07% | — | |
| 30 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.29% | -0.03% | -4.26% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | — | -4.20% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | -6.17% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | +0.01% | -0.37% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | -0.02% | — | |
| 35 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.20% | +0.02% | -2.83% | |
| 36 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.20% | -0.07% | +46.72% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | — | +0.13% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | -0.01% | — | |
| 39 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.16% | +0.03% | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | — | -3.21% | |
| 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 | 0.08% | — | — | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | +0.01% | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | -0.35% | |
| 46 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.08% | -0.01% | — | |
| 47 | DFIS | Dimensional International Sm | ETF-Other | 0.08% | -0.01% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | — | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.08% | — | +0.07% | |
| 50 | AEE | Ameren Corporation | Stock-Utilities | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Pillar Financial Advisors, LLC reported a total U.S. public equity portfolio value of $191.2M across 106 disclosed positions in Q1 2026.
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 48.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
DLTR
市值: $22.2K
Top Position Liquidated / Trimmed
CNS
前期市值: $879.4K
During Q1 2026, Pillar Financial Advisors, LLC's top holdings by market value included DFAS (12.1%)、DFUS (11.3%)、DFIC (11.3%). The largest single position, DFAS, represented 12.1% of total portfolio value.
In Q1 2026, Pillar Financial Advisors, LLC made 51 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 7 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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