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CIK: 0002054958
Total reported value
$182.8M
$182.8M
114 檔
57.5%
The Q2 2026 SEC filing reveals that Pillar Financial Advisors, LLC held a total portfolio value of $182.8M, covering 114 public equity positions.
In Q2 2026, Pillar Financial Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.48% | +0.21% | -0.01% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.89% | +1.32% | +2.03% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 10.75% | +1.36% | +1.80% | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 10.26% | +3.78% | +13.56% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.57% | +0.29% | -0.30% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.64% | +1.07% | +7.16% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.42% | -0.13% | -0.07% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.96% | -4.96% | EXIT | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.93% | -3.93% | EXIT | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.82% | +0.23% | +0.61% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.09% | +0.16% | -0.02% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.01% | +0.20% | +373.13% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.83% | +0.08% | -0.24% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.78% | +0.06% | -2.98% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.68% | -0.06% | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.66% | -0.02% | -0.74% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 0.94% | -0.02% | -0.25% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.93% | -0.01% | +0.03% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | +0.03% | +0.10% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.61% | — | -2.39% | |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.49% | -0.26% | -57.95% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | +0.01% | -2.57% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.04% | +442.98% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.01% | +300.00% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | -1.61% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | — | -2.27% | |
| 27 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.30% | +0.01% | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | +0.01% | — | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | — | — | |
| 30 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.26% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | -0.01% | +0.06% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.22% | +0.02% | — | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.22% | +0.01% | +8.36% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | — | +0.41% | |
| 36 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.19% | +0.01% | — | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | +0.01% | -1.03% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.16% | +0.02% | -2.99% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.16% | — | -5.47% | |
| 40 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.13% | +0.06% | -28.09% | |
| 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 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.09% | -0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.09% | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.08% | — | — | |
| 46 | DISV | Dimensional International Sm | ETF-Other | 0.08% | +0.01% | — | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.08% | — | -1.64% | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.07% | +0.01% | — | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.07% | — | — | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | +0.01% | — |
According to official SEC Form 13F filings, Pillar Financial Advisors, LLC reported a total U.S. public equity portfolio value of $182.8M across 114 disclosed positions in Q2 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 57.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
O
市值: $62.0K
Top Position Liquidated / Trimmed
BLFS
前期市值: $7.6K
During Q2 2026, Pillar Financial Advisors, LLC's top holdings by market value included DFAS (12.5%)、DFUS (11.9%)、DFIC (10.8%). The largest single position, DFAS, represented 12.5% of total portfolio value.
In Q2 2026, Pillar Financial Advisors, LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 19 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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