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CIK: 0001632226
Total reported value
—
$3.3M
10 檔
64.7%
During the Q3 2024 filing period, Pillar Wealth Advisors, LLC (CIK: 0001632226) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.3M across 10 reported positions.
During Q3 2024, Pillar Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 21.42% | — | -93.90% | |
| 2 | CGMU | Cap Group Municipal Income | ETF-Other | 14.13% | — | -91.49% | |
| 3 | PAUG | Innovator U.s. Equity Power | ETF-Other | 10.32% | — | -52.96% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 10.31% | — | -93.62% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.52% | — | -7.50% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.19% | — | -95.45% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 7.83% | — | -74.22% | |
| 8 | PJUL | Innovator U.s. Equity Power | ETF-Other | 6.77% | — | -87.05% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 6.33% | — | -95.63% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.19% | — | -94.95% |
According to official SEC Form 13F filings, Pillar Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $3.3M across 10 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, CGMU, PAUG) accounted for 64.7% of total reported equity market value during Q3 2024.
During Q3 2024, Pillar Wealth Advisors, LLC's top holdings by market value included SCHX (21.4%)、CGMU (14.1%)、PAUG (10.3%). The largest single position, SCHX, represented 21.4% of total portfolio value.
In Q3 2024, Pillar Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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