CIK: 0002054958
Total reported value
$171.1M
Reporting period: 2026-03-31 · Number of holdings: 106
Pillar Financial Advisors, LLC disclosed 106 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $171.1M and a quarterly turnover rate of 6.0%.
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Pillar Financial Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.073 — mathematically equivalent to about 14 equally-sized positions, well below its 106 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.61), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VTES
+128.4% $1.3M
Add DFAR
+12.8% $1.2M
Trim DFUS
+3.1% -$284.0K
Trim MGK
-2.3% -$510.8K
Add DFLV
+3.7% $817.0K
Add DFIC
+2.2% $980.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 12.05% | +0.06% | +1.57% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.27% | -0.53% | +3.08% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 11.26% | +0.24% | +2.19% | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 10.08% | +0.20% | +5.17% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 9.44% | -0.09% | -1.71% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 6.25% | +0.29% | +3.72% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.42% | +0.07% | -0.32% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 4.88% | +0.56% | +12.85% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.79% | +0.23% | +3.06% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.67% | -0.14% | -6.24% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.28% | +0.06% | -0.07% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.05% | -0.08% | -0.58% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.99% | -0.37% | -2.33% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.84% | -0.05% | -1.98% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.67% | — | -2.52% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.56% | -0.09% | -2.93% | |
| 17 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.31% | +0.72% | +128.42% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 1.06% | -0.05% | -0.86% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.04% | -0.05% | -0.84% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.66% | — | -2.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.02% | -3.59% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.05% | -6.13% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | -0.07% | -0.97% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | — | +0.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.03% | +0.22% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.05% | — | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | — | — | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.30% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | +0.01% | — | |
| 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% | -0.01% | -4.20% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.04% | -6.17% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | — | -0.37% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | — | — | |
| 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% | +0.06% | +46.72% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | -0.01% | +0.13% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | — | — | |
| 39 | RBCAA | Republic Bancorp Inc-class A | Stock-Other | 0.16% | — | — | |
| 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% | — | — | |
| 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% | — | — | |
| 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% | — |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+18.3%
Based on 51% of reported portfolio value with available pricing
Pillar Financial Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Cohen & Steers INC (CNS); New buy: Dollar Tree INC (DLTR); Sold out: Ste Str Spdr Pt S&p 500 ETF (SPYM); New buy: Dimensional US Sus Core1 ETF (DFSU); Add: Vanguard Sh Term Tax-ex Bond (VTES) — shares +128.42%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-23 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
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