Pillar Wealth Advisors, LLC 13F Portfolio & Position Changes

CIK: 0001632226

Long-term holder

Total reported value

—

Reporting period: 2025-09-30 · Number of holdings: 1

Pillar Wealth Advisors, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

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.

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Stdev: +8.4%
Beta: +0.62
Alpha: -0.5%
Max Drawdown: -5%
Annualized Perf: +11.4%
Batting Avg vs S&P: +36.8%
Sortino: +2.93
Stutzer: +0.41
Treynor: +0.18
Sterling: +0.93
Calmar: +2.28
Information Ratio: -1.39
Tracking Error: +5.5%
Stdev Down: +3.8%
Winning Months %: +68.4%
Losing Months %: +31.6%
Best 12 Months: +22.2%
Worst 12 Months: +11.2%
Efficiency Ratio: +0.47
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.35
Kurtosis: -0.19
Upside Potential: +4.76

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2025-09-30	1	—
2025-06-30	1	—
2025-03-31	1	—
2024-12-31	1	—
2024-09-30	10	$3.3M	1SCHX 2CGMU 3PAUG Top holdings2024-09-30 1.SCHX 2.CGMU 3.PAUG 4.SCHM 5.CGCP 6.QUAL 7.AAPL 8.PJUL 9.BND 10.VEA
2024-06-30	58	$83.3M	1SCHX 2QUAL 3CGMU Top holdings2024-06-30 1.SCHX 2.QUAL 3.CGMU 4.SCHM 5.BND 6.IVV 7.VEA 8.POCT 9.SCHD 10.PSEP
2024-03-31	71	$132.4M	1SCHX 2CGMU 3QUAL Top holdings2024-03-31 1.SCHX 2.CGMU 3.QUAL 4.SCHM 5.BND 6.VEA 7.IVV 8.POCT 9.PNOV 10.IJH
2023-12-31	70	$129.8M	1SCHX 2CGMU 3SCHM Top holdings2023-12-31 1.SCHX 2.CGMU 3.SCHM 4.QUAL 5.BND 6.VEA 7.IVV 8.POCT 9.PNOV 10.PSEP
2023-09-30	67	$115.5M	1SCHX 2CGMU 3SCHM Top holdings2023-09-30 1.SCHX 2.CGMU 3.SCHM 4.QUAL 5.BND 6.VEA 7.POCT 8.PNOV 9.PSEP 10.IVV
2023-06-30	69	$119.7M	1SCHX 2SCHM 3CGMU Top holdings2023-06-30 1.SCHX 2.SCHM 3.CGMU 4.QUAL 5.BND 6.VEA 7.POCT 8.PNOV 9.PSEP 10.PDEC
2023-03-31	64	$100.4M	1SCHX 2CGMU 3SCHM Top holdings2023-03-31 1.SCHX 2.CGMU 3.SCHM 4.QUAL 5.VEA 6.POCT 7.PNOV 8.PSEP 9.PDEC 10.SCHO
2022-12-31	63	$103.7M	1SCHX 2BALT 3SCHM Top holdings2022-12-31 1.SCHX 2.BALT 3.SCHM 4.QUAL 5.VEA 6.CGMU 7.POCT 8.PNOV 9.PSEP 10.PDEC
2022-09-30	57	$100.3M	1BALT 2SCHX 3SCHM Top holdings2022-09-30 1.BALT 2.SCHX 3.SCHM 4.QUAL 5.VEA 6.SCHO 7.PNOV 8.SUB 9.PSEP 10.POCT
2022-06-30	55	$98.3M	1SCHX 2BALT 3SCHM Top holdings2022-06-30 1.SCHX 2.BALT 3.SCHM 4.QUAL 5.VEA 6.SCHO 7.PNOV 8.SUB 9.PSEP 10.IJAN
2022-03-31	55	$103.6M	1SCHX 2BALT 3SCHM Top holdings2022-03-31 1.SCHX 2.BALT 3.SCHM 4.QUAL 5.VEA 6.PNOV 7.SUB 8.PDEC 9.IJAN 10.PSEP
2021-12-31	58	$105.1M	1SCHX 2SCHM 3QUAL Top holdings2021-12-31 1.SCHX 2.SCHM 3.QUAL 4.VEA 5.BALT 6.PNOV 7.SUB 8.PDEC 9.IJAN 10.EFG

Holding changes this quarter

Position changes disclosed by Pillar Wealth Advisors, LLC for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-04-14	13F-HR	View on EDGAR
2024-12-31	2025-01-16	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-07	13F-HR	View on EDGAR
2023-12-31	2024-02-05	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-04	13F-HR	View on EDGAR
2023-03-31	2023-05-08	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-09	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR

FAQ

What is Pillar Wealth Advisors, LLC and what type of investor is it?

Pillar Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Pillar Wealth Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Pillar Wealth Advisors, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Pillar Wealth Advisors, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Pillar Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Pillar Wealth Advisors, LLC focus on?

Sector breakdown data is not yet available for Pillar Wealth Advisors, LLC. Check back after the next 13F processing cycle.

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Cowen And Company, LLC

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Total reported value

—

1 stks

2024-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

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Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

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Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

Concentration0.0

Portfolio Stability0.0

Sector conviction0.0

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Personality snowflake

Concentration

Portfolio Stability

Momentum/Contrarian

Sector conviction

Diversification

Sizing Uniformity

—

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

✓

Ikena Oncology INC

Stock-Other

—

Portfolio Performance

Performance for Q3 2026

—

Performance Last 4 Quarters

—

Stdev: +8.4%
Beta: +0.62
Alpha: -0.5%
Max Drawdown: -5%
Annualized Perf: +11.4%
Batting Avg vs S&P: +36.8%
Sortino: +2.93
Stutzer: +0.41
Treynor: +0.18
Sterling: +0.93
Calmar: +2.28
Information Ratio: -1.39
Tracking Error: +5.5%
Stdev Down: +3.8%
Winning Months %: +68.4%
Losing Months %: +31.6%
Best 12 Months: +22.2%
Worst 12 Months: +11.2%
Efficiency Ratio: +0.47
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.35
Kurtosis: -0.19
Upside Potential: +4.76

Period

Holdings

Total value

Stability

Top holdings

2025-09-30

—

2025-06-30

—

2025-03-31

—

2024-12-31

—

2024-09-30

$3.3M

1SCHX 2CGMU 3PAUG

2024-06-30

$83.3M

1SCHX 2QUAL 3CGMU

2024-03-31

$132.4M

1SCHX 2CGMU 3QUAL

2023-12-31

$129.8M

1SCHX 2CGMU 3SCHM

2023-09-30

$115.5M

1SCHX 2CGMU 3SCHM

2023-06-30

$119.7M

1SCHX 2SCHM 3CGMU

2023-03-31

$100.4M

1SCHX 2CGMU 3SCHM

2022-12-31

$103.7M

1SCHX 2BALT 3SCHM

2022-09-30

$100.3M

1BALT 2SCHX 3SCHM

2022-06-30

$98.3M

1SCHX 2BALT 3SCHM

2022-03-31

$103.6M

1SCHX 2BALT 3SCHM

2021-12-31

$105.1M

1SCHX 2SCHM 3QUAL

Ticker

Issuer

Weight Change

Shares Change

Action

✓

Ikena Oncology INC

—

Unchanged

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-08	13F-HR	View on EDGAR
2025-03-31	2025-04-14	13F-HR	View on EDGAR
2024-12-31	2025-01-16	13F-HR	View on EDGAR
2024-09-30	2024-11-05	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-07	13F-HR	View on EDGAR
2023-12-31	2024-02-05	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-04	13F-HR	View on EDGAR
2023-03-31	2023-05-08	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-07	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-09	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR

FAQ

What is Pillar Wealth Advisors, LLC and what type of investor is it?

What are Pillar Wealth Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Pillar Wealth Advisors, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Pillar Wealth Advisors, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Pillar Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Pillar Wealth Advisors, LLC focus on?

Sector breakdown data is not yet available for Pillar Wealth Advisors, LLC. Check back after the next 13F processing cycle.