Pillar Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Pillar Financial Advisors, LLC held in its portfolio 109 assets valued at $165,811,881 (i.e. $165.81M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($19.88M), DIMENSIONAL ETF TRUST ($19.57M), and DIMENSIONAL ETF TRUST ($18.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pillar Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 285337 | 19879409 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 263856 | 19570205 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 530462 | 18279714 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 323503 | 16385437 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 339248 | 15805549 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 288829 | 9880828 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 148912 | 8866239 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 312893 | 7165629 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 179654 | 5908830 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 140799 | 4657631 | EMERGING MKTS CO |
| VANGUARD WORLD FD | 9477 | 3911822 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 73864 | 3685822 | INTERNATNAL VAL |
| VANGUARD BD INDEX FDS | 70966 | 3536953 | VANGUARD ULTRA |
| VANGUARD INDEX FDS | 16384 | 3129219 | VALUE ETF |
| VANGUARD INDEX FDS | 13500 | 2859089 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 9073 | 2741045 | SML CP GRW ETF |
| DIMENSIONAL ETF TRUST | 38248 | 1833993 | SHORT DURATION F |
| VANGUARD BD INDEX FDS | 23247 | 1810469 | INTERMED TERM |
| DIMENSIONAL ETF TRUST | 29541 | 1125801 | INTL CORE EQT MK |
| VANGUARD TAX-MANAGED FDS | 17596 | 1099223 | VAN FTSE DEV MKT |
| VANGUARD WELLINGTON FD | 9698 | 985075 | SHORT TRM TAX EX |
| VANGUARD INTL EQUITY INDEX F | 17173 | 923200 | FTSE EMR MKT ETF |
| COHEN & STEERS INC | 14008 | 879423 | COM |
| VANGUARD INDEX FDS | 1748 | 852780 | GROWTH ETF |
| ISHARES TR | 1290 | 610557 | RUS 1000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 7540 | 601196 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 928 | 582065 | S&P 500 ETF SHS |
| VANGUARD MALVERN FDS | 10864 | 537334 | STRM INFPROIDX |
| ISHARES TR | 11742 | 522989 | GNMA BOND ETF |
| VANGUARD INTL EQUITY INDEX F | 6802 | 500356 | ALLWRLD EX US |
| VANGUARD WORLD FD | 3510 | 495472 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 1427 | 478386 | TOTAL STK MKT |
| ISHARES GOLD TR | 5670 | 460234 | ISHARES NEW |
| VANGUARD INDEX FDS | 1619 | 417580 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 4905 | 363314 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 4885 | 361388 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 7461 | 295373 | US CORE EQUITY 2 |
| ISHARES TR | 1337 | 281225 | RUS 1000 VAL ETF |
| REPUBLIC BANCORP INC KY | 3944 | 272097 | CL A |
| DIMENSIONAL ETF TRUST | 8219 | 267694 | EMGR CRE EQT MNG |
| VANGUARD INSTL INDEX FD | 3031 | 228629 | 0-3 MO TREAS BIL |
| VANGUARD INTL EQUITY INDEX F | 1209 | 173311 | FTSE SMCAP ETF |
| ISHARES TR | 2285 | 150810 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 3680 | 139831 | INTL SMALL CAP V |
| ABBVIE INC | 600 | 137094 | COM |
| DIMENSIONAL ETF TRUST | 2865 | 134106 | US CORE EQT MKT |
| ISHARES TR | 543 | 133665 | RUSSELL 2000 ETF |
| VANGUARD STAR FDS | 1737 | 131023 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 3903 | 128582 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 1400 | 117250 | INT-TERM CORP |
| FIRST TR EXCHANGE-TRADED FD | 2625 | 116393 | SHS |
| VANGUARD INDEX FDS | 353 | 111125 | LARGE CAP ETF |
| ISHARES TR | 845 | 107037 | GLOBAL 100 ETF |
| AMEREN CORP | 1041 | 103955 | COM |
| STOCK YDS BANCORP INC | 1575 | 102297 | COM |
| ISHARES TR | 1086 | 97154 | CORE MSCI EAFE |
| WP CAREY INC | 1489 | 95833 | COM |
| ISHARES TR | 450 | 95432 | S&P 500 VAL ETF |
| APPLE INC | 320 | 86996 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 435 | 69547 | COM SHS |
| CVS HEALTH CORP | 500 | 39680 | COM |
| KINDER MORGAN INC DEL | 1400 | 38486 | COM |
| DIMENSIONAL ETF TRUST | 1139 | 37273 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 127 | 36858 | MID CAP ETF |
| ISHARES TR | 673 | 36820 | MSCI EMG MKT ETF |
| DOMINION ENERGY INC | 600 | 35154 | COM |
| THERMO FISHER SCIENTIFIC INC | 55 | 31870 | COM |
| DIMENSIONAL ETF TRUST | 915 | 29505 | EMERGING MKTS HI |
| SCHWAB STRATEGIC TR | 1174 | 28223 | INTL EQTY ETF |
| SPDR SERIES TRUST | 354 | 22135 | STATE STREET SPD |
| FIDELITY COVINGTON TRUST | 89 | 19996 | MSCI INFO TECH I |
| SCHWAB STRATEGIC TR | 562 | 16006 | US SML CAP ETF |
| PG&E CORP | 924 | 14849 | COM |
| SCHWAB STRATEGIC TR | 441 | 11868 | US LRG CAP ETF |
| ISHARES TR | 118 | 11786 | CORE US AGGBD ET |
| FIRST BUSEY CORP | 474 | 11277 | COM NEW |
| BIOLIFE SOLUTIONS INC | 396 | 9576 | COM NEW |
| FIDELITY COVINGTON TRUST | 128 | 9508 | MSCI HLTH CARE I |
| SCHWAB STRATEGIC TR | 365 | 7625 | US REIT ETF |
| VANGUARD INDEX FDS | 36 | 7529 | EXTEND MKT ETF |
| AEGON LTD | 930 | 7171 | AMER REG 1 CERT |
| FIDELITY COVINGTON TRUST | 97 | 7109 | MSCI COMMNTN SVC |
| METLIFE INC | 83 | 6553 | COM |
| VANGUARD INTL EQUITY INDEX F | 41 | 5764 | TT WRLD ST ETF |
| AIRBNB INC | 35 | 4751 | COM CL A |
| KOHLS CORP | 200 | 4082 | COM |
| FIDELITY COVINGTON TRUST | 51 | 3965 | MSCI FINLS IDX |
| SCHWAB STRATEGIC TR | 111 | 3636 | EMRG MKTEQ ETF |
| ISHARES TR | 33 | 3535 | NATIONAL MUN ETF |
| FIDELITY COVINGTON TRUST | 34 | 3474 | MSCI CONSM DIS |
| VANGUARD INTL EQUITY INDEX F | 73 | 3347 | GLB EX US ETF |
| NET LEASE OFFICE PROPERTIES | 116 | 2992 | COM |
| FIDELITY COVINGTON TRUST | 57 | 2804 | CONSMR STAPLES |
| DROPBOX INC | 100 | 2780 | CL A |
| ISHARES TR | 35 | 2500 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 50 | 2277 | INTL SCEQT ETF |
| ANGEL STUDIOS INC | 385 | 1798 | CL A COM |
| FIDELITY COVINGTON TRUST | 50 | 1239 | MSCI ENERGY IDX |
| FIFTH THIRD BANCORP | 23 | 1077 | COM |
| ROCKET COS INC | 44 | 852 | COM CL A |
| BROWN FORMAN CORP | 25 | 652 | CL B |
| ASANA INC | 42 | 576 | CL A |
| VANGUARD CHARLOTTE FDS | 11 | 532 | TOTAL INT BD ETF |
| VANGUARD WHITEHALL FDS | 7 | 473 | EM MK GOV BD ETF |
| BRIGHTHOUSE FINL INC | 7 | 454 | COM |
| VISA INC | 1 | 351 | COM CL A |
| PELOTON INTERACTIVE INC | 35 | 216 | CL A COM |
| THE BEACHBODY COMPANY INC | 13 | 135 | COM CL A NEW |
| ISHARES TR | 1 | 47 | CORE UNIVRSL USD |
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