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Pillar Financial Advisors, LLC

CIK 2054958 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Pillar Financial Advisors, LLC reported 112 US-listed holdings worth $182.8 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Dimensional ETF Trust (14.0%), Dimensional ETF Trust (13.2%) and Dimensional ETF Trust (12.7%). Against the quarter before, it opened 11 positions, added to 13, trimmed 17 and sold out of 12.

Reported holdings$182.8M-4.4% on Q2 2026
Positions112-2 on Q2 2026
The largest ten82.4%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
Added toHeldTrimmed
DUSB14.0%DFUS13.2%DFAS12.7%DFIC12.1%DFUV9.9%DFLV7.7%DFAT5.3%DFEM3.0%DFIV2.3%MGK2.2%VUSB1.9%VTV1.8%VBR1.6%VBK1.6%98 more10.6%

The 14 largest of its 112 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $130.6 million in 116 positions$131MQ4 24Q1 2025: $134.2 million in 111 positions$134MQ1 25Q2 2025: $144.8 million in 109 positions$145MQ2 25Q3 2025: $159.2 million in 117 positions$159MQ3 25Q4 2025: $165.8 million in 111 positions$166MQ4 25Q1 2026: $171.1 million in 106 positions$171MQ1 26Q2 2026: $191.2 million in 114 positions$191MQ2 26Q3 2026: $182.8 million in 113 positions$183MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +24.0% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +24.0%S&P 500 +30.1%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 11Added 13Held 72Trimmed 17Sold out 12
Opened: 11Added: 13Held: 72Trimmed: 17Sold out: 12

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Caterpillar Inc. CAT$115,943
  2. BP plc BP$72,628
  3. Cohen & Steers, Inc. CNS$71,941
  4. Honeywell International Inc. HON$42,610
  5. Revvity, Inc. RVTY$28,591
  6. Dimensional ETF Trust DFSI$18,114
  7. Occidental Petroleum Corp. OXY$8,077
  8. Solstice Advanced Materials Inc. SOLS$5,576

and 3 more in the table below

Added to 13

  1. Dimensional ETF Trust DUSB+121,805 shares · +32%
  2. Dimensional ETF Trust DFIC+36,873 shares · +7%
  3. Dimensional ETF Trust DFLV+29,951 shares · +9%
  4. Dimensional ETF Trust DFUS+13,465 shares · +5%
  5. Dimensional ETF Trust DFAS+9,904 shares · +3%
  6. Dimensional ETF Trust DFEM+7,494 shares · +6%
  7. AbbVie Inc. ABBV+598 shares · +100%
  8. iShares Core MSCI Eafe ETF IEFA+1,243 shares · +114%

and 5 more in the table below

Trimmed 17

  1. Vanguard Wellington FD VTES-5,132 shares · -55%
  2. Dimensional ETF Trust DFUV-4,606 shares · -1%
  3. Dimensional ETF Trust DFAT-2,793 shares · -2%
  4. Dimensional ETF Trust DFSD-1,686 shares · -4%
  5. Dimensional ETF Trust DFAI-1,098 shares · -4%
  6. Vanguard Short-Term Corp. BD Idx VCSH-358 shares · -5%
  7. Vanguard Small Cap Value ETF VBR-88 shares · -1%
  8. Vanguard Small Cap Growth ETF VBK-44 shares · -0%

and 9 more in the table below

Sold out of 12

  1. Dimensional ETF Trust DFAR$9.5 million last quarter
  2. Dimensional ETF Trust DFSV$7.5 million last quarter
  3. Cameco Corp. CCJ$50,930 last quarter
  4. Invesco Exchange Traded FD T SPHQ$2,031 last quarter
  5. RBB FD Inc. ZTEN$727 last quarter
  6. Brown Forman Corp. BFB$667 last quarter
  7. Vanguard S&P 500 Growth ETF VOOG$496 last quarter
  8. Invesco Exch Traded FD Trust II SPMO$485 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DUSB508.2K$25.7 million14.03%+121.8K
Dimensional ETF Trust DFUS291.0K$24.2 million13.21%+13.5K
Dimensional ETF Trust DFAS299.7K$23.2 million12.69%+9.9K
Dimensional ETF Trust DFIC588.7K$22.1 million12.11%+36.9K
Dimensional ETF Trust DFUV327.8K$18.0 million9.86%-4.6K
Dimensional ETF Trust DFLV351.0K$14.1 million7.71%+30.0K
Dimensional ETF Trust DFAT145.5K$9.7 million5.29%-2.8K
Dimensional ETF Trust DFEM140.3K$5.6 million3.05%+7.5K
Dimensional ETF Trust DFIV73.8K$4.1 million2.25%no change
Vanguard Mega Cap Growth ETF MGK43.7K$4.0 million2.21%-125
Vanguard BD Index FDS VUSB70.4K$3.5 million1.91%-29
Vanguard Value ETF VTV15.6K$3.4 million1.84%-22
Vanguard Small Cap Value ETF VBR13.0K$3.0 million1.64%-88
Vanguard Small Cap Growth ETF VBK8.8K$3.0 million1.62%-44
Vanguard Intermed Term Bond ETF BIV23.1K$1.7 million0.92%+9
Dimensional ETF Trust DFSD36.1K$1.7 million0.92%-1.7K
Vanguard Ftse Developed Markets VEA17.0K$1.2 million0.66%-17
Dimensional ETF Trust DFAI27.1K$1.1 million0.61%-1.1K
Vanguard Ftse Emerging Markets VWO15.5K$921,4770.50%-168
Vanguard Growth ETF VUG9.4K$846,9440.46%no change
iShares Trust IWF5.2K$646,3420.35%no change
Vanguard S&P 500 VOO908$636,4790.35%-7
Vanguard World FD MGV3.5K$565,4260.31%no change
Vanguard Short-Term Corp. BD Idx VCSH7.0K$542,3040.30%-358
Vanguard FTSE All-World ex-US ETF VEU6.5K$540,6330.30%no change
Vanguard Shrt-Term Infl-Prot Se VTIP10.9K$534,7270.29%no change
VG Totl STK Vprs VTI1.3K$498,7320.27%-6
iShares Trust GNMA11.2K$470,5910.26%no change
Vanguard Small Cap ETF VB1.6K$458,8370.25%-1
iShares Gold Trust IAU5.7K$442,8270.24%no change
Dimensional ETF Trust DFAW5.2K$425,4270.23%+25
Vanguard Wellington FD VTES4.2K$412,4440.23%-5.1K
Republic Bancorp Inc. RBCAA3.9K$361,6650.20%no change
Vanguard Total Bond Market ETF BND4.9K$344,0860.19%-20
Vanguard Instl Index FD VBIL4.5K$341,4980.19%+1.3K
Dimensional ETF Trust DFAC7.4K$329,0490.18%+9
iShares Russell 1000 Value Inde IWD1.3K$321,5660.18%no change
AbbVie Inc. ABBV1.2K$313,3850.17%+598
Dimensional ETF Trust DFAE7.5K$295,6130.16%no change
iShares Core MSCI Eafe ETF IEFA2.3K$225,6340.12%+1.2K
Vanguard Intl Equity Index F VSS1.2K$187,7250.10%no change
iShares Core S&P Mid-Cap ETF IJH2.3K$164,4060.09%no change
Dimensional ETF Trust DISV3.7K$159,2970.09%no change
iShares Russell 2000 ETF IWM543$150,8950.08%no change
Dimensional ETF Trust DFAU2.8K$147,6350.08%no change
Vanguard Star FDS VXUS1.7K$147,0480.08%no change
Dimensional ETF Trust DFIS3.9K$141,4240.08%no change
First Trust Morningstar Divid L FDL2.6K$128,9140.07%no change
Vanguard Large Cap ETF VV353$124,2040.07%no change
iShares Trust IOO845$121,6890.07%no change
Stock Yards Bancorp, Inc. SYBT1.6K$121,4170.07%no change
Caterpillar Inc. CAT143$115,9430.06%new
Apple Inc. AAPL322$107,2330.06%no change
Ameren Corp. AEE1.0K$103,4550.06%no change
iShares S&P 500 Value ETF IVE450$102,7260.06%no change
W. P. Carey Inc. WPC1.5K$96,2350.05%no change
First Trust Lrgcp GWT Alphad FTC435$77,1690.04%no change
BP plc BP1.7K$72,6280.04%new
Cohen & Steers, Inc. CNS984$71,9410.04%new
Vanguard Intermediate-Term Corp. VCIT805$63,0400.03%no change
Realty Income Corp. O1.0K$54,3000.03%no change
iShares Trust EEM673$44,9500.02%no change
CVS Health Corp. CVS500$42,8450.02%no change
Honeywell International Inc. HON202$42,6100.02%new
Dimensional ETF Trust DFAX1.1K$42,5670.02%+4
Kinder Morgan, Inc. KMI1.4K$42,2100.02%no change
Vanguard Mid Cap Index ETF VO508$39,8380.02%no change
Thermo Fisher Scientific Inc. TMO55$37,1280.02%no change
Dominion Energy, Inc. D600$36,3120.02%no change
Schwab Strategic Trust SCHF1.2K$32,2500.02%no change
Revvity, Inc. RVTY187$28,5910.02%new
Fidelity Covington Trust FTEC89$26,7060.01%no change
Pg&E Corp. PCG2.0K$24,6230.01%no change
Dimensional ETF Trust DEHP576$23,6920.01%no change
Dollar Tree, Inc. DLTR203$23,1470.01%no change
Schwab Strategic Trust SCHA562$18,3390.01%no change
Dimensional ETF Trust DFSI401$18,1140.01%new
First Busey Corp. BUSE474$13,8080.01%no change
Schwab US Large Cap SCHX441$13,2300.01%no change
Dimensional ETF Trust DFSU230$10,8500.01%+26
Fidelity Covington Trust FHLC128$10,4580.01%no change
Vanguard Index FDS VXF36$8,3390.00%no change
iShares Trust AGG87$8,2250.00%no change
Occidental Petroleum Corp. OXY146$8,0770.00%new
Schwab Strategic Trust SCHH365$8,0450.00%no change
Aegon Ltd AEG930$8,0260.00%no change
Metlife Inc. MET83$7,8160.00%no change
SPDR Ser Trust SHM166$7,7440.00%no change
Fidelity Covington Trust FCOM97$6,9850.00%no change
Airbnb, Inc. ABNB35$5,6230.00%no change
Solstice Advanced Materials Inc. SOLS99$5,5760.00%new
Schwab Strategic Trust SCHE111$4,0460.00%no change
Fidelity Covington Trust FNCL51$3,8620.00%no change
Kohl's Corp. KSS200$3,6920.00%no change
Dropbox, Inc. DBX100$3,3850.00%no change
iShares Trust MUB33$3,3370.00%no change
Fidelity Covington Trust FDIS34$3,2210.00%no change
Vanguard Intl Equity Index F VNQI73$3,1040.00%no change
Fidelity Covington Trust FSTA57$2,8980.00%no change
iShares Trust EFV35$2,7700.00%no change
Schwab International Small-Cap Equity ETF SCHC50$2,4870.00%no change
Warner Bros Discovery Inc. WBD61$1,8880.00%new
Garrett Motion Inc. GTX72$1,8750.00%new
Vanguard Intl Equity Index F VT12$1,8230.00%-32
Angel Studios, Inc. ANGX385$1,7980.00%no change
Fidelity Covington Trust FENY50$1,6950.00%no change
Fifth Third Bancorp FITB23$1,1640.00%no change
NET Lease Office Properties NLOP116$1,1450.00%no change
Brighthouse Financial, Inc. BHF7$3500.00%no change
Peloton Interactive, Inc. PTON35$1750.00%no change
the Beachbody Company Inc. BODI13$620.00%no change
Unisys Corp. UIS10$240.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.