Q3 2026 13F · SEC CIK 2054958

Pillar Financial Advisors, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $182.8M
Reported positions: 113
Holdings vs S&P 500, 3 yrs: —
Assets under management: $357.9M

Pillar Financial Advisors, LLC is a wealth manager that reported 113 positions worth $182.8M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Dimensional Ultrashort Fixed Income ETF (DUSB, 14.0%), Dimensional ETF Trust (DFUS, 13.2%), Dimensional ETF Trust (DFAS, 12.7%).

Pillar Financial Advisors, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pillar Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DUSBDimensional Ultrashort Fixed Income ETF	14.0%	10.3%	508,190	+31.5%	$25.7M
DFUSDimensional ETF Trust	13.2%	11.9%	290,970	+4.9%	$24.2M
DFASDimensional ETF Trust	12.7%	12.5%	299,698	+3.4%	$23.2M
DFICDimensional ETF Trust	12.1%	10.8%	588,707	+6.7%	$22.1M
DFUVDimensional ETF Trust	9.9%	9.6%	327,842	-1.4%	$18.0M
DFLVDimensional ETF Trust	7.7%	6.6%	350,975	+9.3%	$14.1M
DFATDimensional ETF Trust	5.3%	5.4%	145,545	-1.9%	$9.7M
DFEMDimensional ETF Trust	3.0%	2.8%	140,311	+5.6%	$5.6M
DFIVDimensional ETF Trust	2.3%	2.1%	73,799	+0.0%	$4.1M
MGKVanguard World Fd	2.2%	2.0%	43,668	-0.3%	$4.0M
VUSBVanguard Bd Index Fds	1.9%	1.8%	70,358	-0.0%	$3.5M
VTVVanguard Index Fds	1.8%	1.8%	15,559	-0.1%	$3.4M
VBRVanguard Index Fds	1.6%	1.7%	12,974	-0.7%	$3.0M
VBKVanguard Index Fds	1.6%	1.7%	8,763	-0.5%	$3.0M
BIVVanguard Bd Index Fds	0.9%	0.9%	23,069	+0.0%	$1.7M
DFSDDimensional Short-Duration Fixed Income	0.9%	0.9%	36,140	-4.5%	$1.7M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	16,965	-0.1%	$1.2M
DFAIDimensional ETF Trust	0.6%	0.6%	27,131	-3.9%	$1.1M
VWOVanguard Intl Equity Index F	0.5%	0.5%	15,537	-1.1%	$921K
VUGVanguard Index Fds	0.5%	0.4%	9,399	+0.0%	$847K
IWFIshares Tr	0.4%	0.3%	5,160	+0.0%	$646K
VOOVanguard Index Fds	0.3%	0.3%	908	-0.8%	$636K
MGVVanguard World Fd	0.3%	0.3%	3,510	+0.0%	$565K
VCSHVanguard Scottsdale Fds	0.3%	0.3%	7,020	-4.9%	$542K
VEUVanguard Intl Equity Index F	0.3%	0.3%	6,516	+0.0%	$541K
VTIPVanguard Malvern Fds	0.3%	0.3%	10,864	+0.0%	$535K
VTIVanguard Index Fds	0.3%	0.3%	1,333	-0.4%	$499K
GNMAIshares Tr	0.3%	0.3%	11,242	+0.0%	$471K
VBVanguard Index Fds	0.3%	0.3%	1,613	-0.1%	$459K
IAUIshares Gold Tr	0.2%	0.2%	5,670	+0.0%	$443K
DFAWDimensional ETF Trust	0.2%	0.2%	5,169	+0.5%	$425K
VTESVanguard Wellington Fd	0.2%	0.5%	4,183	-55.1%	$412K
RBCAARepublic Bancorp Inc Ky	0.2%	0.2%	3,944	+0.0%	$362K
BNDVanguard Bd Index Fds	0.2%	0.2%	4,905	-0.4%	$344K
VBILVanguard Instl Index Fd	0.2%	0.1%	4,510	+41.0%	$341K
DFACDimensional ETF Trust	0.2%	0.2%	7,403	+0.1%	$329K
IWDIshares Tr	0.2%	0.2%	1,297	+0.0%	$322K
ABBVAbbvie Inc	0.2%	0.1%	1,198	+99.7%	$313K
DFAEDimensional ETF Trust	0.2%	0.2%	7,520	+0.0%	$296K
IEFAIshares Tr	0.1%	—	2,329	—	$226K
VSSVanguard Intl Equity Index F	0.1%	0.1%	1,209	+0.0%	$188K
IJHIshares Tr	0.1%	0.1%	2,285	+0.0%	$164K
DISVDimensional ETF Trust	0.1%	0.1%	3,680	+0.0%	$159K
IWMIshares Tr	0.1%	0.1%	543	+0.0%	$151K
DFAUDimensional ETF Trust	0.1%	0.1%	2,820	+0.0%	$148K
VXUSVanguard Star Fds	0.1%	0.1%	1,731	+0.0%	$147K
DFISDimensional ETF Trust	0.1%	0.1%	3,903	+0.0%	$141K
FDLFirst Tr Exchange-Traded Fd	0.1%	0.1%	2,625	+0.0%	$129K
VVVanguard Index Fds	0.1%	0.1%	353	+0.0%	$124K
IOOIshares Tr	0.1%	—	845	—	$122K

What Pillar Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$182.8M	113
Q2 2026	$191.2M	114
Q1 2026	$171.1M	106
Q4 2025	$165.8M	111
Q3 2025	$159.2M	117
Q2 2025	$144.8M	109
Q1 2025	$134.2M	111
Q4 2024	$130.6M	116

Questions about Pillar Financial Advisors, LLC's portfolio

What stocks does Pillar Financial Advisors, LLC own?

Pillar Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 113 positions worth $182.8M. The largest are Dimensional Ultrashort Fixed Income ETF (DUSB) at 14.0%, Dimensional ETF Trust (DFUS) at 13.2%, Dimensional ETF Trust (DFAS) at 12.7%, Dimensional ETF Trust (DFIC) at 12.1% and Dimensional ETF Trust (DFUV) at 9.9%.

What did Pillar Financial Advisors, LLC buy last quarter?

In Q3 2026, Pillar Financial Advisors, LLC added Abbvie Inc (ABBV) (+99.7% shares), Vanguard Instl Index Fd (VBIL) (+41.0% shares) and Dimensional Ultrashort Fixed Income ETF (DUSB) (+31.5% shares), compared with its Q2 2026 filing.

What did Pillar Financial Advisors, LLC sell last quarter?

In Q3 2026, Pillar Financial Advisors, LLC cut from its top 50 Dimensional US Real (DFAR), cut from its top 50 Dimensional US Small Cap (DFSV) and Vanguard Wellington Fd (VTES) (-55.1% shares), compared with its Q2 2026 filing.

When is Pillar Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pillar Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pillar Financial Advisors, LLC manage?

Pillar Financial Advisors, LLC reported $357.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $182.8M.