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Pillar Financial Advisors 13F Portfolio

Portfolio Manager
Pillar Financial Advisors, LLC
Performance
+10.16% (2026 Q2)
AUM (13F)
$191.18M
# of Holdings
114
Performance Rank
N/A
Allocation (Top 20)
92.88%
Latest filing
Q2 2026

Pillar Financial Advisors, LLC Holdings Map

Top 50 Pillar Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAS
DIMENSIONAL ETF TRUST
12.48%289.8K$23.9M
-0.01%(-31)
2025-Q2: 279.2K shares2025-Q3: 282.7K shares2025-Q4: 285.3K shares2026-Q1: 289.8K shares2026-Q2: 289.8K shares
$64.87(+28.89%)
2026-06-30
DFUS
DIMENSIONAL ETF TRUST
11.89%277.5K$22.7M
+2.03%(+5.52K)
2025-Q2: 262.1K shares2025-Q3: 267.8K shares2025-Q4: 263.9K shares2026-Q1: 272.0K shares2026-Q2: 277.5K shares
$63.60(+33.05%)
2026-06-30
DFIC
DIMENSIONAL ETF TRUST
10.75%551.8K$20.6M
+1.80%(+9.75K)
2025-Q2: 499.9K shares2025-Q3: 517.8K shares2025-Q4: 530.5K shares2026-Q1: 542.1K shares2026-Q2: 551.8K shares
$27.64(+41.89%)
2026-06-30
DUSB
DIMENSIONAL ETF TRUST
10.26%386.4K$19.6M
+13.56%(+46.15K)
2025-Q2: 222.7K shares2025-Q3: 281.3K shares2025-Q4: 323.5K shares2026-Q1: 340.2K shares2026-Q2: 386.4K shares
$50.70(+0.24%)
2026-06-30
DFUV
DIMENSIONAL ETF TRUST
9.57%332.4K$18.3M
-0.30%(-989)
2025-Q2: 353.8K shares2025-Q3: 351.4K shares2025-Q4: 339.2K shares2026-Q1: 333.4K shares2026-Q2: 332.4K shares
$41.30(+38.85%)
2026-06-30
DFLV
DIMENSIONAL ETF TRUST
6.64%321.0K$12.7M
+7.16%(+21.45K)
2025-Q2: 256.1K shares2025-Q3: 270.2K shares2025-Q4: 288.8K shares2026-Q1: 299.6K shares2026-Q2: 321.0K shares
$31.28(+33.96%)
2026-06-30
DFAT
DIMENSIONAL ETF TRUST
5.42%148.3K$10.4M
-0.07%(-101)
2025-Q2: 154.3K shares2025-Q3: 153.9K shares2025-Q4: 148.9K shares2026-Q1: 148.4K shares2026-Q2: 148.3K shares
$55.64(+29.72%)
2026-06-30
DFAR
DIMENSIONAL ETF TRUST
4.96%362.2K$9.5M
+2.57%(+9.08K)
2025-Q2: 228.4K shares2025-Q3: 274.1K shares2025-Q4: 312.9K shares2026-Q1: 353.1K shares2026-Q2: 362.2K shares
$24.06(+8.69%)
2026-06-30
DFSV
DIMENSIONAL ETF TRUST
3.93%193.5K$7.5M
+4.52%(+8.37K)
2025-Q2: 158.8K shares2025-Q3: 169.3K shares2025-Q4: 179.7K shares2026-Q1: 185.2K shares2026-Q2: 193.5K shares
$30.89(+30.90%)
2026-06-30
DFEM
DIMENSIONAL ETF TRUST
2.82%132.8K$5.4M
+0.61%(+806)
2025-Q2: 132.1K shares2025-Q3: 140.3K shares2025-Q4: 140.8K shares2026-Q1: 132.0K shares2026-Q2: 132.8K shares
$27.47(+43.46%)
2026-06-30

About Pillar Financial Advisors, LLCโ€™s portfolio

Pillar Financial Advisors, LLC reports $191.18M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are DFAS (12.5%), DFUS (11.9%) and DFIC (10.8%). The top 20 holdings account for 92.88% of reported assets. Its disclosed equity book has returned +26.10% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
DFAS โ€” 12.6% ($23.86M)DFUS โ€” 12.0% ($22.74M)DFIC โ€” 10.8% ($20.56M)DUSB โ€” 10.4% ($19.62M)DFUV โ€” 9.6% ($18.29M)DFLV โ€” 6.7% ($12.69M)DFAT โ€” 5.5% ($10.37M)DFAR โ€” 5.0% ($9.47M)DFSV โ€” 4.0% ($7.51M)DFEM โ€” 2.8% ($5.40M)Other โ€” 20.6% ($39.03M)
79%in top 10
  • DFAS12.6%
  • DFUS12.0%
  • DFIC10.8%
  • DUSB10.4%
  • DFUV9.6%
  • DFLV6.7%
  • DFAT5.5%
  • DFAR5.0%
  • DFSV4.0%
  • DFEM2.8%
  • Other20.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
12
DUSBDIMENSIONAL ETF TRUST+13.6%
DFLVDIMENSIONAL ETF TRUST+7.2%
DFUSDIMENSIONAL ETF TRUST+2.0%
DFICDIMENSIONAL ETF TRUST+1.8%
+8 more
Trimmed
20
VTESVANGUARD WELLINGTON FD-57.9%
MGKVANGUARD WORLD FD-5.4%
VTVVANGUARD INDEX FDS-3.0%
VBILVANGUARD INSTL INDEX FD-28.1%
+16 more

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Source filings

Holdings on this page are parsed from Pillar Financial Advisors, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054958). View Pillar Financial Advisors, LLCโ€™s 13F filings on SEC

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