StockDriftsStockDriftsTop 50 Pillar Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 14.03% | 508.2K | $25.7M | +31.52%(+121.81K) | $50.69(-0.39%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 13.21% | 291.0K | $24.2M | +4.85%(+13.46K) | $64.47(+29.85%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 12.69% | 299.7K | $23.2M | +3.42%(+9.90K) | $65.37(+20.13%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 12.11% | 588.7K | $22.1M | +6.68%(+36.87K) | $28.25(+33.74%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 9.86% | 327.8K | $18.0M | -1.39%(-4.61K) | $41.30(+36.56%) | 2026-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 7.71% | 351.0K | $14.1M | +9.33%(+29.95K) | $32.02(+29.83%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.29% | 145.5K | $9.7M | -1.88%(-2.79K) | $55.64(+23.04%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.05% | 140.3K | $5.6M | +5.64%(+7.49K) | $28.15(+35.52%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.25% | 73.8K | $4.1M | +0.00%(+0) | $36.78(+53.35%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 2.21% | 43.7K | $4.0M | -0.29%(-125) | $64.06(+41.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.00% |
Pillar Financial Advisors LLC reports $182.82M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are DUSB (14.0%), DFUS (13.2%) and DFAS (12.7%). The top 20 holdings account for 93.49% of reported assets. Its disclosed equity book has returned +24.18% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pillar Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054958). View Pillar Financial Advisors LLC’s 13F filings on SEC