Pillar Financial Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Pillar Financial Advisors, LLC reported 116 stock positions worth $130.6 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 12.7% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 12.0%) and Dimensional US Marketwide Va (DFUV, 11.1%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0002054958
Portfolio Value
$130.6M (Q4 2024)
SEC Filing
0001398344-25-002148 ↗ filed Feb 7, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $130.6M $130.6M Q4 2024 Q1 2025: $134.2M Q1 2025 Q2 2025: $144.8M Q2 2025 Q3 2025: $159.2M Q3 2025 Q4 2025: $165.8M Q4 2025 Q1 2026: $171.1M Q1 2026 Q2 2026: $191.2M Q2 2026

Holdings 116 stocks · $130.6M

DFAS Dimensional US Small Cap ETF 12.74% 255,825 $16.6M —
DFUS Dimensional US Eq MKT ETF 12.05% 246,897 $15.7M —
DFUV Dimensional US Marketwide Va 11.11% 354,714 $14.5M —
DFIC Dimensional International Co. 8.82% 445,731 $11.5M —
DUSB Dimension Ultrashort Fi ETF 7.27% 187,614 $9.5M —
DFAT Dimensional US Target Value 6.58% 154,335 $8.6M —
DFLV Dim US Large Cap Value ETF 5.14% 223,544 $6.7M —
DFAR Dimensional US Real Est ETF 3.66% 205,700 $4.8M —
DFSV Dimensional US Small Cap Val 2.89% 122,510 $3.8M —
VUSB Vanguard Ultra Short Bond Et 2.78% 73,137 $3.6M —
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.60% 9,880 $3.4M —
DFEM Dimensional Emrg MRKT Core 2.37% 118,019 $3.1M —
VBR Vngrd Mrngst SL-CP Val ETF-U 2.06% 13,568 $2.7M —
DFIV Dimensional International Va 2.03% 74,622 $2.6M —
DFSD Dimensional Short Duration 2.01% 55,894 $2.6M —
VBK Van Morst SML-Cap Gro-Usd Inc. 2.00% 9,334 $2.6M —
VTV Vanguard Mrngstr Val ETF-Aui 1.90% 14,664 $2.5M —
BIV Vanguard Intermediate-Term B 1.35% 23,515 $1.8M —
DFAI Dimensional International Co. 0.69% 30,884 $902K —
VCSH Vanguard S/T Corp. Bond ETF 0.67% 11,286 $880K —
VWO Vanguard Ftse Emerging Marke 0.62% 18,459 $813K —
VEA Vanguard Ftse Developed ETF 0.61% 16,690 $798K —
VTES Vanguard SH Term Tax-Ex Bond 0.58% 7,586 $760K —
VUG Vanguard Mrngstar GR ETF-Sui 0.56% 1,798 $738K —
VTIP Vanguard Short-Term Tips 0.48% 12,870 $623K —
CNS Cohen & Steers Inc. 0.44% 6,227 $575K —
GNMA iShares Gnma Bond ETF 0.41% 12,446 $534K —
IWF iShares Russell 1000 Growth 0.40% 1,290 $518K —
VOO Vanguard S&P 500 ETF 0.39% 946 $510K —
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.35% 3,630 $453K —
VTI VG Morningstar TS MKT ETF-US 0.31% 1,416 $411K —
VEU Vanguard Ftse All-World Ex-U 0.31% 7,102 $408K —
BND Vanguard Total Bond Market 0.30% 5,541 $398K —
VB Vanguard Most SM-Cap ETF-Usd 0.30% 1,629 $391K —
DFAC Dimensional US Core Equity 2 0.23% 8,628 $298K —
IWD iShares Russell 1000 Value E 0.22% 1,587 $294K —
RBCAA Republic Bancorp Inc. Class A 0.22% 4,094 $286K —
IAU iShares Gold Trust 0.21% 5,670 $281K —
DFAE Dimensional Emerging Core Eq 0.18% 9,329 $237K —
DFAW Dimensional World Eqty ETF 0.15% 3,242 $203K —
DFAU Dimensional US Core Equity M 0.12% 3,831 $155K —
VSS Vanguard Ftse All Wo X-US SC 0.11% 1,309 $150K —
IJH iShares Core S&P Midcap ETF 0.11% 2,285 $142K —
IWM iShares Russell 2000 ETF 0.09% 543 $120K —
IEFA iShares Core MSCI Eafe ETF 0.09% 1,663 $117K —
SYBT Stock Yards Bancorp Inc. 0.09% 1,575 $113K —
VCIT Vanguard Int-Term Corporate 0.09% 1,400 $112K —
DISV Dimensional International SM 0.08% 4,109 $109K —
ABBV Abbvie Inc. 0.08% 600 $107K —
DFIS Dimensional International SM 0.08% 4,336 $106K —
FDL First Trust Morn DVD Lead Inc. 0.08% 2,625 $106K —
VXUS Vanguard Total Intl Stock 0.08% 1,775 $105K —
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 353 $95K —
AEE Ameren Corporation 0.07% 1,041 $93K —
IVE iShares S&P 500 Value ETF 0.07% 450 $86K —
IOO iShares Global 100 ETF 0.07% 845 $85K —
AAPL Apple Inc. 0.06% 328 $82K —
WPC WP Carey Inc. 0.06% 1,489 $81K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 237 $63K —
FTC First Trust Large Cap Growth 0.05% 435 $60K —
VYM Vanguard High DVD Yield ETF 0.03% 320 $41K —
UNH Unitedhealth Group Inc. 0.03% 80 $40K —
KMI Kinder Morgan Inc. 0.03% 1,400 $38K —
INTC Intel Corp. 0.03% 1,684 $34K —
DFAX Dimensional World Ex US Core 0.03% 1,354 $34K —
D Dominion Energy Inc. 0.02% 600 $32K —
TMO Thermo Fisher Scientific Inc. 0.02% 55 $29K —
EEM iShares MSCI Emerging Market 0.02% 673 $28K —
DEHP Dimensional Emrg MRK Hi Prof 0.02% 915 $23K —
CVS CVS Health Corp. 0.02% 500 $22K —
SCHF Schwab Intl Equity ETF 0.02% 1,174 $22K —
FTEC Fidelity MSCI Info Tech Indx 0.01% 89 $16K —
SCHA Schwab US Small-Cap ETF 0.01% 562 $15K —
ELAN Elanco Animal Health Inc. 0.01% 1,060 $13K —
BUSE First Busey Corp. 0.01% 474 $11K —
BLFS Biolife Solutions Inc. 0.01% 396 $10K —
SCHX Schwab US Large-Cap ETF 0.01% 441 $10K —
AGG iShares Core U.S. Aggregate 0.01% 87 $8K —
FHLC Fidelity MSCI Health Care 0.01% 128 $8K —
SHM SS SPDR N Ice St Muni ETF 0.01% 166 $8K —
SCHH Schwab US REIT ETF 0.01% 365 $8K —
VXF Vanguard Extended Market ETF 0.01% 36 $7K —
MET Metlife Inc. 0.01% 83 $7K —
PCG P G & E Corp. 0.00% 315 $6K —
FCOM Fidelity MSCI Comm Serv Indx 0.00% 97 $6K —
AEG Aegon Ltd.-NY Reg SHR 0.00% 930 $5K —
VT Vanguard Tot World STK ETF 0.00% 40 $5K —
ABNB Airbnb Inc. Class A 0.00% 35 $5K —
NVCR Novocure Ltd. 0.00% 138 $4K —
NLOP Net Lease Office Property 0.00% 116 $4K —
MUB iShares National Muni Bond E 0.00% 33 $4K —
FNCL Fidelity MSCI Financial Indx 0.00% 51 $4K —
FDIS Fidelity MSCI Cons Discr Ind 0.00% 34 $3K —
DBX Dropbox Inc. Class A 0.00% 100 $3K —
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 111 $3K —
VNQI Vanguard GLBL Ex-US Real Est 0.00% 73 $3K —
FSTA Fidelity MSCI Cons Stap Indx 0.00% 57 $3K —
KSS Kohls Corp. 0.00% 200 $3K —
EFV iShares MSCI Eafe Value ETF 0.00% 35 $2K —
SCHC Schwab Intl Small-Cap Equity 0.00% 50 $2K —

Show all 116 holdings

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 114$191.2MDFAS, DFUS, DFIC, DUSB, DFUV
Q1 2026 106$171.1MDFAS, DFUS, DFIC, DUSB, DFUV
Q4 2025 111$165.8MDFAS, DFUS, DFIC, DUSB, DFUV
Q3 2025 117$159.2MDFUS, DFAS, DFIC, DFUV, DUSB
Q2 2025 109$144.8MDFAS, DFUS, DFIC, DFUV, DUSB
Q1 2025 111$134.2MDFAS, DFUS, DFUV, DFIC, DUSB
Q4 2024 116$130.6MDFAS, DFUS, DFUV, DFIC, DUSB