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
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 | — |
| BKLN Invesco Senior Loan ETF | 0.00% | 81 | $2K | — |
| FENY Fidelity MSCI Energy Index | 0.00% | 50 | $1K | — |
| FITB Fifth Third Bancorp | 0.00% | 23 | $973 | — |
| BF.B Brown-Forman Corp. Class B | 0.00% | 25 | $950 | — |
| ASAN Asana Inc. Class A | 0.00% | 42 | $852 | — |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 6 | $394 | — |
| COOP Mr Cooper Group Inc. | 0.00% | 4 | $385 | — |
| BHF Brighthouse Financial Inc. | 0.00% | 7 | $337 | — |
| PTON Peloton Interactive Inc. Class A | 0.00% | 35 | $305 | — |
| PSX Phillips 66 | 0.00% | 2 | $228 | — |
| GSK GSK PLC-Spon ADR | 0.00% | 3 | $102 | — |
| BODI The Beachbody Co. Inc. filed as THE BEACHBODY COMPANY INC | 0.00% | 13 | $80 | — |
| U Unity Software Inc. | 0.00% | 2 | $45 | — |
| HLN Haleon PLC-ADR | 0.00% | 4 | $39 | — |
| HPE Hewlett Packard Enterprise | 0.00% | 1 | $22 | — |
| CMP Compass Minerals Internation | 0.00% | 1 | $12 | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 114 | $191.2M | DFAS, DFUS, DFIC, DUSB, DFUV |
| Q1 2026 | 106 | $171.1M | DFAS, DFUS, DFIC, DUSB, DFUV |
| Q4 2025 | 111 | $165.8M | DFAS, DFUS, DFIC, DUSB, DFUV |
| Q3 2025 | 117 | $159.2M | DFUS, DFAS, DFIC, DFUV, DUSB |
| Q2 2025 | 109 | $144.8M | DFAS, DFUS, DFIC, DFUV, DUSB |
| Q1 2025 | 111 | $134.2M | DFAS, DFUS, DFUV, DFIC, DUSB |
| Q4 2024 | 116 | $130.6M | DFAS, DFUS, DFUV, DFIC, DUSB |