Pillar Financial Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Pillar Financial Advisors, LLC reported 111 stock positions worth $134.2 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 12.0% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.7%) and Dimensional US Marketwide Va (DFUV, 10.9%). Compared with Q4 2024, it opened 1 new position, sold out of 6, added to 17 and reduced 20. The biggest buy was Dimensional International (DFIC, shares +11%) and the biggest sale Dimensional US Target Value (DFAT, shares −0%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0002054958
Portfolio Value
$134.2M (Q1 2025)
SEC Filing
0001398344-25-007061 ↗ filed Apr 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $130.6M Q4 2024 Q1 2025: $134.2M $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 111 stocks · $134.2M
DFAS Dimensional US Small Cap ETF 11.98% 269,046 $16.1M Add +5.2%
DFUS Dimensional US Eq MKT ETF 11.73% 260,308 $15.7M Add +5.4%
DFUV Dimensional US Marketwide Va 10.87% 354,047 $14.6M Reduce -0.2%
DFIC Dimensional International Co. 10.24% 494,656 $13.7M Add +11.0%
DUSB Dimension Ultrashort Fi ETF 7.92% 209,374 $10.6M Add +11.6%
DFAT Dimensional US Target Value 5.92% 154,217 $7.9M Reduce -0.1%
DFLV Dim US Large Cap Value ETF 5.51% 241,888 $7.4M Add +8.2%
DFAR Dimensional US Real Est ETF 3.93% 222,056 $5.3M Add +8.0%
DFSV Dimensional US Small Cap Val 2.95% 140,699 $4.0M Add +14.8%
VUSB Vanguard Ultra Short Bond Et 2.74% 73,814 $3.7M Add +0.9%
DFEM Dimensional Emrg MRKT Core 2.46% 124,947 $3.3M Add +5.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.27% 9,880 $3.1M No change
DFIV Dimensional International Va 2.18% 74,331 $2.9M Reduce -0.4%
VTV Vanguard Mrngstr Val ETF-Aui 1.98% 15,418 $2.7M Add +5.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.90% 13,650 $2.5M Add +0.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.74% 9,258 $2.3M Reduce -0.8%
DFSD Dimensional Short Duration 1.56% 44,055 $2.1M Reduce -21.2%
BIV Vanguard Intermediate-Term B 1.34% 23,520 $1.8M Add +0.0%
CNS Cohen & Steers Inc. 0.84% 14,008 $1.1M Add +125.0%
DFAI Dimensional International Co. 0.71% 30,453 $951K Reduce -1.4%
VEA Vanguard Ftse Developed ETF 0.68% 17,840 $907K Add +6.9%
VCSH Vanguard S/T Corp. Bond ETF 0.66% 11,279 $890K Reduce -0.1%
VTES Vanguard SH Term Tax-Ex Bond 0.60% 8,013 $805K Add +5.6%
VWO Vanguard Ftse Emerging Marke 0.60% 17,736 $803K Reduce -3.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.50% 1,798 $667K No change
VTIP Vanguard Short-Term Tips 0.47% 12,664 $632K Reduce -1.6%
GNMA iShares Gnma Bond ETF 0.38% 11,742 $515K Reduce -5.7%
VOO Vanguard S&P 500 ETF 0.36% 928 $477K Reduce -1.9%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.35% 3,630 $468K No change
IWF iShares Russell 1000 Growth 0.35% 1,290 $466K No change
VEU Vanguard Ftse All-World Ex-U 0.31% 6,802 $413K Reduce -4.2%
BND Vanguard Total Bond Market 0.29% 5,291 $389K Reduce -4.5%
VTI VG Morningstar TS MKT ETF-US 0.29% 1,402 $385K Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd 0.27% 1,629 $361K No change
IAU iShares Gold Trust 0.25% 5,670 $334K No change
IWD iShares Russell 1000 Value E 0.22% 1,587 $299K No change
RBCAA Republic Bancorp Inc. Class A 0.19% 4,094 $261K No change
DFAC Dimensional US Core Equity 2 0.19% 7,768 $256K Reduce -10.0%
DFAE Dimensional Emerging Core Eq 0.18% 9,310 $241K Reduce -0.2%
DFAW Dimensional World Eqty ETF 0.16% 3,577 $219K Add +10.3%
VSS Vanguard Ftse All Wo X-US SC 0.10% 1,209 $140K Reduce -7.6%
DFAU Dimensional US Core Equity M 0.10% 3,597 $138K Reduce -6.1%
IJH iShares Core S&P Midcap ETF 0.10% 2,285 $133K No change
IEFA iShares Core MSCI Eafe ETF 0.09% 1,663 $126K No change
ABBV Abbvie Inc. 0.09% 600 $126K No change
DISV Dimensional International SM 0.09% 4,109 $120K No change
VCIT Vanguard Int-Term Corporate 0.09% 1,400 $114K No change
FDL First Trust Morn DVD Lead Inc. 0.09% 2,625 $114K No change
DFIS Dimensional International SM 0.08% 4,336 $112K No change
VXUS Vanguard Total Intl Stock 0.08% 1,775 $110K No change
SYBT Stock Yards Bancorp Inc. 0.08% 1,575 $109K No change
IWM iShares Russell 2000 ETF 0.08% 543 $108K No change
AEE Ameren Corporation 0.08% 1,041 $105K No change
WPC WP Carey Inc. 0.07% 1,489 $94K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 353 $91K No change
IVE iShares S&P 500 Value ETF 0.06% 450 $86K No change
IOO iShares Global 100 ETF 0.06% 845 $81K No change
AAPL Apple Inc. 0.05% 328 $73K No change
FTC First Trust Large Cap Growth 0.04% 435 $57K No change
UNH Unitedhealth Group Inc. 0.03% 80 $42K No change
KMI Kinder Morgan Inc. 0.03% 1,400 $40K No change
INTC Intel Corp. 0.03% 1,684 $38K No change
CVS CVS Health Corp. 0.03% 500 $34K No change
D Dominion Energy Inc. 0.03% 600 $34K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 127 $33K Reduce -46.4%
DFAX Dimensional World Ex US Core 0.02% 1,130 $30K Reduce -16.5%
EEM iShares MSCI Emerging Market 0.02% 673 $29K No change
TMO Thermo Fisher Scientific Inc. 0.02% 55 $27K No change
SCHF Schwab Intl Equity ETF 0.02% 1,174 $23K No change
DEHP Dimensional Emrg MRK Hi Prof 0.02% 915 $23K No change
PCG P G & E Corp. 0.01% 924 $16K Add +193.3%
FTEC Fidelity MSCI Info Tech Indx 0.01% 89 $14K No change
SCHA Schwab US Small-Cap ETF 0.01% 562 $13K No change
ELAN Elanco Animal Health Inc. 0.01% 1,060 $11K No change
BUSE First Busey Corp. 0.01% 474 $10K No change
SCHX Schwab US Large-Cap ETF 0.01% 441 $10K No change
BLFS Biolife Solutions Inc. 0.01% 396 $9K No change
FHLC Fidelity MSCI Health Care 0.01% 128 $9K No change
AGG iShares Core U.S. Aggregate 0.01% 87 $9K No change
SHM SS SPDR N Ice St Muni ETF 0.01% 166 $8K No change
SCHH Schwab US REIT ETF 0.01% 365 $8K No change
MET Metlife Inc. 0.01% 83 $7K No change
VXF Vanguard Extended Market ETF 0.00% 36 $6K No change
AEG Aegon Ltd.-NY Reg SHR 0.00% 930 $6K No change
CHTR Charter Communications Inc. Class A 0.00% 15 $6K New
FCOM Fidelity MSCI Comm Serv Indx 0.00% 97 $5K No change
VT Vanguard Tot World STK ETF 0.00% 40 $5K No change
ABNB Airbnb Inc. Class A 0.00% 35 $4K No change
NLOP Net Lease Office Property 0.00% 116 $4K No change
FNCL Fidelity MSCI Financial Indx 0.00% 51 $4K No change
MUB iShares National Muni Bond E 0.00% 33 $3K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 111 $3K No change
VNQI Vanguard GLBL Ex-US Real Est 0.00% 73 $3K No change
FSTA Fidelity MSCI Cons Stap Indx 0.00% 57 $3K No change
FDIS Fidelity MSCI Cons Discr Ind 0.00% 34 $3K No change
DBX Dropbox Inc. Class A 0.00% 100 $3K No change
NVCR Novocure Ltd. 0.00% 138 $2K No change
EFV iShares MSCI Eafe Value ETF 0.00% 35 $2K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 50 $2K No change
BKLN Invesco Senior Loan ETF 0.00% 81 $2K No change
KSS Kohls Corp. 0.00% 200 $2K No change
FENY Fidelity MSCI Energy Index 0.00% 50 $1K No change
FITB Fifth Third Bancorp 0.00% 23 $902 No change
BF.B Brown-Forman Corp. Class B 0.00% 25 $849 No change
ASAN Asana Inc. Class A 0.00% 42 $612 No change
COOP Mr Cooper Group Inc. 0.00% 4 $479 No change
BHF Brighthouse Financial Inc. 0.00% 7 $406 No change
PTON Peloton Interactive Inc. Class A 0.00% 35 $222 No change
BODI The Beachbody Co. Inc. filed as THE BEACHBODY COMPANY INC 0.00% 13 $98 No change
U Unity Software Inc. 0.00% 2 $40 No change
HPE Hewlett Packard Enterprise 0.00% 1 $16 No change

Portfolio Sells Q4 2024 → Q1 2025
DFAT Dimensional US Target Value Reduce -0.1% 5.92% −0.66
DFSD Dimensional Short Duration Reduce -21.2% 1.56% −0.45
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.8% 1.74% −0.26
DFUV Dimensional US Marketwide Va Reduce -0.2% 10.87% −0.24
DFAC Dimensional US Core Equity 2 Reduce -10.0% 0.19% −0.04
VOO Vanguard S&P 500 ETF Reduce -1.9% 0.36% −0.03
VYM Vanguard High DVD Yield ETF Sold out 0.00% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -1.0% 0.29% −0.03
GNMA iShares Gnma Bond ETF Reduce -5.7% 0.38% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -3.9% 0.60% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -46.4% 0.02% −0.02
DFAU Dimensional US Core Equity M Reduce -6.1% 0.10% −0.02
BND Vanguard Total Bond Market Reduce -4.5% 0.29% −0.02
VSS Vanguard Ftse All Wo X-US SC Reduce -7.6% 0.10% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 0.66% −0.01
VTIP Vanguard Short-Term Tips Reduce -1.6% 0.47% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -4.2% 0.31% −0.00
DFAX Dimensional World Ex US Core Reduce -16.5% 0.02% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.2% 0.18% −0.00
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.00
PSX Phillips 66 Sold out 0.00% −0.00
GSK GSK PLC-Spon ADR Sold out 0.00% −0.00
CMP Compass Minerals Internation Sold out 0.00% 0.00
HLN Haleon PLC-ADR Sold out 0.00% 0.00
DFAI Dimensional International Co. Reduce -1.4% 0.71% +0.02
DFIV Dimensional International Va Reduce -0.4% 2.18% +0.15

Portfolio Buys Q4 2024 → Q1 2025
DFIC Dimensional International Co. Add +11.0% 10.24% +1.42
DUSB Dimension Ultrashort Fi ETF Add +11.6% 7.92% +0.65
CNS Cohen & Steers Inc. Add +125.0% 0.84% +0.40
DFLV Dim US Large Cap Value ETF Add +8.2% 5.51% +0.37
DFAR Dimensional US Real Est ETF Add +8.0% 3.93% +0.27
DFEM Dimensional Emrg MRKT Core Add +5.9% 2.46% +0.10
VTV Vanguard Mrngstr Val ETF-Aui Add +5.1% 1.98% +0.08
DFSV Dimensional US Small Cap Val Add +14.8% 2.95% +0.07
VEA Vanguard Ftse Developed ETF Add +6.9% 0.68% +0.06
VTES Vanguard SH Term Tax-Ex Bond Add +5.6% 0.60% +0.02
DFAW Dimensional World Eqty ETF Add +10.3% 0.16% +0.01
PCG P G & E Corp. Add +193.3% 0.01% +0.01
CHTR Charter Communications Inc. Class A New 0.00% +0.00
BIV Vanguard Intermediate-Term B Add +0.0% 1.34% −0.00
VUSB Vanguard Ultra Short Bond Et Add +0.9% 2.74% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.6% 1.90% −0.16
DFUS Dimensional US Eq MKT ETF Add +5.4% 11.73% −0.32
DFAS Dimensional US Small Cap ETF Add +5.2% 11.98% −0.76

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