Pillar Financial Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Pillar Financial Advisors, LLC reported 109 stock positions worth $144.8 million. Its top holding was Dimensional US Small Cap ETF (DFAS) at 12.3% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 12.1%) and Dimensional International (DFIC, 10.7%). Compared with Q1 2025, it sold out of 2, added to 14 and reduced 16. The biggest buy was Dimensional International (DFIC, shares +1%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −0%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0002054958
Portfolio Value
$144.8M (Q2 2025)
SEC Filing
0001398344-25-013548 ↗ filed Jul 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $130.6M Q4 2024 Q1 2025: $134.2M Q1 2025 Q2 2025: $144.8M $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 109 stocks · $144.8M
DFAS Dimensional US Small Cap ETF 12.28% 279,161 $17.8M Add +3.8%
DFUS Dimensional US Eq MKT ETF 12.13% 262,135 $17.6M Add +0.7%
DFIC Dimensional International Co. 10.73% 499,943 $15.5M Add +1.1%
DFUV Dimensional US Marketwide Va 10.33% 353,768 $15.0M Reduce -0.1%
DUSB Dimension Ultrashort Fi ETF 7.80% 222,682 $11.3M Add +6.4%
DFAT Dimensional US Target Value 5.75% 154,307 $8.3M Add +0.1%
DFLV Dim US Large Cap Value ETF 5.49% 256,140 $7.9M Add +5.9%
DFAR Dimensional US Real Est ETF 3.70% 228,414 $5.4M Add +2.9%
DFSV Dimensional US Small Cap Val 3.23% 158,847 $4.7M Add +12.9%
DFEM Dimensional Emrg MRKT Core 2.71% 132,061 $3.9M Add +5.7%
VUSB Vanguard Ultra Short Bond Et 2.61% 75,674 $3.8M Add +2.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.46% 9,741 $3.6M Reduce -1.4%
DFIV Dimensional International Va 2.20% 74,252 $3.2M Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 1.91% 15,658 $2.8M Add +1.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.82% 13,550 $2.6M Reduce -0.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.74% 9,108 $2.5M Reduce -1.6%
DFSD Dimensional Short Duration 1.43% 43,087 $2.1M Reduce -2.2%
BIV Vanguard Intermediate-Term B 1.25% 23,422 $1.8M Reduce -0.4%
CNS Cohen & Steers Inc. 0.73% 14,008 $1.1M No change
DFAI Dimensional International Co. 0.72% 30,342 $1.0M Reduce -0.4%
VEA Vanguard Ftse Developed ETF 0.69% 17,415 $993K Reduce -2.4%
VWO Vanguard Ftse Emerging Marke 0.60% 17,425 $862K Reduce -1.8%
VCSH Vanguard S/T Corp. Bond ETF 0.58% 10,492 $834K Reduce -7.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.54% 1,798 $788K No change
VTES Vanguard SH Term Tax-Ex Bond 0.52% 7,506 $758K Reduce -6.3%
VTIP Vanguard Short-Term Tips 0.44% 12,664 $637K No change
IWF iShares Russell 1000 Growth 0.38% 1,290 $548K No change
VOO Vanguard S&P 500 ETF 0.36% 928 $527K No change
GNMA iShares Gnma Bond ETF 0.36% 11,742 $516K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.33% 3,630 $476K No change
VEU Vanguard Ftse All-World Ex-U 0.32% 6,802 $457K No change
VTI VG Morningstar TS MKT ETF-US 0.29% 1,402 $426K No change
VB Vanguard Most SM-Cap ETF-Usd 0.27% 1,629 $386K No change
BND Vanguard Total Bond Market 0.25% 4,905 $361K Reduce -7.3%
IAU iShares Gold Trust 0.24% 5,670 $354K No change
IWD iShares Russell 1000 Value E 0.21% 1,587 $308K No change
RBCAA Republic Bancorp Inc. Class A 0.21% 4,094 $299K No change
DFAC Dimensional US Core Equity 2 0.19% 7,780 $279K Add +0.1%
DFAE Dimensional Emerging Core Eq 0.19% 9,310 $270K No change
DFAW Dimensional World Eqty ETF 0.18% 3,851 $258K Add +7.7%
VSS Vanguard Ftse All Wo X-US SC 0.11% 1,209 $163K No change
DFAU Dimensional US Core Equity M 0.11% 3,597 $152K No change
IJH iShares Core S&P Midcap ETF 0.10% 2,285 $142K No change
DISV Dimensional International SM 0.09% 4,109 $135K No change
DFIS Dimensional International SM 0.09% 4,336 $129K No change
SYBT Stock Yards Bancorp Inc. 0.09% 1,575 $124K No change
VXUS Vanguard Total Intl Stock 0.08% 1,775 $123K No change
IWM iShares Russell 2000 ETF 0.08% 543 $117K No change
VCIT Vanguard Int-Term Corporate 0.08% 1,400 $116K No change
ABBV Abbvie Inc. 0.08% 600 $111K No change
FDL First Trust Morn DVD Lead Inc. 0.08% 2,625 $110K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 353 $101K No change
IEFA iShares Core MSCI Eafe ETF 0.07% 1,206 $101K Reduce -27.5%
AEE Ameren Corporation 0.07% 1,041 $100K No change
WPC WP Carey Inc. 0.06% 1,489 $93K No change
IOO iShares Global 100 ETF 0.06% 845 $91K No change
IVE iShares S&P 500 Value ETF 0.06% 450 $88K No change
AAPL Apple Inc. 0.05% 327 $67K Reduce -0.3%
FTC First Trust Large Cap Growth 0.05% 435 $66K No change
KMI Kinder Morgan Inc. 0.03% 1,400 $41K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 127 $36K No change
CVS CVS Health Corp. 0.02% 500 $34K No change
D Dominion Energy Inc. 0.02% 600 $34K No change
DFAX Dimensional World Ex US Core 0.02% 1,137 $33K Add +0.6%
EEM iShares MSCI Emerging Market 0.02% 673 $32K No change
SCHF Schwab Intl Equity ETF 0.02% 1,174 $26K No change
DEHP Dimensional Emrg MRK Hi Prof 0.02% 915 $26K No change
UNH Unitedhealth Group Inc. 0.02% 80 $25K No change
INTC Intel Corp. 0.02% 1,077 $24K Reduce -36.0%
TMO Thermo Fisher Scientific Inc. 0.02% 55 $22K No change
FTEC Fidelity MSCI Info Tech Indx 0.01% 89 $18K No change
SCHA Schwab US Small-Cap ETF 0.01% 562 $14K No change
PCG P G & E Corp. 0.01% 924 $13K No change
BUSE First Busey Corp. 0.01% 474 $11K No change
SCHX Schwab US Large-Cap ETF 0.01% 441 $11K No change
AGG iShares Core U.S. Aggregate 0.01% 87 $9K No change
BLFS Biolife Solutions Inc. 0.01% 396 $9K No change
FHLC Fidelity MSCI Health Care 0.01% 128 $8K 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
VXF Vanguard Extended Market ETF 0.00% 36 $7K No change
AEG Aegon Ltd.-NY Reg SHR 0.00% 930 $7K No change
MET Metlife Inc. 0.00% 83 $7K No change
FCOM Fidelity MSCI Comm Serv Indx 0.00% 97 $6K No change
VT Vanguard Tot World STK ETF 0.00% 40 $5K No change
ABNB Airbnb Inc. Class A 0.00% 35 $5K No change
FNCL Fidelity MSCI Financial Indx 0.00% 51 $4K No change
NLOP Net Lease Office Property 0.00% 116 $4K No change
MUB iShares National Muni Bond E 0.00% 33 $3K No change
VNQI Vanguard GLBL Ex-US Real Est 0.00% 73 $3K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 111 $3K No change
FDIS Fidelity MSCI Cons Discr Ind 0.00% 34 $3K No change
FSTA Fidelity MSCI Cons Stap Indx 0.00% 57 $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
KSS Kohls Corp. 0.00% 200 $2K No change
BKLN Invesco Senior Loan ETF 0.00% 81 $2K No change
FENY Fidelity MSCI Energy Index 0.00% 50 $1K No change
FITB Fifth Third Bancorp 0.00% 23 $946 No change
BF.B Brown-Forman Corp. Class B 0.00% 25 $673 No change
COOP Mr Cooper Group Inc. 0.00% 4 $597 No change
ASAN Asana Inc. Class A 0.00% 42 $567 No change
BHF Brighthouse Financial Inc. 0.00% 7 $377 No change
PTON Peloton Interactive Inc. Class A 0.00% 35 $243 No change
BODI The Beachbody Co. Inc. filed as THE BEACHBODY COMPANY INC 0.00% 13 $54 No change
U Unity Software Inc. 0.00% 2 $49 No change
HPE Hewlett Packard Enterprise 0.00% 1 $21 No change

Portfolio Sells Q1 2025 → Q2 2025
DFUV Dimensional US Marketwide Va Reduce -0.1% 10.33% −0.54
DFSD Dimensional Short Duration Reduce -2.2% 1.43% −0.13
BIV Vanguard Intermediate-Term B Reduce -0.4% 1.25% −0.09
VCSH Vanguard S/T Corp. Bond ETF Reduce -7.0% 0.58% −0.09
VTES Vanguard SH Term Tax-Ex Bond Reduce -6.3% 0.52% −0.08
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.7% 1.82% −0.07
BND Vanguard Total Bond Market Reduce -7.3% 0.25% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -27.5% 0.07% −0.02
INTC Intel Corp. Reduce -36.0% 0.02% −0.01
ELAN Elanco Animal Health Inc. Sold out 0.00% −0.01
AAPL Apple Inc. Reduce -0.3% 0.05% −0.01
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.8% 0.60% −0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.6% 1.74% +0.00
VEA Vanguard Ftse Developed ETF Reduce -2.4% 0.69% +0.01
DFAI Dimensional International Co. Reduce -0.4% 0.72% +0.02
DFIV Dimensional International Va Reduce -0.1% 2.20% +0.02
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -1.4% 2.46% +0.19

Portfolio Buys Q1 2025 → Q2 2025
DFIC Dimensional International Co. Add +1.1% 10.73% +0.50
DFUS Dimensional US Eq MKT ETF Add +0.7% 12.13% +0.40
DFAS Dimensional US Small Cap ETF Add +3.8% 12.28% +0.30
DFSV Dimensional US Small Cap Val Add +12.9% 3.23% +0.28
DFEM Dimensional Emrg MRKT Core Add +5.7% 2.71% +0.24
DFAW Dimensional World Eqty ETF Add +7.7% 0.18% +0.02
DFAC Dimensional US Core Equity 2 Add +0.1% 0.19% +0.00
DFAX Dimensional World Ex US Core Add +0.6% 0.02% +0.00
DFLV Dim US Large Cap Value ETF Add +5.9% 5.49% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +1.6% 1.91% −0.07
DUSB Dimension Ultrashort Fi ETF Add +6.4% 7.80% −0.11
VUSB Vanguard Ultra Short Bond Et Add +2.5% 2.61% −0.14
DFAT Dimensional US Target Value Add +0.1% 5.75% −0.17
DFAR Dimensional US Real Est ETF Add +2.9% 3.70% −0.23

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