Pillar Financial Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Pillar Financial Advisors, LLC reported 106 stock positions worth $171.1 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, 11.3%) and Dimensional International (DFIC, 11.3%). Compared with Q4 2025, it opened 2 new positions, sold out of 7, added to 17 and reduced 25. The biggest buy was Vanguard SH Term Tax-Ex Bond (VTES, shares +128%) and the biggest sale an exit from Cohen & Steers (CNS).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0002054958
Portfolio Value
$171.1M (Q1 2026)
SEC Filing
0001398344-26-008635 ↗ filed May 7, 2026

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 Q2 2025 Q3 2025: $159.2M Q3 2025 Q4 2025: $165.8M Q4 2025 Q1 2026: $171.1M $171.1M Q1 2026 Q2 2026: $191.2M Q2 2026

Holdings 106 stocks · $171.1M
DFAS Dimensional US Small Cap ETF 12.05% 289,825 $20.6M Add +1.6%
DFUS Dimensional US Eq MKT ETF 11.27% 271,982 $19.3M Add +3.1%
DFIC Dimensional International Co. 11.26% 542,085 $19.3M Add +2.2%
DUSB Dimension Ultrashort Fi ETF 10.08% 340,234 $17.3M Add +5.2%
DFUV Dimensional US Marketwide Va 9.44% 333,437 $16.2M Reduce -1.7%
DFLV Dim US Large Cap Value ETF 6.25% 299,575 $10.7M Add +3.7%
DFAT Dimensional US Target Value 5.42% 148,439 $9.3M Reduce -0.3%
DFAR Dimensional US Real Est ETF 4.88% 353,086 $8.4M Add +12.8%
DFSV Dimensional US Small Cap Val 3.79% 185,156 $6.5M Add +3.1%
DFEM Dimensional Emrg MRKT Core 2.67% 132,011 $4.6M Reduce -6.2%
DFIV Dimensional International Va 2.28% 73,813 $3.9M Reduce -0.1%
VUSB Vanguard Ultra Short Bond Et 2.05% 70,556 $3.5M Reduce -0.6%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 1.99% 9,256 $3.4M Reduce -2.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.84% 16,059 $3.2M Reduce -2.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.67% 13,160 $2.9M Reduce -2.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.56% 8,807 $2.7M Reduce -2.9%
VTES Vanguard SH Term Tax-Ex Bond 1.31% 22,152 $2.2M Add +128.4%
DFSD Dimensional Short Duration 1.06% 37,920 $1.8M Reduce -0.9%
BIV Vanguard Intermediate-Term B 1.04% 23,052 $1.8M Reduce -0.8%
DFAI Dimensional International Co. 0.66% 28,919 $1.1M Reduce -2.1%
VEA Vanguard Ftse Developed ETF 0.64% 16,965 $1.1M Reduce -3.6%
VWO Vanguard Ftse Emerging Marke 0.51% 16,120 $871K Reduce -6.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.44% 1,731 $756K Reduce -1.0%
VCSH Vanguard S/T Corp. Bond ETF 0.35% 7,549 $598K Add +0.1%
VOO Vanguard S&P 500 ETF 0.32% 930 $556K Add +0.2%
IWF iShares Russell 1000 Growth 0.32% 1,290 $550K No change
VTIP Vanguard Short-Term Tips 0.32% 10,864 $543K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.30% 3,510 $509K No change
IAU iShares Gold Trust 0.29% 5,670 $500K No change
GNMA iShares Gnma Bond ETF 0.29% 11,242 $498K Reduce -4.3%
VEU Vanguard Ftse All-World Ex-U 0.29% 6,516 $489K Reduce -4.2%
VTI VG Morningstar TS MKT ETF-US 0.25% 1,339 $430K Reduce -6.2%
VB Vanguard Most SM-Cap ETF-Usd 0.25% 1,613 $422K Reduce -0.4%
BND Vanguard Total Bond Market 0.21% 4,905 $361K No change
DFAW Dimensional World Eqty ETF 0.20% 4,747 $350K Reduce -2.8%
VBIL Vanguard 0-3M T-Bill ETF 0.20% 4,447 $336K Add +46.7%
DFAC Dimensional US Core Equity 2 0.17% 7,471 $290K Add +0.1%
IWD iShares Russell 1000 Value E 0.17% 1,337 $286K No change
RBCAA Republic Bancorp Inc. Class A 0.16% 3,944 $278K No change
DFAE Dimensional Emerging Core Eq 0.16% 7,955 $269K Reduce -3.2%
VSS Vanguard Ftse All Wo X-US SC 0.10% 1,209 $176K No change
IJH iShares Core S&P Midcap ETF 0.09% 2,285 $154K No change
DISV Dimensional International SM 0.08% 3,680 $145K No change
IWM iShares Russell 2000 ETF 0.08% 543 $135K No change
VXUS Vanguard Total Intl Stock 0.08% 1,731 $133K Reduce -0.3%
FDL First Trust Morn DVD Lead Inc. 0.08% 2,625 $133K No change
DFIS Dimensional International SM 0.08% 3,903 $131K No change
ABBV Abbvie Inc. 0.08% 600 $130K No change
DFAU Dimensional US Core Equity M 0.08% 2,867 $129K Add +0.1%
AEE Ameren Corporation 0.07% 1,041 $114K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 353 $105K No change
SYBT Stock Yards Bancorp Inc. 0.06% 1,575 $104K No change
IOO iShares Global 100 ETF 0.06% 845 $102K No change
WPC WP Carey Inc. 0.06% 1,489 $101K No change
IEFA iShares Core MSCI Eafe ETF 0.06% 1,086 $98K No change
IVE iShares S&P 500 Value ETF 0.06% 450 $95K No change
AAPL Apple Inc. 0.05% 322 $82K Add +0.6%
FTC First Trust Large Cap Growth 0.04% 435 $67K No change
VCIT Vanguard Int-Term Corporate 0.04% 805 $67K Reduce -42.5%
KMI Kinder Morgan Inc. 0.03% 1,400 $47K No change
DFAX Dimensional World Ex US Core 0.02% 1,140 $39K Add +0.1%
EEM iShares MSCI Emerging Market 0.02% 673 $38K No change
D Dominion Energy Inc. 0.02% 600 $37K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 127 $36K No change
CVS CVS Health Corp. 0.02% 500 $36K No change
PCG P G & E Corp. 0.02% 2,010 $35K Add +117.5%
SCHF Schwab Intl Equity ETF 0.02% 1,174 $29K No change
TMO Thermo Fisher Scientific Inc. 0.02% 55 $27K No change
DEHP Dimensional Emrg MRK Hi Prof 0.01% 705 $24K Reduce -22.9%
DLTR Dollar Tree Inc. 0.01% 203 $22K New
FTEC Fidelity MSCI Info Tech Indx 0.01% 89 $19K No change
SCHA Schwab US Small-Cap ETF 0.01% 562 $16K No change
BUSE First Busey Corp. 0.01% 474 $12K No change
SCHX Schwab US Large-Cap ETF 0.01% 441 $11K No change
FHLC Fidelity MSCI Health Care 0.01% 128 $9K No change
AGG iShares Core U.S. Aggregate 0.01% 87 $9K Reduce -26.3%
DFSU Dimensional US Sus CORE1 ETF 0.00% 204 $8K New
SHM SS SPDR N Ice St Muni ETF 0.00% 166 $8K No change
SCHH Schwab US REIT ETF 0.00% 365 $8K No change
BLFS Biolife Solutions Inc. 0.00% 396 $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
FCOM Fidelity MSCI Comm Serv Indx 0.00% 97 $7K No change
VT Vanguard Tot World STK ETF 0.00% 44 $6K Add +7.3%
MET Metlife Inc. 0.00% 83 $6K No change
ABNB Airbnb Inc. Class A 0.00% 35 $4K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.00% 111 $4K No change
FNCL Fidelity MSCI Financial Indx 0.00% 51 $4K No change
MUB iShares National Muni Bond E 0.00% 33 $4K No change
VNQI Vanguard GLBL Ex-US Real Est 0.00% 73 $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
EFV iShares MSCI Eafe Value ETF 0.00% 35 $3K No change
KSS Kohls Corp. 0.00% 200 $3K No change
SCHC Schwab Intl Small-Cap Equity 0.00% 50 $2K No change
DBX Dropbox Inc. Class A 0.00% 100 $2K No change
FENY Fidelity MSCI Energy Index 0.00% 50 $2K No change
NLOP Net Lease Office Property 0.00% 116 $1K No change
ANGX Angel Studios Inc. 0.00% 385 $1K No change
FITB Fifth Third Bancorp 0.00% 23 $1K No change

Show all 106 holdings

Portfolio Sells Q4 2025 → Q1 2026
CNS Cohen & Steers Inc. Sold out 0.00% −0.53
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -2.3% 1.99% −0.37
DFEM Dimensional Emrg MRKT Core Reduce -6.2% 2.67% −0.14
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -2.9% 1.56% −0.10
DFUV Dimensional US Marketwide Va Reduce -1.7% 9.44% −0.09
VUSB Vanguard Ultra Short Bond Et Reduce -0.6% 2.05% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.0% 0.44% −0.07
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.5% 1.67% −0.05
BIV Vanguard Intermediate-Term B Reduce -0.8% 1.04% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -6.1% 0.51% −0.05
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.0% 1.84% −0.05
DFSD Dimensional Short Duration Reduce -0.9% 1.06% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -6.2% 0.25% −0.04
VCIT Vanguard Int-Term Corporate Reduce -42.5% 0.04% −0.03
VEA Vanguard Ftse Developed ETF Reduce -3.6% 0.64% −0.03
GNMA iShares Gnma Bond ETF Reduce -4.3% 0.29% −0.02
DFAI Dimensional International Co. Reduce -2.1% 0.66% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -4.2% 0.29% −0.02
DFAW Dimensional World Eqty ETF Reduce -2.8% 0.20% −0.01
SPYM Ste STR SPDR PT S&P 500 ETF Sold out 0.00% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.4% 0.25% −0.01
DFAE Dimensional Emerging Core Eq Reduce -3.2% 0.16% −0.00
DEHP Dimensional Emrg MRK Hi Prof Reduce -22.9% 0.01% −0.00
AGG iShares Core U.S. Aggregate Reduce -26.3% 0.01% −0.00
SPMD SS SPDR P S&P 400 Midcap ETF Sold out 0.00% −0.00
VXUS Vanguard Total Intl Stock Reduce -0.3% 0.08% −0.00
VWOB Vanguard Emerg MKTS Gov BND Sold out 0.00% −0.00
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.00
V Visa Inc. Class A Sold out 0.00% −0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% 0.00
DFIV Dimensional International Va Reduce -0.1% 2.28% +0.05
DFAT Dimensional US Target Value Reduce -0.3% 5.42% +0.07

Portfolio Buys Q4 2025 → Q1 2026
VTES Vanguard SH Term Tax-Ex Bond Add +128.4% 1.31% +0.72
DFAR Dimensional US Real Est ETF Add +12.8% 4.88% +0.56
DFLV Dim US Large Cap Value ETF Add +3.7% 6.25% +0.29
DFIC Dimensional International Co. Add +2.2% 11.26% +0.23
DFSV Dimensional US Small Cap Val Add +3.1% 3.79% +0.23
DUSB Dimension Ultrashort Fi ETF Add +5.2% 10.08% +0.20
VBIL Vanguard 0-3M T-Bill ETF Add +46.7% 0.20% +0.06
DFAS Dimensional US Small Cap ETF Add +1.6% 12.05% +0.06
DLTR Dollar Tree Inc. New 0.01% +0.01
PCG P G & E Corp. Add +117.5% 0.02% +0.01
DFSU Dimensional US Sus CORE1 ETF New 0.00% +0.00
DFAX Dimensional World Ex US Core Add +0.1% 0.02% +0.00
VT Vanguard Tot World STK ETF Add +7.3% 0.00% +0.00
AAPL Apple Inc. Add +0.6% 0.05% −0.00
DFAU Dimensional US Core Equity M Add +0.1% 0.08% −0.01
DFAC Dimensional US Core Equity 2 Add +0.1% 0.17% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +0.1% 0.35% −0.01
VOO Vanguard S&P 500 ETF Add +0.2% 0.32% −0.03
DFUS Dimensional US Eq MKT ETF Add +3.1% 11.27% −0.53

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