Pillar Wealth Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Pillar Wealth Advisors, LLC reported 10 stock positions worth $3.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 21.4% of the portfolio, followed by Cap Group Municipal Income (CGMU, 14.1%) and Innovator U.S. Equity Power (PAUG, 10.3%). Compared with Q2 2024, it sold out of 48 and reduced 10. The biggest sale was an exit from iShares Core S&P 500 ETF (IVV).

Most Recent 13F
Q3 2025
Location
WESTTOWN, PA
CIK
0001632226
Portfolio Value
$3.3M (Q3 2024)
SEC Filing
0001085146-24-005370 ↗ filed Nov 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $132.4M Q1 2024 Q2 2024: $83.3M Q2 2024 Q3 2024: $3.3M $3.3M Q3 2024 Q4 2024: $0 Q4 2024 Q1 2025: $0 Q1 2025 Q2 2025: $0 Q2 2025 Q3 2025: $0 Q3 2025

Holdings 10 stocks · $3.3M

SCHX Schwab US Large-Cap ETF 21.42% 10,565 $717K Reduce -93.9%
CGMU Cap Group Municipal Income 14.13% 17,215 $473K Reduce -91.5%
PAUG Innovator U.S. Equity Power 10.32% 9,117 $345K Reduce -53.0%
SCHM Schwab US Mid Cap ETF 10.31% 4,151 $345K Reduce -93.6%
CGCP Cap Group Core Plus Income 8.52% 12,326 $285K Reduce -7.5%
QUAL iShares MSCI USA Quality Fac 8.19% 1,529 $274K Reduce -95.5%
AAPL Apple Inc. 7.83% 1,124 $262K Reduce -74.2%
PJUL Innovator U.S. Equity Power 6.77% 5,593 $226K Reduce -87.0%
BND Vanguard Total Bond Market 6.33% 2,818 $212K Reduce -95.6%
VEA Vanguard Ftse Developed ETF 6.19% 3,925 $207K Reduce -95.0%

Portfolio Sells Q2 2024 → Q3 2024

IVV iShares Core S&P 500 ETF Sold out 0.00% −4.75
POCT Innovator U.S. Equity Power Sold out 0.00% −3.47
SCHD Schwab US DVD Equity ETF Sold out 0.00% −3.12
PSEP Innovator U.S. Equity Power Sold out 0.00% −2.78
IJH iShares Core S&P Midcap ETF Sold out 0.00% −2.64
PNOV Innovator U.S. Equity Power Sold out 0.00% −2.50
NOCT Innovator Growth-100 Power B Sold out 0.00% −1.98
PMAY Innovator U.S. Equity Power Sold out 0.00% −1.94
PDEC Innovator U.S. Equity Power Sold out 0.00% −1.93
IJR iShares Core S&P Small-Cap E Sold out 0.00% −1.81
CGMS Cap Group US Multi-Sect Bond Sold out 0.00% −1.36
SCHA Schwab US Small-Cap ETF Sold out 0.00% −1.34
ICLO Invesco Aaa Clo F/R Note ETF Sold out 0.00% −1.31
KJUL Innovator U.S. Small Cap Pow Sold out 0.00% −1.28
CGDV Cap Group Dividend Value Sold out 0.00% −1.22
SCHO Schwab Short-Term US Treas Sold out 0.00% −1.21
GOOGL Alphabet Inc. Class A Sold out 0.00% −1.15
GOOG Alphabet Inc. Class C Sold out 0.00% −1.06
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.98
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.94
PAPR Innovator U.S. Equity Power Sold out 0.00% −0.90
GILD Gilead Sciences Inc. Sold out 0.00% −0.85
EJUL Innovator Emerging Markets P Sold out 0.00% −0.80
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.79
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.77
PRF Invesco Rafi US 1000 ETF Sold out 0.00% −0.72
KAPR Innovator U.S. Small Cap Pow Sold out 0.00% −0.64
COWZ Pacer US Cash Cows 100 ETF Sold out 0.00% −0.64
NJUL Innovator Growth 100 Power B Sold out 0.00% −0.63
IJAN Innovator International Deve Sold out 0.00% −0.60
IJUL Innovator International Deve Sold out 0.00% −0.56
SDVY First Trust Smid Cap Rising Sold out 0.00% −0.51
CGIE Cap Group Intl Equity Sold out 0.00% −0.48
PJUN Innovator U.S. Equity Power Sold out 0.00% −0.46
IAPR Innovator International Deve Sold out 0.00% −0.43
IOCT Innovator Int Dev Power Buff Sold out 0.00% −0.40
CGSM Cap Group Short Muni Income Sold out 0.00% −0.40
PJAN Innovator U.S. Equity Power Sold out 0.00% −0.37
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.37
NAPR Innovator Growth 100 Power B Sold out 0.00% −0.35
MUB iShares National Muni Bond E Sold out 0.00% −0.32
XOM Exxon Mobil Corp. Sold out 0.00% −0.31
ADBE Adobe Inc. Sold out 0.00% −0.30
VCIT Vanguard Int-Term Corporate Sold out 0.00% −0.29
EAPR Innovator Emerging Markets P Sold out 0.00% −0.28
NJAN Innovator Growth 100 Power B Sold out 0.00% −0.25
IAU iShares Gold Trust Sold out 0.00% −0.25
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.24
BND Vanguard Total Bond Market Reduce -95.6% 6.33% +0.75
QUAL iShares MSCI USA Quality Fac Reduce -95.5% 8.19% +1.31

Portfolio Buys Q2 2024 → Q3 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 0$0
Q1 2025 0$0
Q4 2024 0$0
Q3 2024 10$3.3MSCHX, CGMU, PAUG, SCHM, CGCP
Q2 2024 58$83.3MSCHX, QUAL, CGMU, SCHM, BND
Q1 2024 71$132.4MSCHX, CGMU, QUAL, SCHM, BND