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Pillar Financial Advisors - Q1 2026 13F Filings

PI

Pillar Financial Advisors, LLC

CIK: 0002054958
Address: Kentucky Louisville 3046 Breckenridge Lane Ste 104
$171.12 M
Portfolio Value
106
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTES Vanguard Short-Term Tax Exempt Bond Etf
+$1.26 M
2. DFAR Dimensional Us Real Estate Etf
+$950,563.66
3. DUSB Dimensional Ultrashort Fixed Income Etf
+$848,430.13
4. DFUS Dimensional Us Equity Market Etf
+$576,214.64
5. DFIC Dimensional International Core Equity 2 Etf
+$412,965.12

Top Sells

Q1 2026
1. CNS Cohen & Steers
−$879,423
2. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$303,626.4
3. DFUV Dimensional Us Marketwide Value Etf
−$281,601.22
4. MGK Vanguard Mega Cap Growth Etf
−$81,204.25
5. VBK Vanguard Small-Cap Growth Etf
−$80,398.51

Asset Allocation

Stocks/ETFs
+3.20%
$171.12 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.84%
$6,752 0.00%

Sector Allocation (Stocks)

Pillar Financial Advisors Q1 2026 Filing Summary

Pillar Financial Advisors, LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 171.12 M reflecting a +3.20% change from the prior quarter, spanning 106 assets. The top 10 holdings comprised 77.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 7 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Pillar Financial Advisors’s Q1 2026 Filing

Pillar Financial Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Pillar Financial Advisors reported a managed portfolio value of 171.12 M, consisting of 106 individual positions.

This page displays the raw filing documents. To see which stocks Pillar Financial Advisors bought or sold during Q1 2026, please visit Pillar Financial Advisors's Portfolio Analysis page.