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Pillar Financial Advisors - Q4 2025 13F Filings

PI

Pillar Financial Advisors, LLC

CIK: 0002054958
Address: Kentucky Louisville 3046 Breckenridge Lane Ste 104
$165.81 M
Portfolio Value
111
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DUSB Dimensional Ultrashort Fixed Income Etf
+$2.14 M
2. DFAR Dimensional Us Real Estate Etf
+$888,635.74
3. DFLV Dimensional Us Large Cap Value Etf
+$637,468.36
4. VTIP Vanguard Short-Term Tips
+$537,334
5. DFIC Dimensional International Core Equity 2 Etf
+$438,020.9
6. DFSV Dimensional Us Small Cap Value Etf
+$341,859.24

Top Sells

Q4 2025
1. DFUV Dimensional Us Marketwide Value Etf
−$566,207.72
2. DFAT Dimensional Us Targeted Value Etf
−$298,355.56
3. DFUS Dimensional Us Equity Market Etf
−$289,485.59
4. VUSB Vanguard Ultra-Short Bond Etf
−$280,898.84
5. VCSH Vanguard Short-Term Corporate Bond Etf
−$205,156.14

Asset Allocation

Stocks/ETFs
+4.58%
$165.8 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-98.94%
$7,171 0.00%

Sector Allocation (Stocks)

Pillar Financial Advisors Q4 2025 Filing Summary

Pillar Financial Advisors, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 165.81 M reflecting a +4.14% change from the prior quarter, spanning 111 assets. The top 10 holdings comprised 76.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 14 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Pillar Financial Advisors’s Q4 2025 Filing

Pillar Financial Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Pillar Financial Advisors reported a managed portfolio value of 165.81 M, consisting of 111 individual positions.

This page displays the raw filing documents. To see which stocks Pillar Financial Advisors bought or sold during Q4 2025, please visit Pillar Financial Advisors's Portfolio Analysis page.