Pillar Financial Advisors, LLC
Reported holdings as of Q2 2026, from 7 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAS | $23.9M | 289,794 | +0.43pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFUS | $22.7M | 277,505 | +0.62pp | 7q | +2.0%+$452.6K | |
| DIMENSIONAL ETF TRUST | DFIC | $20.6M | 551,834 | -0.50pp | 7q | +1.8%+$363.2K | |
| DIMENSIONAL ETF TRUST | DUSB | $19.6M | 386,385 | +0.18pp | 7q | +13.6%+$2.3M | |
| DIMENSIONAL ETF TRUST | DFUV | $18.3M | 332,448 | +0.12pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFLV | $12.7M | 321,024 | +0.39pp | 7q | +7.2%+$848.1K | |
| DIMENSIONAL ETF TRUST | DFAT | $10.4M | 148,338 | +0.01pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAR | $9.5M | 362,169 | +0.08pp | 7q | +2.6%+$237.6K | |
| DIMENSIONAL ETF TRUST | DFSV | $7.5M | 193,526 | +0.14pp | 7q | +4.5%+$324.7K | |
| DIMENSIONAL ETF TRUST | DFEM | $5.4M | 132,817 | +0.16pp | 7q | +0.6%+$32.8K | |
| DIMENSIONAL ETF TRUST | DFIV | $4.0M | 73,799 | -0.19pp | 7q | HELD | |
| VANGUARD WORLD FD | MGK | $3.8M | 43,793 | +0.03pp | 7q | +373.1%+$3.0M | |
| VANGUARD BD INDEX FDS | VUSB | $3.5M | 70,387 | -0.22pp | 7q | HELD | |
| VANGUARD INDEX FDS | VTV | $3.4M | 15,581 | -0.07pp | 7q | -3.0%-$104.2K | |
| VANGUARD INDEX FDS | VBK | $3.2M | 8,807 | +0.13pp | 7q | HELD | |
| VANGUARD INDEX FDS | VBR | $3.2M | 13,062 | -0.01pp | 7q | -0.7%-$23.8K | |
| DIMENSIONAL ETF TRUST | DFSD | $1.8M | 37,826 | -0.12pp | 7q | HELD | |
| VANGUARD BD INDEX FDS | BIV | $1.8M | 23,060 | -0.11pp | 7q | HELD | |
| VANGUARD TAX-MANAGED FDS | VEA | $1.2M | 16,982 | flat | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAI | $1.2M | 28,229 | -0.05pp | 7q | -2.4%-$28.5K | |
| VANGUARD WELLINGTON FD | VTES | $943.7K | 9,315 | -0.82pp | 7q | -57.9%-$1.3M | |
| VANGUARD INTL EQUITY INDEX F | VWO | $937.4K | 15,705 | -0.02pp | 7q | -2.6%-$24.8K | |
| VANGUARD INDEX FDS | VUG | $809.6K | 9,399 | -0.02pp | 7q | +443.0%+$660.5K | |
| ISHARES TR | IWF | $640.7K | 5,160 | +0.01pp | 7q | +300.0%+$480.5K | |
| VANGUARD INDEX FDS | VOO | $628.7K | 915 | flat | 7q | -1.6%-$10.3K | |
| VANGUARD SCOTTSDALE FDS | VCSH | $583.1K | 7,378 | -0.04pp | 7q | -2.3%-$13.5K | |
| VANGUARD WORLD FD | MGV | $573.7K | 3,510 | flat | 7q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VEU | $545.7K | 6,516 | flat | 7q | HELD | |
| VANGUARD MALVERN FDS | VTIP | $545.7K | 10,864 | -0.03pp | 7q | HELD | |
| ISHARES TR | GNMA | $497.2K | 11,242 | -0.03pp | 7q | HELD | |
| VANGUARD INDEX FDS | VTI | $495.7K | 1,339 | +0.01pp | 7q | HELD | |
| VANGUARD INDEX FDS | VB | $489.2K | 1,614 | +0.01pp | 7q | HELD | |
| ISHARES GOLD TR | IAU | $428.1K | 5,670 | -0.07pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAW | $425.9K | 5,144 | +0.02pp | 7q | +8.4%+$32.9K | |
| VANGUARD BD INDEX FDS | BND | $361.5K | 4,925 | -0.02pp | 7q | HELD | |
| REPUBLIC BANCORP INC KY | RBCAA | $356.7K | 3,944 | +0.02pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAC | $328.0K | 7,394 | flat | 7q | -1.0%-$3.4K | |
| ISHARES TR | IWD | $314.4K | 1,297 | flat | 7q | -3.0%-$9.7K | |
| DIMENSIONAL ETF TRUST | DFAE | $302.4K | 7,520 | flat | 7q | -5.5%-$17.5K | |
| VANGUARD INSTL INDEX FD | VBIL | $242.0K | 3,198 | -0.07pp | 3q | -28.1%-$94.5K | |
| VANGUARD INTL EQUITY INDEX F | VSS | $186.6K | 1,209 | -0.01pp | 7q | HELD | |
| ISHARES TR | IJH | $176.2K | 2,285 | flat | 7q | HELD | |
| ISHARES TR | IWM | $163.1K | 543 | +0.01pp | 7q | HELD | |
| ABBVIE INC | ABBV | $151.0K | 600 | flat | 7q | HELD | |
| VANGUARD STAR FDS | VXUS | $148.0K | 1,731 | flat | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DISV | $147.7K | 3,680 | -0.01pp | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAU | $145.7K | 2,820 | flat | 7q | -1.6%-$2.4K | |
| DIMENSIONAL ETF TRUST | DFIS | $136.7K | 3,903 | -0.01pp | 7q | HELD | |
| FIRST TR EXCHANGE-TRADED FD | FDL | $127.7K | 2,625 | -0.01pp | 7q | HELD | |
| VANGUARD INDEX FDS | VV | $121.4K | 353 | flat | 7q | HELD | |
| STOCK YDS BANCORP INC | SYBT | $120.4K | 1,575 | flat | 7q | HELD | |
| AMEREN CORP | AEE | $117.7K | 1,041 | -0.01pp | 7q | HELD | |
| ISHARES TR | IOO | $115.4K | 845 | flat | 7q | HELD | |
| WP CAREY INC | WPC | $106.5K | 1,489 | flat | 7q | HELD | |
| ISHARES TR | IEFA | $104.9K | 1,086 | flat | 7q | HELD | |
| ISHARES TR | IVE | $102.2K | 450 | flat | 7q | HELD | |
| APPLE INC | AAPL | $93.2K | 322 | flat | 7q | HELD | |
| FIRST TR EXCHANGE-TRADED ALP | FTC | $84.3K | 435 | flat | 7q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCIT | $66.5K | 805 | flat | 7q | HELD | |
| REALTY INCOME CORP | O | $62.0K | 1,000 | - | new | NEW | |
| CVS HEALTH CORP | CVS | $51.7K | 500 | +0.01pp | 7q | HELD | |
| CAMECO CORP | CCJ | $50.9K | 500 | - | new | NEW | |
| ISHARES TR | EEM | $46.0K | 673 | flat | 7q | HELD | |
| KINDER MORGAN INC DEL | KMI | $44.8K | 1,400 | flat | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFAX | $42.2K | 1,146 | flat | 7q | +0.5% | |
| DOMINION ENERGY INC | D | $41.0K | 600 | flat | 7q | HELD | |
| VANGUARD INDEX FDS | VO | $40.9K | 508 | flat | 7q | +300.0%+$30.7K | |
| PG&E CORP | PCG | $33.8K | 2,010 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHF | $32.5K | 1,174 | flat | 7q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $27.6K | 55 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FTEC | $25.4K | 89 | flat | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DEHP | $24.6K | 576 | flat | 7q | -18.3%-$5.5K | |
| DOLLAR TREE INC | DLTR | $24.6K | 203 | flat | 2q | HELD | |
| SCHWAB STRATEGIC TR | SCHA | $20.3K | 562 | flat | 7q | HELD | |
| FIRST BUSEY CORP | BUSE | $14.0K | 474 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHX | $13.0K | 441 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FHLC | $9.9K | 128 | flat | 7q | HELD | |
| DIMENSIONAL ETF TRUST | DFSU | $9.5K | 204 | flat | 2q | HELD | |
| VANGUARD INDEX FDS | VXF | $8.9K | 36 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHH | $8.6K | 365 | flat | 7q | HELD | |
| ISHARES TR | AGG | $8.6K | 87 | flat | 7q | HELD | |
| SPDR SERIES TRUST | SHM | $8.0K | 166 | flat | 7q | HELD | |
| AEGON LTD | AEG | $7.8K | 930 | flat | 7q | HELD | |
| METLIFE INC | MET | $7.0K | 83 | flat | 7q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VT | $6.9K | 44 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FCOM | $6.7K | 97 | flat | 7q | HELD | |
| AIRBNB INC | ABNB | $5.0K | 35 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHE | $4.0K | 111 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FNCL | $3.9K | 51 | flat | 7q | HELD | |
| ISHARES TR | MUB | $3.6K | 33 | flat | 7q | HELD | |
| KOHLS CORP | KSS | $3.5K | 200 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FDIS | $3.5K | 34 | flat | 7q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VNQI | $3.3K | 73 | flat | 7q | HELD | |
| FIDELITY COVINGTON TRUST | FSTA | $3.0K | 57 | flat | 7q | HELD | |
| DROPBOX INC | DBX | $2.7K | 100 | flat | 7q | HELD | |
| ISHARES TR | EFV | $2.7K | 35 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHC | $2.4K | 50 | flat | 7q | HELD | |
| INVESCO EXCHANGE TRADED FD T | SPHQ | $2.0K | 23 | - | new | NEW | |
| FIDELITY COVINGTON TRUST | FENY | $1.5K | 50 | flat | 7q | HELD | |
| ANGEL STUDIOS INC | ANGX | $1.4K | 385 | flat | 4q | HELD | |
| FIFTH THIRD BANCORP | FITB | $1.3K | 23 | flat | 7q | HELD | |
| NET LEASE OFFICE PROPERTIES | NLOP | $1.3K | 116 | flat | 7q | HELD | |
| RBB FD INC | ZTEN | $727 | 14 | - | new | NEW | |
| BROWN FORMAN CORP | BFB | $667 | 25 | flat | 7q | HELD | |
| VANGUARD ADMIRAL FDS INC | VOOG | $496 | 6 | - | new | NEW | |
| INVESCO EXCH TRADED FD TR II | SPMO | $485 | 3 | - | new | NEW | |
| BRIGHTHOUSE FINL INC | BHF | $444 | 7 | flat | 7q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONG | $384 | 3 | - | new | NEW | |
| ASANA INC | ASAN | $294 | 42 | flat | 7q | HELD | |
| PELOTON INTERACTIVE INC | PTON | $207 | 35 | flat | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHD | $165 | 5 | - | new | NEW | |
| VANGUARD WHITEHALL FDS | VYM | $159 | 1 | - | new | NEW | |
| THE BEACHBODY COMPANY INC | BODI | $133 | 13 | flat | 7q | HELD | |
| FLEX LNG LTD | FLNG | $65 | 2 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Banks & Lending | $492.4K | 0.3% |
| Other sectors | $1.3M | 0.7% |
| Not classified | $189.4M | 99.1% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $191.2M | 114 | 10 | 13 | 13 | 2 | 78.7% | 24 |
| Q1 2026 | $171.1M | 106 | 2 | 12 | 21 | 7 | 77.1% | 37 |
| Q4 2025 | $165.8M | 111 | 8 | 11 | 18 | 14 | 76.2% | 33 |
| Q3 2025 | $159.2M | 117 | 10 | 14 | 14 | 2 | 75.4% | 43 |
| Q2 2025 | $144.8M | 109 | 0 | 12 | 11 | 2 | 74.2% | 23 |
| Q1 2025 | $134.2M | 111 | 1 | 16 | 15 | 6 | 73.8% | 14 |
| Q4 2024 | $130.6M | 116 | 0 | 0 | 0 | 0 | 73.0% | 38 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.