Pillar Financial Advisors, Llc Portfolio Stock Holdings
Pillar Financial Advisors, Llc disclosed 114 stock positions valued at approximately $191.2 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 114
- Portfolio Value
- $191.2M
Holdings by Sector
Pillar Financial Advisors, Llc Portfolio Holdings in Q2 2026
110 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAS | Other | 12.48% | 289,794 | -31 | -0.01% | $23,861,632 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.89% | 277,505 | +5,523 | +2.03% | $22,738,725 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 10.75% | 551,834 | +9,749 | +1.80% | $20,561,324 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 10.26% | 386,385 | +46,151 | +13.56% | $19,620,618 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 9.57% | 332,448 | -989 | -0.30% | $18,287,971 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 6.64% | 321,024 | +21,449 | +7.16% | $12,693,309 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.42% | 148,338 | -101 | -0.07% | $10,368,848 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 4.96% | 362,169 | +9,083 | +2.57% | $9,474,340 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 3.93% | 193,526 | +8,370 | +4.52% | $7,506,874 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.82% | 132,817 | +806 | +0.61% | $5,397,672 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.09% | 73,799 | -14 | -0.02% | $3,986,631 |
| VANGUARD WORLD FD | MGK | Other | 2.01% | 43,793 | +34,537 | +373.13% | $3,849,843 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.83% | 70,387 | -169 | -0.24% | $3,503,869 |
| VANGUARD INDEX FDS | VTV | Other | 1.78% | 15,581 | -478 | -2.98% | $3,395,612 |
| VANGUARD INDEX FDS | VBK | Other | 1.68% | 8,807 | - | - | $3,220,720 |
| VANGUARD INDEX FDS | VBR | Other | 1.66% | 13,062 | -98 | -0.74% | $3,173,848 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.94% | 37,826 | -94 | -0.25% | $1,806,206 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.93% | 23,060 | +8 | +0.03% | $1,768,711 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.63% | 16,982 | +17 | +0.10% | $1,209,968 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.61% | 28,229 | -690 | -2.39% | $1,164,431 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.49% | 9,315 | -12,837 | -57.95% | $943,703 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.49% | 15,705 | -415 | -2.57% | $937,409 |
| VANGUARD INDEX FDS | VUG | Other | 0.42% | 9,399 | +7,668 | +442.98% | $809,630 |
| ISHARES TR | IWF | Other | 0.34% | 5,160 | +3,870 | +300.00% | $640,718 |
| VANGUARD INDEX FDS | VOO | Other | 0.33% | 915 | -15 | -1.61% | $628,662 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.30% | 7,378 | -171 | -2.27% | $583,075 |
| VANGUARD WORLD FD | MGV | Other | 0.30% | 3,510 | - | - | $573,710 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.29% | 6,516 | - | - | $545,715 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.29% | 10,864 | - | - | $545,699 |
| ISHARES TR | GNMA | Other | 0.26% | 11,242 | - | - | $497,234 |
| VANGUARD INDEX FDS | VTI | Other | 0.26% | 1,339 | - | - | $495,662 |
| VANGUARD INDEX FDS | VB | Other | 0.26% | 1,614 | +1 | +0.06% | $489,187 |
| ISHARES GOLD TR | IAU | Other | 0.22% | 5,670 | - | - | $428,142 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.22% | 5,144 | +397 | +8.36% | $425,909 |
| VANGUARD BD INDEX FDS | BND | Other | 0.19% | 4,925 | +20 | +0.41% | $361,545 |
| REPUBLIC BANCORP INC KY | RBCAA | Financial Services | 0.19% | 3,944 | - | - | $356,656 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.17% | 7,394 | -77 | -1.03% | $327,997 |
| ISHARES TR | IWD | Other | 0.16% | 1,297 | -40 | -2.99% | $314,432 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.16% | 7,520 | -435 | -5.47% | $302,381 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.10% | 1,209 | - | - | $186,564 |
| ISHARES TR | IJH | Other | 0.09% | 2,285 | - | - | $176,197 |
| ISHARES TR | IWM | Other | 0.09% | 543 | - | - | $163,145 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 600 | - | - | $150,984 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 1,731 | - | - | $147,965 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.08% | 3,680 | - | - | $147,669 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.08% | 2,820 | -47 | -1.64% | $145,744 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.07% | 3,903 | - | - | $136,740 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.07% | 2,625 | - | - | $127,733 |
| VANGUARD INDEX FDS | VV | Other | 0.06% | 353 | - | - | $121,401 |
| STOCK YDS BANCORP INC | SYBT | Financial Services | 0.06% | 1,575 | - | - | $120,441 |
| AMEREN CORP | AEE | Utilities | 0.06% | 1,041 | - | - | $117,675 |
| ISHARES TR | IOO | Other | 0.06% | 845 | - | - | $115,427 |
| WP CAREY INC | WPC | Real Estate | 0.06% | 1,489 | - | - | $106,464 |
| ISHARES TR | IEFA | Other | 0.05% | 1,086 | - | - | $104,886 |
| ISHARES TR | IVE | Other | 0.05% | 450 | - | - | $102,177 |
| APPLE INC | AAPL | Technology | 0.05% | 322 | - | - | $93,174 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.04% | 435 | - | - | $84,290 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.03% | 805 | - | - | $66,534 |
| REALTY INCOME CORP | O | Real Estate | 0.03% | 1,000 | +1,000 | +100.00% | $61,960 |
| CVS HEALTH CORP | CVS | Healthcare | 0.03% | 500 | - | - | $51,725 |
| CAMECO CORP | CCJ | Energy | 0.03% | 500 | +500 | +100.00% | $50,930 |
| ISHARES TR | EEM | Other | 0.02% | 673 | - | - | $46,040 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.02% | 1,400 | - | - | $44,758 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.02% | 1,146 | +6 | +0.53% | $42,226 |
| DOMINION ENERGY INC | D | Utilities | 0.02% | 600 | - | - | $40,974 |
| VANGUARD INDEX FDS | VO | Other | 0.02% | 508 | +381 | +300.00% | $40,930 |
| PG&E CORP | PCG | Utilities | 0.02% | 2,010 | - | - | $33,809 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.02% | 1,174 | - | - | $32,520 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.01% | 55 | - | - | $27,575 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.01% | 89 | - | - | $25,417 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.01% | 576 | -129 | -18.30% | $24,631 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 0.01% | 203 | - | - | $24,553 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.01% | 562 | - | - | $20,306 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.01% | 474 | - | - | $13,983 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.01% | 441 | - | - | $12,979 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.01% | 128 | - | - | $9,888 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.00% | 204 | - | - | $9,513 |
| VANGUARD INDEX FDS | VXF | Other | 0.00% | 36 | - | - | $8,864 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.00% | 365 | - | - | $8,644 |
| ISHARES TR | AGG | Other | 0.00% | 87 | - | - | $8,612 |
| SPDR SERIES TRUST | SHM | Other | 0.00% | 166 | - | - | $7,963 |
| AEGON LTD | AEG | Financial Services | 0.00% | 930 | - | - | $7,850 |
| METLIFE INC | MET | Financial Services | 0.00% | 83 | - | - | $7,023 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.00% | 44 | - | - | $6,926 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 0.00% | 97 | - | - | $6,740 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.00% | 35 | - | - | $5,009 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.00% | 111 | - | - | $4,025 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.00% | 51 | - | - | $3,905 |
| ISHARES TR | MUB | Other | 0.00% | 33 | - | - | $3,552 |
| KOHLS CORP | KSS | Consumer Cyclical | 0.00% | 200 | - | - | $3,544 |
| FIDELITY COVINGTON TRUST | FDIS | Other | 0.00% | 34 | - | - | $3,497 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.00% | 73 | - | - | $3,275 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.00% | 57 | - | - | $2,995 |
| DROPBOX INC | DBX | Technology | 0.00% | 100 | - | - | $2,747 |
| ISHARES TR | EFV | Other | 0.00% | 35 | - | - | $2,680 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.00% | 50 | - | - | $2,406 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.00% | 23 | +23 | +100.00% | $2,031 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.00% | 50 | - | - | $1,478 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.00% | 23 | - | - | $1,297 |
| NET LEASE OFFICE PROPERTIES | NLOP | Real Estate | 0.00% | 116 | - | - | $1,292 |