Pillar Financial Advisors, Llc Portfolio Stock Holdings
Pillar Financial Advisors, Llc disclosed 106 stock positions valued at approximately $171.1 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 March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 106
- Portfolio Value
- $171.1M
Holdings by Sector
Pillar Financial Advisors, Llc Portfolio Holdings in Q1 2026
104 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAS | Other | 12.05% | 289,825 | +4,488 | +1.57% | $20,615,230 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.27% | 271,982 | +8,126 | +3.08% | $19,286,243 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 11.26% | 542,085 | +11,623 | +2.19% | $19,260,277 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 10.08% | 340,234 | +16,731 | +5.17% | $17,253,289 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 9.44% | 333,437 | -5,811 | -1.71% | $16,158,366 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 6.25% | 299,575 | +10,746 | +3.72% | $10,697,818 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.42% | 148,439 | -473 | -0.32% | $9,270,035 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 4.88% | 353,086 | +40,193 | +12.85% | $8,350,477 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 3.79% | 185,156 | +5,502 | +3.06% | $6,487,880 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.67% | 132,011 | -8,788 | -6.24% | $4,560,995 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.28% | 73,813 | -51 | -0.07% | $3,895,859 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.05% | 70,556 | -410 | -0.58% | $3,512,635 |
| VANGUARD WORLD FD | MGK | Other | 1.99% | 9,256 | -221 | -2.33% | $3,401,025 |
| VANGUARD INDEX FDS | VTV | Other | 1.84% | 16,059 | -325 | -1.98% | $3,150,816 |
| VANGUARD INDEX FDS | VBR | Other | 1.67% | 13,160 | -340 | -2.52% | $2,858,932 |
| VANGUARD INDEX FDS | VBK | Other | 1.56% | 8,807 | -266 | -2.93% | $2,661,916 |
| VANGUARD WELLINGTON FD | VTES | Other | 1.31% | 22,152 | +12,454 | +128.42% | $2,240,454 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.06% | 37,920 | -328 | -0.86% | $1,815,597 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.04% | 23,052 | -195 | -0.84% | $1,779,148 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.66% | 28,919 | -622 | -2.11% | $1,126,670 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.64% | 16,965 | -631 | -3.59% | $1,087,118 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.51% | 16,120 | -1,053 | -6.13% | $871,266 |
| VANGUARD INDEX FDS | VUG | Other | 0.44% | 1,731 | -17 | -0.97% | $756,084 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.35% | 7,549 | +9 | +0.12% | $598,409 |
| VANGUARD INDEX FDS | VOO | Other | 0.32% | 930 | +2 | +0.22% | $555,806 |
| ISHARES TR | IWF | Other | 0.32% | 1,290 | - | - | $550,056 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.32% | 10,864 | - | - | $542,657 |
| VANGUARD WORLD FD | MGV | Other | 0.30% | 3,510 | - | - | $508,775 |
| ISHARES GOLD TR | IAU | Other | 0.29% | 5,670 | - | - | $499,868 |
| ISHARES TR | GNMA | Other | 0.29% | 11,242 | -500 | -4.26% | $498,358 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.29% | 6,516 | -286 | -4.20% | $489,352 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 1,339 | -88 | -6.17% | $429,561 |
| VANGUARD INDEX FDS | VB | Other | 0.25% | 1,613 | -6 | -0.37% | $422,435 |
| VANGUARD BD INDEX FDS | BND | Other | 0.21% | 4,905 | - | - | $361,205 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.20% | 4,747 | -138 | -2.82% | $350,209 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.17% | 7,471 | +10 | +0.13% | $290,329 |
| ISHARES TR | IWD | Other | 0.17% | 1,337 | - | - | $285,677 |
| REPUBLIC BANCORP INC KY | RBCAA | Financial Services | 0.16% | 3,944 | - | - | $278,250 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.16% | 7,955 | -264 | -3.21% | $269,358 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.10% | 1,209 | - | - | $176,286 |
| ISHARES TR | IJH | Other | 0.09% | 2,285 | - | - | $154,307 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.08% | 3,680 | - | - | $145,130 |
| ISHARES TR | IWM | Other | 0.08% | 543 | - | - | $134,664 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 1,731 | -6 | -0.35% | $133,461 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.08% | 2,625 | - | - | $133,350 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.08% | 3,903 | - | - | $131,431 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 600 | - | - | $130,494 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.08% | 2,867 | +2 | +0.07% | $129,338 |
| AMEREN CORP | AEE | Utilities | 0.07% | 1,041 | - | - | $114,427 |
| VANGUARD INDEX FDS | VV | Other | 0.06% | 353 | - | - | $105,495 |
| STOCK YDS BANCORP INC | SYBT | Financial Services | 0.06% | 1,575 | - | - | $104,439 |
| ISHARES TR | IOO | Other | 0.06% | 845 | - | - | $102,220 |
| WP CAREY INC | WPC | Real Estate | 0.06% | 1,489 | - | - | $101,193 |
| ISHARES TR | IEFA | Other | 0.06% | 1,086 | - | - | $98,316 |
| ISHARES TR | IVE | Other | 0.06% | 450 | - | - | $95,018 |
| APPLE INC | AAPL | Technology | 0.05% | 322 | +2 | +0.63% | $81,721 |
| FIRST TR EXCHANGE-TRADED ALP | FTC | Other | 0.04% | 435 | - | - | $67,053 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.04% | 805 | -595 | -42.50% | $66,614 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.03% | 1,400 | - | - | $46,942 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.02% | 1,140 | +1 | +0.09% | $38,721 |
| ISHARES TR | EEM | Other | 0.02% | 673 | - | - | $38,220 |
| DOMINION ENERGY INC | D | Utilities | 0.02% | 600 | - | - | $37,092 |
| VANGUARD INDEX FDS | VO | Other | 0.02% | 127 | - | - | $36,472 |
| CVS HEALTH CORP | CVS | Healthcare | 0.02% | 500 | - | - | $35,910 |
| PG&E CORP | PCG | Utilities | 0.02% | 2,010 | +1,086 | +117.53% | $35,316 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.02% | 1,174 | - | - | $29,057 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.02% | 55 | - | - | $27,035 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.01% | 705 | -210 | -22.95% | $23,818 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 0.01% | 203 | +203 | +100.00% | $22,231 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.01% | 89 | - | - | $18,517 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.01% | 562 | - | - | $16,343 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.01% | 474 | - | - | $11,978 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.01% | 441 | - | - | $11,308 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.01% | 128 | - | - | $9,007 |
| ISHARES TR | AGG | Other | 0.01% | 87 | -31 | -26.27% | $8,637 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.00% | 204 | +204 | +100.00% | $8,383 |
| SPDR SERIES TRUST | SHM | Other | 0.00% | 166 | - | - | $7,940 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.00% | 365 | - | - | $7,844 |
| BIOLIFE SOLUTIONS INC | BLFS | Healthcare | 0.00% | 396 | - | - | $7,556 |
| VANGUARD INDEX FDS | VXF | Other | 0.00% | 36 | - | - | $7,409 |
| AEGON LTD | AEG | Financial Services | 0.00% | 930 | - | - | $6,752 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 0.00% | 97 | - | - | $6,608 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.00% | 44 | +3 | +7.32% | $6,082 |
| METLIFE INC | MET | Financial Services | 0.00% | 83 | - | - | $5,870 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.00% | 35 | - | - | $4,420 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.00% | 111 | - | - | $3,658 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.00% | 51 | - | - | $3,581 |
| ISHARES TR | MUB | Other | 0.00% | 33 | - | - | $3,503 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.00% | 73 | - | - | $3,245 |
| FIDELITY COVINGTON TRUST | FDIS | Other | 0.00% | 34 | - | - | $3,171 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.00% | 57 | - | - | $2,983 |
| ISHARES TR | EFV | Other | 0.00% | 35 | - | - | $2,603 |
| KOHLS CORP | KSS | Consumer Cyclical | 0.00% | 200 | - | - | $2,580 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.00% | 50 | - | - | $2,337 |
| DROPBOX INC | DBX | Technology | 0.00% | 100 | - | - | $2,272 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.00% | 50 | - | - | $1,701 |
| NET LEASE OFFICE PROPERTIES | NLOP | Real Estate | 0.00% | 116 | - | - | $1,337 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.00% | 23 | - | - | $1,069 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.00% | 25 | - | - | $661 |
| ROCKET COS INC | RKT | Financial Services | 0.00% | 44 | - | - | $627 |