Pillar Financial Advisors, LLC

CIK: 0002054958SEC EDGAR →

Portfolio Value

$165.8B

Holdings

111

As of

Q4 2025

New Positions

10

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

DIMENSIONAL ETF TRUST

285,337$19.9B
11.99%
2

DIMENSIONAL ETF TRUST

263,856$19.6B
11.80%
3

DIMENSIONAL ETF TRUST

530,462$18.3B
11.02%
4

DIMENSIONAL ETF TRUST

323,503$16.4B
9.88%
5

DIMENSIONAL ETF TRUST

339,248$15.8B
9.53%
6

DIMENSIONAL ETF TRUST

288,829$9.9B
5.96%
7

DIMENSIONAL ETF TRUST

148,912$8.9B
5.35%
8

DIMENSIONAL ETF TRUST

312,893$7.2B
4.32%
9

DIMENSIONAL ETF TRUST

179,654$5.9B
3.56%
10

DIMENSIONAL ETF TRUST

140,799$4.7B
2.81%

Quarterly Changes

Top Buys

DUSB↑ Increased
$2.1B
DFIC↑ Increased
$1.3B
DFLV↑ Increased
$990.6M
DFAR↑ Increased
$627.9M
DFAS↑ Increased
$526.9M

Top Sells

VUSB↓ Decreased
$293.7M
VCSH↓ Decreased
$207.3M
DFUS↓ Decreased
$173.6M
DFSD↓ Decreased
$122.0M
VTIP↓ Decreased
$104.2M

New Positions (8)

$228.0M · 3K shares
$11.0M · 147 shares
$2.0M · 41 shares
$0 · 1 shares
$0 · 1 shares
$0 · 11 shares
$0 · 7 shares
$0 · 44 shares

Closed Positions (14)

$29.2M · 434 shares
$27.6M · 80 shares
$19.6M · 209 shares
$11.7M · 253 shares
$10.6M · 75 shares
$5.9M · 57 shares
$5.3M · 88 shares
$3.9M · 56 shares
$2.7M · 79 shares
$2.3M · 5 shares
$1.8M · 138 shares
$1.7M · 81 shares
$844K · 4 shares
$81K · 2 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services90$164.6B99.3%
Unknown3$557.0M0.3%
Healthcare4$216.0M0.1%
Utilities3$152.0M0.1%
Real Estate2$97.0M0.1%
Technology3$88.0M0.1%
Energy1$38.0M0.0%
Consumer Cyclical3$8.0M0.0%
Communication Services2$1.0M0.0%