Pillar Financial Advisors, LLC
CIK: 0002054958SEC EDGAR →
Portfolio Value
$165.8M
Holdings
111
As of
Q4 2025
New Positions
10
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 285,337 | $19.9M | 11.99% |
| 2 | DIMENSIONAL ETF TRUST | 263,856 | $19.6M | 11.80% |
| 3 | DIMENSIONAL ETF TRUST | 530,462 | $18.3M | 11.02% |
| 4 | DIMENSIONAL ETF TRUST | 323,503 | $16.4M | 9.88% |
| 5 | DIMENSIONAL ETF TRUST | 339,248 | $15.8M | 9.53% |
| 6 | DIMENSIONAL ETF TRUST | 288,829 | $9.9M | 5.96% |
| 7 | DIMENSIONAL ETF TRUST | 148,912 | $8.9M | 5.35% |
| 8 | DIMENSIONAL ETF TRUST | 312,893 | $7.2M | 4.32% |
| 9 | DIMENSIONAL ETF TRUST | 179,654 | $5.9M | 3.56% |
| 10 | DIMENSIONAL ETF TRUST | 140,799 | $4.7M | 2.81% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $164.6M | 99.3% |
| Unknown | 3 | $557K | 0.3% |
| Healthcare | 4 | $216K | 0.1% |
| Utilities | 3 | $152K | 0.1% |
| Real Estate | 2 | $97K | 0.1% |
| Technology | 3 | $88K | 0.1% |
| Energy | 1 | $38K | 0.0% |
| Consumer Cyclical | 3 | $8K | 0.0% |
| Communication Services | 2 | $1K | 0.0% |