Pillar Wealth Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 91.2%; sector active share 80.0% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Portfolio Trend
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.2% | $3,084,103 |
| Technology | 7.8% | $261,892 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGMU | Capital Group Municipal Income ETF | −185,058 | 17,215 | $472,723 | |
| SCHX | Schwab U.S. Large-Cap ETF | −162,747 | 10,565 | $716,836 | |
| VEA | Vanguard FTSE Developed Markets ETF | −73,758 | 3,925 | $207,279 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −61,625 | 2,818 | $211,659 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −60,912 | 4,151 | $344,907 | |
| PJUL | −37,606 | 5,593 | $226,404 | ||
| QUAL | iShares MSCI USA Quality Factor ETF | −32,040 | 1,529 | $274,149 | |
| PAUG | −10,263 | 9,117 | $345,169 | ||
| AAPL | Apple Inc. | −3,236 | 1,124 | $261,892 | |
| CGCP | Capital Group Core Plus Income ETF | −1,000 | 12,326 | $284,977 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 7,229 | $3,955,925 | |
| POCT | 75,454 | $2,889,133 | ||
| SCHD | Schwab U.S. Dividend Equity ETF | 33,430 | $2,599,516 | |
| PSEP | 61,769 | $2,314,484 | ||
| IJH | iShares Core S&P Mid-Cap ETF | 37,530 | $2,196,255 | |
| PNOV | 57,323 | $2,080,824 | ||
| NOCT | 33,706 | $1,652,504 | ||
| PMAY | 47,305 | $1,613,573 | ||
| PDEC | 42,868 | $1,607,978 | ||
| IJR | iShares Core S&P Small-Cap ETF | 14,101 | $1,504,012 | |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | 41,980 | $1,130,101 | |
| SCHA | Schwab U.S. Small-Cap ETF | 23,456 | $1,112,987 | |
| ICLO | 42,610 | $1,094,011 | ||
| KJUL | 38,676 | $1,069,004 | ||
| CGDV | Capital Group Dividend Value ETF | 30,733 | $1,014,189 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | 20,962 | $1,008,901 | |
| GOOGL | Alphabet Inc. | 5,271 | $960,112 | |
| GOOG | Alphabet Inc. | 4,821 | $884,267 | |
| EFG | iShares MSCI EAFE Growth ETF | 7,947 | $812,978 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2,921 | $781,396 | |
| PAPR | 21,720 | $752,815 | ||
| GILD | Gilead Sciences, Inc. | 10,368 | $711,348 | |
| EJUL | 27,165 | $665,814 | ||
| ICE | Intercontinental Exchange, Inc. | 4,811 | $658,577 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 9,534 | $638,588 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 10,565 | $716,836 | 21.42% | |
| CGMU |
Capital Group Municipal Income ETF
|
Reduced | 17,215 | $472,723 | 14.13% | |
| PAUG |
|
Reduced | 9,117 | $345,169 | 10.32% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 4,151 | $344,907 | 10.31% | |
| CGCP |
Capital Group Core Plus Income ETF
|
Reduced | 12,326 | $284,977 | 8.52% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Reduced | 1,529 | $274,149 | 8.19% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,124 | $261,892 | 7.83% | |
| PJUL |
|
Reduced | 5,593 | $226,404 | 6.77% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 2,818 | $211,659 | 6.33% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 3,925 | $207,279 | 6.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.