Pillar Financial Advisors, LLC

CIK

2054958

Location

LOUISVILLE, KY

Portfolio Value

Micro $1,755,094

Diversification

Diversified

Filing Date

Global Rank

#8,613 / 8,700 ▼ 2061

Top Industry

Banks - Regional 37.1%

3Y Alpha vs SPY

-1.3%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+23.1%

SPY

+25.4%

Annualised alpha

-1.3%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.4%

−59.4 pts

Top 5

66.9%

−28.7 pts

Top 10

87.6%

−10.6 pts

HHI

1,290

Diversified−5,781

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.9%	$507,688	7
Unclassified	24.4%	$428,141	1
Healthcare	13.1%	$230,283	3
Utilities	11.0%	$192,456	3
Real Estate	9.7%	$169,714	3
Technology	5.5%	$96,214	3
Energy	5.5%	$95,744	3
Consumer Defensive	1.4%	$24,552	1
Consumer Cyclical	0.5%	$8,758	3
Communication Services	0.1%	$1,544	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
O	Realty Income Corp	1,000	$61,960
CCJ	Cameco Corp	500	$50,930
FLNG	Flex LNG Ltd.	2	$56
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	3,069,154	$140,165,460
VB	Vanguard Morningstar Small-Cap ETF	44,119	$10,320,085
BIV	Vanguard Intermediate-Term Bond ETF	98,513	$5,652,987
VFMF	Vanguard U.S. Multifactor ETF	22,152	$2,240,453
VEU	Vanguard FTSE All-World Ex-US ETF	23,962	$1,546,227
EDV	Vanguard World Funds Extended Duration ETF	12,766	$1,188,978
VEA	Vanguard FTSE Developed Markets ETF	16,965	$1,087,117
AAXJ	iShares MSCI All Country Asia ex Japan ETF	7,991	$1,022,451
BNDW	Vanguard Total World Bond ETF	8,354	$665,022
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	10,864	$542,656
—		11,242	$498,357
VBIL	Vanguard 0-3 Month Treasury Bill ETF	4,447	$336,415
VXUS	Vanguard Total International Stock ETF	1,731	$133,477
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	2,625	$133,350
FNDA	Schwab Fundamental U.S. Small Company ETF	2,703	$70,542
FAB	First Trust Multi Cap Value AlphaDEX Fund	435	$67,050
FBCG	Fidelity Blue Chip Growth ETF	506	$45,562
BKF	iShares MSCI BIC ETF	673	$38,219
—		166	$7,939
BLFS	Biolife Solutions Inc	396	$7,555
—		36	$7,408
BF-B	Brown Forman Corp	50	$1,322
RKT	Rocket Companies, Inc.	44	$627
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $1,755,094 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Held	5,670	0	$428,141	−14.3%	24.39%
RBCAA	Republic Bancorp Inc /Ky/ Financial Services	Held	3,944	0	$356,655	+28.2%	20.32%
ABBV	AbbVie Inc. Healthcare	Held	600	0	$150,984	+15.7%	8.60%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	1,575	0	$120,440	+15.4%	6.86%
AEE	Ameren Corp Utilities	Held	1,041	0	$117,674	+2.8%	6.70%
WPC	W. P. Carey Inc. Real Estate	Held	1,489	0	$106,463	+5.2%	6.07%
AAPL	Apple Inc. Technology	Held	322	0	$93,173	+14.0%	5.31%
O	Realty Income Corp Real Estate	NEW	1,000	NEW	$61,960	NEW	3.53%
CVS	CVS HEALTH Corp Healthcare	Held	500	0	$51,725	+44.0%	2.95%
CCJ	Cameco Corp Energy	NEW	500	NEW	$50,930	NEW	2.90%
KMI	Kinder Morgan, Inc. Energy	Held	1,400	0	$44,758	−4.7%	2.55%
D	Dominion Energy, Inc Utilities	Held	600	0	$40,974	+10.5%	2.33%
PCG	PG&E Corp Utilities	Held	2,010	0	$33,808	−4.3%	1.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	55	0	$27,574	+2.0%	1.57%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	203	0	$24,552	+10.4%	1.40%
BUSE	First Busey Corp /Nv/ Financial Services	Held	474	0	$13,983	+16.7%	0.80%
AEG	Aegon Ltd. Financial Services	Held	930	0	$7,849	+16.3%	0.45%
MET	Metlife Inc Financial Services	Held	83	0	$7,022	+19.6%	0.40%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	35	0	$5,008	+13.3%	0.29%
KSS	KOHLS Corp Consumer Cyclical	Held	200	0	$3,544	+37.4%	0.20%
DBX	Dropbox, Inc. Technology	Held	100	0	$2,747	+20.9%	0.16%
ANGX	Angel Studios, Inc. Communication Services	Held	385	0	$1,412	+20.3%	0.08%
FITB	Fifth Third Bancorp Financial Services	Held	23	0	$1,296	+21.3%	0.07%
NLOP	Net Lease Office Properties Real Estate	Held	116	0	$1,291	−3.4%	0.07%
BHF	Brighthouse Financial, Inc. Financial Services	Held	7	0	$443	+5.7%	0.03%
ASAN	Asana, Inc. Technology	Held	42	0	$294	+9.7%	0.02%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Held	35	0	$206	+37.3%	0.01%
BODI	Beachbody Company, Inc. Communication Services	Held	13	0	$132	−6.4%	0.01%
FLNG	Flex LNG Ltd. Energy	NEW	2	NEW	$56	NEW	0.00%

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.