Pillar Financial Advisors, LLC

Registered adviser

CIK

2054958

Location

LOUISVILLE, KY

Portfolio Value

Small $182,331,648

Diversification

Highly concentrated

Filing Date

Global Rank

#6,667 / 8,827 ▼ 67 · as of Jun 2026

Top Industry

Banks - Regional 28.3%

Period ended 38 days ago

Filed Oct 21, 2026 · 17d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 121880

Roster of Nov 1, 2026

Regulatory AUM

$357,868,054

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$357,868,054	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$313,810,078	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$293,750,677	Individuals and high net worth (100%)
May 2023 to Mar 2024	$229,091,820	Individuals and high net worth (100%)
Apr 2023	$229,091,820	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$263,782,220	Individuals and high net worth (100%)

3 earlier changes not shown.

Stated strategy

Index / passive, Fixed income / rates, Multi-asset, Wealth management / planning Form ADV Part 2A, Oct 6, 2026 · original

In the firm's words

Index / passive: Passive investment strategies are primarily employed in client portfolios
Fixed income / rates: Fixed income investments may also be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio, or to add a component of capital preservation.
Multi-asset: Passive investing involves building portfolios that are comprised of various distinct asset classes.
Wealth management / planning: Mutual funds and ETFs are generally evaluated and selected based on a variety of factors, including, as applicable and without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.4% of the book (60%+)

Turnover

Low turnover

4.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 95.5%; sector active share 86.4% against the combined 13F book's sector weights.

Over time 7 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 backtest

Portfolio Concentration

113 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

82.8%

−0.3 pts

Top 5

95.9%

+0.1 pts

Top 10

98.3%

−0.1 pts

HHI

6,924

Highly concentrated−54

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.0%	$180,571,170	77
Financial Services	0.3%	$586,179	8
Healthcare	0.2%	$421,946	4
Utilities	0.1%	$164,388	3
Industrials	0.1%	$158,551	2
Real Estate	0.1%	$151,678	3
Energy	0.1%	$122,913	3
Technology	0.1%	$110,995	4
Consumer Defensive	0.0%	$23,146	1
Consumer Cyclical	0.0%	$11,362	4
Basic Materials	0.0%	$5,575	1
Communication Services	0.0%	$3,745	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
DUSB	Dimensional Ultrashort Fixed Income ETF	+121,805	508,190	$25,658,513
DFIC	Dimensional International Core Equity 2 ETF	+36,873	588,707	$22,141,270
DFLV	Dimensional US Large Cap Value ETF	+29,951	350,975	$14,098,665
DFUS	Dimensional U.S. Equity Market ETF	+13,465	290,970	$24,159,239
DFAS	Dimensional U.S. Small Cap ETF	+9,904	299,698	$23,202,619
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+7,494	140,311	$5,573,152
VBIL	Vanguard Institutional Index Funds	+1,312	4,510	$341,497
IEFA	iShares Core MSCI EAFE ETF	+1,243	2,329	$225,633
ABBV	AbbVie Inc.	+598	1,198	$313,384
DFSU	Dimensional US Sustainability Core 1 ETF	+26	230	$10,849
DFAW	Dimensional World Equity ETF	+25	5,169	$425,460
DFAC	Dimensional U.S. Core Equity 2 ETF	+9	7,403	$329,063
BIV	Vanguard Bond Index Funds	+9	23,069	$1,680,807
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+4	1,150	$42,573
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−5,132	4,183	$412,443
DFUV	Dimensional U.S. Marketwide Value ETF	−4,606	327,842	$18,031,310
DFAT	Dimensional U.S. Targeted Value ETF	−2,793	145,545	$9,670,009
DFSD	Dimensional Short-Duration Fixed Income ETF	−1,686	36,140	$1,679,498
DFAI	Dimensional International Core Equity Market ETF	−1,098	27,131	$1,124,037
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−358	7,020	$542,295
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−168	15,537	$921,499
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−125	43,668	$4,045,840
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−88	12,974	$2,997,383
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−44	8,763	$2,960,404
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−32	12	$1,894
VUSB	VANGUARD ULTRA-SHORT BOND ETF	−29	70,358	$3,486,238
VTV	VANGUARD VALUE INDEX FUND	−22	15,559	$3,361,988
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−20	4,905	$344,085
VEA	Vanguard FTSE Developed Markets ETF	−17	16,965	$1,197,898
VOO	VANGUARD 500 INDEX FUND	−7	908	$636,380
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−6	1,333	$498,861
VB	Vanguard Index Funds	−1	1,613	$458,882
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	143	$115,942
BP	Bp PLC	1,651	$72,627
CNS	Cohen & Steers, Inc.	984	$71,940
HON	Honeywell International Inc	202	$42,609
RVTY	Revvity, Inc.	187	$28,590
DFSI	Dimensional International Sustainability Core 1 ETF	401	$18,113
OXY	Occidental Petroleum Corp	146	$8,076
SOLS	Solstice Advanced Materials Inc.	99	$5,575
—		61	$1,887
GTX	Garrett Motion Inc.	72	$1,874
UIS	Unisys Corp	10	$23
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
DFAR	Dimensional US Real Estate ETF	362,169	$9,474,341
DFSV	Dimensional US Small Cap Value ETF	193,526	$7,506,873
CCJ	Cameco Corp	500	$50,930
SPHQ	Invesco S&P 500 Quality ETF	23	$2,072
ZTEN	F/m 10-Year Investment Grade Corporate Bond ETF	14	$705
BF-B	Brown Forman Corp	25	$666
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	6	$495
SPMO	Invesco Ltd.	3	$484
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	3	$383
ASAN	Asana, Inc.	42	$294
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1	$158
SCHD	Schwab U.S. Dividend Equity ETF	5	$158
FLNG	Flex LNG Ltd.	2	$56
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $182,331,648 total · filing declares 113 positions · $182,818,067 · as of Sep 30, 2026

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

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	508,190	+121,805	$25,658,513	+30.8%	14.07%
DFUS	Dimensional U.S. Equity Market ETF	Added	290,970	+13,465	$24,159,239	+6.2%	13.25%
DFAS	Dimensional U.S. Small Cap ETF	Added	299,698	+9,904	$23,202,619	−2.8%	12.73%
DFIC	Dimensional International Core Equity 2 ETF	Added	588,707	+36,873	$22,141,270	+7.7%	12.14%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	327,842	-4,606	$18,031,310	−1.4%	9.89%
DFLV	Dimensional US Large Cap Value ETF	Added	350,975	+29,951	$14,098,665	+11.1%	7.73%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	145,545	-2,793	$9,670,009	−6.7%	5.30%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	140,311	+7,494	$5,573,152	+3.3%	3.06%
DFIV	Dimensional International Value ETF	Held	73,799	0	$4,122,412	+3.4%	2.26%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	43,668	-125	$4,045,840	+5.1%	2.22%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Reduced	70,358	-29	$3,486,238	−0.5%	1.91%
VTV	VANGUARD VALUE INDEX FUND	Reduced	15,559	-22	$3,361,988	−1.0%	1.84%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	12,974	-88	$2,997,383	−5.6%	1.64%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	8,763	-44	$2,960,404	−8.1%	1.62%
BIV	Vanguard Bond Index Funds	Added	23,069	+9	$1,680,807	−5.0%	0.92%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	36,140	-1,686	$1,679,498	−7.0%	0.92%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	16,965	-17	$1,197,898	−1.0%	0.66%
DFAI	Dimensional International Core Equity Market ETF	Reduced	27,131	-1,098	$1,124,037	−3.5%	0.62%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	15,537	-168	$921,499	−1.7%	0.51%
VUG	VANGUARD GROWTH INDEX FUND	Held	9,399	0	$846,943	+4.6%	0.46%
IWF	iShares Russell 1000 Growth ETF	Held	5,160	0	$646,341	+0.9%	0.35%
VOO	VANGUARD 500 INDEX FUND	Reduced	908	-7	$636,380	+1.3%	0.35%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Held	3,510	0	$565,425	−1.4%	0.31%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	7,020	-358	$542,295	−7.0%	0.30%
VEU	Vanguard International Equity Index Funds	Held	6,516	0	$540,632	−0.9%	0.30%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Held	10,864	0	$534,726	−2.0%	0.29%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,333	-6	$498,861	+0.7%	0.27%
VB	Vanguard Index Funds	Reduced	1,613	-1	$458,882	−6.2%	0.25%
IAU	Ishares Gold Trust	Held	5,670	0	$442,827	+3.4%	0.24%
DFAW	Dimensional World Equity ETF	Added	5,169	+25	$425,460	−0.1%	0.23%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	4,183	-5,132	$412,443	−56.3%	0.23%
RBCAA	Republic Bancorp Inc Financial Services	Held	3,944	0	$361,664	+1.4%	0.20%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	4,905	-20	$344,085	−4.8%	0.19%
VBIL	Vanguard Institutional Index Funds	Added	4,510	+1,312	$341,497	+41.1%	0.19%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	7,403	+9	$329,063	+0.3%	0.18%
IWD	iShares Russell 1000 Value ETF	Held	1,297	0	$321,565	+2.3%	0.18%
ABBV	AbbVie Inc. Healthcare	Added	1,198	+598	$313,384	+107.6%	0.17%
DFAE	Dimensional Emerging Core Equity Market ETF	Held	7,520	0	$295,611	−2.2%	0.16%
IEFA	iShares Core MSCI EAFE ETF	Added	2,329	+1,243	$225,633	+115.1%	0.12%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Held	1,209	0	$187,697	+0.6%	0.10%
IJH	iShares Core S&P Mid-Cap ETF	Held	2,285	0	$164,405	−6.7%	0.09%
DISV	Dimensional International Small Cap Value ETF	Held	3,680	0	$159,307	+7.9%	0.09%
IWM	iShares Russell 2000 ETF	Held	543	0	$150,894	−7.5%	0.08%
DFAU	Dimensional US Core Equity Market ETF	Held	2,820	0	$147,655	+1.3%	0.08%
VXUS	Vanguard Total International Stock ETF	Held	1,731	0	$147,065	−0.6%	0.08%
DFIS	Dimensional International Small Cap ETF	Held	3,903	0	$141,405	+3.4%	0.08%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Held	2,625	0	$128,913	+0.9%	0.07%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	353	0	$124,203	+2.3%	0.07%
IOO	iShares Global 100 ETF	Held	845	0	$121,688	+5.4%	0.07%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	1,575	0	$121,416	+0.8%	0.07%

Showing the top 50 of 113 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.