Pillar Financial Advisors, LLC

CIK

2054958

Location

LOUISVILLE, KY

Portfolio Value

Micro $22,230

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,482 / 8,586 ▲ 43

Top Industry

Banks - Regional 37.3%

3Y Alpha vs SPY

-10.7%

Period ended 3 months ago

Filed May 7, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.0%

SPY

+25.8%

Annualised alpha

-10.7%

Max drawdown

−11.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.0%

−5.4 pts

Top 5

72.2%

−6.6 pts

Top 10

91.6%

−2.6 pts

HHI

1,611

Moderately concentrated−416

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$499,867	1
Financial Services	26.2%	$409,366	8
Healthcare	12.9%	$200,993	4
Utilities	12.0%	$186,833	3
Real Estate	6.6%	$102,528	2
Technology	5.4%	$84,260	3
Energy	3.0%	$46,942	1
Consumer Defensive	1.4%	$22,230	1
Consumer Cyclical	0.5%	$7,149	3
Communication Services	0.1%	$1,315	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+1,086	2,010	$35,315
AAPL	Apple Inc.	+2	322	$81,720
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
DLTR	Dollar Tree, Inc.	203	$22,230
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CNS	Cohen & Steers, Inc.	14,008	$879,422
V	Visa Inc.	1	$350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $22,230 total · Consumer Defensive only · as of Mar 31, 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	History
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	203	NEW	$22,230	NEW	100.00%