Pillar Financial Advisors, LLC

CIK 2054958 · View on SEC EDGAR ↗

Portfolio value
$191.2M
#6,600 of 9,443 by 13F value · top 69.9%
Positions
114
As of
June 30, 2026

Portfolio value QoQ: +11.7% 13F does not disclose cash

Top 10 holdings weight
78.73%
Top 25 holdings weight
94.96%
Positions above 1%
16
Effective number of positions
13.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.95% Est. buys $8,964,477 · sells $1,724,486

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 78.6% still held

New positions
10
Increased
17
Decreased
19
Closed
2
On this page

Sector breakdown

Financials
0.3%
Healthcare
0.1%
Utilities
0.1%
Real Estate
0.1%
Technology
0.1%
Energy
0.1%
Retail
0.0%
Consumer Discretionary
0.0%
Communication Services
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
99.3%

Full portfolio 114 positions

Type Streak 8Q trend
DFAS $23,861,632 12.48% 289,794 $3,246,402 Down ×1
DFUS $22,738,725 11.89% 277,505 $3,452,482 Up ×2
DFIC $20,561,324 10.75% 551,834 $1,301,047 Up ×6
DUSB $19,620,618 10.26% 386,385 $2,367,329 Up ×6
DFUV $18,287,971 9.57% 332,448 $2,129,605 Down ×6
DFLV $12,693,309 6.64% 321,024 $1,995,491 Up ×6
DFAT $10,368,848 5.42% 148,338 $1,098,813 Down ×4
DFAR $9,474,340 4.96% 362,169 $1,123,863 Up ×6
DFSV $7,506,874 3.93% 193,526 $1,018,994 Up ×6
DFEM $5,397,672 2.82% 132,817 $836,677 Up ×1
DFIV $3,986,631 2.09% 73,799 $90,772 Down ×2
MGK $3,849,843 2.01% 43,793 $448,818 Up ×1
VUSB $3,503,869 1.83% 70,387 $-8,766 Down ×3
VTV $3,395,612 1.78% 15,581 $244,796 Down ×2
VBK $3,220,720 1.68% 8,807 $558,804
VBR $3,173,848 1.66% 13,062 $314,916 Down ×2
DFSD $1,806,206 0.94% 37,826 $-9,391 Down ×6
BIV $1,768,711 0.93% 23,060 $-10,437 Up ×1
VEA $1,209,968 0.63% 16,982 $122,850 Up ×1
DFAI $1,164,431 0.61% 28,229 $37,761 Down ×6
VTES $943,703 0.49% 9,315 $-1,296,751 Down ×1
VWO $937,409 0.49% 15,705 $66,143 Down ×2
VUG $809,630 0.42% 9,399 $53,546 Up ×1
IWF $640,718 0.34% 5,160 $90,662 Up ×1
VOO $628,662 0.33% 915 $72,856 Down ×1
VCSH Vanguard Short-Term Corporate Bond ETF $583,075 0.30% 7,378 $-15,334 Down ×1
MGV $573,710 0.30% 3,510 $64,935
VEU $545,715 0.29% 6,516 $56,363
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $545,699 0.29% 10,864 $3,042
GNMA iShares GNMA Bond ETF $497,234 0.26% 11,242 $-1,124
VTI $495,662 0.26% 1,339 $66,101
VB $489,187 0.26% 1,614 $66,752 Up ×1
IAU $428,142 0.22% 5,670 $-71,726
DFAW $425,909 0.22% 5,144 $75,700 Up ×1
BND Vanguard Total Bond Market ETF $361,545 0.19% 4,925 $340 Up ×1
RBCAA Republic Bancorp, Inc. - Class A Common Stock $356,656 0.19% 3,944 $78,406
DFAC $327,997 0.17% 7,394 $37,668 Down ×1
IWD $314,432 0.16% 1,297 $28,755 Down ×1
DFAE $302,381 0.16% 7,520 $33,023 Down ×2
VBIL Vanguard 0-3 Month Treasury Bill ETF $242,025 0.13% 3,198 $-94,391 Down ×1
VSS $186,564 0.10% 1,209 $10,278
IJH $176,197 0.09% 2,285 $21,890
IWM $163,145 0.09% 543 $28,481
ABBV AbbVie Inc. Common Stock $150,984 0.08% 600 $20,490
VXUS Vanguard Total International Stock ETF $147,965 0.08% 1,731 $14,504
DISV $147,669 0.08% 3,680 $2,539
DFAU $145,744 0.08% 2,820 $16,406 Down ×1
DFIS $136,740 0.07% 3,903 $5,309
FDL $127,733 0.07% 2,625 $-5,617
VV $121,401 0.06% 353 $15,906
SYBT Stock Yards Bancorp, Inc. - Common Stock $120,441 0.06% 1,575 $16,002
AEE Ameren Corporation Common Stock $117,675 0.06% 1,041 $3,248
IOO $115,427 0.06% 845 $13,207
WPC W. P. Carey Inc. REIT $106,464 0.06% 1,489 $5,271
IEFA $104,886 0.05% 1,086 $6,570
IVE $102,177 0.05% 450 $7,159
AAPL Apple Inc. - Common Stock $93,174 0.05% 322 $11,453
FTC First Trust Large Cap Growth AlphaDEX Fund $84,290 0.04% 435 $17,237
VCIT Vanguard Intermediate-Term Corporate Bond ETF $66,534 0.03% 805 $-80
O Realty Income Corporation Common Stock $61,960 0.03% 1,000
CVS CVS Health Corporation Common Stock $51,725 0.03% 500 $15,815
CCJ Cameco Corporation Common Stock $50,930 0.03% 500 Up ×1
EEM $46,040 0.02% 673 $7,820
KMI Kinder Morgan, Inc. Common Stock $44,758 0.02% 1,400 $-2,184
DFAX $42,226 0.02% 1,146 $3,505 Up ×3
D Dominion Energy, Inc. Common Stock $40,974 0.02% 600 $3,882
VO $40,930 0.02% 508 $4,458 Up ×1
PCG Pacific Gas & Electric Co. Common Stock $33,809 0.02% 2,010 $-1,507
SCHF $32,520 0.02% 1,174 $3,463
TMO Thermo Fisher Scientific Inc Common Stock $27,575 0.01% 55 $540
FTEC $25,417 0.01% 89 $6,900
DEHP $24,631 0.01% 576 $813 Down ×2
DLTR Dollar Tree, Inc. - Common Stock $24,553 0.01% 203 $2,322
SCHA $20,306 0.01% 562 $3,963
BUSE First Busey Corporation - Common Stock $13,983 0.01% 474 $2,005
SCHX $12,979 0.01% 441 $1,671
FHLC $9,888 0.01% 128 $881
DFSU $9,513 0.00% 204 $1,130
VXF $8,864 0.00% 36 $1,455
SCHH $8,644 0.00% 365 $800
AGG $8,612 0.00% 87 $-25
SHM $7,963 0.00% 166 $23
AEG Aegon Ltd. New York Registry Shares $7,850 0.00% 930 $1,098
MET MetLife, Inc. Common Stock $7,023 0.00% 83 $1,153
VT $6,926 0.00% 44 $844
FCOM $6,740 0.00% 97 $132
ABNB Airbnb, Inc. - Class A Common Stock $5,009 0.00% 35 $589
SCHE $4,025 0.00% 111 $367
FNCL $3,905 0.00% 51 $324
MUB $3,552 0.00% 33 $49
KSS Kohl's Corporation Common Stock $3,544 0.00% 200 $964
FDIS $3,497 0.00% 34 $326
VNQI Vanguard Global ex-U.S. Real Estate ETF $3,275 0.00% 73 $30
FSTA $2,995 0.00% 57 $12
DBX Dropbox, Inc. - Class A Common Stock $2,747 0.00% 100 $475
EFV $2,680 0.00% 35 $77
SCHC $2,406 0.00% 50 $69
SPHQ $2,031 0.00% 23 Up ×1
FENY $1,478 0.00% 50 $-223
ANGX Angel Studios, Inc. Class A Common Stock $1,413 0.00% 385 $238

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
DFIC $20,561,324 10.75% up ×6
DUSB $19,620,618 10.26% up ×6
DFLV $12,693,309 6.64% up ×6
DFAR $9,474,340 4.96% up ×6
DFSV $7,506,874 3.93% up ×6
DFAX $42,226 0.02% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
O $61,960 1,000 0.03%
CCJ $50,930 500 0.03%
SPHQ $2,031 23 0.00%
ZTEN $727 14 0.00%
VOOG $496 6 0.00%
SPMO $485 3 0.00%
VONG $384 3 0.00%
SCHD $165 5 0.00%
VYM $159 1 0.00%
FLNG $65 2 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
DFUS Bought more +6K +$3.5M
DFAS Trimmed -31 +$3.2M
DUSB Bought more +46K +$2.4M
DFUV Trimmed -989 +$2.1M
DFLV Bought more +21K +$2.0M
DFIC Bought more +10K +$1.3M
VTES Trimmed -13K -$1.3M
DFAR Bought more +9K +$1.1M
DFAT Trimmed -101 +$1.1M
DFSV Bought more +8K +$1.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CNS March 31, 2026 14,008 $879,423 29.3%
VYM March 31, 2025 320 $40,829 No longer tracked
RDVY Dec. 31, 2025 434 $29,191
UNH Dec. 31, 2025 80 $27,624 17.3%
INTC Sept. 30, 2025 1,077 $24,125 174.0%
FTCS Dec. 31, 2025 209 $19,571
SPYM March 31, 2026 147 $11,793 No longer tracked
FVD Dec. 31, 2025 253 $11,699 No longer tracked
ELAN June 30, 2025 1,060 $11,130 68.5%
QQEW Dec. 31, 2025 75 $10,584
BLFS June 30, 2026 396 $7,556 28.8%
DG Dec. 31, 2025 57 $5,891 -8.3%
CHTR June 30, 2025 15 $5,528 -64.0%
O Dec. 31, 2025 88 $5,350 12.0%
NKE Dec. 31, 2025 56 $3,905 -36.3%
FMC Dec. 31, 2025 79 $2,657 -21.1%
SPMD March 31, 2026 41 $2,375 No longer tracked
DIA Dec. 31, 2025 5 $2,319 No longer tracked
NVCR Dec. 31, 2025 138 $1,783 34.6%
BKLN Dec. 31, 2025 81 $1,696 No longer tracked
COOP Dec. 31, 2025 4 $844 No longer tracked
RKT June 30, 2026 44 $627 -10.4%
BNDX March 31, 2026 11 $532
VWOB March 31, 2026 7 $473
AZN March 31, 2025 6 $394 125.2%
V March 31, 2026 1 $351 21.7%
PSX March 31, 2025 2 $228 96.8%
GSK March 31, 2025 3 $102 33.6%
U Dec. 31, 2025 2 $81 4.4%
IUSB March 31, 2026 1 $47
HLN March 31, 2025 4 $39 -3.6%
HPE Sept. 30, 2025 1 $21 118.1%
CMP March 31, 2025 1 $12 174.3%