Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $23.9M | 12.5% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $22.7M | 11.9% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $20.6M | 10.8% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $19.6M | 10.3% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $18.3M | 9.6% |
| Dimensional ETF TrustUS LARG VALU ETF | US LARG VALU ETF | $12.7M | 6.6% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $10.4M | 5.4% |
| Dimensional ETF TrustUS REAL ESTA ETF | US REAL ESTA ETF | $9.47M | 5.0% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $7.51M | 3.9% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $5.4M | 2.8% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $3.99M | 2.1% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $3.85M | 2.0% |
| Vanguard BD Index FdsVANGUARD ULTRA | VANGUARD ULTRA | $3.5M | 1.8% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.4M | 1.8% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $3.22M | 1.7% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $3.17M | 1.7% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $1.81M | 0.9% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $1.77M | 0.9% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $1.21M | 0.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $1.16M | 0.6% |
| Vanguard Wellington FDSHORT TRM TAX EX | SHORT TRM TAX EX | $944K | 0.5% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $937K | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $810K | 0.4% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $641K | 0.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $629K | 0.3% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $583K | 0.3% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $574K | 0.3% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $546K | 0.3% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $546K | 0.3% |
| iShares TRGNMA BOND ETF | GNMA BOND ETF | $497K | 0.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $496K | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $489K | 0.3% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $428K | 0.2% |
| Dimensional ETF TrustWORLD EQUITY ETF | WORLD EQUITY ETF | $426K | 0.2% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $362K | 0.2% |
| Republic Bancorp Inc. KYCL A | CL A | $357K | 0.2% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $328K | 0.2% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $314K | 0.2% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $302K | 0.2% |
| Vanguard Instl Index FD0 3 MO TR BI ETF | 0 3 MO TR BI ETF | $242K | 0.1% |
| Vanguard Intl Equity Index FFTSE SMCAP ETF | FTSE SMCAP ETF | $187K | 0.1% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $176K | 0.1% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $163K | 0.1% |
| Abbvie Inc.COM | COM | $151K | 0.1% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $148K | 0.1% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $148K | 0.1% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $146K | 0.1% |
| Dimensional ETF TrustINTL SMALL CAP E | INTL SMALL CAP E | $137K | 0.1% |
| First TR Exchange-traded FDSHS | SHS | $128K | 0.1% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $121K | 0.1% |
Dimensional ETF TrustUS SMALL CAP ETF$23.9M
- Class
- US SMALL CAP ETF
- Share
- 12.5%
Dimensional ETF TrustUS EQUI MARK ETF$22.7M
- Class
- US EQUI MARK ETF
- Share
- 11.9%
Dimensional ETF TrustINTL CORE EQUITY$20.6M
- Class
- INTL CORE EQUITY
- Share
- 10.8%
Dimensional ETF TrustULTR FIX INC ETF$19.6M
- Class
- ULTR FIX INC ETF
- Share
- 10.3%
Dimensional ETF TrustUS MKTWIDE VALUE$18.3M
- Class
- US MKTWIDE VALUE
- Share
- 9.6%
Dimensional ETF TrustUS LARG VALU ETF$12.7M
- Class
- US LARG VALU ETF
- Share
- 6.6%
Dimensional ETF TrustUS TARGETED VLU$10.4M
- Class
- US TARGETED VLU
- Share
- 5.4%
Dimensional ETF TrustUS REAL ESTA ETF$9.47M
- Class
- US REAL ESTA ETF
- Share
- 5.0%
Dimensional ETF TrustUS SMALL CAP ETF$7.51M
- Class
- US SMALL CAP ETF
- Share
- 3.9%
Dimensional ETF TrustEMERGING MKTS CO$5.4M
- Class
- EMERGING MKTS CO
- Share
- 2.8%
Dimensional ETF TrustINTERNATNAL VAL$3.99M
- Class
- INTERNATNAL VAL
- Share
- 2.1%
Vanguard World FDMEGA GRWTH IND$3.85M
- Class
- MEGA GRWTH IND
- Share
- 2.0%
Vanguard BD Index FdsVANGUARD ULTRA$3.5M
- Class
- VANGUARD ULTRA
- Share
- 1.8%
Vanguard Index FdsVALUE ETF$3.4M
- Class
- VALUE ETF
- Share
- 1.8%
Vanguard Index FdsSML CP GRW ETF$3.22M
- Class
- SML CP GRW ETF
- Share
- 1.7%
Vanguard Index FdsSM CP VAL ETF$3.17M
- Class
- SM CP VAL ETF
- Share
- 1.7%
Dimensional ETF TrustSHOR DUR FIX ETF$1.81M
- Class
- SHOR DUR FIX ETF
- Share
- 0.9%
Vanguard BD Index FdsINTERMED TERM$1.77M
- Class
- INTERMED TERM
- Share
- 0.9%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$1.21M
- Class
- VAN FTSE DEV MKT
- Share
- 0.6%
Dimensional ETF TrustINTL CORE EQT MK$1.16M
- Class
- INTL CORE EQT MK
- Share
- 0.6%
Vanguard Wellington FDSHORT TRM TAX EX$944K
- Class
- SHORT TRM TAX EX
- Share
- 0.5%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$937K
- Class
- FTSE EMR MKT ETF
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$810K
- Class
- GROWTH ETF
- Share
- 0.4%
iShares TRRUS 1000 GRW ETF$641K
- Class
- RUS 1000 GRW ETF
- Share
- 0.3%
Vanguard Index FdsS&P 500 ETF SHS$629K
- Class
- S&P 500 ETF SHS
- Share
- 0.3%
Vanguard Scottsdale FdsSHRT TRM CORP BD$583K
- Class
- SHRT TRM CORP BD
- Share
- 0.3%
Vanguard World FDMEGA CAP VAL ETF$574K
- Class
- MEGA CAP VAL ETF
- Share
- 0.3%
Vanguard Intl Equity Index FALLWRLD EX US$546K
- Class
- ALLWRLD EX US
- Share
- 0.3%
Vanguard Malvern FdsSTRM INFPROIDX$546K
- Class
- STRM INFPROIDX
- Share
- 0.3%
iShares TRGNMA BOND ETF$497K
- Class
- GNMA BOND ETF
- Share
- 0.3%
Vanguard Index FdsTOTAL STK MKT$496K
- Class
- TOTAL STK MKT
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$489K
- Class
- SMALL CP ETF
- Share
- 0.3%
iShares Gold TRISHARES NEW$428K
- Class
- ISHARES NEW
- Share
- 0.2%
Dimensional ETF TrustWORLD EQUITY ETF$426K
- Class
- WORLD EQUITY ETF
- Share
- 0.2%
Vanguard BD Index FdsTOTAL BND MRKT$362K
- Class
- TOTAL BND MRKT
- Share
- 0.2%
Republic Bancorp Inc. KYCL A$357K
- Class
- CL A
- Share
- 0.2%
Dimensional ETF TrustUS COR EQU 2 ETF$328K
- Class
- US COR EQU 2 ETF
- Share
- 0.2%
iShares TRRUS 1000 VAL ETF$314K
- Class
- RUS 1000 VAL ETF
- Share
- 0.2%
Dimensional ETF TrustEMGR CRE EQT MNG$302K
- Class
- EMGR CRE EQT MNG
- Share
- 0.2%
Vanguard Instl Index FD0 3 MO TR BI ETF$242K
- Class
- 0 3 MO TR BI ETF
- Share
- 0.1%
Vanguard Intl Equity Index FFTSE SMCAP ETF$187K
- Class
- FTSE SMCAP ETF
- Share
- 0.1%
iShares TRCORE S&P MCP ETF$176K
- Class
- CORE S&P MCP ETF
- Share
- 0.1%
iShares TRRUSSELL 2000 ETF$163K
- Class
- RUSSELL 2000 ETF
- Share
- 0.1%
Abbvie Inc.COM$151K
- Class
- COM
- Share
- 0.1%
Vanguard Star FdsVG TL INTL STK F$148K
- Class
- VG TL INTL STK F
- Share
- 0.1%
Dimensional ETF TrustINTL SMALL CAP V$148K
- Class
- INTL SMALL CAP V
- Share
- 0.1%
Dimensional ETF TrustUS CORE EQT MKT$146K
- Class
- US CORE EQT MKT
- Share
- 0.1%
Dimensional ETF TrustINTL SMALL CAP E$137K
- Class
- INTL SMALL CAP E
- Share
- 0.1%
First TR Exchange-traded FDSHS$128K
- Class
- SHS
- Share
- 0.1%
Vanguard Index FdsLARGE CAP ETF$121K
- Class
- LARGE CAP ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 114 positions by value, with holdings of the same security combined. The 114 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2054958
- File number
- 028-24805
- Options
- 0 call, 0 put
- In the 25 largest
- 95.0%
- Prior quarter
- $171M at 31 March 2026
- Positions opened
- 10
- Positions closed
- 2
Common questions
What are Pillar Financial Advisors’ 13F holdings worth?
$191 million across 114 positions for the quarter ended 30 June 2026.
What is Pillar Financial Advisors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US SMALL CAP ETF) was the largest position at $23.9 million, or 12.5% of reported 13F value, as of 30 June 2026.
How concentrated is Pillar Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 78.7% of reported value and the twenty-five largest for 95.0%, across 114 positions as of 30 June 2026.
Does Form 13F show everything Pillar Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Pillar Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.