Pillar Financial Advisors
LOUISVILLE, KYfiles as Pillar Financial Advisors, LLC
$191m in 114 US stocks at the end of 30 June 2026. The top 10 are 78.7% of the money. It changed about 2.5% of the portfolio this quarter.
Value
$191m
Stocks
114
Top 10 share
78.7%
Turnover
2.5%
What changed this quarter
New
Bought for the first time this quarter.
- Realty IncomeO<0.1% of the fund
- CamecoCCJ<0.1% of the fund
- Invesco Exchange Traded FD TSPHQ<0.1% of the fund
- RBB FDZTEN<0.1% of the fund
- Vanguard Admiral FDSVOOG<0.1% of the fund
- Invesco Exch Traded FD TR IISPMO<0.1% of the fund
- Vanguard Scottsdale FDSVONG<0.1% of the fund
- Schwab Strategic TRSCHD<0.1% of the fund
- Vanguard Whitehall FDSVYM<0.1% of the fund
- Flex LNGFLNG<0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFUS11.9% of the fund+2%
- Dimensional ETF TrustDUSB10.3% of the fund+14%
- Dimensional ETF TrustDFLV6.6% of the fund+7%
- Dimensional ETF TrustDFAR5.0% of the fund+3%
- Dimensional ETF TrustDFSV3.9% of the fund+5%
- Dimensional World EquityDFAW0.2% of the fund+8%
Cut
Sold some of their stake.
- Vanguard World FDMGK2.0% of the fund-5%
- Vanguard Index FDSVTV1.8% of the fund-3%
- Dimensional ETF TrustDFAI0.6% of the fund-2%
- Vanguard Wellington FDVTES0.5% of the fund-58%
- Vanguard Intl Equity Index FVWO0.5% of the fund-3%
- Vanguard Index FDSVUG0.4% of the fund-10%
- Vanguard Scottsdale FDSVCSH0.3% of the fund-2%
- Ishares TRIWD0.2% of the fund-3%
- Dimensional ETF TrustDFAE0.2% of the fund-5%
- Vanguard Instl Index FDVBIL0.1% of the fund-28%
- Dimensional ETF TrustDEHP<0.1% of the fund-18%
Sold out
Sold their entire stake.
- Biolife SolutionsBLFS-100%
- Rocket CompaniesRKT-100%
Holdings
- Dimensional ETF TrustDFAS
- Share
- 12.5%
- Value
- $24m
- Shares
- 289,794
Held
- Dimensional ETF TrustDFUS
- Share
- 11.9%
- Value
- $23m
- Shares
- 277,505
+2%
- Dimensional ETF TrustDFIC
- Share
- 10.8%
- Value
- $21m
- Shares
- 551,834
Held
- Dimensional ETF TrustDUSB
- Share
- 10.3%
- Value
- $20m
- Shares
- 386,385
+14%
- Dimensional ETF TrustDFUV
- Share
- 9.6%
- Value
- $18m
- Shares
- 332,448
Held
- Dimensional ETF TrustDFLV
- Share
- 6.6%
- Value
- $13m
- Shares
- 321,024
+7%
- Dimensional ETF TrustDFAT
- Share
- 5.4%
- Value
- $10m
- Shares
- 148,338
Held
- Dimensional ETF TrustDFAR
- Share
- 5.0%
- Value
- $9m
- Shares
- 362,169
+3%
- Dimensional ETF TrustDFSV
- Share
- 3.9%
- Value
- $8m
- Shares
- 193,526
+5%
- Dimensional ETF TrustDFEM
- Share
- 2.8%
- Value
- $5m
- Shares
- 132,817
Held
- Dimensional ETF TrustDFIV
- Share
- 2.1%
- Value
- $4m
- Shares
- 73,799
Held
- Vanguard World FDMGK
- Share
- 2.0%
- Value
- $4m
- Shares
- 43,793
-5%
- Vanguard BD Index FDSVUSB
- Share
- 1.8%
- Value
- $4m
- Shares
- 70,387
Held
- Vanguard Index FDSVTV
- Share
- 1.8%
- Value
- $3m
- Shares
- 15,581
-3%
- Vanguard Index FDSVBK
- Share
- 1.7%
- Value
- $3m
- Shares
- 8,807
Held
- Vanguard Index FDSVBR
- Share
- 1.7%
- Value
- $3m
- Shares
- 13,062
Held
- Dimensional ETF TrustDFSD
- Share
- 0.9%
- Value
- $2m
- Shares
- 37,826
Held
- Vanguard BD Index FDSBIV
- Share
- 0.9%
- Value
- $2m
- Shares
- 23,060
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.6%
- Value
- $1m
- Shares
- 16,982
Held
- Dimensional ETF TrustDFAI
- Share
- 0.6%
- Value
- $1m
- Shares
- 28,229
-2%
- Vanguard Wellington FDVTES
- Share
- 0.5%
- Value
- $943,703
- Shares
- 9,315
-58%
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $937,409
- Shares
- 15,705
-3%
- Vanguard Index FDSVUG
- Share
- 0.4%
- Value
- $809,630
- Shares
- 9,399
-10%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $640,718
- Shares
- 5,160
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $628,662
- Shares
- 915
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.3%
- Value
- $583,075
- Shares
- 7,378
-2%
- Vanguard World FDMGV
- Share
- 0.3%
- Value
- $573,710
- Shares
- 3,510
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $545,715
- Shares
- 6,516
Held
- Vanguard Malvern FDSVTIP
- Share
- 0.3%
- Value
- $545,699
- Shares
- 10,864
Held
- Ishares TRGNMA
- Share
- 0.3%
- Value
- $497,234
- Shares
- 11,242
Held
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $495,662
- Shares
- 1,339
Held
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $489,187
- Shares
- 1,614
Held
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $428,142
- Shares
- 5,670
Held
- Dimensional World EquityDFAW
- Share
- 0.2%
- Value
- $425,909
- Shares
- 5,144
+8%
- Vanguard BD Index FDSBND
- Share
- 0.2%
- Value
- $361,545
- Shares
- 4,925
Held
- Dimensional ETF TrustDFAC
- Share
- 0.2%
- Value
- $327,997
- Shares
- 7,394
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $314,432
- Shares
- 1,297
-3%
- Dimensional ETF TrustDFAE
- Share
- 0.2%
- Value
- $302,381
- Shares
- 7,520
-5%
- Vanguard Instl Index FDVBIL
- Share
- 0.1%
- Value
- $242,025
- Shares
- 3,198
-28%
- Vanguard Intl Equity Index FVSS
- Share
- <0.1%
- Value
- $186,564
- Shares
- 1,209
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $176,197
- Shares
- 2,285
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $163,145
- Shares
- 543
Held
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $147,965
- Shares
- 1,731
Held
- Dimensional ETF TrustDISV
- Share
- <0.1%
- Value
- $147,669
- Shares
- 3,680
Held
- Dimensional ETF TrustDFAU
- Share
- <0.1%
- Value
- $145,744
- Shares
- 2,820
Held
- Dimensional ETF TrustDFIS
- Share
- <0.1%
- Value
- $136,740
- Shares
- 3,903
Held
- First TR Exchange-Traded FDFDL
- Share
- <0.1%
- Value
- $127,733
- Shares
- 2,625
Held
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $121,401
- Shares
- 353
Held
- Ishares TRIOO
- Share
- <0.1%
- Value
- $115,427
- Shares
- 845
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $104,886
- Shares
- 1,086
Held
- Ishares TRIVE
- Share
- <0.1%
- Value
- $102,177
- Shares
- 450
Held
- First TR Exchange-Traded ALPFTC
- Share
- <0.1%
- Value
- $84,290
- Shares
- 435
Held
- Vanguard Scottsdale FDSVCIT
- Share
- <0.1%
- Value
- $66,534
- Shares
- 805
Held
- CamecoCCJ
- Share
- <0.1%
- Value
- $50,930
- Shares
- 500
New
- Ishares TREEM
- Share
- <0.1%
- Value
- $46,040
- Shares
- 673
Held
- Dimensional ETF TrustDFAX
- Share
- <0.1%
- Value
- $42,226
- Shares
- 1,146
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $40,930
- Shares
- 508
Held
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $32,520
- Shares
- 1,174
Held
- Fidelity Covington TrustFTEC
- Share
- <0.1%
- Value
- $25,417
- Shares
- 89
Held
- Dimensional ETF TrustDEHP
- Share
- <0.1%
- Value
- $24,631
- Shares
- 576
-18%
- Schwab Strategic TRSCHA
- Share
- <0.1%
- Value
- $20,306
- Shares
- 562
Held
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $12,979
- Shares
- 441
Held
- Fidelity Covington TrustFHLC
- Share
- <0.1%
- Value
- $9,888
- Shares
- 128
Held
- Dimensional ETF TrustDFSU
- Share
- <0.1%
- Value
- $9,513
- Shares
- 204
Held
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $8,864
- Shares
- 36
Held
- Schwab Strategic TRSCHH
- Share
- <0.1%
- Value
- $8,644
- Shares
- 365
Held
- Ishares TRAGG
- Share
- <0.1%
- Value
- $8,612
- Shares
- 87
Held
- Spdr Series TrustSHM
- Share
- <0.1%
- Value
- $7,963
- Shares
- 166
Held
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $6,926
- Shares
- 44
Held
- Fidelity Covington TrustFCOM
- Share
- <0.1%
- Value
- $6,740
- Shares
- 97
Held
- Schwab Strategic TRSCHE
- Share
- <0.1%
- Value
- $4,025
- Shares
- 111
Held
- Fidelity Covington TrustFNCL
- Share
- <0.1%
- Value
- $3,905
- Shares
- 51
Held
- Ishares TRMUB
- Share
- <0.1%
- Value
- $3,552
- Shares
- 33
Held
- Fidelity Covington TrustFDIS
- Share
- <0.1%
- Value
- $3,497
- Shares
- 34
Held
- Vanguard Intl Equity Index FVNQI
- Share
- <0.1%
- Value
- $3,275
- Shares
- 73
Held
- Fidelity Covington TrustFSTA
- Share
- <0.1%
- Value
- $2,995
- Shares
- 57
Held
- Ishares TREFV
- Share
- <0.1%
- Value
- $2,680
- Shares
- 35
Held
- Schwab Strategic TRSCHC
- Share
- <0.1%
- Value
- $2,406
- Shares
- 50
Held
- Invesco Exchange Traded FD TSPHQ
- Share
- <0.1%
- Value
- $2,031
- Shares
- 23
New
- Fidelity Covington TrustFENY
- Share
- <0.1%
- Value
- $1,478
- Shares
- 50
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAS | 12.5% | $24m | 289,794 | Held |
| Dimensional ETF TrustDFUS | 11.9% | $23m | 277,505 | +2% |
| Dimensional ETF TrustDFIC | 10.8% | $21m | 551,834 | Held |
| Dimensional ETF TrustDUSB | 10.3% | $20m | 386,385 | +14% |
| Dimensional ETF TrustDFUV | 9.6% | $18m | 332,448 | Held |
| Dimensional ETF TrustDFLV | 6.6% | $13m | 321,024 | +7% |
| Dimensional ETF TrustDFAT | 5.4% | $10m | 148,338 | Held |
| Dimensional ETF TrustDFAR | 5.0% | $9m | 362,169 | +3% |
| Dimensional ETF TrustDFSV | 3.9% | $8m | 193,526 | +5% |
| Dimensional ETF TrustDFEM | 2.8% | $5m | 132,817 | Held |
| Dimensional ETF TrustDFIV | 2.1% | $4m | 73,799 | Held |
| Vanguard World FDMGK | 2.0% | $4m | 43,793 | -5% |
| Vanguard BD Index FDSVUSB | 1.8% | $4m | 70,387 | Held |
| Vanguard Index FDSVTV | 1.8% | $3m | 15,581 | -3% |
| Vanguard Index FDSVBK | 1.7% | $3m | 8,807 | Held |
| Vanguard Index FDSVBR | 1.7% | $3m | 13,062 | Held |
| Dimensional ETF TrustDFSD | 0.9% | $2m | 37,826 | Held |
| Vanguard BD Index FDSBIV | 0.9% | $2m | 23,060 | Held |
| Vanguard Tax-Managed FDSVEA | 0.6% | $1m | 16,982 | Held |
| Dimensional ETF TrustDFAI | 0.6% | $1m | 28,229 | -2% |
| Vanguard Wellington FDVTES | 0.5% | $943,703 | 9,315 | -58% |
| Vanguard Intl Equity Index FVWO | 0.5% | $937,409 | 15,705 | -3% |
| Vanguard Index FDSVUG | 0.4% | $809,630 | 9,399 | -10% |
| Ishares TRIWF | 0.3% | $640,718 | 5,160 | Held |
| Vanguard Index FDSVOO | 0.3% | $628,662 | 915 | Held |
| Vanguard Scottsdale FDSVCSH | 0.3% | $583,075 | 7,378 | -2% |
| Vanguard World FDMGV | 0.3% | $573,710 | 3,510 | Held |
| Vanguard Intl Equity Index FVEU | 0.3% | $545,715 | 6,516 | Held |
| Vanguard Malvern FDSVTIP | 0.3% | $545,699 | 10,864 | Held |
| Ishares TRGNMA | 0.3% | $497,234 | 11,242 | Held |
| Vanguard Index FDSVTI | 0.3% | $495,662 | 1,339 | Held |
| Vanguard Index FDSVB | 0.3% | $489,187 | 1,614 | Held |
| Ishares Gold TRIAU | 0.2% | $428,142 | 5,670 | Held |
| Dimensional World EquityDFAW | 0.2% | $425,909 | 5,144 | +8% |
| Vanguard BD Index FDSBND | 0.2% | $361,545 | 4,925 | Held |
| Republic BancorpRBCAA | 0.2% | $356,656 | 3,944 | Held |
| Dimensional ETF TrustDFAC | 0.2% | $327,997 | 7,394 | Held |
| Ishares TRIWD | 0.2% | $314,432 | 1,297 | -3% |
| Dimensional ETF TrustDFAE | 0.2% | $302,381 | 7,520 | -5% |
| Vanguard Instl Index FDVBIL | 0.1% | $242,025 | 3,198 | -28% |
| Vanguard Intl Equity Index FVSS | <0.1% | $186,564 | 1,209 | Held |
| Ishares TRIJH | <0.1% | $176,197 | 2,285 | Held |
| Ishares TRIWM | <0.1% | $163,145 | 543 | Held |
| AbbVieABBV | <0.1% | $150,984 | 600 | Held |
| Vanguard Star FDSVXUS | <0.1% | $147,965 | 1,731 | Held |
| Dimensional ETF TrustDISV | <0.1% | $147,669 | 3,680 | Held |
| Dimensional ETF TrustDFAU | <0.1% | $145,744 | 2,820 | Held |
| Dimensional ETF TrustDFIS | <0.1% | $136,740 | 3,903 | Held |
| First TR Exchange-Traded FDFDL | <0.1% | $127,733 | 2,625 | Held |
| Vanguard Index FDSVV | <0.1% | $121,401 | 353 | Held |
| Stock Yards BancorpSYBT | <0.1% | $120,441 | 1,575 | Held |
| AmerenAEE | <0.1% | $117,675 | 1,041 | Held |
| Ishares TRIOO | <0.1% | $115,427 | 845 | Held |
| W. P. CareyWPC | <0.1% | $106,464 | 1,489 | Held |
| Ishares TRIEFA | <0.1% | $104,886 | 1,086 | Held |
| Ishares TRIVE | <0.1% | $102,177 | 450 | Held |
| AppleAAPL | <0.1% | $93,174 | 322 | Held |
| First TR Exchange-Traded ALPFTC | <0.1% | $84,290 | 435 | Held |
| Vanguard Scottsdale FDSVCIT | <0.1% | $66,534 | 805 | Held |
| Realty IncomeO | <0.1% | $61,960 | 1,000 | New |
| CVS HealthCVS | <0.1% | $51,725 | 500 | Held |
| CamecoCCJ | <0.1% | $50,930 | 500 | New |
| Ishares TREEM | <0.1% | $46,040 | 673 | Held |
| Kinder MorganKMI | <0.1% | $44,758 | 1,400 | Held |
| Dimensional ETF TrustDFAX | <0.1% | $42,226 | 1,146 | Held |
| Dominion EnergyD | <0.1% | $40,974 | 600 | Held |
| Vanguard Index FDSVO | <0.1% | $40,930 | 508 | Held |
| Pg&ePCG | <0.1% | $33,809 | 2,010 | Held |
| Schwab Strategic TRSCHF | <0.1% | $32,520 | 1,174 | Held |
| Thermo Fisher ScientificTMO | <0.1% | $27,575 | 55 | Held |
| Fidelity Covington TrustFTEC | <0.1% | $25,417 | 89 | Held |
| Dimensional ETF TrustDEHP | <0.1% | $24,631 | 576 | -18% |
| Dollar TreeDLTR | <0.1% | $24,553 | 203 | Held |
| Schwab Strategic TRSCHA | <0.1% | $20,306 | 562 | Held |
| First BuseyBUSE | <0.1% | $13,983 | 474 | Held |
| Schwab Strategic TRSCHX | <0.1% | $12,979 | 441 | Held |
| Fidelity Covington TrustFHLC | <0.1% | $9,888 | 128 | Held |
| Dimensional ETF TrustDFSU | <0.1% | $9,513 | 204 | Held |
| Vanguard Index FDSVXF | <0.1% | $8,864 | 36 | Held |
| Schwab Strategic TRSCHH | <0.1% | $8,644 | 365 | Held |
| Ishares TRAGG | <0.1% | $8,612 | 87 | Held |
| Spdr Series TrustSHM | <0.1% | $7,963 | 166 | Held |
| AegonAEG | <0.1% | $7,850 | 930 | Held |
| MetLifeMET | <0.1% | $7,023 | 83 | Held |
| Vanguard Intl Equity Index FVT | <0.1% | $6,926 | 44 | Held |
| Fidelity Covington TrustFCOM | <0.1% | $6,740 | 97 | Held |
| AirbnbABNB | <0.1% | $5,009 | 35 | Held |
| Schwab Strategic TRSCHE | <0.1% | $4,025 | 111 | Held |
| Fidelity Covington TrustFNCL | <0.1% | $3,905 | 51 | Held |
| Ishares TRMUB | <0.1% | $3,552 | 33 | Held |
| KohlsKSS | <0.1% | $3,544 | 200 | Held |
| Fidelity Covington TrustFDIS | <0.1% | $3,497 | 34 | Held |
| Vanguard Intl Equity Index FVNQI | <0.1% | $3,275 | 73 | Held |
| Fidelity Covington TrustFSTA | <0.1% | $2,995 | 57 | Held |
| DropboxDBX | <0.1% | $2,747 | 100 | Held |
| Ishares TREFV | <0.1% | $2,680 | 35 | Held |
| Schwab Strategic TRSCHC | <0.1% | $2,406 | 50 | Held |
| Invesco Exchange Traded FD TSPHQ | <0.1% | $2,031 | 23 | New |
| Fidelity Covington TrustFENY | <0.1% | $1,478 | 50 | Held |
| Angel StudiosANGX | <0.1% | $1,413 | 385 | Held |
Showing the largest 100 of 114.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.0% since 30 June 2025.
Where the money is
Financial services0.3%
Health care0.1%
Utilities0.1%
Real estate0.1%
Technology0.1%
Materials0.0%
Energy0.0%
Everyday goods0.0%
Retail & consumer0.0%
Media & telecom0.0%
Industrials0.0%
Other99.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.