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PILLAR FINANCIAL ADVISORS, LLC
PILLAR FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
PILLAR FINANCIAL ADVISORS, LLC runs PILLAR FINANCIAL ADVISORS, LLC and currently holds 114 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $191.18M. Their top holdings are DFAS, DFUS, DFIC, DUSB, DFUV. The top five represent 55.0% of reported portfolio weight. PILLAR FINANCIAL ADVISORS, LLC ranks #866 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PILLAR FINANCIAL ADVISORS, LLC initiated 3 new positions. They added to 17 existing positions. They trimmed 19 positions. Their current best-performing preview position is CVS with returns of +44.04%.
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114 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAS DIMENSIONAL ETF TRUST | 12.48% | $64.97 | $83.03 | +27.80% | Trimmed -0.01% |
 DFUS DIMENSIONAL ETF TRUST | 11.89% | $64.36 | $83.66 | +29.98% | Added +2.03% |
 DFIC DIMENSIONAL ETF TRUST | 10.75% | $26.90 | $39.39 | +46.43% | Added +1.80% |
 DUSB DIMENSIONAL ETF TRUST | 10.26% | $50.67 | $50.73 | +0.12% | Added +13.56% |
 DFUV DIMENSIONAL ETF TRUST | 9.57% | $40.92 | $57.42 | +40.32% | Trimmed -0.30% |
 DFLV DIMENSIONAL ETF TRUST | 6.64% | $31.30 | $42.02 | +34.25% | Added +7.16% |
 DFAT DIMENSIONAL ETF TRUST | 5.42% | $55.66 | $71.70 | +28.82% | Trimmed -0.07% |
DF DFAR DIMENSIONAL ETF TRUST | 4.96% | $23.44 | $26.48 | +12.97% | Added +2.57% |
 DFSV DIMENSIONAL ETF TRUST | 3.93% | $31.04 | $40.29 | +29.78% | Added +4.52% |
 DFEM DIMENSIONAL ETF TRUST | 2.82% | $26.83 | $39.90 | +48.71% | Added +0.61% |
Showing 1-10 of 114