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PILLAR FINANCIAL ADVISORS, LLC 13F portfolio summary

PILLAR FINANCIAL ADVISORS, LLC of PILLAR FINANCIAL ADVISORS, LLC has 106 current stock holdings with a reported portfolio value of $171.1M. The portfolio 1 year return is +16.13%. Top holdings include GNMA (0.00%), BHF (0.00%), DFAS (12.08%), DFUS (11.30%), DFIC (11.29%).

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PILLAR FINANCIAL ADVISORS, LLC

PILLAR FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

PILLAR FINANCIAL ADVISORS, LLC runs PILLAR FINANCIAL ADVISORS, LLC and currently holds 106 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $171.12M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PILLAR FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PILLAR FINANCIAL ADVISORS, LLC's portfolio at PILLAR FINANCIAL ADVISORS, LLC has delivered returns of +16.13%. Their 3-year annualized return is +14.16%. Looking at the 5-year horizon, PILLAR FINANCIAL ADVISORS, LLC has achieved +14.16% annualized returns at PILLAR FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.13%
#0/1000
3 Year
+14.16%
#0/1000
5 Year
+14.16%
#0/1000

Portfolio Value

$171.12M

Alpha Score

13.3

#0 of 1000

Holdings

106

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change