PILLAR FINANCIAL ADVISORS, LLC

Filed: 7/23/2025ACC: 0001398344-25-013548

📋 What this filing means

PILLAR FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $144.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

109

Positions

$144.80M

Total AUM (reported)

3.03M

Total Shares

Allocation by class

US SMALL CAP ETF$17.79M12.3%

US EQUITY MARKET$17.57M12.1%

INTL CORE EQUITY$15.54M10.7%

US MKTWIDE VALUE$14.96M10.3%

ULTRASHORT FIXED$11.30M7.8%

US TARGETED VLU$8.33M5.8%

US LARGE CAP VAL$7.95M5.5%

Portfolio Concentration

Top 3$50.90M35.1%

4–10$56.48M39.0%

11–25$28.67M19.8%

Rest$8.75M6.0%

Top 3 weight

35.1%

Top 10 weight

74.2%

Voting Authority Distribution

Total shares with voting rights: 3.03M

Sole

Full voting authority

38.03K

% of voting shares1.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.99M

% of voting shares98.7%

Investment Discretion (by position count)

Sole109

Shared0

Other0

Dominant voting typeNone · 98.7% of voting shares

Institutional Holdings109

Rows:

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares279.16K

TypeSH

Market value$17.79M

12.28%

Sole

5.34K

Shared

0.00

None

273.82K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares262.13K

TypeSH

Market value$17.57M

12.13%

Sole

2.51K

Shared

0.00

None

259.62K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares499.94K

TypeSH

Market value$15.54M

10.73%

Sole

10.43K

Shared

0.00

None

489.51K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares353.77K

TypeSH

Market value$14.96M

10.33%

Sole

155.00

Shared

0.00

None

353.61K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares222.68K

TypeSH

Market value$11.30M

7.80%

Sole

969.00

Shared

0.00

None

221.71K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares154.31K

TypeSH

Market value$8.33M

5.75%

Sole

0.00

Shared

0.00

None

154.31K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares256.14K

TypeSH

Market value$7.95M

5.49%

Sole

1.05K

Shared

0.00

None

255.09K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares228.41K

TypeSH

Market value$5.36M

3.70%

Sole

5.81K

Shared

0.00

None

222.60K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares158.85K

TypeSH

Market value$4.67M

3.23%

Sole

5.50K

Shared

0.00

None

153.34K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares132.06K

TypeSH

Market value$3.92M

2.71%

Sole

2.29K

Shared

0.00

None

129.78K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares75.67K

TypeSH

Market value$3.77M

2.61%

Sole

456.00

Shared

0.00

None

75.22K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares9.74K

TypeSH

Market value$3.57M

2.46%

Sole

0.00

Shared

0.00

None

9.74K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares74.25K

TypeSH

Market value$3.18M

2.20%

Sole

0.00

Shared

0.00

None

74.25K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares15.66K

TypeSH

Market value$2.77M

1.91%

Sole

0.00

Shared

0.00

None

15.66K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.55K

TypeSH

Market value$2.64M

1.82%

Sole

0.00

Shared

0.00

None

13.55K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares9.11K

TypeSH

Market value$2.52M

1.74%

Sole

0.00

Shared

0.00

None

9.11K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares43.09K

TypeSH

Market value$2.07M

1.43%

Sole

2.91K

Shared

0.00

None

40.18K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares23.42K

TypeSH

Market value$1.81M

1.25%

Sole

0.00

Shared

0.00

None

23.42K

COHEN & STEERS INC

SOLE

COM

Shares14.01K

TypeSH

Market value$1.06M

0.73%

Sole

0.00

Shared

0.00

None

14.01K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares30.34K

TypeSH

Market value$1.05M

0.72%

Sole

0.00

Shared

0.00

None

30.34K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares17.41K

TypeSH

Market value$992.8K

0.69%

Sole

0.00

Shared

0.00

None

17.41K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares17.43K

TypeSH

Market value$861.8K

0.60%

Sole

0.00

Shared

0.00

None

17.43K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares10.49K

TypeSH

Market value$834.1K

0.58%

Sole

355.00

Shared

0.00

None

10.14K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.80K

TypeSH

Market value$788.2K

0.54%

Sole

0.00

Shared

0.00

None

1.80K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares7.51K

TypeSH

Market value$757.6K

0.52%

Sole

0.00

Shared

0.00

None

7.51K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	279.16K	SH	$17.79M 12.28%	5.34K	273.82K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	262.13K	SH	$17.57M 12.13%	2.51K	259.62K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	499.94K	SH	$15.54M 10.73%	10.43K	489.51K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	353.77K	SH	$14.96M 10.33%	155.00	353.61K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	222.68K	SH	$11.30M 7.80%	969.00	221.71K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	154.31K	SH	$8.33M 5.75%	0.00	154.31K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	256.14K	SH	$7.95M 5.49%	1.05K	255.09K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	228.41K	SH	$5.36M 3.70%	5.81K	222.60K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	158.85K	SH	$4.67M 3.23%	5.50K	153.34K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	132.06K	SH	$3.92M 2.71%	2.29K	129.78K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	75.67K	SH	$3.77M 2.61%	456.00	75.22K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	9.74K	SH	$3.57M 2.46%	0.00	9.74K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	74.25K	SH	$3.18M 2.20%	0.00	74.25K
VANGUARD INDEX FDSSOLE	VALUE ETF	15.66K	SH	$2.77M 1.91%	0.00	15.66K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.55K	SH	$2.64M 1.82%	0.00	13.55K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	9.11K	SH	$2.52M 1.74%	0.00	9.11K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	43.09K	SH	$2.07M 1.43%	2.91K	40.18K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	23.42K	SH	$1.81M 1.25%	0.00	23.42K
COHEN & STEERS INCSOLE	COM	14.01K	SH	$1.06M 0.73%	0.00	14.01K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	30.34K	SH	$1.05M 0.72%	0.00	30.34K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	17.41K	SH	$992.8K 0.69%	0.00	17.41K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	17.43K	SH	$861.8K 0.60%	0.00	17.43K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	10.49K	SH	$834.1K 0.58%	355.00	10.14K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.80K	SH	$788.2K 0.54%	0.00	1.80K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	7.51K	SH	$757.6K 0.52%	0.00	7.51K

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