PILLAR FINANCIAL ADVISORS, LLC

Filed: 2/2/2026ACC: 0001398344-26-001791

📋 What this filing means

PILLAR FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $165.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

111

Positions

$165.81M

Total AUM (reported)

3.28M

Total Shares

Allocation by class

US SMALL CAP ETF$19.88M12.0%

US EQUITY MARKET$19.57M11.8%

INTL CORE EQUITY$18.28M11.0%

ULTRASHORT FIXED$16.39M9.9%

US MKTWIDE VALUE$15.81M9.5%

US LARGE CAP VAL$9.88M6.0%

US TARGETED VLU$8.87M5.3%

Portfolio Concentration

Top 3$57.73M34.8%

4–10$68.67M41.4%

11–25$29.98M18.1%

Rest$9.43M5.7%

Top 3 weight

34.8%

Top 10 weight

76.2%

Voting Authority Distribution

Total shares with voting rights: 3.28M

Sole

Full voting authority

42.52K

% of voting shares1.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.24M

% of voting shares98.7%

Investment Discretion (by position count)

Sole111

Shared0

Other0

Dominant voting typeNone · 98.7% of voting shares

Institutional Holdings111

Rows:

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares285.34K

TypeSH

Market value$19.88M

11.99%

Sole

5.38K

Shared

0.00

None

279.95K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares263.86K

TypeSH

Market value$19.57M

11.80%

Sole

2.65K

Shared

0.00

None

261.20K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares530.46K

TypeSH

Market value$18.28M

11.02%

Sole

8.71K

Shared

0.00

None

521.75K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares323.50K

TypeSH

Market value$16.39M

9.88%

Sole

3.33K

Shared

0.00

None

320.17K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares339.25K

TypeSH

Market value$15.81M

9.53%

Sole

155.00

Shared

0.00

None

339.09K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares288.83K

TypeSH

Market value$9.88M

5.96%

Sole

1.66K

Shared

0.00

None

287.17K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares148.91K

TypeSH

Market value$8.87M

5.35%

Sole

0.00

Shared

0.00

None

148.91K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares312.89K

TypeSH

Market value$7.17M

4.32%

Sole

8.45K

Shared

0.00

None

304.44K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares179.65K

TypeSH

Market value$5.91M

3.56%

Sole

5.54K

Shared

0.00

None

174.11K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares140.80K

TypeSH

Market value$4.66M

2.81%

Sole

2.60K

Shared

0.00

None

138.20K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares9.48K

TypeSH

Market value$3.91M

2.36%

Sole

0.00

Shared

0.00

None

9.48K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares73.86K

TypeSH

Market value$3.69M

2.22%

Sole

0.00

Shared

0.00

None

73.86K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares70.97K

TypeSH

Market value$3.54M

2.13%

Sole

456.00

Shared

0.00

None

70.51K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares16.38K

TypeSH

Market value$3.13M

1.89%

Sole

0.00

Shared

0.00

None

16.38K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.50K

TypeSH

Market value$2.86M

1.72%

Sole

0.00

Shared

0.00

None

13.50K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares9.07K

TypeSH

Market value$2.74M

1.65%

Sole

0.00

Shared

0.00

None

9.07K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares38.25K

TypeSH

Market value$1.83M

1.11%

Sole

2.92K

Shared

0.00

None

35.33K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares23.25K

TypeSH

Market value$1.81M

1.09%

Sole

0.00

Shared

0.00

None

23.25K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares29.54K

TypeSH

Market value$1.13M

0.68%

Sole

0.00

Shared

0.00

None

29.54K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares17.60K

TypeSH

Market value$1.10M

0.66%

Sole

0.00

Shared

0.00

None

17.60K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares9.70K

TypeSH

Market value$985.1K

0.59%

Sole

0.00

Shared

0.00

None

9.70K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares17.17K

TypeSH

Market value$923.2K

0.56%

Sole

0.00

Shared

0.00

None

17.17K

COHEN & STEERS INC

SOLE

COM

Shares14.01K

TypeSH

Market value$879.4K

0.53%

Sole

0.00

Shared

0.00

None

14.01K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.75K

TypeSH

Market value$852.8K

0.51%

Sole

0.00

Shared

0.00

None

1.75K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares1.29K

TypeSH

Market value$610.6K

0.37%

Sole

0.00

Shared

0.00

None

1.29K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	285.34K	SH	$19.88M 11.99%	5.38K	279.95K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	263.86K	SH	$19.57M 11.80%	2.65K	261.20K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	530.46K	SH	$18.28M 11.02%	8.71K	521.75K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	323.50K	SH	$16.39M 9.88%	3.33K	320.17K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	339.25K	SH	$15.81M 9.53%	155.00	339.09K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	288.83K	SH	$9.88M 5.96%	1.66K	287.17K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	148.91K	SH	$8.87M 5.35%	0.00	148.91K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	312.89K	SH	$7.17M 4.32%	8.45K	304.44K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	179.65K	SH	$5.91M 3.56%	5.54K	174.11K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	140.80K	SH	$4.66M 2.81%	2.60K	138.20K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	9.48K	SH	$3.91M 2.36%	0.00	9.48K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	73.86K	SH	$3.69M 2.22%	0.00	73.86K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	70.97K	SH	$3.54M 2.13%	456.00	70.51K
VANGUARD INDEX FDSSOLE	VALUE ETF	16.38K	SH	$3.13M 1.89%	0.00	16.38K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.50K	SH	$2.86M 1.72%	0.00	13.50K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	9.07K	SH	$2.74M 1.65%	0.00	9.07K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	38.25K	SH	$1.83M 1.11%	2.92K	35.33K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	23.25K	SH	$1.81M 1.09%	0.00	23.25K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	29.54K	SH	$1.13M 0.68%	0.00	29.54K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	17.60K	SH	$1.10M 0.66%	0.00	17.60K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	9.70K	SH	$985.1K 0.59%	0.00	9.70K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	17.17K	SH	$923.2K 0.56%	0.00	17.17K
COHEN & STEERS INCSOLE	COM	14.01K	SH	$879.4K 0.53%	0.00	14.01K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.75K	SH	$852.8K 0.51%	0.00	1.75K
ISHARES TRSOLE	RUS 1000 GRW ETF	1.29K	SH	$610.6K 0.37%	0.00	1.29K

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