PILLAR FINANCIAL ADVISORS, LLC

Filed: 5/7/2026ACC: 0001398344-26-008635

📋 What this filing means

PILLAR FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $171.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

106

Positions

$171.12M

Total AUM (reported)

3.36M

Total Shares

Allocation by class

US SMALL CAP ETF$20.62M12.0%

US EQUITY MARKET$19.29M11.3%

INTL CORE EQUITY$19.26M11.3%

ULTRASHORT FIXED$17.25M10.1%

US MKTWIDE VALUE$16.16M9.4%

US LARGE CAP VAL$10.70M6.3%

US TARGETED VLU$9.27M5.4%

Portfolio Concentration

Top 3$59.16M34.6%

4–10$72.78M42.5%

11–25$30.31M17.7%

Rest$8.87M5.2%

Top 3 weight

34.6%

Top 10 weight

77.1%

Voting Authority Distribution

Total shares with voting rights: 3.36M

Sole

Full voting authority

17.52K

% of voting shares0.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.34M

% of voting shares99.5%

Investment Discretion (by position count)

Sole106

Shared0

Other0

Dominant voting typeNone · 99.5% of voting shares

Institutional Holdings106

Rows:

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares289.82K

TypeSH

Market value$20.62M

12.05%

Sole

3.16K

Shared

0.00

None

286.67K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares271.98K

TypeSH

Market value$19.29M

11.27%

Sole

2.47K

Shared

0.00

None

269.51K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares542.09K

TypeSH

Market value$19.26M

11.26%

Sole

2.63K

Shared

0.00

None

539.46K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares340.23K

TypeSH

Market value$17.25M

10.08%

Sole

686.00

Shared

0.00

None

339.55K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares333.44K

TypeSH

Market value$16.16M

9.44%

Sole

0.00

Shared

0.00

None

333.44K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares299.57K

TypeSH

Market value$10.70M

6.25%

Sole

253.00

Shared

0.00

None

299.32K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares148.44K

TypeSH

Market value$9.27M

5.42%

Sole

0.00

Shared

0.00

None

148.44K

DIMENSIONAL ETF TRUST

SOLE

US REAL ESTATE E

Shares353.09K

TypeSH

Market value$8.35M

4.88%

Sole

5.46K

Shared

0.00

None

347.63K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares185.16K

TypeSH

Market value$6.49M

3.79%

Sole

2.75K

Shared

0.00

None

182.40K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares132.01K

TypeSH

Market value$4.56M

2.67%

Sole

115.00

Shared

0.00

None

131.90K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares73.81K

TypeSH

Market value$3.90M

2.28%

Sole

0.00

Shared

0.00

None

73.81K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares70.56K

TypeSH

Market value$3.51M

2.05%

Sole

0.00

Shared

0.00

None

70.56K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares9.26K

TypeSH

Market value$3.40M

1.99%

Sole

0.00

Shared

0.00

None

9.26K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares16.06K

TypeSH

Market value$3.15M

1.84%

Sole

0.00

Shared

0.00

None

16.06K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares13.16K

TypeSH

Market value$2.86M

1.67%

Sole

0.00

Shared

0.00

None

13.16K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares8.81K

TypeSH

Market value$2.66M

1.56%

Sole

0.00

Shared

0.00

None

8.81K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares22.15K

TypeSH

Market value$2.24M

1.31%

Sole

0.00

Shared

0.00

None

22.15K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares37.92K

TypeSH

Market value$1.82M

1.06%

Sole

0.00

Shared

0.00

None

37.92K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares23.05K

TypeSH

Market value$1.78M

1.04%

Sole

0.00

Shared

0.00

None

23.05K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares28.92K

TypeSH

Market value$1.13M

0.66%

Sole

0.00

Shared

0.00

None

28.92K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares16.96K

TypeSH

Market value$1.09M

0.64%

Sole

0.00

Shared

0.00

None

16.96K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares16.12K

TypeSH

Market value$871.3K

0.51%

Sole

0.00

Shared

0.00

None

16.12K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.73K

TypeSH

Market value$756.1K

0.44%

Sole

0.00

Shared

0.00

None

1.73K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares7.55K

TypeSH

Market value$598.4K

0.35%

Sole

0.00

Shared

0.00

None

7.55K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares930.00

TypeSH

Market value$555.8K

0.32%

Sole

0.00

Shared

0.00

None

930.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	289.82K	SH	$20.62M 12.05%	3.16K	286.67K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	271.98K	SH	$19.29M 11.27%	2.47K	269.51K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	542.09K	SH	$19.26M 11.26%	2.63K	539.46K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	340.23K	SH	$17.25M 10.08%	686.00	339.55K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	333.44K	SH	$16.16M 9.44%	0.00	333.44K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	299.57K	SH	$10.70M 6.25%	253.00	299.32K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	148.44K	SH	$9.27M 5.42%	0.00	148.44K
DIMENSIONAL ETF TRUSTSOLE	US REAL ESTATE E	353.09K	SH	$8.35M 4.88%	5.46K	347.63K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	185.16K	SH	$6.49M 3.79%	2.75K	182.40K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	132.01K	SH	$4.56M 2.67%	115.00	131.90K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	73.81K	SH	$3.90M 2.28%	0.00	73.81K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	70.56K	SH	$3.51M 2.05%	0.00	70.56K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	9.26K	SH	$3.40M 1.99%	0.00	9.26K
VANGUARD INDEX FDSSOLE	VALUE ETF	16.06K	SH	$3.15M 1.84%	0.00	16.06K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	13.16K	SH	$2.86M 1.67%	0.00	13.16K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	8.81K	SH	$2.66M 1.56%	0.00	8.81K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	22.15K	SH	$2.24M 1.31%	0.00	22.15K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	37.92K	SH	$1.82M 1.06%	0.00	37.92K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	23.05K	SH	$1.78M 1.04%	0.00	23.05K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	28.92K	SH	$1.13M 0.66%	0.00	28.92K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	16.96K	SH	$1.09M 0.64%	0.00	16.96K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	16.12K	SH	$871.3K 0.51%	0.00	16.12K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.73K	SH	$756.1K 0.44%	0.00	1.73K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	7.55K	SH	$598.4K 0.35%	0.00	7.55K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	930.00	SH	$555.8K 0.32%	0.00	930.00

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