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13F holdings · Q3 2026

Pillar Financial Advisors

Louisville, KY · files as Pillar Financial Advisors, LLC
Holdings as of Sep 30, 2026Filed Oct 21, 2026Next filing due Feb 15, 2027CIK 2054958

Pillar Financial Advisors reported 113 stocks worth $183M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DUSB (14.0%), DFUS (13.2%) and Dimensional U S Small Cap ETF (12.7%). Compared with Q2 2026, the fund opened new positions in CAT, BP and CNS, added to DUSB, DFUS and DFIC, trimmed DFUV, MGK and VTV and sold out of CCJ, SPHQ and ZTEN.

Reported value$183M−4.4% vs last quarter
Stocks held11311 new · 13 sold out
Top 5 weight61.9%very concentrated
Turnover16%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DUSB
Dimensnl Ultrashrt Fixed
$25.7M14.0%508K+122K (+32%)8 of 8
2
DFUS
Dimensional US Equity Market ETF
$24.2M13.2%291K+13K (+5%)8 of 8
3
DIMENSIONAL U S SMALL CAP ETF
$23.2M12.7%300K+9,904 (+3%)8 of 8
4
DFIC
Dimensional Intern Core
$22.1M12.1%589K+37K (+7%)8 of 8
5
DFUV
Dimensional US Marketwide Value ETF
$18M9.9%328K−4,606 (−1%)8 of 8
6
DFLV
Dimensional ETF Trust
$14.1M7.7%351K+30K (+9%)8 of 8
7
DIMENSIONAL U S TARGETED
$9.7M5.3%146K−2,793 (−2%)8 of 8
8
DFEM
Dimensional ETF Trust
$5.6M3.0%140K+7,494 (+6%)8 of 8
9
DFIV
Dimensional ETF Trust
$4.1M2.3%74KNo change8 of 8
10
MGK
Vanguard Mega Cap Growth
$4M2.2%44K−125 (−0%)8 of 8
🔒 103 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL US REAL
$9.5M362K
DIMENSIONAL ETF TRUST
$7.5M194K
CCJ
Cameco Corp F
$51K500
SPHQ
Invesco Exchange Traded FD T
$2K23
ZTEN
Rbb FD Inc
$72714

🔒 Free account: see all 12.

Reported value

last 8 quarters
$131MQ4 '24
$134MQ1 '25
$145MQ2 '25
$159MQ3 '25
$166MQ4 '25
$171MQ1 '26
$191MQ2 '26
$183MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 21, 202613F-HRQ3 2026SEC filing ↗

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Pillar Financial Advisors 13F FAQ

What does Pillar Financial Advisors own?

Pillar Financial Advisors reported 113 stocks worth $183M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DUSB (14.0%), DFUS (13.2%) and Dimensional U S Small Cap ETF (12.7%). The table above lists every position in the filing (the top 10 without an account).

What did Pillar Financial Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 11 new positions, 13 added to, 16 trimmed and 13 sold out. New positions include CAT, BP and CNS. It sold all of CCJ, SPHQ and ZTEN.

When will Pillar Financial Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Pillar Financial Advisors's portfolio worth?

The Q3 2026 filing reports $183M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.