Pillar Financial Advisors, LLC

hedge fundUpdated 15 days ago

Managed by Pillar Financial Advisors, Llc • Latest filing Q3 2026

Portfolio value

$182.8M

Q3 2026

Filings

5

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

14.8%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table

Period	Portfolio value
Q3 2025	$159.2M
Q4 2025	$165.8M
Q1 2026	$171.1M
Q2 2026	$191.2M
Q3 2026	$182.8M

Top holdings

113 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A DIMENSIONAL ETF TRUST	$25.7M	508.2K	14.04%	Added(+31.5%)
2	? N/A DIMENSIONAL ETF TRUST	$24.2M	291.0K	13.21%	Added(+4.8%)
3	? N/A DIMENSIONAL ETF TRUST	$23.2M	299.7K	12.69%	Added(+3.4%)
4	? N/A DIMENSIONAL ETF TRUST	$22.1M	588.7K	12.11%	Added(+6.7%)
5	? N/A DIMENSIONAL ETF TRUST	$18M	327.8K	9.86%	Trimmed(-1.4%)
6	? N/A DIMENSIONAL ETF TRUST	$14.1M	351.0K	7.71%	Added(+9.3%)
7	? N/A DIMENSIONAL ETF TRUST	$9.7M	145.5K	5.29%	Trimmed(-1.9%)
8	? N/A DIMENSIONAL ETF TRUST	$5.6M	140.3K	3.05%	Added(+5.6%)
9	M MSFT History → DIMENSIONAL ETF TRUST	$4.1M	73.8K	2.25%	Unchanged
10	V VGES History → VANGUARD WORLD FD	$4M	43.7K	2.21%	Trimmed(-0.3%)
11	V VGES History → VANGUARD BD INDEX FDS	$3.5M	70.4K	1.91%	Trimmed(-0.0%)
12	V VGES History → VANGUARD INDEX FDS	$3.4M	15.6K	1.84%	Trimmed(-0.1%)
13	V VGES History → VANGUARD INDEX FDS	$3M	13.0K	1.64%	Trimmed(-0.7%)
14	T THQ History → VANGUARD INDEX FDS	$3M	8.8K	1.62%	Trimmed(-0.5%)
15	V VGES History → VANGUARD BD INDEX FDS	$1.7M	23.1K	0.92%	Added(+0.0%)
16	? N/A DIMENSIONAL ETF TRUST	$1.7M	36.1K	0.92%	Trimmed(-4.5%)
17	V VGES History → VANGUARD TAX-MANAGED FDS	$1.2M	17.0K	0.66%	Trimmed(-0.1%)
18	C CRDO History → DIMENSIONAL ETF TRUST	$1.1M	27.1K	0.61%	Trimmed(-3.9%)
19	V VGES History → VANGUARD INTL EQUITY INDEX F	$921K	15.5K	0.50%	Trimmed(-1.1%)
20	V VGES History → VANGUARD INDEX FDS	$847K	9.4K	0.46%	Unchanged

?

1.N/A

DIMENSIONAL ETF TRUST

+31.5%

Value

$25.7M

Shares

508.2K

% Port

14.04%

?

2.N/A

DIMENSIONAL ETF TRUST

+4.8%

Value

$24.2M

Shares

291.0K

% Port

13.21%

?

3.N/A

DIMENSIONAL ETF TRUST

+3.4%

Value

$23.2M

Shares

299.7K

% Port

12.69%

?

4.N/A

DIMENSIONAL ETF TRUST

+6.7%

Value

$22.1M

Shares

588.7K

% Port

12.11%

?

5.N/A

DIMENSIONAL ETF TRUST

-1.4%

Value

$18M

Shares

327.8K

% Port

9.86%

?

6.N/A

DIMENSIONAL ETF TRUST

+9.3%

Value

$14.1M

Shares

351.0K

% Port

7.71%

?

7.N/A

DIMENSIONAL ETF TRUST

-1.9%

Value

$9.7M

Shares

145.5K

% Port

5.29%

?

8.N/A

DIMENSIONAL ETF TRUST

+5.6%

Value

$5.6M

Shares

140.3K

% Port

3.05%

M

9.MSFT History →

DIMENSIONAL ETF TRUST

Unchanged

Value

$4.1M

Shares

73.8K

% Port

2.25%

V

10.VGES History →

VANGUARD WORLD FD

-0.3%

Value

$4M

Shares

43.7K

% Port

2.21%

V

11.VGES History →

VANGUARD BD INDEX FDS

-0.0%

Value

$3.5M

Shares

70.4K

% Port

1.91%

V

12.VGES History →

VANGUARD INDEX FDS

-0.1%

Value

$3.4M

Shares

15.6K

% Port

1.84%

V

13.VGES History →

VANGUARD INDEX FDS

-0.7%

Value

$3M

Shares

13.0K

% Port

1.64%

T

14.THQ History →

VANGUARD INDEX FDS

-0.5%

Value

$3M

Shares

8.8K

% Port

1.62%

V

15.VGES History →

VANGUARD BD INDEX FDS

+0.0%

Value

$1.7M

Shares

23.1K

% Port

0.92%

?

16.N/A

DIMENSIONAL ETF TRUST

-4.5%

Value

$1.7M

Shares

36.1K

% Port

0.92%

V

17.VGES History →

VANGUARD TAX-MANAGED FDS

-0.1%

Value

$1.2M

Shares

17.0K

% Port

0.66%

C

18.CRDO History →

DIMENSIONAL ETF TRUST

-3.9%

Value

$1.1M

Shares

27.1K

% Port

0.61%

V

19.VGES History →

VANGUARD INTL EQUITY INDEX F

-1.1%

Value

$921K

Shares

15.5K

% Port

0.50%

V

20.VGES History →

VANGUARD INDEX FDS

Unchanged

Value

$847K

Shares

9.4K

% Port

0.46%

View full portfolio (113 holdings) →

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