Pillar Financial Advisors, LLC Portfolio Holdings

Pillar Financial Advisors, LLC

  • $145 Billion
  • Q2 2025

Pillar Financial Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $17.8B, Dimensional ETF Tr U S Equity with a value of $17.6B, Dimensional ETF Tr Dimensional with a value of $15.5B, Dimensional ETF Tr Us Marketwi with a value of $15B, and Dimensional ETF Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $134B to 145B.

Pillar Financial Advisors, LLC is based out at Louisville, KY

Below you can find more details about Pillar Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $119 Billion
Financial Services: $1.5 Billion
Healthcare: $204 Million
Utilities: $147 Million
Technology: $94.7 Million
Real Estate: $92.9 Million
Energy: $41.2 Million
Consumer Cyclical: $6.57 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57B
$1.06 Billion 0.73% of portfolio
14,008
Q1 2025 Added 124.96%
$2.14B
$124 Million 0.09% of portfolio
1,575
Q4 2024 New
$3.2B
$377,000 0.0% of portfolio
7
Q4 2024 New
$7.7B
$2.86 Million 0.0% of portfolio
100
Q4 2024 New
$9.99B
$49,000 0.0% of portfolio
2
Q4 2024 New
$2.45B
$243,000 0.0% of portfolio
35
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $145 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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