Pillar Financial Advisors, LLC
Long book
$171.1M
Q1 2026
Positions
106
Top-10 weight
77%
concentration
Last quarter
+10.6%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsPillar Financial Advisors, LLC is a wealth-management firm allocating client money, running a $171.1M US long book across 106 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US SMALL CAP ETF, DIMENSIONAL US EQ MKT ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSION ULTRASHORT FI ETF, DIMENSIONAL US MARKETWIDE VA.
Over the last 6 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.3%
Q1 2025
+6.6%
Q2 2025
+6.2%
Q3 2025
+2.9%
Q4 2025
+1.8%
Q1 2026
+10.6%
Sector allocation
Financials 43%
Utilities 24%
Healthcare 18%
Technology 9%
Other 3%
Consumer discretionary 3%
Services media 1%
Consumer staples 0%
Long book by quarter
What does Pillar Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| RBCAA REPUBLIC BANCORP INC-CLASS A | Financials | 3.9K | $278K | 0.2% | Held |
| ABBV ABBVIE INC | Healthcare | 600 | $130K | 0.1% | Held |
| AEE AMEREN CORPORATION | Utilities | 1.0K | $114K | 0.1% | Held |
| SYBT STOCK YARDS BANCORP INC | Financials | 1.6K | $104K | 0.1% | Held |
| AAPL APPLE INC | Technology | 322 | $82K | 0.0% | +0.6% |
| KMI KINDER MORGAN INC | Utilities | 1.4K | $47K | 0.0% | Held |
| D DOMINION ENERGY INC | Utilities | 600 | $37K | 0.0% | Held |
| CVS CVS HEALTH CORP | Healthcare | 500 | $36K | 0.0% | Held |
| PCG P G & E CORP | Utilities | 2.0K | $35K | 0.0% | +117.5% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 55 | $27K | 0.0% | Held |
| DLTR DOLLAR TREE INC | Consumer discretionary | 203 | $22K | 0.0% | New |
| BUSE FIRST BUSEY CORP | Financials | 474 | $12K | 0.0% | Held |
| BLFS BIOLIFE SOLUTIONS INC | Healthcare | 396 | $8K | 0.0% | Held |
| AEG AEGON LTD-NY REG SHR | Financials | 930 | $7K | 0.0% | Held |
| MET METLIFE INC | Financials | 83 | $6K | 0.0% | Held |
| ABNB AIRBNB INC-CLASS A | Services media | 35 | $4K | 0.0% | Held |
| KSS KOHLS CORP | Consumer discretionary | 200 | $3K | 0.0% | Held |
| DBX DROPBOX INC-CLASS A | Technology | 100 | $2K | 0.0% | Held |
| ANGX ANGEL STUDIOS INC | Services media | 385 | $1K | 0.0% | Held |
| FITB FIFTH THIRD BANCORP | Financials | 23 | $1K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 106 | $171.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 111 | $165.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 117 | $159.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 109 | $144.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 111 | $134.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 116 | $130.6M | canonical | SEC ↗ |