Institutional Fund
Pillar Financial Advisors, LLC
Louisville, KYCIK 20549585 filings on record
Portfolio Value
$171.12M
Q1 2026
Holdings
106
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+3.2%
from $165.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.0%
- Dimensional ETF Trust11.3%
- Dimensional ETF Trust11.3%
- Dimensnl Ultrashrt Fixed10.1%
- Dimensional ETF Trust9.4%
- Dimensional ETF Trust6.3%
- Other39.7%
Portfolio Holdings
106 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 289.8K | $20.62M | 12.0% | +4.5K | Added |
| 2 | Dimensional ETF Trust | 272.0K | $19.29M | 11.3% | +8.1K | Added |
| 3 | Dimensional ETF Trust | 542.1K | $19.26M | 11.3% | +11.6K | Added |
| 4 | Dimensnl Ultrashrt Fixed | 340.2K | $17.25M | 10.1% | +16.7K | Added |
| 5 | Dimensional ETF Trust | 333.4K | $16.16M | 9.4% | −5.8K | Reduced |
| 6 | Dimensional ETF Trust | 299.6K | $10.70M | 6.3% | +10.7K | Added |
| 7 | Dimensional ETF Trust | 148.4K | $9.27M | 5.4% | −473 | Reduced |
| 8 | Dimensional ETF Trust | 353.1K | $8.35M | 4.9% | +40.2K | Added |
| 9 | Dimensional ETF Trust | 185.2K | $6.49M | 3.8% | +5.5K | Added |
| 10 | Dimensional ETF Trust | 132.0K | $4.56M | 2.7% | −8.8K | Reduced |
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