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Pillar Financial Advisors, LLC

Period ended Sep 30, 2026 · Latest filing Oct 21, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $182,818,067

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. DIMENSIONAL ETF TRUST · ULTR FIX INC ETF · 25434V591 · shares: $25,658,489
  2. DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $24,159,218
  3. DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $23,202,619
  4. DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $22,141,256
  5. DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $18,031,326
  6. DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $14,098,664
  7. DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $9,670,019
  8. DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $5,573,136
  9. DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $4,122,421
  10. VANGUARD WORLD FD · MRNGSTR MEGA CAP · 921910816 · shares: $4,045,841

Reported holdings

113 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SCHWAB STRATEGIC TRINTL SCEQT ETF808524888 — 50 shares $2,487
WARNER BROS DISCOVERY INCCOM SER A934423104 — 61 shares $1,888
GARRETT MOTION INCCOM366505105 — 72 shares $1,875
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 12 shares $1,823
ANGEL STUDIOS INC.CL A COM034948109 — 385 shares $1,798
FIDELITY COVINGTON TRUSTMSCI ENERGY IDX316092402 — 50 shares $1,695
FIFTH THIRD BANCORPCOM316773100 — 23 shares $1,164
NET LEASE OFFICE PROPERTIESCOM64110Y108 — 116 shares $1,145
ASANA INCCL A04342Y104 — 0 shares $355
BRIGHTHOUSE FINL INCCOM10922N103 — 7 shares $350
PELOTON INTERACTIVE INCCL A COM70614W100 — 35 shares $175
THE BEACHBODY COMPANY INCCOM CL A NEW073463309 — 13 shares $62
UNISYS CORPCOM NEW909214306 — 10 shares $24