Data as of Q4 2025 (Dec 31, 2025)

Pillar Financial Advisors, LLC

โ€ขCIK: 2054958โ€ขFiling: Q4 2025

**Pillar Financial Advisors, LLC** manages $166M across a portfolio of 111 positions. The firm maintains significant concentration in the DFAS ($19.9M) and DFUS ($19.6M) names, representing a combined exposure exceeding $39.5M. Further notable allocations include DFIC ($18.3M) and DUSB ($16.4M), indicating a focused, deep-value approach within its holdings. This concentrated structure suggests a conviction-driven strategy targeting specific market segments.

Total AUM
$165.8M
QoQ Performance
+4.1%
Positions
49
Top 10 Concentration
76.2%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAS
DFUS
DFIC
DUSB
DFUV
DFLV
DFAT
DFAS12.0%
DFUS11.8%
DFIC11.0%
DUSB9.9%
DFUV9.5%
DFLV6.0%
DFAT5.3%
DFAR4.3%

๐Ÿ“ˆ Biggest Buys

DUSB
DIMENSIONAL ETF TRUST
+15.0%
9.9% of portfolio
DFAR
DIMENSIONAL ETF TRUST
+14.2%
4.3% of portfolio
DFLV
DIMENSIONAL ETF TRUST
+6.9%
6.0% of portfolio
DFIC
DIMENSIONAL ETF TRUST
+2.5%
11.0% of portfolio
DFSV
DIMENSIONAL ETF TRUST
+6.1%
3.6% of portfolio

๐Ÿ“‰ Biggest Sells

DFUV
DIMENSIONAL ETF TRUST
-3.5%
9.5% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-3.3%
5.3% of portfolio
DFUS
DIMENSIONAL ETF TRUST
-1.5%
11.8% of portfolio
VUSB
VANGUARD BD INDEX FDS
-7.4%
2.1% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
-25.4%
0.4% of portfolio

Sector Breakdown

Other99.4%
ETF0.4%
Healthcare0.1%
Technology0.1%
Utilities0.0%
Consumer0.0%
Financial0.0%

๐Ÿšช Exited Positionssold since Q3 2025

RDVY
FIRST TR EXCHANGE TRADED FD
SOLD
$29.2K
UNH
UNITEDHEALTH GROUP INC
SOLD
$27.6K
FTCS
FIRST TR EXCHANGE-TRADED FD
SOLD
$19.6K
FVD
FIRST TR EXCHANGE-TRADED FD
SOLD
$11.7K
QQEW
FIRST TR EXCHANGE-TRADED FD
SOLD
$10.6K
+9 more exited positions

Changes from Q3 2025

NEW8 new positions
โ†‘15 increased
โ†“18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024