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Showing Q3 2024 data
Pillar Wealth Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Pillar Wealth Advisors, LLC
•CIK: 1632226•Filing: Q3 2024
**Pillar Wealth Advisors, LLC** manages $3M across a focused portfolio of 10 positions. The strategy exhibits notable allocations to sector-specific ETFs, with SCHX representing the largest holding at $0.7M. Further diversification is evident through significant stakes in CGMU ($0.5M) and PAUG ($0.3M). The remaining capital is distributed across core assets including SCHM, AAPL, and BND, indicating a blend of thematic and foundational market exposure.
Total AUM
$3.3M
QoQ Performance
-96.0%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
SCHX
CGMU
PAUG
SCHM
CGCP
QUAL
AAPL
PJUL
SCHX21.4%
CGMU14.1%
PAUG10.3%
SCHM10.3%
CGCP8.5%
QUAL8.2%
AAPL7.8%
PJUL6.8%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other92.2%
Technology7.8%
🚪 Exited Positionssold since Q2 2024
+43 more exited positions
Changes from Q2 2024
↓10 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023