Pillar Financial Advisors, LLC holds a focused book of 114 stocks worth $191.2M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Realty Income Corp and trimmed Dimensional US Small Cap ETF. Their largest long position is Dimensional US Small Cap ETF at 12% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054958/holdings"
Use Arkolith to show Pillar Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +26.1%, a 3.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Pillar Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pillar Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $197.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $9.6B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $132.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $46.0B |
| Allworth Financial LP | 79 / 80 | $7.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $63.4B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $54.0B |
Ranked by how many of Pillar Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US SMALL CAP ETF | $23.9M | 289.8K | 12.5% | ▼~0% Reduced · −31 sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $22.7M | 277.5K | 11.9% | ▲+2.0% Added · +6K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $20.6M | 551.8K | 10.8% | ▲+1.8% Added · +10K sh | |
| 4 | Dimensional ETF Trust ULTR FIX INC ETF | $19.6M | 386.4K | 10.3% | ▲+14% Added · +46K sh | |
| 5 | Dimensional ETF Trust US MKTWIDE VALUE | $18.3M | 332.4K | 9.6% | ▼−0.3% Reduced · −989 sh | |
| 6 | Dimensional ETF Trust US LARG VALU ETF | $12.7M | 321.0K | 6.6% | ▲+7.2% Added · +21K sh | |
| 7 | Dimensional ETF Trust US TARGETED VLU | $10.4M | 148.3K | 5.4% | ▼−0.1% Reduced · −101 sh | |
| 8 | Dimensional ETF Trust US REAL ESTA ETF | $9.5M | 362.2K | 5.0% | ▲+2.6% Added · +9K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $7.5M | 193.5K | 3.9% | ▲+4.5% Added · +8K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $5.4M | 132.8K | 2.8% | ▲+0.6% Added · +806 sh | |
| 11 | Dimensional ETF Trust INTERNATNAL VAL | $4.0M | 73.8K | 2.1% | ▼~0% Reduced · −14 sh | |
| 12 | Vanguard World FD MEGA GRWTH IND | $3.8M | 43.8K | 2.0% | ▲+373% Added · +35K sh | |
| 13 | Vanguard BD Index FDS VANGUARD ULTRA | $3.5M | 70.4K | 1.8% | ▼−0.2% Reduced · −169 sh | |
| 14 | Vanguard Index FDS VALUE ETF | $3.4M | 15.6K | 1.8% | ▼−3.0% Reduced · −478 sh | |
| 15 | Vanguard Index FDS SML CP GRW ETF | $3.2M | 8.8K | 1.7% | —Held | |
| 16 | Vanguard Index FDS SM CP VAL ETF | $3.2M | 13.1K | 1.7% | ▼−0.7% Reduced · −98 sh | |
| 17 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.8M | 37.8K | 0.9% | ▼−0.2% Reduced · −94 sh | |
| 18 | Vanguard BD Index FDS INTERMED TERM | $1.8M | 23.1K | 0.9% | ▲~0% Added · +8 sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 17.0K | 0.6% | ▲+0.1% Added · +17 sh | |
| 20 | Dimensional ETF Trust INTL CORE EQT MK | $1.2M | 28.2K | 0.6% | ▼−2.4% Reduced · −690 sh | |
| 21 | Vanguard Wellington FD SHORT TRM TAX EX | $944K | 9.3K | 0.5% | ▼−58% Reduced · −13K sh | |
| 22 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $937K | 15.7K | 0.5% | ▼−2.6% Reduced · −415 sh | |
| 23 | Vanguard Index FDS GROWTH ETF | $810K | 9.4K | 0.4% | ▲+443% Added · +8K sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $641K | 5.2K | 0.3% | ▲+300% Added · +4K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $629K | 915 | 0.3% | ▼−1.6% Reduced · −15 sh | |
| 26 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $583K | 7.4K | 0.3% | ▼−2.3% Reduced · −171 sh | |
| 27 | Vanguard World FD MEGA CAP VAL ETF | $574K | 3.5K | 0.3% | —Held | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $546K | 6.5K | 0.3% | —Held | |
| 29 | Vanguard Malvern FDS STRM INFPROIDX | $546K | 10.9K | 0.3% | —Held | |
| 30 | Ishares TR GNMA BOND ETF | $497K | 11.2K | 0.3% | —Held | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $496K | 1.3K | 0.3% | —Held | |
| 32 | Vanguard Index FDS SMALL CP ETF | $489K | 1.6K | 0.3% | ▲+0.1% Added · +1 sh | |
| 33 | Ishares Gold TR ISHARES NEW | $428K | 5.7K | 0.2% | —Held | |
| 34 | Dimensional ETF Trust WORLD EQUITY ETF | $426K | 5.1K | 0.2% | ▲+8.4% Added · +397 sh | |
| 35 | Vanguard BD Index FDS TOTAL BND MRKT | $362K | 4.9K | 0.2% | ▲+0.4% Added · +20 sh | |
| 36 | Republic Bancorp Inc Ky CL A | $357K | 3.9K | 0.2% | —Held | |
| 37 | Dimensional ETF Trust US COR EQU 2 ETF | $328K | 7.4K | 0.2% | ▼−1.0% Reduced · −77 sh | |
| 38 | Ishares TR RUS 1000 VAL ETF | $314K | 1.3K | 0.2% | ▼−3.0% Reduced · −40 sh | |
| 39 | Dimensional ETF Trust EMGR CRE EQT MNG | $302K | 7.5K | 0.2% | ▼−5.5% Reduced · −435 sh | |
| 40 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $242K | 3.2K | 0.1% | ▼−28% Reduced · −1K sh | |
| 41 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $187K | 1.2K | 0.1% | —Held | |
| 42 | Ishares TR CORE S&P MCP ETF | $176K | 2.3K | 0.1% | —Held | |
| 43 | Ishares TR RUSSELL 2000 ETF | $163K | 543 | 0.1% | —Held | |
| 44 | Abbvie Inc COM | $151K | 600 | 0.1% | —Held | |
| 45 | Vanguard Star FDS VG TL INTL STK F | $148K | 1.7K | 0.1% | —Held | |
| 46 | Dimensional ETF Trust INTL SMALL CAP V | $148K | 3.7K | 0.1% | —Held | |
| 47 | Dimensional ETF Trust US CORE EQT MKT | $146K | 2.8K | 0.1% | ▼−1.6% Reduced · −47 sh | |
| 48 | Dimensional ETF Trust INTL SMALL CAP E | $137K | 3.9K | 0.1% | —Held | |
| 49 | First TR Exchange-Traded FD SHS | $128K | 2.6K | 0.1% | —Held | |
| 50 | Vanguard Index FDS LARGE CAP ETF | $121K | 353 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 114 | $191.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 106 | $171.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 111 | $165.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 117 | $159.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 109 | $144.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 111 | $134.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 116 | $130.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.