Pillar Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
117
Total value ($000)
$159,219
Net value change ($000)
+14,417 (10.0%)
New positions
10
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DUSB 2,982 26.4%
DFUS 1,828 10.4%
DFAS 1,567 8.8%
DFIC 1,434 9.2%
DFAR 1,178 22.0%
DFLV 944 11.9%
DFUV 747 5.0%
DFSV 714 15.3%
DFAT 634 7.6%
DFEM 578 14.7%
Top Reduces (Value $000, Stocks/ETFs)
CNS -137 -13.0%
DFSD -114 -5.5%
IWD -36 -11.7%
VCSH -26 -3.1%
INTC -24 -100.0%
SYBT -14 -11.3%
RBCAA -14 -4.7%
DFAE -11 -4.1%
IEFA -6 -5.9%
KMI -1 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type