Pillar Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$165,812
Net value change ($000)
+6,593 (4.1%)
New positions
8
Sold out positions
14
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,102 14.7%
DFIC 1,303 7.7%
DFLV 992 11.2%
DFAR 629 9.6%
DFAS 527 2.7%
DFSV 520 9.6%
DFIV 279 8.2%
VBIL 229 NEW
DFUS 174 0.9%
DFEM 160 3.6%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -293 -7.7%
VCSH -207 -25.6%
DFSD -121 -6.2%
VTIP -104 -16.2%
DFAT -94 -1.0%
CNS -40 -4.4%
DFAU -31 -18.8%
RDVY -29 -100.0%
UNH -28 -100.0%
BIV -20 -1.1%
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