Pillar Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$171,123
Net value change ($000)
+5,311 (3.2%)
New positions
2
Sold out positions
7
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTES 1,255 127.4%
DFAR 1,184 16.5%
DFIC 980 5.4%
DUSB 868 5.3%
DFLV 817 8.3%
DFAS 736 3.7%
DFSV 579 9.8%
DFAT 404 4.6%
DFUV 352 2.2%
DFIV 210 5.7%
Top Reduces (Value $000, Stocks/ETFs)
CNS -879 -100.0%
MGK -511 -13.1%
DFUS -284 -1.5%
DFEM -97 -2.1%
VUG -97 -11.4%
VBK -79 -2.9%
IWF -61 -10.0%
VWO -52 -5.6%
VCIT -50 -42.7%
VTI -48 -10.0%
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