Pillar Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$191,183
Net value change ($000)
+20,060 (11.7%)
New positions
10
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUS 3,453 17.9%
DFAS 3,247 15.8%
DUSB 2,368 13.7%
DFUV 2,130 13.2%
DFLV 1,995 18.6%
DFIC 1,301 6.8%
DFAR 1,124 13.5%
DFAT 1,099 11.9%
DFSV 1,019 15.7%
DFEM 837 18.4%
Top Reduces (Value $000, Stocks/ETFs)
VTES -1,296 -57.9%
VBIL -94 -28.0%
IAU -72 -14.4%
VCSH -15 -2.5%
BIV -10 -0.6%
DFSD -10 -0.6%
VUSB -9 -0.3%
BLFS -8 -100.0%
FDL -5 -3.8%
KMI -2 -4.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type