Pillar Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$182,818
Net value change ($000)
-8,365 (-4.4%)
New positions
11
Sold out positions
12
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DUSB 6,037 30.8%
DFIC 1,580 7.7%
DFUS 1,420 6.2%
DFLV 1,406 11.1%
MGK 196 5.1%
DFEM 175 3.2%
ABBV 162 107.3%
DFIV 135 3.4%
IEFA 121 115.2%
CAT 116 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAR -9,474 -100.0%
DFSV -7,507 -100.0%
DFAT -699 -6.7%
DFAS -659 -2.8%
VTES -532 -56.4%
VBK -261 -8.1%
DFUV -257 -1.4%
VBR -177 -5.6%
DFSD -127 -7.0%
BIV -88 -5.0%
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