Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- Latest filing
- Nov 10, 2025
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 9, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 55
- −3 vs. Q4 2021
- Portfolio value
- $103.6M
- −$1.51M (−1.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 376,591 | $20.3M | 19.6% | −7,009−1.8% | ReducedConverted for a 2-for-1 split | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 443,821 | $11.5M | 11.1% | +220,088+98.4% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 142,752 | $10.8M | 10.5% | −2,366−1.6% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 70,714 | $9.52M | 9.2% | −945−1.3% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 119,660 | $5.75M | 5.5% | −1,459−1.2% | Reduced | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 91,478 | $2.79M | 2.7% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,500 | $2.46M | 2.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 75,607 | $2.36M | 2.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 86,213 | $2.27M | 2.2% | 00.0% | Unchanged | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 68,547 | $2.06M | 2.0% | 00.0% | Unchanged | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 20,878 | $2.01M | 1.9% | −458−2.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 719 | $2.00M | 1.9% | −11−1.5% | Reduced | History |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 68,317 | $1.94M | 1.9% | 00.0% | Unchanged | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 63,368 | $1.92M | 1.8% | 00.0% | Unchanged | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,362 | $1.63M | 1.6% | −912−2.6% | ReducedConverted for a 2-for-1 split | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $1.59M | 1.5% | +440+1.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 558 | $1.56M | 1.5% | −4−0.7% | Reduced | History |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 49,616 | $1.55M | 1.5% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 45,319 | $1.48M | 1.4% | 00.0% | Unchanged | – |
| ICEIntercontinental Exchange, Inc. | Stock | 10,992 | $1.45M | 1.4% | −26−0.2% | Reduced | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 28,881 | $1.43M | 1.4% | −4,880−14.5% | Reduced | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 41,593 | $1.26M | 1.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 26,035 | $1.06M | 1.0% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 5,322 | $929.0K | 0.9% | 00.0% | Unchanged | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 28,399 | $728.0K | 0.7% | −1,496−5.0% | Reduced | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $721.0K | 0.7% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 23,904 | $709.0K | 0.7% | +7,215+43.2% | Added | – |
| DAVAEndava plc | ADS | 5,186 | $690.0K | 0.7% | −2,600−33.4% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $616.0K | 0.6% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 11,855 | $561.0K | 0.5% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $539.0K | 0.5% | 00.0% | Unchanged | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,315 | $486.0K | 0.5% | +852+11.4% | Added | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 19,202 | $469.0K | 0.5% | +643+3.5% | Added | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $467.0K | 0.5% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 16,157 | $405.0K | 0.4% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $390.0K | 0.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 12,564 | $385.0K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,201 | $347.0K | 0.3% | +2+0.1% | Added | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $347.0K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 13,014 | $335.0K | 0.3% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 6,355 | $329.0K | 0.3% | −5,172−44.9% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $327.0K | 0.3% | −142−3.1% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,118 | $322.0K | 0.3% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 12,260 | $281.0K | 0.3% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $273.0K | 0.3% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 82 | $267.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $255.0K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 5,443 | $250.0K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,844 | $230.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $229.0K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $222.0K | 0.2% | +861+11.4% | Added | – |
| CMCSAComcast Corp | Stock | 4,676 | $219.0K | 0.2% | −212−4.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 450 | $205.0K | 0.2% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 6,290 | $202.0K | 0.2% | 00.0% | Unchanged | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 5,690 | $201.0K | 0.2% | +10.0% | Added | – |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,159 | $212.0K | 0.2% | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 7,053 | $207.0K | 0.2% | – |
| FTNTFortinet, Inc. | Stock | 574 | $206.0K | 0.2% | History |